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 • 32 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!

    190 Pricing Sweet Spot: Cost Price Value

    190 Pricing Sweet Spot: Cost Price Value

    What is cost, what is price, what is value?
    First let us clarify how these terms can be used and what they mean.
    The seller determines the cost, and it is based on the inputs required to produce the service or product. 
    The seller determines the price, and it is simply a choice. 
    The buyer determines the value, which is unique to each person and highly subjective.
    You can think of designing the “equation” like this:
     
    Cost
     
    So that:
     When the cost is less than the price, the seller sells at a profit. 
    (The seller’s profit is the price at which he sold, minus his cost, of course.)
    When the price is less than the value, the buyer buys at a profit.
    The buyer’s profit is less obvious. It’s the value to them, minus the price. 
    The value to the buyer is what they would have paid. 
    The buyer’s profit is what they would have paid minus what they paid.
    When you design your services such that Cost
    It’s a sweet spot worth seeking.
     
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    • 4 min
    How CPAs Can More Effectively Lead Their Teams

    How CPAs Can More Effectively Lead Their Teams

    When you set out to pursue your CPA, being an amazing manager of people was probably not in your crosshairs. 
    Yet, as your firm grows, the need to become an effective manager of people becomes readily apparent. 
    If you’re not an effective manager of people, one can get bogged down in staff-related headaches, pulling the focus away from working on the business. 
    Here today to talk with me about better managing your team, is my guest, Kris Plachy. 
    Kris is THE Thought Leader and Expert for Female Entrepreneurs. She has poured her life’s work into teaching them how to lead a team. In a space where there is a lot of ‘noise’ and advice, Kris has designed the ‘how to’ of team leadership through her How to CEO for Female Entrepreneurs™ program. She knows without a doubt, there is no challenge you are facing as a leader that she can’t help you solve.
    Highlights:
    — “You don't evolve and develop leadership and management prowess, if you don't understand the mind of a team member.”
    — “The world of work has radically changed in the last two years. If you aren't paying attention to that, you're gonna really struggle to find top talent.”
    — “If you're having repetitive problems with same kind of employee, that's just an indication that you have some things you need to work on to make better decisions on who you hire, and have better practices on how you lead and manage.”
    — “What's essential in delegation is telling people what success looks like as clearly as you can.”
    — “If you're the owner of a business and you can't hold people accountable, you are rudderless. You are operating at the whim of other people's brains, and it will make you nuts.”
    — “We want to have a culture of accountability, which means that when you say you're going to deliver something, you do.”



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    Subscribe here: https://www.shethinksbigcoaching.com/subscribe-main-list



    Connect with Kris:
    Website: https://krisplachy.com/
    How to CEO Program: 
    https://leadershipcoachinc.lpages.co/how2ceo/
    Book mention:
    Dan Pink’s Drive: The Surprising Truth About Motivation
    https://www.amazon.com/Drive-Surprising-Truth-About-Motivates/dp/1594484805

    • 33 min
    Stop Overcomplicating, Start Simplifying

    Stop Overcomplicating, Start Simplifying

    Sometimes we overcomplicate our offerings and our services for buyers because: 1. we think it's actually complicated or 2. we want it to sound fancy, or 3. we want the buyer to believe that they need our help and they can't do it on their own. 
    We think if, “I make it simple for them, they won't buy.” Or, “If I make it simple, they’ll just do it themselves.” As if tax returns were just easy-peasy for everyone.
    But the opposite can be true. 
    If we simplify how we talk about what the buyer needs to know, and we simplify the process for them, it can be easier for them to buy, because finally, they understand what's required of them, what they're getting, and what the value is to them.


    ***Want one piece of business strategy delivered daily to your inbox?***
    Subscribe here: https://www.shethinksbigcoaching.com/subscribe-main-list
     

    • 1 min
    What to Do When You’re Stuck-in-Indecision

    What to Do When You’re Stuck-in-Indecision

    One place that is all too easy to get stuck as a business owner, is in the land of indecision. 
    As a business owner, I know you know just how many decisions there are to make. 
    Sometimes it can feel like every decision has to be the right one, and often you lack all the information you need to make a clear and confident decision. 
    When you find yourself spinning in Stuck-in-Indecision, there is no more data to be gathered. 
    The only thing to do, the only thing you can do, is make a decision. 
     
    Choose one thing. 
     
    That choice will get you moving again, and as you move, you will create more information for yourself that will inform your next decision. 
    This process on repeat will get you beyond the “right answer” you originally sought, and lead you to the thing you actually want.



    ***Want one piece of business strategy delivered daily to your inbox?***
    Subscribe here: https://www.shethinksbigcoaching.com/subscribe-main-list

    • 8 min
    A Simple Formula for Writing Copy, to Sell Your Accounting Services More Effectively

    A Simple Formula for Writing Copy, to Sell Your Accounting Services More Effectively

    Knowing what to say on your website so that prospects quickly understand that you are (or are not) the right accountant for them can be difficult. 
    Here is a simple structure for writing the content, that goes alongside selling your accounting and tax services. 
     
    Your buyer needs to know three things:
    One. That you understand their challenges
    Two. That you know what they want, instead of what they have
    Three. That you have a process to get them from where they are now, to where they want to be. 
     
    Think of it as the Pain, the Dream, and the Fix. 
     
    When you have these three items clear in your own mind and on your website, it makes sales conversations so much easier. 
    It’s the gatekeeper to your clients working with you.



    CPA Rebootcamp:
    https://www.shethinksbigcoaching.com/cpa-rebootcamp
     
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    • 7 min
    How to Stop Procrastinating, Self-distracting, and Avoiding Work

    How to Stop Procrastinating, Self-distracting, and Avoiding Work

    I want to round out this 3-part series on TIME with one more episode on unproductive actions we sometimes take that cost us time.
    When you can recognize familiar patterns it becomes easier to create a new pattern that’s more productive. 
    I talk about procrastinating, doing “small tasks” and self-distracting — some of the actions that we do - or don’t do - that are counterproductive and keep us working against ourselves.
    When you begin to understand how your thoughts drive your feelings which lead to your actions, which in aggregate create your results over time, THEN we can see if the wiring you have pieced together is actually the wiring you want, and if not, you can update your wiring. 
    ***Want one piece of business strategy delivered daily to your inbox?***
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    Episode mentions:
    How CPAs Can Create More Time During Busy Season
    https://businessstrategyforcpas.com/180
    How to Stop Feeling Overwhelmed and Pressured by Time
    https://businessstrategyforcpas.com/184
     

    • 9 min

Customer Reviews

5.0 out of 5
32 Ratings

32 Ratings

Trevor Oldham ,

Awesome podcast for CPA's

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

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!

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