Episodes

Dec. 6, 2023

273 Work from Anywhere There’s WiFi

How to implement better guardrails and boundaries for your clients to nudge behavior in the direction you want it to go. If you’ve ever chased clients for documents or had them turn stuff in way late and you’ve twisted yourse...

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Nov. 29, 2023

272 More Free Time, More Confidence, with Melissa Downs, EA

If you’ve ever felt stressed to the max and near the end of your rope, this episode is for you. Less than six months ago, Down to 40 Hours Masterminder and repeat guest, Melissa Downs was maxed out. She got …

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Nov. 22, 2023

271 When Work Gets Easy with Randy Larkin, CPA

If you’re wondering just how much you can implement in a short time in Down to 40 Hours CPA Mastermind, listen in to hear what Randy Larkin, CPA has to say. He’s been in Mastermind for barely 10 weeks and …

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Nov. 15, 2023

270 How long does it take for a CPA to niche?

THIS WEEK’S EPISODE How long it takes to niche, what that timeline looks like, and what to expect along the way. The more the CPA has a sense of what the range of normal experiences is, the more confidence it …

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Nov. 8, 2023

269 Four Niche Sirens for CPAs to Avoid

Four niche sirens whose messages you want to be on the lookout for, so you can be sure to steer clear and save yourself time, headache, and “nerve-wracking” on your niche journey. Those 4 sirens are: Fancy Money Right Waste …

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Nov. 1, 2023

268 How to Start Niching When Your Clients are All Over the Map

How to get started niching when you’re all over the map, so that you can break out of the cycle of being all-things-to-all people, working weekends, and doing work you can’t stand. Related episodes: #260 - The Value of Nichin...

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Oct. 25, 2023

267 How CPAs Can Use a Waitlist to Manage Capacity

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...

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Oct. 18, 2023

266 Client Transformation Without Woo

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...

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Oct. 11, 2023

265 How to Uncover Value Using the Why Questions

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...

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Oct. 4, 2023

264 Hourly Mindset vs End Result Mindset

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...

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Sept. 27, 2023

263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA

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...

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Sept. 20, 2023

262 How CPAs Can Build a Product Ladder

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...

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Sept. 13, 2023

261 The Gift of Difficult Clients

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...

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Sept. 6, 2023

260 The Value of Niching

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...

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Aug. 23, 2023

259 Permission to Stop Being Superhuman with Michael Berry, CPA

REGISTRATION for DOWN TO 40 HOURS CPA MASTERMIND IS CURRENTLY OPEN! THE NEXT ROUND BEGINS SEPTEMBER 5TH, 2023. For prices and more info, visit: https://geraldinecarter.com/cpa-mastermind-enroll Hey CPA Firm owner, glad you fo...

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Aug. 18, 2023

258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Dow…

REGISTRATION for DOWN TO 40 HOURS CPA MASTERMIND IS CURRENTLY OPEN! THE NEXT ROUND BEGINS SEPTEMBER 5TH, 2023. For prices and more info, visit: https://geraldinecarter.com/cpa-mastermind-enroll Hey CPA Firm owner, glad you fo...

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Aug. 16, 2023

257 6 Ways to Get Your Time Back

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...

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Aug. 9, 2023

256 Overcoming Price Increase Resistance

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...

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Aug. 2, 2023

255 Burnout Recovery with Randy Crabtree, CPA

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 stu...

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July 26, 2023

254 Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 stu...

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July 19, 2023

253 When you need to explore, with Rebecca Driscoll, CPA

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 stu...

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July 12, 2023

252 How Accountants Can Use ChatGPT with Jason Staats, CPA

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 stu...

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July 5, 2023

251 Digital Products: Sell Your Expertise, Not You Working

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 stu...

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June 28, 2023

250 Productized Services: Sell Your Expertise, Not You Working

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ 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 stu...

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