99 episodes

Smart 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 smart 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. Smart Strategy for CPA's is the show for you!

Smart Strategy for CPA'‪s‬ Geraldine Carter

    • Entrepreneurship
    • 5.0 • 26 Ratings

Smart 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 smart 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. Smart Strategy for CPA's is the show for you!

    How CPAs can Use YouTube Videos to Accelerate Growth with Hannah Smolinksi, CPA

    How CPAs can Use YouTube Videos to Accelerate Growth with Hannah Smolinksi, CPA

    Today I speak with Hannah Smolinksi, CEO of Clara CFO Group, on her meteoric YouTube rise. Less than 1 year ago, Hannah had less than 100 subscribers on YouTube and a few dozen on her email list. Today, she has more than 16,000 YouTube subscribers and more than 8000 people on her email list. Hannah talks with us about her success and how it has impacted her business growth.

    • 31 min
    How to Implement Advisory Services with Twyla Verhelst, Leader of the Accounting Professionals Program at Freshbooks

    How to Implement Advisory Services with Twyla Verhelst, Leader of the Accounting Professionals Program at Freshbooks

    Twyla Verhelst is the co-founder of Eighty Twenty, an Advisory Accounting Firm. We discuss her journey of implementing Advisory Services, long before it was known as Advisory Services. We discuss the difference between what the client needs, and what the business owner needs, what questions to ask that lead to deeper insights to support Advisory Services, and how to get started simply and without overwhelm.

    • 29 min
    Value and Segmented Pricing for CPAs with Pricing Expert Mark Stiving, PhD

    Value and Segmented Pricing for CPAs with Pricing Expert Mark Stiving, PhD

    Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour.

    Today’s guest is Mark Stiving the pricing strategist behind impactpricing.com.

    What we cover:
    How to shift to flat-rate pricing when you have had a client whom you have billed by the hour:
    Give them Menu Pricing with 3 packages: Good, Better, Best.
    Put last year’s average monthly bill between the Good and Better package

    • 34 min
    4 Most Common Hiring Mistakes CPAs Make and What to Do Instead

    4 Most Common Hiring Mistakes CPAs Make and What to Do Instead

    Erin Longmoon, Owner of Zephyr Recruiting shares the 4 most common hiring mistakes business owners make, and what to do instead. There is a reason that so many business owners have hiring PTSD and staff that are challenging: hiring correctly is not as easy as it looks. Erin is on a mission to eradicate toxic workplaces by helping clients find the RIGHT FIT (™) employee.

    • 27 min
    Overcoming Under-earning and Rewire for Wealth with Author Barbara Huson (pka Barbara Stanny)

    Overcoming Under-earning and Rewire for Wealth with Author Barbara Huson (pka Barbara Stanny)

    Barbara Huson (previously known as Barbara Stanny), is the leading authority on
    women, wealth and power. As a bestselling author, financial therapist, teacher &
    wealth coach, Barbara has helped millions take charge of their finances and their lives.
    We discuss overcoming under-earning and how your mind must Rewire for Wealth.

    • 26 min
    The Pioneer of Value-Based Fees in the Consulting Profession, Alan Weiss, Ph.D.

    The Pioneer of Value-Based Fees in the Consulting Profession, Alan Weiss, Ph.D.

    Today I speak with Alan Weiss Ph.D., owner of Summit Consulting and author of more than 60 business books, including Value-Based Fees, Million Dollar Consulting, Fearless leadership, and more.

    We discusses how to think about value-based fees, focusing on results and outcomes, and always acting in your client’s best interest.

    • 24 min

Customer Reviews

5.0 out of 5
26 Ratings

26 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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