Business Strategy for CPA's Geraldine Carter

If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems:
InsaneImpossibleThe Promised Land Check out Erica Goode, CPA’s playbook for getting it done. 

…

Hey CPA firm owner, glad you found the podcast. 

If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 
Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.
…
If you like the idea of working less, you might enjoy these episodes:
Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA
When you need to explore, with Rebecca Driscoll, CPA
15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA
130% Revenue Increase While Working Less with Paige Gott
How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA
From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
STOP WORKING WEEKENDS
A free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekends

GET LOTS OF ANSWERS FAST
For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 
geraldinecarter.com/call$495

DOWN TO 40 HOURS CPA MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500
…

Connect with Erica Goode, CPA

Website: https://www.ericagoode.com/

LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/

Accountants run into many hiring and staffing-related challenges. 

You want to know:
Which role to fill nextWhere to find talentIf it’s time to go offshoreHow to hire well the first time. 
Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making a great hire can really pay off. I want to help you hire as well as you can. 

This interview is the fourth in the series, and we are talking about how to be successful when going offshore. 

My guest is Nick Sinclair, founder and CEO of TOA Global, TOA is the global leader in talent solutions for the accounting industry. They supply 3500+ great offshore people to over 1000 firms in the US, Canada, Australia, New Zealand, and the UK.

…

Hey CPA firm owner, glad you found the podcast. 

If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 
Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
STOP WORKING WEEKENDS
A free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekends

GET LOTS OF ANSWERS FAST
For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 
geraldinecarter.com/call$495

DOWN TO 40 HOURS CPA MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

After being stuck at a “$1.2M and working-all-hours” plateau for six years, it took Scott Scarano four years to get down to a one-hour work week. Find out what he needed to learn to get there. 

…

Hey CPA firm owner, glad you found the podcast. 

If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 
Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.…
If you like the idea of working less, you might enjoy these episodes:
Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA
When you need to explore, with Rebecca Driscoll, CPA
15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA
130% Revenue Increase While Working Less with Paige Gott
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
STOP WORKING WEEKENDS
A free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekends

GET LOTS OF ANSWERS FAST
For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 
geraldinecarter.com/call$495

DOWN TO 40 HOURS CPA MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

Accountants run into many hiring and staffing-related challenges. 

You want to know:
Which role to fill nextWhere to find talentIf it’s time to go offshoreHow to hire well the first time. 
Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making a great hire can really pay off. I want to help you hire as well as you can. 

In this episode, my guest, Laurence Whittam, Founder and Managing Director Impact Global Solutions, takes us through five keys to hiring virtual onshore accountants well. 

…

Hey CPA firm owner, glad you found the podcast. 

If you feel like you’ve become trapped by your accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 
Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.
…
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
STOP WORKING WEEKENDS
A free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekends

GET LOTS OF ANSWERS FAST
For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 
geraldinecarter.com/call$495

DOWN TO 40 HOURS CPA MASTERMIND
For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes but has trouble doing it alone:
Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave a community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500

I talk with Jonathan Stark about the fear of niche boredom and the benefits of niching down in business. 

We explore the idea that niching down does not lead to boredom, but rather opens up new opportunities for variety and growth. 

By focusing on a specific target market or problem, businesses can automate repetitive tasks, systematize processes, and delegate work, allowing for more free time and the ability to pursue other interests. 

Niching down also leads to increased expertise, client satisfaction, better referrals, and higher profits. 

Our conversation highlights the importance of creating value for clients and the fulfillment that comes from making a meaningful impact in their lives. 

We discuss the importance of knowing your audience and how it can impact your choice of words and communication style. 

We explore the power of niche expertise and how it can attract higher-quality leads and larger clients. 

We also highlight the rewards of niching down, including increased revenue and a sense of stability and freedom. The conversation delves into the craft of business ownership and the need for continuous learning and improvement. 

Finally, we emphasize the possibility of having a sense of purpose and making a meaningful difference in your clients' lives.
…

Hey CPA firm owner, glad you found the podcast. 

If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 
Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.
…
17 MORE EPISODES ON NICHING (!!)
287 How CPAs Can Decide Their Niche When They Can’t Decide
285 The Niche River of Fear
270 How long does it take for a CPA to niche?
269 Four Niche Sirens for CPAs to Avoid
268 How to Start Niching When Your Clients are All Over the Map
263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA
260 The Value of Niching
245 Niching into Female-Owned Law Firms with Julie Powell, CPA
239 Finding Your Niche with Matt Chiappetta, CPA
221 12 Reasons to Niche Your Accounting Practice
212 Hold My Beer and Watch Me Niche, with Josh Lance, CPA
208 Minting New Niches for CPAs: Inside the CHIPS and IRA Bills
203 Killer Niche: Farm + Ag CPA with Catherine Ozment
198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom Wheelwright
195 How to Position Your CPA Firm to Stop Getting Overlooked in the Marketplace
178 Killer Niches for CPAs with Tom Wheelwright
174 More Confidence, Time, & Wealth When You Niche with SaraEllen Hutchison
…
OTHER EPISODES WITH JONATHAN STARK
106 Better Pricing Strategies for Accountants: Stop Billing by the Hour, with Jonathan Stark111 Better Pricing Methodologies For CPA Firms, with Jonathan Stark
157 Altitudes of Involvement for CPAs with Jonathan Stark


Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
STOP WORKING WEEKENDS
A free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekends

GET LOTS OF ANSWERS FAST
For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was w

Accountants run into many hiring and staffing-related challenges. 

You want to know:
Which role to fill nextWhere to find talentIf it’s time to go offshoreHow to hire well the first time. 
Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making a great hire can really pay off. I want to help you hire as well as you can. 

In this episode, my guest, Isaac Smith, founder of TeamUp, takes us through five painful hiring mistakes to avoid when going offshore.

…

Hey CPA firm owner, glad you found the podcast. 

If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 
Subscribe here: geraldinecarter.com/subscribe

Readers say they love it because they’re short and on point.
…
Want to get your life back while protecting your revenue?
Here are a few ways I help overworked CPAs:
STOP WORKING WEEKENDS
A free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekends

GET LOTS OF ANSWERS FAST
For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 
geraldinecarter.com/call$495

DOWN TO 40 HOURS CPA MASTERMIND
For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:
Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave a community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500