Business Strategy for CPA's
Episodes
079 [Coaching] How to Move into Advising with Heather Zeitzwolfe of Zeitzwolfe Accounting
01 Apr 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Heather Zeitzwolfe, a CPA certified with the ...
078 How to Design Better Workflows in Your Business, with David Cristello, Founder & CEO of Jetpack Workflow
25 Mar 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is David Cristello, Founder & CEO of Jetpack...
077 Tips For Staying Present In The Face Of Uncertainty
18 Mar 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today we are interrupting common narratives heard out there and ...
076 Are You Selling at a Discount to Full-Price Buyers?
11 Mar 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7This week, we're talking about value-based fees and pricing. I w...
075 How to Keep the Scope Creeps at Bay, with Jenn Barley of Kickstart Your Edge
04 Mar 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I wanted to talk with Jenn to tap her expertise about boundaries...
074 Ways to Keep Stress Under Control in Tax Season, with Christine Lustik, owner of Mindfulness in Organizations
26 Feb 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Christine Lustik, PhD, owner of Mindfulness i...
073 Does Money Find You Attractive?
19 Feb 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I'm returning to the topic of sending mixed signals to mon...
072 Are You Wiping Out Often Enough?
12 Feb 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today, I have a few stories to tell. About driving in the snow, ...
071 How to Help Your Clients Build A Better World, with Steve Pipe, founder of Accountants Changing the World
05 Feb 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is officially the world’s most highly rated ad...
070 Be Strategic About Your CPEs, with Melisa Galasso of Galasso Learning Solutions
29 Jan 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7**Listener survey - help shape the podcast to what you want to h...
069 Guiding Clients to Profitability with Lisa Campbell, Owner of the Marcam Group
22 Jan 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7**Listener survey - help shape the podcast to what you want to h...
068 The Process of Niching Down to E-commerce Business Owners, with owner of Bookskeep, Cyndi Thomason
15 Jan 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My guest today is Cyndi Thomason. Cyndi Thomason is the author o...
067 Best Reads from 2019
08 Jan 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I wanted to start the year off with top five books and reviews f...
066 Happy New Year - Now Raise Your Prices
01 Jan 2020
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Wishing you a Happy New Year and a very prosperous 2020! I’m c...
065 Happy Holidays from Hazel and Me
25 Dec 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7It’s the holiday season, and it's time to step away from the m...
064 Why & How to Claim Your Google My Business Profile, with Sommer Poquette CEO of Keep It Real Social
18 Dec 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Sommer Poquette, Founder and CEO of Keep It R...
063 How to Get Started Adding Advisory Services
11 Dec 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I want to talk to you today about adding advisory services. I wa...
062 Making More Time in Your Business with Adrienne Dorison, Co-Founder of Run Like Clockwork
04 Dec 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My guest today is Adrienne Dorison, the co-founder of Run Like C...
061 The Opportunity in Your Accounts Receivable
27 Nov 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7A lot of business owners have tens of thousands of dollars hangi...
060 Stand Out from the Crowd with Donna Leyens, President of Pumpkin Plan Your Biz
20 Nov 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My guest today is Donna Leyens of the Provendus Group, and Pumpk...
059 Planning for 2020 Happens Now
13 Nov 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7In this episode, what I want for you is to start thinking about ...
058 How Setting Up Your Ideal Week Saves You Time with Billie Anne Grigg
06 Nov 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My guest today is Billie Anne Grigg, the Lead Technical Guide of...
057 Create Value for Your Clients with End-of-Year Meetings
30 Oct 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Last week I did a training for Profit First Professionals. If yo...
056 How Being A Non-traditional Practice Fuels Growth, with Michelle Cooper, owner of Alchemy Accounting
23 Oct 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My guest today is Michelle Cooper, owner of Alchemy Accounting i...
055 [Coaching] Mindset Blocks Around Hiring with Dr. Sabrina Starling
16 Oct 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Dr. Sabrina Starling, the business psychologi...
054 How Narrowing Your Niche Can Help You Grow Faster
09 Oct 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I want to talk to you today about what I see as one of the most ...
053 Adding Advisory Services and the Power of Niching Down with Tracy Jepson
02 Oct 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My guest today is Tracy Jepson, founder and owner of TLJ Bookkee...
052 From Solo to a Team of 6 in 5 years with Danielle Hayden of Kickstart Accounting
25 Sep 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Danielle Hayden of Kickstart Accounting. Da...
Bonus Episode… Announcement from Geraldine
18 Sep 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I have something to share with you. As my own business and coa...
051 How to Be Productive Where it Matters Most, with Amber De La Garza, The Productivity Specialist
11 Sep 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My guest today is The Productivity Specialist Amber de la Garza....
050 How to Leverage Your Network to Create More Clients, with Nikki Rausch
04 Sep 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Nikki Rausch of Your Sales Maven. She’s a p...
049 How to Build The Tribe You Lead
28 Aug 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7In this week’s episode, I talk about tribes and the tribes tha...
048 How Applying Behavioral Economics Can Benefit Your Business, with Melina Palmer of Brainy Business Podcast
21 Aug 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Todays’ guest is Melina Palmer. Melina helps companies of all ...
047 Protect Your Attention
14 Aug 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7How do we protect our mind from the glut of information, notific...
046 [Coaching] Getting Insights into Her Financials with Amanda Berlin
07 Aug 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My guest today is Amanda Berlin, a former New York City corporat...
045 From Zero to 7 Figures with Kate Ahl, CEO of Simple Pin Media
31 Jul 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Kate Ahl of Simple Pin Media. Simple Pin Medi...
044 CEO Day: Why You Need to Pick Your Head Up in Your Business
24 Jul 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7It's July, and six months of the year have now gone by. At ...
043 [Coaching] Making the Money and the Time Add Up with Physical Therapist Kate Baker
17 Jul 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today's guest is Kate Baker, a Physical Therapist from East Miss...
042 Decoding CPA-Speak: Clarifying 9 Common Terms
10 Jul 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I’m here today to help translate from CPA-speak to regular per...
041 Not Your Typical Sex-y Business with Amy Lang of Birds and Bees and Kids
03 Jul 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Have you ever felt awkward answering your kids questions about s...
040 BAM Success Summit - 5 Guest Takeaways
26 Jun 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I’m back from the B A M Success Summit, hosted by Julie Fry, w...
039 Women Disrupting the Cannabis Industry, with co-owner of Dancing Goat Gardens, Kim Bostrom
19 Jun 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7My guest today is Kim Bostrom, of Dancing Goat Gardens and the H...
038 Creating High-Quality In-Home Childcare Programs at Scale, with CEO of MyVillage, Erica Mackey
12 Jun 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Finding Solutions to the Problem of Childcare I love it when peo...
037 [Coaching] Setting Boundaries & Getting Ahead of Summer Planning with Miri Disney-Faller of Back on Track Physical Therapy
05 Jun 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Miri Disney Faller of Back on Track Physical Therapy is a Physic...
036 How Tracking KPIs Can Help You Work Less Hard In Your Business
29 May 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7In this episode, we’ll be talking about Key Performance Indica...
035 How to Let Go of Past Business Mistakes
22 May 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today, I’m talking to you about letting go of past mistakes th...
034 [Mindset] Are You Sending Mixed Signals to Money?
15 May 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7When was the last time you explored your relationship with money...
033 [Coaching] Developing Your Thought Leadership Platform with Triathlete Coach Anne Torrez
08 May 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Anne Torrez of Tri It Your Way Coaching. She ...
032 On A Mission to Transform Healthcare, with Lesley Von Eschen, PA - C and Carol Bridges, MD, co-CEOs of CostCare
01 May 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guests are Lesley Von Eschen, PA - C, and Carol Bridge...
031 [Mindset] Are you good enough? Are you sure?
24 Apr 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today’s guest is Jodi Flynn of Women Taking the Lead podca...
030 [Mindset] Is Your Current Thinking Keeping You Stuck?
17 Apr 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I have four clients who have similar businesses. Very similar wo...
029 Did you hit your Q1 goals?
12 Apr 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7It’s the end of the quarter, and I want to know if you’re on...
028 How to Make Better Decisions Faster and with More Clarity
03 Apr 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Do you have trouble making decisions quickly and with clarity? D...
027 How to Book Conference Speaking Gigs & Maximize Your Attendance, with BAM Success Summit Owner Julie Fry
27 Mar 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Do you have your sights set on a conference or event that you wa...
026 Simple Financials and KPIs with Virtual CFO Hannah Smolinksi
21 Mar 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Your questions around financials and KPIs in your business get a...
025 Find the $50K Hiding in Plain Sight in Your Business Part 2
13 Mar 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7In Part 2 of this series, we find the rest of the $50K hiding in...
024 Find the $50K Hiding in Plain Sight in Your Business
08 Mar 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I list out 10 places I look in my clients’ Profit and Losses, ...
023 Speed Up Gmail with a Simple System of Labels
27 Feb 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7If you struggle with email, if your gmail inbox is a source of d...
022 Mindset and Your Unintentional Thoughts, Unintentional Feelings
20 Feb 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Our unintentional thoughts inform our unwanted feelings. Many ...
021 How to Turn Self-Doubt into Confidence
13 Feb 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many of us have an undercurrent of self-doubt running inside. Pe...
020 What Space is Like with Astronaut Nicole Stott
06 Feb 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7There are only 59 female astronauts. It was a real treat to talk...
019 Stop Magical Thinking: The Math Needs to Add Up
30 Jan 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Are you running your business on borrowed time and magic math? D...
018 Focus Where it Matters Most
23 Jan 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7In a cluttered and attention-grabbing world, it is easy to lose ...
017 How to Create Your 2019 Strategic Plan in 7 Simple Steps
15 Jan 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Have you created a plan for your business, your goals, your succ...
016 How to Sell with Authenticity and Improve Your Sales Mindset with Nikki Rausch
08 Jan 2019
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Do you struggle with sales conversations? Do you fear coming acr...
015 - A Year's Worth of Encouragement
31 Dec 2018
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7If in 2019, you're feeling beat down by a work project, queue up...
014 - Happy Holidays from Hazel and Me
24 Dec 2018
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Time to step away from the mic and spend time with family. My 3-...
013 Serial Monotasking is So Much Faster than Multitasking
18 Dec 2018
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Are you a self-proclaimed "great multi-tasker?" Then you will wa...
012 Uplevel Your Mindset: 10 Lies That are Holding You Back
11 Dec 2018
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7We all have a voice (or voices!) in our head that tell us all ki...
011 Biz Chix Live: 7 Guest Takeaways
03 Dec 2018
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7In this episode, I speak with 7 guests from Biz Chix Live, a con...
010 [Coaching] Mindset Shift: From Holding Back to Leading with Power with Jeannine Widmann
26 Nov 2018
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I coach Jeannine Widmann, the VP of Human Resources and People M...
009 Shame, Money Mindset, and Your Profit & Loss
19 Nov 2018
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7This episode is for those of you who have money challenges in yo...
008 9 Keys to Thinking and Playing Bigger
03 Nov 2018
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7If you find yourself knowing you could be playing a bigger game,...
007 Turning a Scientific Discovery into a Business with CEO of CarbonNutra Carrine Blank
25 Oct 2018
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7If you forgot to pick up your copy of Algal Research, you might ...
006 Jodi Flynn Interviews Me on Thinking and Playing Big
19 Oct 2018
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I pass the mic to Jodi Flynn of the Women Taking the Lead ...
005 How to Create a Movement Around Crowd Manufacturing with FranciePants Founder Francie Wasser
09 Oct 2018
Contributed by Lukas
004 Tiny Business, Huge Impact with ECOBAGS Founder Sharon Rowe
09 Oct 2018
Contributed by Lukas
003 The Importance of Knowing Your Priorities
20 Sep 2018
Contributed by Lukas
002 [Coaching] Figuring Out a First Hire with Mallory Ottariano of KIND Apparel
13 Sep 2018
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Who should you hire first as your company grows? Should you hire...
001 [Coaching] Finding Time Where You Thought There Was None with Gretchen Carlson of Evolution through Vacation
13 Sep 2018
Contributed by Lukas
Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Getting better at time management is a challenge faced by almost...