99 épisodes

Smart Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get smart strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Smart Strategy for CPA's is the show for you!

Smart Strategy for CPA's Geraldine Carter

    • Affaires

Smart Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get smart strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Smart Strategy for CPA's is the show for you!

    How CPAs Can Build a Sales Process That Can be Optimized, then Delegated

    How CPAs Can Build a Sales Process That Can be Optimized, then Delegated

    Would you just as soon rub your hand against the grain of plywood than have a sales conversation?  Avoiding sales leads directly to avoiding revenue, and the cost to your firm in the way of business left ungenerated could be enormous.  

    My guest today is Liston Witherill, founder of Serve Don't Sell and creator of the Serve Don't Sell Method. He works with expert service providers like designers, accountants, agency owners, consultants, and coaches because their services don’t sell themselves.

    • 29 min
    ERC: Clarifying 3 Common Areas of Ambiguity

    ERC: Clarifying 3 Common Areas of Ambiguity

    There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest, it can be hard to know everything and stay-up-to-date.

    My guest today is Randy Crabtree, co-founder and owner of Tri-Merit, which is a specialty tax firm supporting CPA and their clients.

    Randy and I were talking recently, and the topic came up that, due to the complexity, shifting nature of guidance, it’s easy to miss out on ERC for your clients.

    • 40 min
    5 Keys to Make Your Website Work for Your CPA Firm

    5 Keys to Make Your Website Work for Your CPA Firm

    Is your website a scatterplot of ideas, random phrases, and services? Does it suggest that you can do anything and everything for anyone, so long as they’re human? Do you look at it and cringe, but you feel overwhelmed or lost as to how to make it look right and do what you want it to?

    My guest today is Tina Smith, owner of Creative. Creative makes complicated website stuff easy so that clients can solve the right problems, grow good businesses, and live the life they’ve always wanted.

    • 34 min
    Cybersecurity for CPA Firms

    Cybersecurity for CPA Firms

    Do you ever wonder if your tech security is tight enough? Not sure if it’s your firewalls are like swiss cheese, or if you’re a sitting duck, just waiting for a stealthy hacker to pick off your IP address and exploit your data?

    Having holes in your security is high risk. Get unlucky and your whole system could be down for a day, or cost you tens of thousands of dollars in ransom fees or you can unknowingly be directing payments to fraudulent accounts.

    • 28 min
    Master Your Sales Conversations

    Master Your Sales Conversations

    Many CPAs avoid the topic of selling - they associate sales with the gross, pushy, slimy sales conversations they have had in the past, and believe that anything to do with sales is a necessary evil, best avoided at all costs.

    They build their business on a false premise: that sales conversations are bad.

    This does a disservice to their prospects and their clients, who may be looking for solutions the CPA offers.

    • 25 min
    From CPA to CFO, with thought-leader Jack Sweeney

    From CPA to CFO, with thought-leader Jack Sweeney

    Jack Sweeney is host and creator of the CFO Thought Leader Podcast where he has interviewed almost 700 CFOs about their roles. He is the winner of the 2018 Excellence in Financial Journalism Award by the NYSSCPAs.

    A career business journalist, Jack is the former editor-in-chief of Business Finance Magazine and the founding editor (and former editor-in-chief ) of Consulting Magazine.

    • 41 min

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