Business Strategy for CPA's
Episodes
189 How CPAs Can More Effectively Lead Their Teams
11 May 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7When you set out to pursue your CPA, being an amazing manager of...
188 Stop Overcomplicating, Start Simplifying
04 May 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Sometimes we overcomplicate our offerings and our services for b...
187 What to Do When You’re Stuck-in-Indecision
27 Apr 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7One place that is all too easy to get stuck as a business owner,...
186 A Simple Formula for Writing Copy, to Sell Your Accounting Services More Effectively
20 Apr 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Knowing what to say on your website so that prospects quickly un...
185 How to Stop Procrastinating, Self-distracting, and Avoiding Work
13 Apr 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I want to round out this 3-part series on TIME with one more epi...
184 How to Stop Feeling Overwhelmed and Pressured by Time
06 Apr 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I want to talk with you today about TIME, because it’s tax sea...
183 From Billing Hourly to Up-Front Pricing of Legal Work
30 Mar 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Shifting off hourly billing can seem like a daunting task, but i...
182 Time-Freedom and Productized Services with Paul Klein
23 Mar 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many service providers, including CPAs, start out as generalists...
181 Simplifying Your Expertise with The Sketch Guy, Carl Richards
16 Mar 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Some business owners have yet to learn concepts about accounting...
180 How CPAs Can Create More Time During Busy Season
09 Mar 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I want to talk with you today about how you relate to time. It's...
179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall
02 Mar 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many CPAs serve a general population of people, doing accounting...
178 Killer Niches for CPAs with Tom Wheelright
23 Feb 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7For many CPAs, it feels risky to pick a cross-section of the tax...
177 How Money, Automation, and Software Change Tax with Jody Padar
16 Feb 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7With so much change happening so quickly when it comes to automa...
176 Behind the Scenes: What Business Owners Want from CPAs with Shelli Warren
09 Feb 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many business owners struggle with their financials, especially ...
175 Paid Strategy Sessions and Half-Day Workshops with Erica Goode, CPA
02 Feb 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7The idea of narrowing in on your target market is anathema to ma...
174 More Confidence, Time, & Wealth When You Niche with SaraEllen Hutchison
26 Jan 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many CPAs serve a general population of people, doing accounting...
173 Should CPAs Put Prices on Their Website?
19 Jan 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7If your aim is to work less and make more, there are many benefi...
172 Subscription Pricing Strategies with Mark Stiving
12 Jan 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many CPAs struggle with pricing. Some have moved to flat rate or...
171 How to Stop People Pleasing with Sara Bybee Fisk
05 Jan 2022
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7***Want one piece of business strategy delivered daily to your i...
170 Year-End Accountant Jokes from Hazel and Remy
29 Dec 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My two kids commandeered the mic to test out their stand-up rout...
169 Five Key Business Books for CPAs from 2021
22 Dec 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I have the five books that I most often recommend to my cl...
168 Subscription: Create a More Valuable Business with John Warrillow
15 Dec 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7***Want one piece of business strategy delivered daily to your i...
167 Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau
08 Dec 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Want one piece of business strategy delivered daily to your inbo...
166 How CPAs Can Build and Monetize Authority with Rochelle Moulton
01 Dec 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Most CPAs work super long hours for the revenue they bring in. A...
165 From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA
24 Nov 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Shaan Afridi, a CPA who focuses on cash flow ...
164 Could Your Clients be Ready for Family Office Services? With Anthony Glomski
17 Nov 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7With countless new millionaires being minted every year, and the...
163 How CPA Firms can Hire Well During Covid-times with Mark Goldman
10 Nov 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Finding good staff to work for you is always a challenge, but th...
162 How to Sell a CPA Firm for Optimal Price with Brannon Poe
03 Nov 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Even though you might not have selling your firm on your mind, b...
161 Have the Confidence to Pivot and Create Bigger Things as a CPA with Kara Gaisie
27 Oct 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today we are talking about how to create a different future for ...
160 How to Price CPA Advisory Services
20 Oct 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Want to attend Ten Essentials to Work Less as a CPA? Subscribe t...
BONUS: Free Training Series - Work Less Without Losing Revenue
13 Oct 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Link for FREE training series: SheThinksBigCoaching.com/webinars...
159 How to Package CPA Advisory Services
13 Oct 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Want to attend Seven Essentials to Work Less as a CPA? Subscribe...
158 How CPAs Can Write Better Proposals without Having to Be Good Writers
06 Oct 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7CPAs put all this time and effort into writing a good proposal. ...
157 Altitudes of Involvement for CPAs with Jonathan Stark
29 Sep 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7This week we welcome back Jonathan Stark, a former software deve...
156 Get Different, Get Noticed: Better Marketing for CPAs with Mike Michalowicz
22 Sep 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many CPAs are frustrated because they feel invisible in a crowde...
155 BONUS - Pricing in a Nutshell, for CPAs
15 Sep 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7JOIN or WATCH REPLAY – Pricing in a Nutshell https://www.crowd...
155 CFO Meetings: Go Beyond Dashboards and KPIs with Mark Gandy
15 Sep 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7As more and more CPAs make the shift to Advisory services, one q...
154 Help Your Advisory Clients See the Power in their Data with Fathom
08 Sep 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7For business owners to make more money, it helps if they can mak...
153 A Formula for Quantifying Value with Mark Stiving, PhD
01 Sep 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Accountants have a hard time getting their head around assigning...
152 How to Build $250K in CPA Advisory Services in 4 Months
25 Aug 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many of you are familiar with the overwhelm that comes with a mo...
151 Design and Create Pricing Strategies from a Value Standpoint Part 2, with Jose Mirabal
18 Aug 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Most CPAs struggle with pricing - some have moved to flat-rate o...
150 Design and Create Pricing Strategies from a Value Standpoint Part 1, with Jose Mirabal
11 Aug 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Most CPAs struggle with pricing - some have moved to flat-rate o...
149 How to Leverage Accounting Automation with Ryan Lazanis
04 Aug 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7There is endless conversation about technology, software, and au...
148 5 Productivity Apps to Save You Hours
28 Jul 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Here are 5 apps, extensions, and plugins that can make your life...
147 Subscription Business Model: Build Greater Wealth in Your CPA Firm with Ron Baker
21 Jul 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Subscription pricing is all the rage right now. Most CPAs are ...
146 Results-Driven Design with Ben Manley
14 Jul 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7There’s an industry-wide gravitational force toward regular ho...
145 Pricing Tools for CPAs, Made Simple
07 Jul 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Want to find out how to get CPE for this episode? Get on my Dail...
144 How to Raise Your Rates as a CPA
30 Jun 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7These questions often comes up: “How to I raise my rates?” a...
143 How to Price Intangibles
23 Jun 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Intangibles have value. And value is the precursor to price. I...
142 From Impossible to Exponential Growth: The CPA Mindset
16 Jun 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I speak with Catherine Ozment, CPA, who I asked to return ...
141 One Year: From Tax Factory to vCFO & Ag CPA with Catherine Ozment
09 Jun 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many of you know how difficult and time consuming it can be to r...
140 BS CPA LINGO BINGO
02 Jun 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today we’re playing BS CPA LINGO BINGO. Lingo in the acco...
139 Drive Outcomes for Your Clients with Geni Whitehouse
26 May 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Being a CPA is challenging, there’s no doubt. When I reflect o...
138 Fetch a High Multiple When You Sell Your CPA Firm with Allan Koltin
19 May 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Waiting until you’re cooked to decide it’s time to sell your...
137 Rolling Forecasts: How to Explore Risk and Opportunity with Your Clients
12 May 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Should you use rolling forecasts for your clients? Do you hear a...
136 How CPAs Can Build a Sales Process That Can be Optimized, then Delegated
05 May 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Would you just as soon rub your hand against the grain of a shee...
135 ERC: Clarifying 3 Common Areas of Ambiguity
28 Apr 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7There are loads of questions out there about Employee Retention ...
134 5 Keys to Make Your Website Work for Your CPA Firm
21 Apr 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7****** BEFORE we JUMP IN ****** Do you want the free PDF resourc...
133 Cybersecurity for CPA Firms
14 Apr 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Do you ever wonder if your tech security is tight enough? Not su...
132 Master Your Sales Conversations
07 Apr 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many CPAs avoid the topic of selling - they associate sales with...
131 From CPA to CFO, with Thought-Leader Jack Sweeney
31 Mar 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I speak with Jack Sweeney, host of the CFO Thought Leader ...
130 CPA Burnout: How to Get Your Energy Back
24 Mar 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Resilience for CPAs and Accountants How many days do you feel li...
129 How to Spend Way Less Time on Email Every Day
17 Mar 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7GET YOUR TIME BACK BY BEING MORE EFFECTIVE WITH EMAIL Do you eve...
128 Selling to Serve, with James Ashford of GoProposal
10 Mar 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many accountants over-service and under charge their clients. Th...
127 How CPAs Can Use YouTube Videos to Accelerate Growth with Hannah Smolinksi, CPA
03 Mar 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I speak with Hannah Smolinksi, CEO of Clara CFO Group, on ...
126 How to Implement Advisory Services with Twyla Verhelst, Leader of the Accounting Professionals Program at Freshbooks
24 Feb 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Twyla Verhelst is the co-founder of Eighty Twenty, an Advisory A...
125 Value and Segmented Pricing for CPAs with Pricing Expert Mark Stiving, PhD
17 Feb 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Most CPAs struggle with pricing - some have moved to flat-rate o...
124 4 Most Common Hiring Mistakes CPAs Make and What to Do Instead
10 Feb 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Erin Longmoon, Owner of Zephyr Recruiting shares the 4 most comm...
123 Overcoming Under-earning and Rewire for Wealth with Author Barbara Huson (pka Barbara Stanny)
03 Feb 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I speak with Author Barbara Huson (previously known as Bar...
122 The Pioneer of Value-Based Fees in the Consulting Profession, Alan Weiss, Ph.D.
27 Jan 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I speak with Alan Weiss, owner of Summit Consulting and au...
121 Switching to Advisory Services using Profit First, with Rob Foncannon, CPA
20 Jan 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I speak with Rob Foncannon, owner of Foncannon Tax & F...
120 Cloud Accounting Technology and Software, with Blake Oliver
13 Jan 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I speak with Blake Oliver, co-host of the Cloud Accounting...
119 The Traveling CPA: Around the world in 14 minutes
06 Jan 2021
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7CPAs and accountants worked crazy hours in 2020. The start of 20...
118 Pent-Up, Flat-line, or Decrease: Anticipating 2021 Demand for Your Advisory Clients
30 Dec 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I share with you a way of looking at 2021 on your clients’...
117 Create Your 2021 Goals & Strategic Plan for Your CPA Firm
21 Dec 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Create a different 2021. It was a hard year. I suspect you don...
116 From Hourly Billing to Flat Rate for Cares Act Documentation
16 Dec 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My guest today is Erica Goode. Erica is a freelance finance pr...
115 Create Space for Amazing Clients By Removing Ones You've Outgrown
09 Dec 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7If you have ever had to fire a client, you know how hard it can ...
114 CPAs Need to Stop Accepting Trap Money
02 Dec 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Trap money is money that looks like good money, but in reality, ...
113 Out of Compliance and into Tax-savvy Stock Option Consulting, with Minnie Lau, CPA
25 Nov 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My guest today is Minnie Lau. Minnie provides tech professionals...
112 Does Your CPA Firm Sell Outcomes or Deliverables?
18 Nov 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I'm going to dig into what deliverables are and what they ...
111 Better Pricing Methodologies For CPA Firms, with Jonathan Stark
11 Nov 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7We're back today with Jonathan Stark. In case you missed it we d...
110 15 Phrases to Scrub from your CPA Firm’s Website
04 Nov 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today we’re talking about the copy on your website. Because yo...
109 The CPA Who Innovates, Wins
28 Oct 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Are you stuck thinking about Advisory Services in the commonly a...
108 The Dangers of Listening to CPAs for Wisdom
21 Oct 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Guidance and wisdom in the accounting industry tend to be provid...
107 Are You Building the CPA Firm You Want to Own?
14 Oct 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Have you ever heard of a tool called the wheel of life? It's a r...
106 Better Pricing Strategies for Accountants: Stop Billing by the Hour, with Jonathan Stark
07 Oct 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My guest today is Jonathan Stark. Jonathan is a former software ...
105 Mathematical Proof Specializing Will Make You a More Profitable CPA
30 Sep 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I am here to offer you mathematical proof that different is more...
104 How Much Would a CPA Pay for a Kid's Bike?
23 Sep 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I want to talk to you today about how to price a bicycle. ...
103 Cashflow Forecasting, Niching, and Raising Your Rates with Emily Sandberg
16 Sep 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Emily Sandberg. Emily provides cashflow and f...
102 A High-Margin CPA Firm: It’s Easier than You Think
09 Sep 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today we're talking about your business. Is it a lot of work? Do...
101 How a CPA Can Raise Prices with Confidence
02 Sep 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I want to talk with you about why checking in a few times ...
100 The Conversation That Will Propel Your Accounting Practice
26 Aug 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7It’s just too easy to assume that your clients want only what ...
099 Lean and Profitable By Design, with Anjali Jariwala, CPA, CFP, & founder of FIT Advisors
19 Aug 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors —...
098 A Framework is Essential to CPAs Working Less and Earning More
12 Aug 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today we're talking about how creating your own signature framew...
097 Get Reading Outside the Accounting Box
05 Aug 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7What’s on your summer reading list? Now that the July 15th ...
096 Accounting Marketing Doesn’t Suck, with Hugh Duffy, CEO of Build Your Firm
29 Jul 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Hugh Duffy, CEO and Co-Founder of Build Your ...
095 CPAs Land Better Clients Using This Strategy
22 Jul 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7In this episode, you get a different way of thinking about the p...
094 Did Your Accounting Practice Take a COVID Detour?
15 Jul 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7If COVID has taken your accounting practice on a long, unexpecte...
093 Prediction: Forecasting Will Benefit Your Accounting Business
08 Jul 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Business owners across the country are wondering, more like, dyi...
092 Level the Playing Field with Germeen Guillaume of Visionary Accounting Group
01 Jul 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Germeen Guillaume (GEE-YOME), Founder of Visi...