Geraldine Carter

Business Strategy for CPA's

Business EN ↓ 398 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!

Author

Geraldine Carter

Episodes

072 Are You Wiping Out Often Enough? 12.02.2020 32:11

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today, I have a few stories to tell. About driving in the snow, hockey, ice skating, skiing, and sports in general. Then I relate all these stories to things that we can do to move our business forward: Steer towards what you fear Commit Trust You...

071 How to Help Your Clients Build A Better World, with Steve Pipe, founder of Accountants Changing the World 05.02.2020 1:17:01

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today’s guest is officially the world’s most highly rated advisor to accountants. Steve Pipe is a best-selling author, dynamic speaker and founder of Accountants Changing the World and the AVN Association of Proactive UK Accountants. I wanted to in...

070 Be Strategic About Your CPEs, with Melisa Galasso of Galasso Learning Solutions 29.01.2020 32:30

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 **Listener survey - help shape the podcast to what you want to hear!** https://bit.ly/3ay8FDt Today’s guest is Melisa Galasso. She is the founder of Galasso Learning Solutions, where she offers custom, continuing professional education to CPAs,...

069 Guiding Clients to Profitability with Lisa Campbell, Owner of the Marcam Group 22.01.2020 29:36

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 **Listener survey - help shape the podcast to what you want to hear!** https://bit.ly/3ay8FDt Today’s guest is Lisa Campbell, founder of The Marcam Group, where she guides her clients to profitability as a Profit First strategist. I wanted to h...

068 The Process of Niching Down to E-commerce Business Owners, with owner of Bookskeep, Cyndi Thomason 15.01.2020 45:42

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 My guest today is Cyndi Thomason. Cyndi Thomason is the author of the bestselling book, Profit First for Ecommerce Sellers. She is a Mastery Level Certified Profit First Professional, and the founder and president of Bookskeep. Cyndi devotes much o...

067 Best Reads from 2019 08.01.2020 36:05

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 I wanted to start the year off with top five books and reviews from 2019, but I couldn't help myself and I got to at least nine. There were so many great reads that I got through this year. I hope you find something to enjoy that will potentially...

066 Happy New Year - Now Raise Your Prices 01.01.2020 8:41

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Wishing you a Happy New Year and a very prosperous 2020! I’m closing out the year with a few more jokes from Hazel and a question. What if you raised your prices by 10% and dropped 10% of your clients? Where would you end up? I play with these and...

065 Happy Holidays from Hazel and Me 25.12.2019 3:17

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 It’s the holiday season, and it's time to step away from the mic so that I can spend time with my loved ones. And same for you. In this episode, you’ll hear my four year old girl Hazel bust out some math jokes. Merry Christmas! Happy holidays! Work...

064 Why & How to Claim Your Google My Business Profile, with Sommer Poquette CEO of Keep It Real Social 18.12.2019 32:40

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today’s guest is Sommer Poquette, Founder and CEO of Keep It Real Social. Sommer is an expert in Google Business, and I wanted to have her on today to talk about Google My Business and the Google My Business listing, how to get it if you haven't do...

063 How to Get Started Adding Advisory Services 11.12.2019 18:05

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 I want to talk to you today about adding advisory services. I want to share with you my perspective of what I see from the outside looking in, what I hear from other business owners, about what business owners want from their CPA. As well as from t...

062 Making More Time in Your Business with Adrienne Dorison, Co-Founder of Run Like Clockwork 04.12.2019 57:47

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 My guest today is Adrienne Dorison, the co-founder of Run Like Clockwork™. Adrienne Dorison is the Co-Founder of Run Like Clockwork™ alongside her business partner, Mike Michalowicz, where she equips CEOs to design a business and team that can run...

061 The Opportunity in Your Accounts Receivable 27.11.2019 11:13

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 A lot of business owners have tens of thousands of dollars hanging out in Accounts Receivable that is more than 30 days old. Where's the opportunity for you and your business, in these owed payments? If your clients owe you money, it’s likely that...

060 Stand Out from the Crowd with Donna Leyens, President of Pumpkin Plan Your Biz 20.11.2019 41:01

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 My guest today is Donna Leyens of the Provendus Group, and Pumpkin Plan Your Business. Donna is an entrepreneur, a Certified Professional Business Coach and has an MBA in Finance and Entrepreneurial Studies. She spent the early part of her professi...

059 Planning for 2020 Happens Now 13.11.2019 18:02

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 In this episode, what I want for you is to start thinking about 2020, because my friends, it is upon us. Since you get sucked away by the vortex of taxes from January to April, if you don't do business planning for 2020 now, then you're likely to n...

058 How Setting Up Your Ideal Week Saves You Time with Billie Anne Grigg 06.11.2019 40:35

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 My guest today is Billie Anne Grigg, the Lead Technical Guide of Profit First Professionals, where she helps accountants, bookkeepers, and financial coaches learn how to leverage the Profit First brand and principles to stand out from their competi...

057 Create Value for Your Clients with End-of-Year Meetings 30.10.2019 8:40

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Last week I did a training for Profit First Professionals. If you've read the book Profit First by Mike Michalowicz, you may or may not know that he has a membership group associated with a book for accountants, bookkeepers, CPAs and business coach...

056 How Being A Non-traditional Practice Fuels Growth, with Michelle Cooper, owner of Alchemy Accounting 23.10.2019 40:33

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 My guest today is Michelle Cooper, owner of Alchemy Accounting in Chilliwack, British Columbia in Canada. Alchemy Accounting works with coaches and consultants around the world who are seeking clarity in their numbers and profitability in their bus...

055 [Coaching] Mindset Blocks Around Hiring with Dr. Sabrina Starling 16.10.2019 54:28

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today’s guest is Dr. Sabrina Starling, the business psychologist, author of "How to Hire the Best," and the founder of Tap the Potential. I invited Dr. Sabrina to be on the show today to talk about hiring, because I know how many of my own clients...

054 How Narrowing Your Niche Can Help You Grow Faster 09.10.2019 17:01

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 I want to talk to you today about what I see as one of the most important or biggest levers that you can pull in your business to help you grow. And that is specializing and narrowing down who you serve. Narrowing your niche is an incredibly impor...

053 Adding Advisory Services and the Power of Niching Down with Tracy Jepson 02.10.2019 48:07

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 My guest today is Tracy Jepson, founder and owner of TLJ Bookkeeping and Consulting. Tracy started her bookkeeping practice as a side hustle in an effort to get out of debt. Four years later, her practice now includes small business strategy, cons...

052 From Solo to a Team of 6 in 5 years with Danielle Hayden of Kickstart Accounting 25.09.2019 35:38

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today’s guest is Danielle Hayden of Kickstart Accounting. Danielle left her corporate job in 2014 to help small business owners with their numbers and finances. Five years later she runs an accounting practice with six people on staff serving more...

Bonus Episode… Announcement from Geraldine 18.09.2019 3:06

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 I have something to share with you. As my own business and coaching practice grows, it's becoming clear to me that my sweet spot is working with CPAs to help them grow their accounting practice. The results that all of my clients have been gettin...

051 How to Be Productive Where it Matters Most, with Amber De La Garza, The Productivity Specialist 11.09.2019 45:38

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 My guest today is The Productivity Specialist Amber de la Garza. Amber is a sought after coach, trainer, speaker and writer, and host of the Productivity Straight Talk Podcast. She helps driven entrepreneurs execute actionable solutions to maximize...

050 How to Leverage Your Network to Create More Clients, with Nikki Rausch 04.09.2019 36:45

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today’s guest is Nikki Rausch of Your Sales Maven. She’s a pro at helping people leverage their network to earn more business. Leverage Your Network When I started out in my own business, I kept hearing this term bandied about: leverage your net...

049 How to Build The Tribe You Lead 28.08.2019 16:47

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 In this week’s episode, I talk about tribes and the tribes that we lead. A lot of you out there are building tribes or have tribes that you have built and you are leading them. And whether you have a nascent tribe or you have a full-blown tribe, t...