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

023 Speed Up Gmail with a Simple System of Labels 27.02.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If you struggle with email, if your gmail inbox is a source of distraction, stress, and overwhelm, and if you tend to your email in an order that is not based on importance or priority, then this episode will be a huge help. Inside an hour you can...

022 Mindset and Your Unintentional Thoughts, Unintentional Feelings 20.02.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Our unintentional thoughts inform our unwanted feelings.  Many of us erroneously believe our feelings and emotions are caused and attributable to outside forces and factors, like the weather, website crashes, bad drivers, and things people say.   ...

021 How to Turn Self-Doubt into Confidence 13.02.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Many of us have an undercurrent of self-doubt running inside. Perhaps it got put in place from a lifetime of others around you doubting you, doubting themselves, or even doubting others. Perhaps it came from a series of life experiences where you t...

020 What Space is Like with Astronaut Nicole Stott 06.02.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 There are only 59 female astronauts. It was a real treat to talk with Nicole Stott, who flew on missions STS-128, STS-129, and STS-133, and spent more than 3 months on the International Space Station.  We talk about the view out the window, getting...

019 Stop Magical Thinking: The Math Needs to Add Up 30.01.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Are you running your business on borrowed time and magic math? Do you get to the end of the day feeling overworked, exhausted, and wondering why you just can't seem to make it all work?  The culprit could be Magical Thinking: you have not done the...

018 Focus Where it Matters Most 23.01.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 In a cluttered and attention-grabbing world, it is easy to lose track of where our focus and attention is - and needs to be. Our attention becomes fragmented and our brains cannot keep up with the minutiae. Yet, our success relies on having large c...

017 How to Create Your 2019 Strategic Plan in 7 Simple Steps 15.01.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Have you created a plan for your business, your goals, your success in 2019? If not, you are likely leaving a bunch of money (and time!) on the table. Taking the time to plan for your business allows you to look at what is and is not working, and m...

016 How to Sell with Authenticity and Improve Your Sales Mindset with Nikki Rausch 08.01.2019

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Do you struggle with sales conversations? Do you fear coming across as pushy, aggressive, or smarmy? Do you wish sales could just. be. easier? Nikki Rausch is Your Sales Maven, and in this episode she will tell you about the framework she has creat...

015 - A Year's Worth of Encouragement 31.12.2018

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If in 2019, you're feeling beat down by a work project, queue up this episode for some instant encouragement.  Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆...

014 - Happy Holidays from Hazel and Me 24.12.2018

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Time to step away from the mic and spend time with family. My 3-year old girl sings you a lil' song about reindeers, and sends you kisses. Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.tra...

013 Serial Monotasking is So Much Faster than Multitasking 18.12.2018

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Are you a self-proclaimed "great multi-tasker?" Then you will want to listen to this episode, where I guinea pig myself with 4 tasks that I try to run simultaneously.  Laugh along as I jumble up 4 tasks that I can hardly get in the right order. I h...

012 Uplevel Your Mindset: 10 Lies That are Holding You Back 11.12.2018

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 We all have a voice (or voices!) in our head that tell us all kinds of lies and old stories. In this episode I share 10 common lies and stories I hear just while being out in the world. Chances are, you hear some of these too.  I hope that one or t...

011 Biz Chix Live: 7 Guest Takeaways 03.12.2018

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 In this episode, I speak with 7 guests from Biz Chix Live , a conference for women entrepreneurs, held annually in Irvine, CA and hosted by Natalie Eckdahl.  These women have successful businesses and I wanted to hear from them what their main take...

010 [Coaching] Mindset Shift: From Holding Back to Leading with Power with Jeannine Widmann 26.11.2018

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 I coach Jeannine Widmann, the VP of Human Resources and People Management at a software start-up, around Imposter Syndrome, holding back, and speaking from a place of knowing, truth, and power.  As a woman at a roundtable of men, she sometimes find...

009 Shame, Money Mindset, and Your Profit & Loss 19.11.2018

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 This episode is for those of you who have money challenges in your business. I know there are a lot of you because I talk to you and I hear the things that you say about your books, about what you don’t know about your books, about the messiness of...

008 9 Keys to Thinking and Playing Bigger 03.11.2018

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If you find yourself knowing you could be playing a bigger game, but perhaps only vaguely aware of how you are thinking and playing small, this episode will help you step up and out. Here are 9 ways we think and play small, and what it looks like t...

007 Turning a Scientific Discovery into a Business with CEO of CarbonNutra Carrine Blank 25.10.2018

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If you forgot to pick up your copy of Algal Research, you might have missed that microbiologist Carrine Blank made an important discovery in 2016 - namely, that the genome sequences of certain cyanobacterial species contained predicted chitin metab...

006 Jodi Flynn Interviews Me on Thinking and Playing Big 19.10.2018

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Today I pass the mic to Jodi Flynn of the Women Taking the Lead podcast. With this podcast I want to flesh out what it is to think and play big, so that women all around the world can step more fully into their authenticity and power. We talk about...

005 How to Create a Movement Around Crowd Manufacturing with FranciePants Founder Francie Wasser 09.10.2018
004 Tiny Business, Huge Impact with ECOBAGS Founder Sharon Rowe 09.10.2018
003 The Importance of Knowing Your Priorities 20.09.2018
002 [Coaching] Figuring Out a First Hire with Mallory Ottariano of KIND Apparel 13.09.2018

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Who should you hire first as your company grows? Should you hire an assistant to take the low-level projects? Or someone who works at your level? Or someone to do sales? It can be overwhelming to figure out who to hire, and where they are. Listen a...

001 [Coaching] Finding Time Where You Thought There Was None with Gretchen Carlson of Evolution through Vacation 13.09.2018

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Getting better at time management is a challenge faced by almost every entrepreneur. Your host, Geraldine Carter coaches Gretchen Carlson of Evolution through Vacation on how to find 10 hours in her workweek, where she thought previously there "was...

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