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!
…
continue reading
St. Norbert Campus Ministry Prayercasts are intended for personal use to meditate on various readings with guided questions that lead the listener into a space where one can reflect on how those readings apply to them in their own lives. In the Prayercasts, the listener will encounter a reading, reflection questions, the reading again, and then concluding thoughts and questions to think about during the week.
…
continue reading
Exposing Domestic Violence & Narcissistic Abuse in plain sight and behind closed doors. Real people, real stories. Getting loud about the broken justice system and how authorities handle situations with Victims
…
continue reading
Manifest your dreams with the Dream Team. Learn the steps required to "Live a Life You Love" through our interviews with people already helping others live their dreams through understanding the “Tools of Life” Dreams, Manifestation, Commitment, Action and Consistency equals a Life You Love. Lisa Hamilton-Smith, best selling author on resilience, international speaker and knowledge broker, brings you the principles of Life Success Secrets, so you can live a life you LOVE!
…
continue reading
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Just how much revenue did that ship mechanic leave on the table? Had he been better at pricing, he might have been able to price more profitably. Pricing intangibles is a skill, and the better a seller does it, the more revenue he can generate for the t…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
310 From Exhausted to Having Her Life Back: Wendy Norman, CPA
42:50
42:50
Play later
Play later
Lists
Like
Liked
42:50
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.” Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins. … Link to full shownotes: https://w…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
309 How to Start Niching When You Don't Know Where to Start
1:12:05
1:12:05
Play later
Play later
Lists
Like
Liked
1:12:05
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 When it comes to creating revenue for your accounting practice, you need to create value and you need to price effectively. Niching is a powerful way to create more value with less time and effort, and niching is a powerful way to price more effectively…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
308 How CPAs Can Create and Communicate Value
1:01:24
1:01:24
Play later
Play later
Lists
Like
Liked
1:01:24
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Do you want to increase your revenue without working harder? If so, deepening your appreciation of creating value for clients and clearly communicating that value is a great bet. The less a business-owning accountant appreciates value, the more she’ll w…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
307 Take the shortcut!! With Hector Cantu, EA
23:37
23:37
Play later
Play later
Lists
Like
Liked
23:37
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the sho…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA
41:29
41:29
Play later
Play later
Lists
Like
Liked
41:29
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation, I want lis…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
305 Hiring is not the Solution to CPAs Overworking
15:49
15:49
Play later
Play later
Lists
Like
Liked
15:49
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution. I want to show you why hiring may not be th…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
40:30
40:30
Play later
Play later
Lists
Like
Liked
40:30
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours. A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast. Want numbers? She cut 70% of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project
38:05
38:05
Play later
Play later
Lists
Like
Liked
38:05
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, yo…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
302 Permission to Travel Your Own Path with Shana Cooper, CPA
39:50
39:50
Play later
Play later
Lists
Like
Liked
39:50
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. … Hey CPA firm owner, glad you found the podcast. …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg
39:22
39:22
Play later
Play later
Lists
Like
Liked
39:22
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Are you considering selling in a few years and wondering where to focus? My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples. … Hey CPA firm o…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
300 Making Your Dream of Working Fewer Hours Attainable
28:16
28:16
Play later
Play later
Lists
Like
Liked
28:16
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 What to think about (and what not to think!) to bring your hours down off the shelf of “wouldn’t that be dreamy” and make what you want a reality. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accou…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA
29:06
29:06
Play later
Play later
Lists
Like
Liked
29:06
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 As part of the [Hire Well] series, I talk with Kristen Keats, founder of founder of Breakaway Bookkeeping & Advising, owner of Sherwood Tax & Accounting, founder and client of Cadencia, about how to use near-shore talent in Guadalajara, Mexico, to build…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA
33:17
33:17
Play later
Play later
Lists
Like
Liked
33:17
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member. … Hey CPA firm owner, glad you found the podc…
…
continue reading
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 What’s most important to focus on – and where do you not need to focus – in order to make the most progress toward your goals in your accounting practice? I see nine common characteristics among the accountants who’ve made the most progress. Know what t…
…
continue reading
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Wondering if Down to 40 Hours CPA Mastermind is right for you? It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue. In this short episode, I answer: ✋ Who is it for? (Is it for me?) ✋ How does it wor…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
33:31
33:31
Play later
Play later
Lists
Like
Liked
33:31
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Doing so has helped her standardize and …
…
continue reading
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.” You might want m…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
49:53
49:53
Play later
Play later
Lists
Like
Liked
49:53
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems: Insane Impossible The Promised Land Check out Erica Goode, CPA’s playbook for getting it done. … Hey…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sinclair of TOA Global
28:07
28:07
Play later
Play later
Lists
Like
Liked
28:07
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions related to hiring and staff…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
291 [Hire Well] Down to One Hour with Scott Scarano, EA
37:01
37:01
Play later
Play later
Lists
Like
Liked
37:01
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 After being stuck at a “$1.2M and working-all-hours” plateau for six years, it took Scott Scarano four years to get down to a one-hour work week. Find out what he needed to learn to get there. … Hey CPA firm owner, glad you found the podcast. If you fee…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
290 [Hire Well] Onshore Hiring Done Well for Accountants
30:23
30:23
Play later
Play later
Lists
Like
Liked
30:23
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions related to hiring and staff…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
289 Fear of Niche Boredom with Jonathan Stark
1:06:03
1:06:03
Play later
Play later
Lists
Like
Liked
1:06:03
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 I talk with Jonathan Stark about the fear of niche boredom and the benefits of niching down in business. We explore the idea that niching down does not lead to boredom, but rather opens up new opportunities for variety and growth. By focusing on a speci…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
288 [Hire Well] Five Offshoring Mistakes for CPAs to Avoid
35:06
35:06
Play later
Play later
Lists
Like
Liked
35:06
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Accountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions related to hiring and staff…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
287 How CPAs Can Decide Their Niche When They Can’t Decide
17:23
17:23
Play later
Play later
Lists
Like
Liked
17:23
Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 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 podcas…
…
continue reading