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
270 How long does it take for a CPA to niche? 15.11.2023 11:06
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 THIS WEEK’S EPISODE How long it takes to niche, what that timeline looks like, and what to expect along the way. The more the CPA has a sense of what the range of normal experiences is, the more confidence it creates, and more confidence leads to...
269 Four Niche Sirens for CPAs to Avoid 08.11.2023 10:49
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Four niche sirens whose messages you want to be on the lookout for, so you can be sure to steer clear and save yourself time, headache, and “nerve-wracking” on your niche journey. Those 4 sirens are: Fancy Money Right Waste Time When you ignore t...
268 How to Start Niching When Your Clients are All Over the Map 01.11.2023 14:25
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 How to get started niching when you’re all over the map, so that you can break out of the cycle of being all-things-to-all people, working weekends, and doing work you can’t stand. Related episodes: #260 - The Value of Niching #266 - Transformatio...
267 How CPAs Can Use a Waitlist to Manage Capacity 25.10.2023 9:32
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. 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...
266 Client Transformation Without Woo 18.10.2023 11:24
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. 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...
265 How to Uncover Value Using the Why Questions 11.10.2023 12:37
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. 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...
264 Hourly Mindset vs End Result Mindset 04.10.2023 13:57
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. 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...
263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA 27.09.2023 38:53
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. 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...
262 How CPAs Can Build a Product Ladder 20.09.2023 8:52
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. 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...
261 The Gift of Difficult Clients 13.09.2023 10:24
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. 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...
260 The Value of Niching 06.09.2023 3:46
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. 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...
259 Permission to Stop Being Superhuman with Michael Berry, CPA 23.08.2023 36:57
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. 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...
258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA 18.08.2023 36:14
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. 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...
257 6 Ways to Get Your Time Back 16.08.2023 11:26
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. 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...
256 Overcoming Price Increase Resistance 09.08.2023 9:34
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. 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...
255 Burnout Recovery with Randy Crabtree, CPA 02.08.2023 31:05
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. 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...
254 Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA 26.07.2023 42:09
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. 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...
253 When you need to explore, with Rebecca Driscoll, CPA 19.07.2023 38:32
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. 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...
252 How Accountants Can Use ChatGPT with Jason Staats, CPA 12.07.2023 34:45
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. 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...
251 Digital Products: Sell Your Expertise, Not You Working 05.07.2023 15:52
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. 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...
250 Productized Services: Sell Your Expertise, Not You Working 28.06.2023 21:31
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. 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...
249 Extraordinary Results Through 1:Many with Laura Dixon 21.06.2023 44:25
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Transitioning from a one-on-one business model to a one-to-many business model is a strategic move that some business owners consider...
248 What Works for CPA Firms with Donny Shimamoto, CPA 14.06.2023 22:49
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Take the survey! https://link.improvetheworld.net/BusinessStrategyforCPAs By analyzing relevant data, business owners can identify pa...
247 Effective Marketing for Accounting Firms with Matt Banker 07.06.2023 43:07
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe For a lot of accountants, marketing can either be this thing they know they ought to be doing, but aren’t, or they're doing it and no...
246 How to Improve Sale Multiples with Brannon Poe 31.05.2023 29:52
Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe How can CPA businesses make themselves more attractive to potential buyers and command a higher sale price? Brannon Poe offers tips f...
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