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Artwork for Business Strategy for CPA's

Business Strategy for CPA's

Geraldine Carter
Work-Life Balance
CFO Services
Advisory Services
Accountants
Pricing Strategy
Revenue Drivers
CPA Mastermind
Accounting
Cash Flow Management
Business Owners
Value Creation
Nitching
Hiring Remote Staff
Business Strategy
Imposter Syndrome
Down To 40 Hours CPA Mastermind
Personal Development
Client Management
CPA Industry
Accounting Industry

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 s... more

PublishesWeeklyEpisodes387Founded7 years ago
Number of ListenersCategories
BusinessMarketingEntrepreneurship

Listen to this Podcast

Artwork for Business Strategy for CPA's

Latest Episodes

Still running your firm out of your Inbox?

In this episode, a CPA who spent 20 years living in her Inbox shares how she got down to Inbox Zero, shredded the paper piles, stopped the late-night deadline sprints, and finally knew what to work on next. more

Do you ever feel like you’re doing everything right – solid clients, fair prices, full days – and yet the hours and money still aren’t quite where you want them?

That tension usually isn’t about missing one thing.

It’s the accumulation of small lea... more

Ever catch yourself comparing your firm to someone else’s after picture and wondering what you’re doing wrong?

Here’s a different perspective – you’re not behind, you’re just still in it.

This Work in Progress episode is for anyone mid-messy change... more

Ever look at your client list and think, “There’s no way I can cut this in half and still make the same money”…?

Turns out, that belief is backwards.

Hunter Bracey walks through how he went from 105 clients to roughly 40 without losing revenue, cut ... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Recent Guests

Lori Yearwood
CPA with a focus on managerial accounting and a niche in nonprofits
Episode: 384 How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA
Michelle Kinnison
CPA specializing in tax compliance and planning, focusing on working with individual and small business clients.
Adelanta Services
Episode: 382 [WIP Series] The Messy Middle of Reshaping a Tax Firm with Michelle Kinnison, CPA
Hunter Bracy
CPA who recently completed the Accelerator program and specializes in accounting, tax, and payroll services.
Bracy CPA
Episode: 381 60% Less Clients, Same Money, More Control with Hunter Bracy, CPA
Suzanne Green
CPA with significant experience in client management and tax services.
Suzanne Green CPA
Episode: 376 “The Hours Were Killing Me”: What Finally Had to Change, with Suzanne Green, CPA
Natalie Hunt
Mindset coach at Peak Freedom with a master's degree in organizational leadership
Peak Freedom
Episode: 375 Boundaries: The Quiet System Behind Every Calm Firm, with Natalie Hunt
Jan Schaffner
Works with 551 clients and has an accounting and payroll team
Episode: 372 [WIP Series] 1/3 Fewer Clients, 2x-3x the Prices, and Sundays Off, with Jan Schaffner, EA
Matt Chiappetta
CPA who transitioned to a solo practice after three years of mentorship and business development
Episode: 370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA
Radhika Sundar
CPA specializing in fractional CFO services for agencies
Episode: 364 A Handful of High-Level Clients with Radhika Sundar, CPA
Holly Sexton
CPA specializing in female real estate investors
Self-employed
Episode: 360 Pick Your Week Tax Season with Holly Sexton, CPA

Host

Geraldine Carter
Geraldine Carter is an expert in business strategy for CPAs, offering insights on how to improve efficiency, client management, and pricing strategies in accounting practices.

Reviews

5.0 out of 5 stars from 64 ratings
  • Fantastic, proves the entire concept of niche value add

    This podcast is so good. Aside from incredible insight, it is modeling how much value can be brought by going deep for a very specific client base.

    Apple Podcasts
    5
    BDS 2012
    United States2 years ago
  • Not for the status quo professional

    Episode 233 knocked it out of the park. Planted this conversation two years ago with our firm owner... made some changes but this tax season shows there needs to be better strategy and purpose for true firm transformation.

    I’m ready for the challenge and using this episode as my guidepost!

    Apple Podcasts
    5
    chelsea-jetpack workflow user
    United States3 years ago
  • Great Accounting Podcast

    Geraldine does a great job providing valuable content here from revealing cutting edge accounting advice, mindsets, and interviewing interesting and relevant guests.

    She has a great positive energy, contagious enthusiasm and is extremely intelligent and perceptive.

    This podcast is a great help for small business accounting owners who may be overworked, stuck and who created a hodge podge practice stemming from taking most or all clients who walked in the physical or internet door.

    And a... more

    Apple Podcasts
    5
    jberlin2
    United States3 years ago
  • Sultry voice

    Love your voice but pretty boring

    Apple Podcasts
    4
    Loser hater
    United States3 years ago
  • Awesome podcast for CPA's

    Gerladine is an excellent host who shares valuable insights for CPA's. A must listen!

    Apple Podcasts
    5
    Trevor Oldham
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Geraldine is described as an engaging host who simplifies complex topics and makes them relatable.
Listeners appreciate the actionable insights and business strategies that help optimize their accounting practices.
Many reviews highlight the podcast's ability to address common challenges faced by CPAs, such as pricing strategies and work-life balance.
There is a strong emphasis on empowerment, particularly among female entrepreneurs in the accounting industry.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

384 How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA
Q: What do you think it impacted your efficiency?
Lori believed she was saving probably 25% of her time because of the efficiency gained from using the Simple Systems technique.
384 How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA
Q: What was the moment, take us back where you were like, OMG, I've got stuff everywhere?
Lori felt overwhelmed by her disorganized stacks of papers and emails, which pushed her to implement Simple Systems.
370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA
Q: What was the theme of year two?
Year one was customer acquisition, and year two was systems oriented, focusing on cleaning up the back of the house.
370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA
Q: What do you appreciate now about marketing that was hard to understand in year one?
Marketing requires effort and focus tailored to specific clients to drive leads effectively.
370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA
Q: What do you think in retrospect was hardest for you about year one?
The hardest part was just the ups and downs of every day and the uncertainty of client acquisition.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Business Strategy for CPA's

What is Business Strategy for CPA's about and what kind of topics does it cover?

Focused on empowering accounting professionals, this podcast tackles essential business strategies specifically tailored for CPAs. A variety of topics such as pricing strategies, client management, work-life balance, and setting boundaries are frequently discussed, helping listeners to optimize their practices and enhance profitability. The show features interviews with industry experts and solo episodes that deliver actionable insights, ensuring that both new and established accountants can streamline their workflow and achieve greater success in their businesses. Its unique ability to simplify complex challenges while providing practical solutions makes it a valuable resource for any CPA seeking to elevate their practice while maintaining... more

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Which podcasts are similar to Business Strategy for CPA's?

These podcasts share a similar audience with Business Strategy for CPA's:

1. Future Firm Accounting Podcast
2. Jason On Firms Podcast
3. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
4. Earmark Podcast | Earn Free Accounting CPE
5. The Game with Alex Hormozi

How many episodes of Business Strategy for CPA's are there?

Business Strategy for CPA's launched 7 years ago and published 387 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Business Strategy for CPA's?

Recent guests on Business Strategy for CPA's include:

1. Lori Yearwood
2. Michelle Kinnison
3. Hunter Bracy
4. Suzanne Green
5. Natalie Hunt
6. Jan Schaffner
7. Matt Chiappetta
8. Radhika Sundar

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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