Business Strategy for CPA's Podcast Por Geraldine Carter arte de portada

Business Strategy for CPA's

Business Strategy for CPA's

De: Geraldine Carter
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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!Copyright 2018-2025 by Geraldine Carter. All Rights Reserved. Economía Gestión y Liderazgo Liderazgo Marketing Marketing y Ventas
Episodios
  • 356 84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPA
    Jul 9 2025

    Spend all day in your Inbox?

    Mark Kuka cut his hours from 84 to 45 a week, replaced 20% of his revenue after firing high-maintenance clients, and still grew.

    Hear how “Simple Systems, Free Time” helped him get control, reduce stress, and make space to go fishing with his son.

    Mark's website
    https://jaxlegalcpa.com/


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/356



    If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails.

    .
    Subscribe here: geraldinecarter.com/subscribe

    .

    Readers say they love it because they’re short and on point.

    Want client interviews?

    310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

    304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    Complete list:

    geraldinecarter.com/client-interview-episodes

    FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

    THE EMAIL COURSE – Free
    geraldinecarter.com/stop-working-weekends
    Stop Working Weekends will teach you how to reduce your hours without giving up revenue.

    THE BOOK – $9.99

    geraldinecarter.com/book
    Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue


    PEAK FREEDOM COMMUNITY – $197/mo

    geraldinecarter.com/peak-freedom
    For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


    DOWN TO 40 HOURS ACCELERATOR – $995/mo
    geraldinecarter.com/40
    For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.

    Más Menos
    27 m
  • 355 Simple Systems, Free Time: The Framework that Frees Your CPA Brain
    Jul 2 2025

    Do you ever wonder why running your firm still feels so hard?

    Most CPAs are reacting all day—to emails, interruptions, and mental to-do lists. But with the right systems, that all gets easier. In this episode, learn how a few missing tools can bring calm, structure, and breathing room back into your day.



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/355



    If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails.

    .
    Subscribe here: geraldinecarter.com/subscribe

    .

    Readers say they love it because they’re short and on point.

    Want client interviews?

    310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

    304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    Complete list:

    geraldinecarter.com/client-interview-episodes

    FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

    THE EMAIL COURSE – Free
    geraldinecarter.com/stop-working-weekends
    Stop Working Weekends will teach you how to reduce your hours without giving up revenue.

    THE BOOK – $9.99

    geraldinecarter.com/book
    Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue


    PEAK FREEDOM COMMUNITY – $197/mo

    geraldinecarter.com/peak-freedom
    For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


    DOWN TO 40 HOURS ACCELERATOR – $995/mo
    geraldinecarter.com/40
    For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.


    Más Menos
    21 m
  • 354 No Ads. No Posting. Just SEO for $194K New ARR
    Jun 25 2025


    Ever wondered if a new website is worth it?

    Catherine Ozment, CPA ditched her DIY site for a professionally built one… then let it sit. For 24 months, nothing happened. Then suddenly, it started bringing in monthly clients. In the last year, it’s brought in $194K+ of niche and niche-adjacent revenue—on autopilot.

    If you’re questioning the value of a niche, SEO, or a pro website, this episode has your answer.

    Catherine's Websites:
    https://www.farmandagcpa.com/
    https://www.clocpa.com/


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/354


    If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails.

    .
    Subscribe here: geraldinecarter.com/subscribe

    .

    Readers say they love it because they’re short and on point.

    Want client interviews?

    310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

    304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    Complete list:

    geraldinecarter.com/client-interview-episodes

    FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

    THE EMAIL COURSE – Free
    geraldinecarter.com/stop-working-weekends
    Stop Working Weekends will teach you how to reduce your hours without giving up revenue.

    THE BOOK – $9.99

    geraldinecarter.com/book
    Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue


    PEAK FREEDOM COMMUNITY – $197/mo

    geraldinecarter.com/peak-freedom
    For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


    DOWN TO 40 HOURS ACCELERATOR – $995/mo
    geraldinecarter.com/40
    For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.

    Más Menos
    40 m
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