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 • 27 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!

    Cybersecurity for CPA Firms

    Cybersecurity for CPA Firms

    Do you ever wonder if your tech security is tight enough? Not sure if it’s your firewalls are like swiss cheese, or if you’re a sitting duck, just waiting for a stealthy hacker to pick off your IP address and exploit your data?

    Having holes in your security is high risk. Get unlucky and your whole system could be down for a day, or cost you tens of thousands of dollars in ransom fees or you can unknowingly be directing payments to fraudulent accounts.

    • 28 min
    Master Your Sales Conversations

    Master Your Sales Conversations

    Many CPAs avoid the topic of selling - they associate sales with the gross, pushy, slimy sales conversations they have had in the past, and believe that anything to do with sales is a necessary evil, best avoided at all costs.

    They build their business on a false premise: that sales conversations are bad.

    This does a disservice to their prospects and their clients, who may be looking for solutions the CPA offers.

    • 25 min
    From CPA to CFO, with thought-leader Jack Sweeney

    From CPA to CFO, with thought-leader Jack Sweeney

    Jack Sweeney is host and creator of the CFO Thought Leader Podcast where he has interviewed almost 700 CFOs about their roles. He is the winner of the 2018 Excellence in Financial Journalism Award by the NYSSCPAs.

    A career business journalist, Jack is the former editor-in-chief of Business Finance Magazine and the founding editor (and former editor-in-chief ) of Consulting Magazine.

    • 41 min
    CPA Burnout: How to Get Your Energy Back

    CPA Burnout: How to Get Your Energy Back

    How many days do you feel like you’re running ragged, and just getting to 9pm without a nuclear meltdown is a win? Once in a while, allowing your tank to run all the way down to the empty line is ok. But do it too often, or run it too far down, and you risk running your business out of gas altogether. My guest today is Catherine Morissett - experienced speaker and coach with 30 years experience training around personal resilience.
    Catherine is going to tell us how to get your time and energy back.

    • 41 min
    How to Spend Way Less Time on Email Every Day

    How to Spend Way Less Time on Email Every Day

    Do you ever get sucked into your email Inbox, wander around in there for hours, only to resurface wondering where the time went and why you went in there in the first place?

    Having a disorderly system to process your email - or worse - no system at all - can cost you hours a day of lost efficacity. Losing just ONE hour a day all year long is the equivalent of SIX and a HALF weeks of work time.

    • 38 min
    Selling to Serve, with James Ashford of GoProposal

    Selling to Serve, with James Ashford of GoProposal

    Many accountants over-service and under charge their clients. This creates a lose-lose situation, where clients don't value what the accountant does, and the accountant doesn’t isn’t charging enough to be able to provide the level of service the client actually wants.

    Not only does this undercharging result in the accountant leaving piles of cash on the table, but more importantly, the client is left wanting.

    • 34 min

Customer Reviews

5.0 out of 5
27 Ratings

27 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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