Business Strategy for CPA's  By  cover art

Business Strategy for CPA's

By: Geraldine Carter
  • Summary

  • 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 2018-2023 by Geraldine Carter. All Rights Reserved.
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Episodes
  • 294 On CPAs Going Down to 25 Hours
    Apr 30 2024

    I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.”


    You might want more time. More free time. For your health. For your family. To travel. You might think you need more time. But “more time” isn’t the solution to the “not-enough-time” problem.


    If what you want is more time, the answer lies in changing what you think.


    Changing what you think in order to get what you want might be the simplest but hardest thing you can do.


    I hope you’ll accept the challenge. :)



    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 4200+ 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:



    GO DOWN TO 40 HOURS

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



    THE BOOK

    A Roadmap for CPAs to End Overworking Without Losing Revenue

    geraldinecarter.com/book

    $9.99



    THE VIDEO COURSE
    Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
    geraldinecarter.com/down-to-40-hours-video-course
    $997


    A 1:1 CONSULTATION
    Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.
    geraldinecarter.com/coaching-options/
    $1295


    CPA MASTERMIND
    For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

    • Get guidance on increasing prices without overdoing it or underdoing it
    • Disengage problem clients at a pace you’re comfortable with
    • Create packages while knowing how to navigate scope creep
    • Focus on your client niche without feeling like you’re jumping off a ledge
    • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability


    Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
    geraldinecarter.com/
    $9500

    Show more Show less
    1 hr and 11 mins
  • 293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
    Apr 24 2024

    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind
    https://geraldinecarter.com/down-to-40-hours-cpa-mastermind


    If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems:

    • Insane
    • Impossible
    • The Promised Land

    Check out Erica Goode, CPA’s playbook for getting it done.



    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 4200+ 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.

    If you like the idea of working less, you might enjoy these episodes:

    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

    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


    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 is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

    • Get guidance on increasing prices without overdoing it or underdoing it
    • Disengage problem clients at a pace you’re comfortable with
    • Create packages while knowing how to navigate scope creep
    • Focus on your client niche without feeling like you’re jumping off a ledge
    • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability


    Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
    geraldinecarter.com/
    $9500


    Connect with Erica Goode, CPA


    Website: https://www.ericagoode.com/


    LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/


    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind
    https://geraldinecarter.com/down-to-40-hours-cpa-mastermind

    Show more Show less
    50 mins
  • 292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sinclair of TOA Global
    Apr 17 2024

    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind
    https://geraldinecarter.com/down-to-40-hours-cpa-mastermind


    Accountants run into many hiring and staffing-related challenges.


    You want to know:

    • Which role to fill next
    • Where to find talent
    • If it’s time to go offshore
    • How to hire well the first time.


    Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making a great hire can really pay off. I want to help you hire as well as you can.


    This interview is the fourth in the series, and we are talking about how to be successful when going offshore.


    My guest is Nick Sinclair, founder and CEO of TOA Global, TOA is the global leader in talent solutions for the accounting industry. They supply 3500+ great offshore people to over 1000 firms in the US, Canada, Australia, New Zealand, and the UK.



    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 4200+ 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 is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

    • Get guidance on increasing prices without overdoing it or underdoing it
    • Disengage problem clients at a pace you’re comfortable with
    • Create packages while knowing how to navigate scope creep
    • Focus on your client niche without feeling like you’re jumping off a ledge
    • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability


    Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
    geraldinecarter.com/
    $7500


    CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind
    https://geraldinecarter.com/down-to-40-hours-cpa-mastermind

    Show more Show less
    28 mins

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