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Finding the Right CPA for Your Business with Geraldine Carter

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Manage episode 273815377 series 2548951
Content provided by Anjali Jariwala. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anjali Jariwala or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Geraldine Carter believes CPAs should do more than compliance. A great CPA, she believes, can act as a fractional CFO, offering cash flow forecasting and strategic support to business owners. She founded She Thinks Big Coaching and launched her podcast, Smart Strategy for CPAs, to do just that: Help CPAs establish themselves as key members of business owners’ teams, focusing on specific niches where they can develop expertise.

On the other side of the equation, Geraldine encourages business owners to find the right CPA or fractional CFO as soon as they can afford to do so. Business owners need to understand their financials, but there’s no substitute for expertise.

https://fitadvisors.com/geraldine-carter-cpa-niche-business-owners-cfo

  continue reading

66 episodes

Artwork
iconShare
 
Manage episode 273815377 series 2548951
Content provided by Anjali Jariwala. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anjali Jariwala or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Geraldine Carter believes CPAs should do more than compliance. A great CPA, she believes, can act as a fractional CFO, offering cash flow forecasting and strategic support to business owners. She founded She Thinks Big Coaching and launched her podcast, Smart Strategy for CPAs, to do just that: Help CPAs establish themselves as key members of business owners’ teams, focusing on specific niches where they can develop expertise.

On the other side of the equation, Geraldine encourages business owners to find the right CPA or fractional CFO as soon as they can afford to do so. Business owners need to understand their financials, but there’s no substitute for expertise.

https://fitadvisors.com/geraldine-carter-cpa-niche-business-owners-cfo

  continue reading

66 episodes

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