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Business 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 business 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. Business Strategy for CPA's is the show for you!

Business Strategy for CPA's Geraldine Carter

    • Näringsliv

Business 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 business 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. Business Strategy for CPA's is the show for you!

    Q & A: Down to 40 Hours CPA Mastermind

    Q & A: Down to 40 Hours CPA Mastermind

    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/down-to-40-hours-cpa-mastermind
    Wondering if Down to 40 Hours CPA Mastermind is right for you?

    It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue.

    In this short episode, I answer:
    ✋ Who is it for? (Is it for me?)
    ✋ How does it work?
    ✋ What's the time commitment?
    ✋ What if I'm going on vacation?
    ✋ Is there a payment plan?
    ✋ What happens if I make the wrong decision?
    ✋ Is there a guarantee?
    ✋ When does it start/end?
    ✋ How big is the group?
    ✋ What’s up with renewing?

    Down to 40 Hours CPA Mastermind is the only program of its kind designed specifically for CPAs who want to stop working insane hours, fix their pricing problems, figure out their niche, disengage non-fitting clients, and get their website to work for them so they can have the freedom, time, and revenue they want.

    If you have questions about whether Down to 40 Hours is right for you, shoot me an email: gc@geraldinecarter.com


    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/down-to-40-hours-cpa-mastermind

    • 23 min
    295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA

    295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA

    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/down-to-40-hours-cpa-mastermind
    Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Doing so has helped her standardize and systematize, save time, and increase prices by a factor of five. 


    Connect with Sheila:

    Website: https://www.hansenllc.net/

    LinkedIn: https://www.linkedin.com/in/sheila-hansen-cpa/

    Podcast: https://www.hansenllc.net/profitable-women-podcast/

    Instagram: https://www.instagram.com/sheila.hansen.cpa/



    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:


    GO DOWN TO 40 HOURS
    THE EMAIL COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFree


    THE BOOK
    A Roadmap for CPAs to End Overworking Without Losing Revenue
    geraldinecarter.com/book
    $9.99



    THE VIDEO COURSEGet access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$997

    A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.geraldinecarter.com/coaching-options/$1295

    CPA MASTERMINDFor 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

    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

    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/down-to-40-hours-cpa-

    • 33 min
    294 On CPAs Going Down to 25 Hours

    294 On CPAs Going Down to 25 Hours

    I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.”

    You might want more time. More free time. For your health. For your family. To travel. You might think you need more time. But “more time” isn’t the solution to the “not-enough-time” problem. 

    If what you want is more time, the answer lies in changing what you think.

    Changing what you think in order to get what you want might be the simplest but hardest thing you can do. 

    I hope you’ll accept the challenge. :) 



    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.

    Check out my “greatest hits” episodes:
    Effortless Value #201
    Pricing for Improved Profitability #211
    12 Reasons to Niche #221
    Killer Niches for CPAs with Tom Wheelright #178
    Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179
    Get More from Technology with Joe Woodard #244


    Want to get your life back while protecting your revenue?
    Here are a few ways I help overworked CPAs:


    GO DOWN TO 40 HOURS
    THE EMAIL COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFree


    THE BOOK
    A Roadmap for CPAs to End Overworking Without Losing Revenue
    geraldinecarter.com/book
    $9.99


    THE VIDEO COURSEGet access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$997

    A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.geraldinecarter.com/coaching-options/$1295

    CPA MASTERMINDFor 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

    • 1 tim. 10 min
    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/down-to-40-hours-cpa-mastermind
    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/

    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/down-to-40-hours-cpa-mastermind

    • 50 min
    292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sinclair of TOA Global

    292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sinclair of TOA Global

    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/down-to-40-hours-cpa-mastermind
    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

    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/down-to-40-hours-cpa-mastermind

    • 28 min
    291 [Hire Well] Down to One Hour with Scott Scarano, EA

    291 [Hire Well] Down to One Hour with Scott Scarano, EA

    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/down-to-40-hours-cpa-mastermind
    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

    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/down-to-40-hours-cpa-mastermind

    • 37 min

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