100 episodes

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

    • Business
    • 5.0 • 31 Ratings

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!

    From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

    From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

    Today’s guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities.  
    Shaan is a client, and we’ve been working together since about April. In less than eight months and with two tax deadlines in between, Shaan has gone from pretty close to starting from scratch, to more than six figures in revenue. 
    Shaan talks about his journey as a CPA, from working full-time for someone else to building his own business and transitioning from being a traditional accountant to an advisor.
     
    Highlights:
    — “There's always going to be more work in your niche than you can handle. It doesn't matter what the niche is.” 
    — “Advisory is where the future is because that's where the value is.”
    — “If your clients trust you as a tax preparer, they'll be happy to listen to other ways you can help their business.”
    — “It's a valid concern that when you outsource work, the quality can be compromised. But it's still possible to find someone who can do good quality work at a very reasonable price.”
    — “To get started in advisory services, you don't have to know everything. You just need to know more than what your clients do. As long as you are always building your expertise, soon enough you'll know what you need to expand your practice.” 
     
    Connect with SHAAN:
    Website: http://orangecountytaxplanning.com
    LinkedIn: https://www.linkedin.com/in/shaan-afridi-cpa-aca-627a8342/



    Want to find out what options you might have for working together?
    More about 1:1 coaching, roadmaps, and DIY courses here:
    https://shethinksbigcoaching.com/coaching-options

    • 31 min
    Could Your Clients be Ready for Family Office Services? With Anthony Glomski

    Could Your Clients be Ready for Family Office Services? With Anthony Glomski

    With countless new millionaires being minted every year, and the stock market posting consistent gains, there are plenty of folks who need more support managing their assets. 
    But without a framework for helping these people, it can be difficult to know where to start. 
    Here today to talk with me about building Family Office Services into your CPA firm is my guest, Anthony Glomski.
    Anthony is also the founder of AG Asset Advisory, an SEC-registered Family Office. He and his team work extensively with entrepreneurs and CPAs to build family offices and optimize their financial world.
     
    Highlights:
    — “In the simplest form, the family office helps the family operate more effectively and helps them function better.”
    — “CPAs are especially well-suited for this type of work because they tend to be the most trusted advisor to high net-worth individuals.” 
    — “Many of the successful CPAs don't want to be cranking 1040s. What they want to be doing is functioning in a consultative role.” 
    — “If you're the person driving the outcome that clients want and you’re quantifying the outcome for them, they will pay you for that.” 



    Connect with Anthony:
    Website: https://agassetadvisory.com/
     
    Anthony’s Books: 
    Liquidity and You (available on Amazon)
     https://www.liquidityandyou.com/
     
    Your $5 Million High-Net-Worth Practice (available at CPA Trendlines)
    https://cpatrendlines.com/shop/ag21hnw/



    Want to find out what options you might have for working together?
    More about 1:1 coaching, roadmaps, and DIY courses here:
    https://shethinksbigcoaching.com/coaching-options
     

    • 42 min
    163 How CPA Firms can Hire Well During Covid-times with Mark Goldman

    163 How CPA Firms can Hire Well During Covid-times with Mark Goldman

    Finding good staff to work for you is always a challenge, but that has gotten even harder in COVID times. 
    Demand for accountants is high, and seats are hard to fill. 
    Here today to talk with me about hiring and staffing challenges is Mark Goldman. 
    Mark is the owner of MGR Accounting Recruiters, which helps employers hire accounting personnel in San Antonio, Texas. There is no one better positioned to talk with us about what’s going on, and how to navigate the current environment. 
     
    Highlights:
    — “We are seeing people in the accounting industry opting out because they can.”
    — “Smart firms are always in hiring mode and are always open to talking to candidates.”
    — “Some of the firms that have the least trouble hiring are the ones that realize that you can only work so many hours in a week and that flexibility is needed.”
    — “The firms that are most successful in their hiring know and understand their culture, and understand what works well for them.”
    — “From an employer standpoint, these days you still have to pay the prevailing market wage in order to get the talent. And then the flexibility needs to be on top of that.”



    Connect with MARK:
    Website: https://mgrar.com/
    LinkedIn: https://www.linkedin.com/in/mark-goldman-cpa-8bb1101/
    Email: mgoldman@mgrar.com


    Want some help in your CPA firm, but not sure where to start?
    Schedule a free discovery call with me:
    https://calendly.com/geraldinecarter/15min
     
    Want to find out what options you might have for working together?
    More about 1:1 coaching, roadmaps, and DIY courses here:
    https://shethinksbigcoaching.com/coaching-options

    • 23 min
    How to Sell a CPA Firm for Optimal Price with Brannon Poe

    How to Sell a CPA Firm for Optimal Price with Brannon Poe

    Even though you might not have selling your firm on your mind, building it AS IF you were going to sell it, even if you’re not, is a good business strategy, and will improve the value of what you build. 
    Here today to talk with me about what he sees improving the value of CPA firms is my guest, Brannon Poe, owner of Poe Group Advisors.
    Brannon began facilitating successful accounting practice transitions in 2003. He pioneered a consulting-based approach to transitioning accounting firms, which has culminated in Poe Group Advisors’ unique process – The Seamless Succession™.
     
    Highlights:
    — “COVID has accelerated things that were already happening in the accounting profession. You have a trend that began a while ago to go towards more virtual offerings and more specialization in the cloud.”
    — “When you have a more specialist firm, you tend to have a more profitable firm.”
    — “If you're building something that people want, then you're going to build something that you would want as well. 
    — “Generally, client retention is a function of service and price. If the clients feel like they're getting value and they're getting good service, they're not going to go anywhere.”
    — “Planning is not a waste of time. You make more money in the time that you spend planning your own business than executing. Planning changes everything.” 



    Connect with Brannon:
    Website: https://poegroupadvisors.com/



    E-book:
    The Unplugged Vacation: How Accounting Firm Owners Can Take A Proper Holiday Without Checking Emails
    https://poegroupadvisors.com/unplugged/


    Want to find out what options you might have for working together?
    More about 1:1 coaching, roadmaps, and DIY courses here:
    https://shethinksbigcoaching.com/coaching-options
     

    • 43 min
    Have the Confidence to Pivot and Create Bigger Things as a CPA with Kara Gaisie

    Have the Confidence to Pivot and Create Bigger Things as a CPA with Kara Gaisie

    Today we are talking about how to create a different future for yourself, even if you believe strongly in reality.  Here today to talk with me about this problem is my guest, Kara Gaisie.
    Kara Gaisie is an ex-CPA turned coach, who works with women who want to leave their 6 figure job without sacrificing their lifestyle.


    Kara talks about the obstacles and fears faced by her clients who are part-time life coaches wanting to transition to become full-time coaches. She shares some strategies to get over those fears, and how entrepreneurs can improve their self-confidence. These strategies can be used by CPAs wanting to make a transition to bigger things.
     
    Highlights:

    — “Often we can move so much quicker when we take ourselves out of the business and really focus on delivering a quality product or service to our customers and our clients.”
    — “Do whatever you need to do until you are at a place where you feel confident and you have the demand to continue to offer that service over and over and over again.” 
    — “All pricing is made up. Everybody's value is subjective. Everybody gets to decide what they would be willing to pay for a certain thing.“
    — “What builds self-confidence is being willing to be rejected, being willing to fail, and learning from that without making it mean anything about you. And then doing it over and over and over again.”

    — “Your worth has nothing to do with your service. As a person, you are wholly worthy, just as you are.”



    Connect with KARA:
    Website: https://karagaisie.com/



    Want more on pricing and other business topics for CPAs?
    Join me for “Ten Essentials for Working Less” – a free training series on Crowdcast thru OCT 25th.  More info here.  


    Want to find out what options you might have for working together?
    More about 1:1 coaching, roadmaps, and DIY courses here:
    https://shethinksbigcoaching.com/coaching-options
     

    • 28 min
    How to Price CPA Advisory Services

    How to Price CPA Advisory Services

    Want to attend Ten Essentials to Work Less as a CPA?
    Subscribe to my Daily Drip of business strategy for CPAs to get the details, as well as the guidance you need to stop working so hard for your revenue.
    Subscribe at SheThinksBigCoaching.com/subscribe-main-list
     
    Today we’re talking about How to Price Advisory Services. 
    If you don’t know how to price or how to think about pricing, you may run into some common potholes, like underpricing your services, overworking in order to compensate, clients who are less emotionally invested in your business relationship and therefore get less valuable results, and so on.
    In this episode, in order to make it easier to improve prices, we break out what might be a common CPAs client roster into 5 possible buckets. And once we have the buckets separated, then we can get into what is an appropriate price range for not just the services - or even better - the outcomes.
    Hopefully by giving you some ranges and some examples, you will have a sense of what is "reasonable" and what is in the ballpark. 
    But your prices will be tied to the value that you can provide. And that value will always be subjective and based on what the buyer perceives the value to be.


    Want more on pricing and other business topics for CPAs?
    Join me for “Ten Essentials for Working Less” – a free training series on Crowdcast thru OCT 25th.  More info here.  
     
    Want to find out what options you might have for working together?
    More about 1:1 coaching, roadmaps, and DIY courses here:
    https://shethinksbigcoaching.com/coaching-options

    • 9 min

Customer Reviews

5.0 out of 5
31 Ratings

31 Ratings

Sweeneymcman ,

Exposing CPA Value, Again and Again

Geraldine's disucssions bring new light to the value CPAs bring businesses and how to maximize that value. Every episode highlights approaches for delivering CPA value.

JoshCrist ,

Empowering, insightful and actionable! 🙌

Whether you’re well established as a CPA, or just getting started carving out a profitable niche that’s ready to grow - this is a must-listen podcast for you! Geraldine does an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of building a thriving practice - and life you can be proud of - with leaders who’ve actually experienced success themselves. Highly recommend listening and subscribing!

aGoodeLifeBlog ,

So. Much. Value.

Geraldine knocks it out of the park every time! Whether she’s interviewing an industry leader or sharing a concise knowledge-bomb, listening to this podcast is the best time you can spend for bringing value to your practice.

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