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

245 Niching into Female-Owned Law Firms with Julie Powell, CPA 24.05.2023

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 Many CPAs are hesitant to niche because they are afraid of limiting their potential client base and revenue. But niching can actually...

244 Get More from Technology with Joe Woodard 17.05.2023

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 many accountants, depending on the day, technology can be a powerful tool or a frustrating time sink.  Here today to talk with me...

243 15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA 10.05.2023

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 Niching is not a one-time task but an ongoing discovery process and refining and developing your expertise. It can be a powerful tool...

242 Time and Cash Runway to Transition Your CPA Firm 26.04.2023
241 How to Get Down to 25 Hours 26.04.2023

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 The hustle can be tempting: all that activity seems to have a positive effect.  Hustle too much, and risk becoming stretched too thin...

240 Offer One-Time Intensives with Sheila Hansen, CPA 19.04.2023

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 Acquiring and retaining clients is crucial for maintaining a successful accounting practice.  But not all potential clients are the r...

239 Finding Your Niche with Matt Chiappetta, CPA 18.04.2023

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 Starting an accounting practice from scratch can be a challenging journey for any entrepreneur.  One of the biggest challenges for a...

238 Getting Control of Your CPA Firm with Laurie Rauk 17.04.2023

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 It's not uncommon for CPA business owners to find themselves overworked and swamped with too many clients. It's easy to feel overwhel...

237 40 Hours Fiction 12.04.2023

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 The need to work 40 hours a week is entirely fictional. You don’t need to work a 40-hour workweek just because that’s the standard, a...

236 Why CPAs Get Stuck & How to Fix It 05.04.2023

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 When you better understand the nature of your problem – if it’s tactical or mindset in nature –  you can make better sense of your ex...

235 Advanced Decisions 29.03.2023

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 I've been asking myself for a long time: What are the common characteristics among my clients who make the most progress towards thei...

234 Time's Up! with Ron Baker: Subscription Business Model for CPA Firms, Part 2 22.03.2023

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 CPAs grow their accounting practice when they’re over capacity, underutilizing their talents and not providing optimal client...

233 Time's Up! with Ron Baker: Subscription Business Model for CPA Firms, Part 1 15.03.2023

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 CPAs grow their accounting practice when they’re over capacity, underutilizing their talents and not providing optimal client...

232 *You Can* Master Your Time and Calendar, with Dawn Goldberg 08.03.2023

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   Many accountants and CPAs (and business owners!) struggle to manage their time and use it to get done what they want.  When they lo...

231 Seven Stages of Change 01.03.2023

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 Lots of people don’t like change. They have enough going on, thank you very much, and one more thing to change is one more thing they...

230 How To Have A Stress-Free Tax Season, with Dawn Goldberg, CPA 22.02.2023

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: https://www.geraldinecarter.com/subscribe Not all accountants and CPAs get stressed during tax season. They've got their systems down. Stress isn't their go-to thi...

229 Get Paid in Full Up Front for Tax Returns 15.02.2023

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   Would you love to get paid in full up front for tax returns? There’s a long history of paying for your tax return when you pick it...

228 Selling Ingredients 08.02.2023

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: https://www.geraldinecarter.com/subscribe Can you tell what this is? Sugar, unbleached enriched flour (wheat flour, niacin, reduced iron, thiamine mononitrate, rib...

227 The Problem You Solve 01.02.2023

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: https://www.geraldinecarter.com/subscribe   Your clients buy a solution to a problem they have. And the better you get at understanding the nature of their problem...

226 Why We Work Too Much 25.01.2023

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 Falling into the trap of working too much is a common place to land. But working too much doesn’t have to be a thing, even though it’...

225 Selling Summit CPA for Multiples with Jody Grunden 18.01.2023

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   Many CPAs work until they're done. And they either hand their firm down, sell it, or turn off the lights and close the door. Some m...

224 Time Creation: 7 Ways to Get Hours Back in Your Accounting Firm 11.01.2023

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: geraldinecarter.com/subscribe You can create time.  You don’t have to be busy all the time.  The accounting space mostly believes that CPAs work long hours, and that’s...

223 Time + Work ≠ Money: Value Creation for CPAs 04.01.2023

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: https://www.geraldinecarter.com/subscribe In this episode, we're talking about value creation.  In the accounting space, it’s easy for the firm owner to think that...

222 Holiday Accounting Humor with Hazel and Remy 28.12.2022

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Happy holidays! Enjoy the annual tradition of accounting humor, hosted by Geraldine’s two kids, Hazel and Remy. This year: Top Ten 10 Signs of a Bad Accountant. Wishing you all the best in 2023!   *Want one piece of business strategy delivered dail...

221 12 Reasons to Niche Your Accounting Practice 21.12.2022

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: https://www.geraldinecarter.com/subscribe In this episode, I want to give you 12 reasons to focus on a niche or an industry, or your ideal buyer or a market segmen...

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