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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!
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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.
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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
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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!
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317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA
37:31
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality? Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. … Link to…
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Do you think like someone who bills, or like someone who prices? If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode will help you get this concept …
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315 Nine Reasons for CPAs to Disengage Clients
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe If you don’t fire client who need to be disengaged or fired, you risk: Getting resentful Reducing work efficiency Not enjoying your work Not enjoying your accounting firm Staff suffering or feeling demoralized Staff leaving Not having capacity for a great…
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314 How CPAs Can Reduce Overwhelm During Tax Season
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging a…
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313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you fe…
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312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Do you know you need to raise prices but are intimidated by all the factors going into the decisions? Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy. They share the 7 most…
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 tim…
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310 From Exhausted to Having Her Life Back: Wendy Norman, CPA
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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://www…
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309 How to Start Niching When You Don't Know Where to Start
1:11:46
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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. …
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308 How CPAs Can Create and Communicate Value
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 wor…
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307 Take the shortcut!! With Hector Cantu, EA
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 short…
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306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 liste…
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305 Hiring is not the Solution to CPAs Overworking
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 the …
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304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 h…
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303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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, you’…
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302 Permission to Travel Your Own Path with Shana Cooper, CPA
39:31
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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. If…
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301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg
39:03
39:03
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 own…
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300 Making Your Dream of Working Fewer Hours Attainable
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 account…
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299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA
28:47
28:47
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 a…
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298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA
32:59
32:59
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 podcas…
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 the…
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 work?…
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295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA
33:12
33:12
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 sy…
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 mor…
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293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
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Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 C…
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