289 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!

Business Strategy for CPA's Geraldine Carter

    • Business
    • 5.0 • 40 Ratings

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!

    287 How CPAs Can Decide Their Niche When They Can’t Decide

    287 How CPAs Can Decide Their Niche When They Can’t Decide

    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 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 turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

    If you like the podcast, join 3500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 
    Subscribe here: geraldinecarter.com/subscribe

    Readers say they love it because they’re short and on point.

    OTHER EPISODES ON NICHING
    270 How long does it take for a CPA to niche?
    269 Four Niche Sirens for CPAs to Avoid
    268 How to Start Niching When Your Clients are All Over the Map
    260 The Value of Niching

    Want to get your life back while protecting your revenue?
    Here are a few ways I help overworked CPAs:
    STOP WORKING WEEKENDS
    A free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekends

    GET LOTS OF ANSWERS FAST
    For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
    How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 
    geraldinecarter.com/call$495

    DOWN TO 40 HOURS CPA MASTERMIND
    For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:
    Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

    • 17 min
    286 What do I say on my website? #4: Fix / Packages

    286 What do I say on my website? #4: Fix / Packages

    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 clients you want to work with, doing the kind of work you enjoy at prices you enjoy.



    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 turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

    If you like the podcast, join 3500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 
    Subscribe here: geraldinecarter.com/subscribe

    Readers say they love it because they’re short and on point.


    REFERENCED EPISODES

    If you want to check out other episodes on this topic, you might like:

    282 - What do I say on my website? #3: Headline and Subtitle
    277 - What do I say on my website? #2: Pain & Dream Examples
    275 - What do I say on my website? #1: Pain & Dream


    Want to get your life back while protecting your revenue?
    Here are a few ways I help overworked CPAs:
    STOP WORKING WEEKENDS
    A free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekends

    GET LOTS OF ANSWERS FAST
    For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
    How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 
    geraldinecarter.com/call$495

    DOWN TO 40 HOURS CPA MASTERMIND
    For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:
    Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

    • 8 min
    285 The Niche River of Fear

    285 The Niche River of Fear

    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 reap the benefits of having made the traverse: new skillsets, capabilities, and tool to last a lifetime in your accounting firm, as well as the confidence that comes with learning, growth, and expertise. 

    Get the single most important tool you need to make it across. 



    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 turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

    If you like the podcast, join 3500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 
    Subscribe here: geraldinecarter.com/subscribe

    Readers say they love it because they’re short and on point.

    Check out my “greatest hits” episodes:
    Effortless Value #201
    Pricing for Improved Profitability #211
    12 Reasons to Niche #221
    Killer Niches for CPAs with Tom Wheelright #178
    Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179
    Get More from Technology with Joe Woodard #244

    Want to get your life back while protecting your revenue?
    Here are a few ways I help overworked CPAs:
    STOP WORKING WEEKENDS
    A free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekends

    GET LOTS OF ANSWERS FAST
    For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
    How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 
    geraldinecarter.com/call$495

    DOWN TO 40 HOURS CPA MASTERMIND
    For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:
    Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

    • 15 min
    284 Use “So That” to Communicate More Value

    284 Use “So That” to Communicate More Value

    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 does,  so if you don’t know how to convert from what accounting IS to what accounting DOES, you might be pricing too low.

    Because the client needs to perceive the value you create to justify paying your prices, you need to communicate that value. 

    If the value is there – you’re creating it – but you’re not communicating it, you can’t price to capture it.

    This is how money gets left on the table.

    What words do you need to translate?


    Hey, CPA firm owner. I'm 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 turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

    If you like the podcast, join 3500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 
    Subscribe here: geraldinecarter.com/subscribe

    Readers say they love it because they’re short and on point.

    Check out my “greatest hits” episodes:
    Effortless Value #201
    Pricing for Improved Profitability #211
    12 Reasons to Niche #221
    Killer Niches for CPAs with Tom Wheelright #178
    Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179
    Get More from Technology with Joe Woodard #244

    Want to get your life back while protecting your revenue?
    Here are a few ways I help overworked CPAs:
    STOP WORKING WEEKENDS
    A free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekends

    GET LOTS OF ANSWERS FAST
    For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
    How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 
    geraldinecarter.com/call$495

    DOWN TO 40 HOURS CPA MASTERMIND
    For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:
    Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

    • 7 min
    283 Feelings for Profit

    283 Feelings for Profit

    In increasing order of value, clients buy one of five things:
    CommoditiesDeliverablesServicesExperiencesTransformations
    The kinds of transformations you can create are typically related to four things:
    MoneyTimeFeelingsClarity
    The more you understand about what your clients feel before they work with you and once they’re working with you, the easier your accounting practice gets. 

    LINK TO A FEELINGS CHART

    https://www.amazon.com/Emotions-Emotional-Classroom-Counseling-12x12inch/dp/B0B5TGSGLW/ref=asc_df_B0B5TGSGLW/?tag=hyprod-20&linkCode=df0&hvadid=598229501205&hvpos=&hvnetw=g&hvrand=15276508905861896069&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9029472&hvtargid=pla-1751094789736&mcid=e10d3a2ccc2d36c1964d18fff114d616&gclid=CjwKCAiAt5euBhB9EiwAdkXWO55zbV2uRZfaMDZpvSVNdKf_q7QWP7p5RcxJ5JYU4yOWn7QyKUU4zBoC6iwQAvD_BwE&th=1


    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 turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

    If you like the podcast, join 3500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 
    Subscribe here: geraldinecarter.com/subscribe

    Readers say they love it because they’re short and on point.

    Want to get your life back while protecting your revenue?
    Here are a few ways I help overworked CPAs:
    STOP WORKING WEEKENDS
    A free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekends

    GET LOTS OF ANSWERS FAST
    For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
    How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 
    geraldinecarter.com/call$495

    DOWN TO 40 HOURS CPA MASTERMIND
    For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:
    Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

    • 19 min
    282 What do I say on my website? #3: Headline and Subtitle

    282 What do I say on my website? #3: Headline and Subtitle

    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 attention of those who land on your website, you want to nail your headline and subtitle.

    Here are the three questions your headline and subtitle need to answer:
    What it isWhat it doesWho it’s forGet these right, and you’ll attract more high-paying clients, shorten your sales cycle, increase your conversion rates, do higher-margin work, and you’ll be able to work fewer hours for the revenue you want to bring in. 


    NEW HERE?

    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 turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 

    If you like the podcast, join 3500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 
    Subscribe here: geraldinecarter.com/subscribe

    Readers say they love it because they’re short and on point.

    Want to get your life back while protecting your revenue?
    Here are a few ways I help overworked CPAs:
    STOP WORKING WEEKENDS
    A free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekends

    GET LOTS OF ANSWERS FAST
    For the solo CPA with a bunch of rapid-fire questions they want answers to, like:
    How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What’s the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 
    geraldinecarter.com/call$495

    DOWN TO 40 HOURS CPA MASTERMIND
    For the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:
    Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you’re working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

    • 14 min

Customer Reviews

5.0 out of 5
40 Ratings

40 Ratings

chelsea-jetpack workflow user ,

Not for the status quo professional

Episode 233 knocked it out of the park. Planted this conversation two years ago with our firm owner... made some changes but this tax season shows there needs to be better strategy and purpose for true firm transformation.
I’m ready for the challenge and using this episode as my guidepost!

jberlin2 ,

Great Accounting Podcast

Geraldine does a great job providing valuable content here from revealing cutting edge accounting advice, mindsets, and interviewing interesting and relevant guests.

She has a great positive energy, contagious enthusiasm and is extremely intelligent and perceptive.

This podcast is a great help for small business accounting owners who may be overworked, stuck and who created a hodge podge practice stemming from taking most or all clients who walked in the physical or internet door.

And are in a comfort zone being busy doing the work for a wide variety of clients, but not optimizing for one’s life and future business success.

Trevor Oldham ,

Awesome podcast for CPA's

Gerladine is an excellent host who shares valuable insights for CPA's. A must listen!

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