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

Category

Business

Latest episode

Jul 1, 2026

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Episodes

048 How Applying Behavioral Economics Can Benefit Your Business, with Melina Palmer of Brainy Business Podcast 21.08.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Todays’ guest is Melina Palmer. Melina helps companies of all sizes to incorporate Behavioral Economics into their businesses to make them more brain-friendly, and increase conversions and ROI. Melina hosts the Brainy Business Podcast where she ser...

047 Protect Your Attention 14.08.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 How do we protect our mind from the glut of information, notifications and likes that we get all day long throughout our workday? We live in an information age. Any information that we want is available within 2 seconds via Google search. So we hav...

046 [Coaching] Getting Insights into Her Financials with Amanda Berlin 07.08.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 My guest today is Amanda Berlin, a former New York City corporate publicity strategist who now uses her powers for good. She helps her clients tell their story, write content, and raise visibility so that the people who need them can find them. Rec...

045 From Zero to 7 Figures with Kate Ahl, CEO of Simple Pin Media 31.07.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today’s guest is Kate Ahl of Simple Pin Media. Simple Pin Media makes Pinterest Marketing easy to understand and implement without feeling overwhelmed. In today’s episode I talk to Kate about her journey from food stamps to running a 7-figure busin...

044 CEO Day: Why You Need to Pick Your Head Up in Your Business 24.07.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 It's July, and six months of the year have now gone by.    At the beginning of the year, back in January, you were so excited, and you were all on fire after the winter break. “I’m gonna rock 2019!” So I want to know, are you rocking it? And if you...

043 [Coaching] Making the Money and the Time Add Up with Physical Therapist Kate Baker 17.07.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today's guest is Kate Baker, a Physical Therapist from East Missoula, Montana.  Kate has been a Physical Therapist for 5 years. After having her first child, she decided to go from working in a clinic to stepping out on her own as a solo practition...

042 Decoding CPA-Speak: Clarifying 9 Common Terms 10.07.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 I’m here today to help translate from CPA-speak to regular person English, sometimes known as layman English.  How many of you have met with your bookkeeper or your CPA and honestly it’s like they’re speaking Greek and like, “I have no idea what yo...

041 Not Your Typical Sex-y Business with Amy Lang of Birds and Bees and Kids 03.07.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Have you ever felt awkward answering your kids questions about sex? Well my guest today knows exactly how you feel. Amy Lang teaches adults how to talk about sex and sexuality to kids.  She has been an educator for more than 25 years, and has a deg...

040 BAM Success Summit - 5 Guest Takeaways 26.06.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 I’m back from the B A M Success Summit , hosted by Julie Fry, which took place in Seattle a couple weeks ago.  Business Among Moms is more than just an annual conference, it’s a collection of more than 30 locally-based chapters around the country,...

039 Women Disrupting the Cannabis Industry, with co-owner of Dancing Goat Gardens, Kim Bostrom 19.06.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 My guest today is Kim Bostrom, of Dancing Goat Gardens and the Hope Center. In 2014, Kim left her job in the pharmaceutical industry, ready and in need of a change. A few years later, Kim and her husband Jay founded two companies and a non-profit a...

038 Creating High-Quality In-Home Childcare Programs at Scale, with CEO of MyVillage, Erica Mackey 12.06.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Finding Solutions to the Problem of Childcare I love it when people see a problem and they go, “Huh, I wonder if I could fix that?” Today’s guest, Erica Mackey, did just that. She returned to work with her six-week old only to find that basic child...

037 [Coaching] Setting Boundaries & Getting Ahead of Summer Planning with Miri Disney-Faller of Back on Track Physical Therapy 05.06.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Miri Disney Faller of Back on Track Physical Therapy is a Physical Therapist who helps those with neck and low back pain, headaches and vertigo return to wellness. Like many health and wellness practitioners, she sometimes finds it challenging to r...

036 How Tracking KPIs Can Help You Work Less Hard In Your Business 29.05.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 In this episode, we’ll be talking about Key Performance Indicators or KPIs in your business, why measuring them is important, and how to think about which ones you should be measuring. Most business owners I run into are not tracking much more than...

035 How to Let Go of Past Business Mistakes 22.05.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today, I’m talking to you about letting go of past mistakes that you've made in your business. Running a business is simply a series of making mistakes, right? Until we find the things that work. And if we hold on to making mistakes we just drag th...

034 [Mindset] Are You Sending Mixed Signals to Money? 15.05.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 When was the last time you explored your relationship with money? Your Relationship with Money Today’s episode is Part 1 of a multi-part series about your relationship with money. In this episode, I'm going to talk about how you talk to the univers...

033 [Coaching] Developing Your Thought Leadership Platform with Triathlete Coach Anne Torrez 08.05.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today’s guest is Anne Torrez of Tri It Your Way Coaching. She coaches triathletes who are ready take their performance to the next level. If you’re wondering what actual coaching is like, here is a raw, barely edited session where neither of us is...

032 On A Mission to Transform Healthcare, with Lesley Von Eschen, PA - C and Carol Bridges, MD, co-CEOs of CostCare 01.05.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today’s guests are Lesley Von Eschen, PA - C, and Carol Bridges, MD, co-CEOs of CostCare. CostCare is a state-of-the-art medical office in Missoula, Montana that aims to combat the inaccessibility and high cost of health care. It provides convenien...

031 [Mindset] Are you good enough? Are you sure? 24.04.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today’s guest is Jodi Flynn of  Women Taking the Lead  podcast. We talk about about all things not good enough, which a lot of women are struggling with. “I’m not a good enough mom/wife/business owner.” “I’m not smart enough.” Overcoming "Not Good...

030 [Mindset] Is Your Current Thinking Keeping You Stuck? 17.04.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 I have four clients who have similar businesses. Very similar women from the same town. Yet they’re in different places in their business. Why? Because of the thoughts, beliefs, perspectives and filters that they have. This is the power of the mind...

029 Did you hit your Q1 goals? 12.04.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 It’s the end of the quarter, and I want to know if you’re on track and if you met your Q1 goals. And today I today I want to talk to you more broadly about setting goals. Many of you set goals, many of you don’t. So I want to share with you How you...

028 How to Make Better Decisions Faster and with More Clarity 03.04.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Do you have trouble making decisions quickly and with clarity? Do you get stuck spinning, thinking the same thoughts again and again with no new insights? Do grapple, overthink, and wonder if you're missing something? In today's episode, I offer up...

027 How to Book Conference Speaking Gigs & Maximize Your Attendance, with BAM Success Summit Owner Julie Fry 27.03.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Do you have your sights set on a conference or event that you want to speak at? How can you increase your chances of being chosen? Today I talk with Julie Fry, the owner of Business Among Moms, and the Business Among Moms Success Summit. Julie tell...

026 Simple Financials and KPIs with Virtual CFO Hannah Smolinksi 21.03.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Your questions around financials and KPIs in your business get answered in this conversation with Hannah Smolinkski, of BrightenUp Financial.  As a Virtual CFO, Hannah is a strategic partner in the financial side of owners' businesses.  We talk abo...

025 Find the $50K Hiding in Plain Sight in Your Business Part 2 13.03.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 In Part 2 of this series, we find the rest of the $50K hiding in plain sight in your business. Common places include: -Opportunities flying past you unseen -Losing money to bad hires and subcontractors -Clients who are lovely people but who are ene...

024 Find the $50K Hiding in Plain Sight in Your Business 08.03.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 I list out 10 places I look in my clients’ Profit and Losses, while I cross-reference their calendar, to find more than $200,000. Of course, most people are not leaving money on the table in all ten of these places. But it’s not uncommon for me to...

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