287 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 • 40 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!

    285 The Niche River of Fear

    285 The Niche River of Fear

    Niching feels scary. 

    The journey includes uncertainty, doubt, and overwhelm. 

    “We definitely should turn around.”

    It’s the Niche River of Fear. 

    If you know it exists and what to be on the lookout for, you’ll make it across. 

    In so doing, you’ll reap the benefits of having made the traverse: new skillsets, capabilities, and tool to last a lifetime in your accounting firm, as well as the confidence that comes with learning, growth, and expertise. 

    Get the single most important tool you need to make it across. 



    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 3500+ 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:
    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 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

    • 15 min
    284 Use “So That” to Communicate More Value

    284 Use “So That” to Communicate More Value

    A simple way to improve how you communicate the value you create.
    If you are not already great at communicating the value you create, you might default to selling accounting to your clients. 

    Selling accounting is less valuable than what accounting does,  so if you don’t know how to convert from what accounting IS to what accounting DOES, you might be pricing too low.

    Because the client needs to perceive the value you create to justify paying your prices, you need to communicate that value. 

    If the value is there – you’re creating it – but you’re not communicating it, you can’t price to capture it.

    This is how money gets left on the table.

    What words do you need to translate?


    Hey, CPA firm owner. I'm 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 3500+ 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:
    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 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

    • 7 min
    283 Feelings for Profit

    283 Feelings for Profit

    In increasing order of value, clients buy one of five things:
    CommoditiesDeliverablesServicesExperiencesTransformations
    The kinds of transformations you can create are typically related to four things:
    MoneyTimeFeelingsClarity
    The more you understand about what your clients feel before they work with you and once they’re working with you, the easier your accounting practice gets. 

    LINK TO A FEELINGS CHART

    https://www.amazon.com/Emotions-Emotional-Classroom-Counseling-12x12inch/dp/B0B5TGSGLW/ref=asc_df_B0B5TGSGLW/?tag=hyprod-20&linkCode=df0&hvadid=598229501205&hvpos=&hvnetw=g&hvrand=15276508905861896069&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9029472&hvtargid=pla-1751094789736&mcid=e10d3a2ccc2d36c1964d18fff114d616&gclid=CjwKCAiAt5euBhB9EiwAdkXWO55zbV2uRZfaMDZpvSVNdKf_q7QWP7p5RcxJ5JYU4yOWn7QyKUU4zBoC6iwQAvD_BwE&th=1


    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 3500+ 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 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

    • 19 min
    282 What do I say on my website? #3: Headline and Subtitle

    282 What do I say on my website? #3: Headline and Subtitle

    Have you ever gotten stuck, wondering what to say on your website? 

    Having the words that grab the kinds of clients you want to work with (and repel the ones you don’t) can make a big difference.

    Because you only have a moment to capture the attention of those who land on your website, you want to nail your headline and subtitle.

    Here are the three questions your headline and subtitle need to answer:
    What it isWhat it doesWho it’s forGet these right, and you’ll attract more high-paying clients, shorten your sales cycle, increase your conversion rates, do higher-margin work, and you’ll be able to work fewer hours for the revenue you want to bring in. 


    NEW HERE?

    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 3500+ 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 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

    • 14 min
    281 4 Pricing Problems Solved with Kathy Hayden, EA

    281 4 Pricing Problems Solved with Kathy Hayden, EA

    THIS WEEK’S EPISODE
    Pricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”
    In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone. 
    Her challenges were:
    Repricing legacy clientsRemoving tax preparers from being involved in the billingMaking prices consistent across the boardVisibility into clients’ income interfering with objectivity She worked through each challenge systematically, set herself up for a more controlled tax season, a 10% increase in revenue, and consistent prices she’s happy about.


    NEW HERE?

    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 2500+ 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.

    Listen to other stories from 1:1 clients:
    Offer Productized Services with Sheila Hansen, CPA
    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
    Killer Niche: Farm + Ag CPA with Catherine Ozment, 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
    Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, 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 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 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

    • 34 min
    280 Mastering Leverage to Create Value in Less Time

    280 Mastering Leverage to Create Value in Less Time

    Hey CPA firm owner, glad you found the podcast. 
    In this episode, I discuss the concept of leverage and how to use it to optimize your accounting practice. 
    We dive into the importance of recognizing and utilizing various forms of leverage, from people and systems to time and technology. 
    Drawing parallels with physical leverage, I invite you to consider the need to design your business for efficiency and reduced friction. 
    I encourage you to focus on your genius zone and choose specific levers that align with your strengths, and I prompt you to consider where you want to create leverage in your accounting practice, be it through staff, systems, technology, time, money, networks/audience, or expertise.



    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 2500+ 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.

    • 23 min

Customer Reviews

5.0 out of 5
40 Ratings

40 Ratings

chelsea-jetpack workflow user ,

Not for the status quo professional

Episode 233 knocked it out of the park. Planted this conversation two years ago with our firm owner... made some changes but this tax season shows there needs to be better strategy and purpose for true firm transformation.
I’m ready for the challenge and using this episode as my guidepost!

jberlin2 ,

Great Accounting Podcast

Geraldine does a great job providing valuable content here from revealing cutting edge accounting advice, mindsets, and interviewing interesting and relevant guests.

She has a great positive energy, contagious enthusiasm and is extremely intelligent and perceptive.

This podcast is a great help for small business accounting owners who may be overworked, stuck and who created a hodge podge practice stemming from taking most or all clients who walked in the physical or internet door.

And are in a comfort zone being busy doing the work for a wide variety of clients, but not optimizing for one’s life and future business success.

Trevor Oldham ,

Awesome podcast for CPA's

Gerladine is an excellent host who shares valuable insights for CPA's. A must listen!

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