Geraldine Carter
Business Strategy for CPA's
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
Podcast website
Latest episode
Jul 1, 2026
Where to listen?
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Episodes
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA 01.05.2024 32:08
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Doing so has helped her standardize...
294 On CPAs Going Down to 25 Hours 30.04.2024 1:09:25
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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 w...
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA 24.04.2024 48:30
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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...
292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sinclair of TOA Global 17.04.2024 26:44
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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 an...
291 [Hire Well] Down to One Hour with Scott Scarano, EA 10.04.2024 35:38
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 After being stuck at a “$1.2M and working-all-hours” plateau for six years, it took Scott Scarano four years to get down to a one-hour work week. Find out what he needed to learn to get there. … Hey CPA firm owner, glad you found the podcast. If...
290 [Hire Well] Onshore Hiring Done Well for Accountants 03.04.2024 29:00
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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 an...
289 Fear of Niche Boredom with Jonathan Stark 27.03.2024 1:04:40
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 I talk with Jonathan Stark about the fear of niche boredom and the benefits of niching down in business. We explore the idea that niching down does not lead to boredom, but rather opens up new opportunities for variety and growth. By focusing on...
288 [Hire Well] Five Offshoring Mistakes for CPAs to Avoid 20.03.2024 33:43
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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 an...
287 How CPAs Can Decide Their Niche When They Can’t Decide 13.03.2024 16:00
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If you’ve ever wanted to niche but thought, “I can’t decide,” this episode is for you. By the end of it, you will not only know you can decide but also be able to take your next niche step with confidence. … Hey CPA firm owner, glad you found the...
286 What do I say on my website? #4: Fix / Packages 06.03.2024 7:05
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 We’re talking today about what to put in the fix section of your website. If you do this well, the flow of your website copy will make sense to your reader. If you don’t do this well, there’s a risk and opportunity cost of not attracting the clien...
285 The Niche River of Fear 28.02.2024 14:28
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Niching feels scary. The journey includes uncertainty, doubt, and overwhelm. “We definitely should turn around.” It’s the Niche River of Fear. If you know it exists and what to be on the lookout for, you’ll make it across. In so doing, you’ll r...
284 Use “So That” to Communicate More Value 21.02.2024 5:39
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 A simple way to improve how you communicate the value you create. If you are not already great at communicating the value you create, you might default to selling accounting to your clients. Selling accounting is less valuable than what accounting...
283 Feelings for Profit 14.02.2024 18:36
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 In increasing order of value, clients buy one of five things: Commodities Deliverables Services Experiences Transformations The kinds of transformations you can create are typically related to four things: Money Time Feelings Clarity The more you u...
282 What do I say on my website? #3: Headline and Subtitle 07.02.2024 13:33
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Have you ever gotten stuck, wondering what to say on your website? Having the words that grab the kinds of clients you want to work with (and repel the ones you don’t) can make a big difference. Because you only have a moment to capture the attent...
281 4 Pricing Problems Solved with Kathy Hayden, EA 31.01.2024 32:48
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 THIS WEEK’S EPISODE Pricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the de...
280 Mastering Leverage to Create Value in Less Time 24.01.2024 22:26
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Hey CPA firm owner, glad you found the podcast. In this episode, I discuss the concept of leverage and how to use it to optimize your accounting practice. We dive into the importance of recognizing and utilizing various forms of leverage, from pe...
279 The Real Reason You Started Your Accounting PracticE 10.01.2024 10:53
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 THIS WEEK’S EPISODE On the real reasons you started your accounting practice: time, freedom, flexibility, control, autonomy. And how working more, adding more clients, more staff, and more hours is not the path to getting you there. It’s not. the...
278 How to Get Your Accounting Firm Under Control in the Next 4 Months 08.01.2024 1:04:42
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Hey podcast listener, today’s episode is the audio from a webinar I hosted recently. You’re going to want to listen because it shows you the path to go from working 55 hours a week to working 40 hours a week. Because it’s audio from video, the vis...
277 What do I say on my website? #2: Pain & Dream Examples 03.01.2024 12:30
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 In this episode, we will dive into the practical side of Pains and Dreams to make it easier to know what to say on your accounting firm’s website. We talked about the “pains” and the “dreams” in theory in episode 275, so now I want to share with yo...
276 Hazel and Remy Serve Up Accounting Jokes for the Holiday Break 27.12.2023 2:34
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Now in their fourth year as moonlight podcast hosts, my little kids Hazel and Remy dish out a few delicious accounting jokes. Enjoy the holidays! Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stor...
275 What Do I Put On My Website? #1: Pains and Dreams 20.12.2023 12:13
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If you’ve ever sat staring at a blinking cursor, burned time trying to find the right words, or wasted money working with a shiny marketing firm who served you generic, templated, meaningless website copy, this episode is for you. In it, you’ll le...
274 Only 3 Problems 13.12.2023 18:50
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 What if your accounting practice only had 3 problems? It might suddenly feel simpler and easier to think about being able to address each one. … .. . Your accounting practice only has 3 problems. Create value for clients Capture value with pricing...
273 Work from Anywhere There’s WiFi 06.12.2023 30:50
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 How to implement better guardrails and boundaries for your clients to nudge behavior in the direction you want it to go. If you’ve ever chased clients for documents or had them turn stuff in way late and you’ve twisted yourself, your business and...
272 More Free Time, More Confidence, with Melissa Downs, EA 29.11.2023 29:29
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If you’ve ever felt stressed to the max and near the end of your rope, this episode is for you. Less than six months ago, Down to 40 Hours Masterminder and repeat guest, Melissa Downs was maxed out. She got her client load underneath capacity, use...
271 2 Years of Progress in 4 Months with Randy Larkin, CPA 22.11.2023 35:48
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 If you’re wondering just how much you can implement in a short time in Down to 40 Hours CPA Mastermind, listen in to hear what Randy Larkin, CPA has to say. He’s been in Mastermind for barely 10 weeks and has made miles of progress on numerous pro...
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