Episodes

June 21, 2023

249 Extraordinary Results Through 1:Many with Laura Dixon

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Transitioning from a one-on-one business model to...

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June 14, 2023

248 What Works for CPA Firms with Donny Shimamoto, CPA

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Take the survey! https://link.improvetheworld.net...

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June 7, 2023

247 Effective Marketing for Accounting Firms with Matt Banker

Down to 40 Hours CPA Mastermind https://geraldinecarter.com/ *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe For a lot of accountants, marketing can either be...

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May 31, 2023

246 How to Improve Sale Multiples with Brannon Poe

Book a strategy call with Geraldine today! https://geraldinecarter.com/call *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe How can CPA businesses make themse...

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May 24, 2023

245 Niching into Female-Owned Law Firms with Julie Powell, CPA

Book a strategy call with Geraldine today! https://geraldinecarter.com/call *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Many CPAs are hesitant to niche be...

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May 17, 2023

244 Get More from Technology with Joe Woodard

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: For many accountants, depending on the day, technology can be a powerful tool or a frustrating time sink. Here today to talk with me about effectively...

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May 10, 2023

243 15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Niching is not a one-time task but an ongoing discovery process and refining and developing your expertise. It can be a powerful tool for CPAs who want …

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April 26, 2023

241 How to Get Down to 25 Hours

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: The hustle can be tempting: all that activity seems to have a positive effect. Hustle too much, and risk becoming stretched too thin across too many areas …

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April 21, 2023

Bonus: Go Down to 40 Hours in CPA Mastermind

Registration for Down to 40 Hours CPA Mastermind is open! The summer cohort kicks off May 1st. Create higher-paying clients without working more hours. Simplify your accounting practice so you can grow and scale without more effort from your...

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April 19, 2023

240 Offer One-Time Intensives with Sheila Hansen, CPA

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Acquiring and retaining clients is crucial for maintaining a successful accounting practice. But not all potential clients are the right fit for an...

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April 18, 2023

239 Finding Your Niche with Matt Chiappetta, CPA

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Starting an accounting practice from scratch can be a challenging journey for any entrepreneur. One of the biggest challenges for a new CPA firm owner is...

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April 17, 2023

238 Getting Control of Your CPA Firm with Laurie Rauk

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: It's not uncommon for CPA business owners to find themselves overworked and swamped with too many clients. It's easy to feel overwhelmed, like you're losing...

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April 12, 2023

237 40 Hours Fiction

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: The need to work 40 hours a week is entirely fictional. You don’t need to work a 40-hour workweek just because that’s the standard, and because there’s …

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April 5, 2023

236 Why CPAs Get Stuck & How to Fix It

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: When you better understand the nature of your problem – if it’s tactical or mindset in nature – you can make better sense of your experience in …

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March 29, 2023

235 Advanced Decisions

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: I've been asking myself for a long time: What are the common characteristics among my clients who make the most progress towards their own version of success …

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March 22, 2023

234 Time's Up! with Ron Baker: Subscription Business Model for CPA F…

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: How can CPAs grow their accounting practice when they’re over capacity, underutilizing their talents and not providing optimal client support? Many CPA...

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March 15, 2023

233 Time's Up! with Ron Baker: Subscription Business Model for CPA Fi…

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: How can CPAs grow their accounting practice when they’re over capacity, underutilizing their talents and not providing optimal client support? Many CPA...

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March 8, 2023

232 *You Can* Master Your Time and Calendar, with Dawn Goldberg

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Many accountants and CPAs (and business owners!) struggle to manage their time and use it to get done what they want. When they lose a grip on …

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March 1, 2023

231 Seven Stages of Change

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Lots of people don’t like change. They have enough going on, thank you very much, and one more thing to change is one more thing they have …

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Feb. 22, 2023

230 How To Have A Stress-Free Tax Season, with Dawn Goldberg, CPA

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Not all accountants and CPAs get stressed during tax season. They've got their systems down. Stress isn't their go-to thing. But for many CPAs and...

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Feb. 15, 2023

229 Get Paid in Full Up Front for Tax Returns

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Would you love to get paid in full up front for tax returns? There’s a long history of paying for your tax return when you pick it …

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Feb. 8, 2023

228 Selling Ingredients

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Can you tell what this is? Sugar, unbleached enriched flour (wheat flour, niacin, reduced iron, thiamine mononitrate, riboflavin, folic acid), palm oil, cocoa...

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Feb. 1, 2023

227 The Problem You Solve

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: Your clients buy a solution to a problem they have. And the better you get at understanding the nature of their problem, talking to them about their …

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