Business Strategy for CPA's
306 episodes - English - Latest episode: 6 days ago - ★★★★★ - 22 ratingsBusiness 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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Episodes
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
April 24, 2024 10:00 - 49 minutes - 68.5 MBIf 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 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 t...
292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sinclair of TOA Global
April 17, 2024 10:00 - 28 minutes - 38.6 MBAccountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making ...
291 [Hire Well] Down to One Hour with Scott Scarano, EA
April 10, 2024 10:00 - 37 minutes - 50.9 MBAfter being stuck at a “$1.2M and working-all-hours” plateau for six years, it took Scott Scarano four years to get down to a one-hour work week. Find out what he needed to learn to get there. … 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 to you when you don’t turn it around on a dime, I can help yo...
290 [Hire Well] Onshore Hiring Done Well for Accountants
April 03, 2024 10:00 - 30 minutes - 41.8 MBAccountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making ...
289 Fear of Niche Boredom with Jonathan Stark
March 27, 2024 10:00 - 1 hour - 90.8 MBI talk with Jonathan Stark about the fear of niche boredom and the benefits of niching down in business. We explore the idea that niching down does not lead to boredom, but rather opens up new opportunities for variety and growth. By focusing on a specific target market or problem, businesses can automate repetitive tasks, systematize processes, and delegate work, allowing for more free time and the ability to pursue other interests. Niching down also leads to increased expert...
288 [Hire Well] Five Offshoring Mistakes for CPAs to Avoid
March 20, 2024 10:00 - 35 minutes - 48.2 MBAccountants run into many hiring and staffing-related challenges. You want to know: Which role to fill next Where to find talent If it’s time to go offshore How to hire well the first time. Because there are so many questions related to hiring and staffing, I am doing a series of podcast episodes to get insight into the problems and solutions related to staff and hiring challenges. Making hiring mistakes is expensive—in terms of money, time, and emotional investment. Making ...
287 How CPAs Can Decide Their Niche When They Can’t Decide
March 13, 2024 10:00 - 17 minutes - 23.9 MBIf you’ve ever wanted to niche but thought, “I can’t decide,” this episode is for you. By the end of it, you will not only know you can decide but also be able to take your next niche step with confidence. … 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 to you when you don’t turn it around on a dime...
286 What do I say on my website? #4: Fix / Packages
March 06, 2024 11:00 - 8 minutes - 11.7 MBWe’re talking today about what to put in the fix section of your website. If you do this well, the flow of your website copy will make sense to your reader. If you don’t do this well, there’s a risk and opportunity cost of not attracting the clients you want to work with, doing the kind of work you enjoy at prices you enjoy. … 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 yo...
285 The Niche River of Fear
February 28, 2024 11:00 - 15 minutes - 21.8 MBNiching feels scary. The journey includes uncertainty, doubt, and overwhelm. “We definitely should turn around.” It’s the Niche River of Fear. If you know it exists and what to be on the lookout for, you’ll make it across. In so doing, you’ll reap the benefits of having made the traverse: new skillsets, capabilities, and tool to last a lifetime in your accounting firm, as well as the confidence that comes with learning, growth, and expertise. Get the single most important...
284 Use “So That” to Communicate More Value
February 21, 2024 11:00 - 7 minutes - 9.7 MBA simple way to improve how you communicate the value you create. If you are not already great at communicating the value you create, you might default to selling accounting to your clients. Selling accounting is less valuable than what accounting does, so if you don’t know how to convert from what accounting IS to what accounting DOES, you might be pricing too low. Because the client needs to perceive the value you create to justify paying your prices, you need to communicate ...
283 Feelings for Profit
February 14, 2024 11:00 - 19 minutes - 27.5 MBIn increasing order of value, clients buy one of five things: Commodities Deliverables Services Experiences Transformations The kinds of transformations you can create are typically related to four things: Money Time Feelings Clarity The more you understand about what your clients feel before they work with you and once they’re working with you, the easier your accounting practice gets. LINK TO A FEELINGS CHART https://www.amazon.com/Emotions-Emotional-Classroom-Counse...
282 What do I say on my website? #3: Headline and Subtitle
February 07, 2024 11:00 - 14 minutes - 20.5 MBHave you ever gotten stuck, wondering what to say on your website? Having the words that grab the kinds of clients you want to work with (and repel the ones you don’t) can make a big difference. Because you only have a moment to capture the attention of those who land on your website, you want to nail your headline and subtitle. Here are the three questions your headline and subtitle need to answer: What it is What it does Who it’s for Get these right, and you’ll attract mor...
281 4 Pricing Problems Solved with Kathy Hayden, EA
January 31, 2024 11:00 - 34 minutes - 47 MBTHIS WEEK’S EPISODE Pricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.” In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone. Her challenges were: Repricing legacy cli...
280 Mastering Leverage to Create Value in Less Time
January 24, 2024 12:00 - 23 minutes - 32.8 MBHey CPA firm owner, glad you found the podcast. In this episode, I discuss the concept of leverage and how to use it to optimize your accounting practice. We dive into the importance of recognizing and utilizing various forms of leverage, from people and systems to time and technology. Drawing parallels with physical leverage, I invite you to consider the need to design your business for efficiency and reduced friction. I encourage you to focus on your genius zone and choose...
279 The Real Reason You Started Your Accounting Practice
January 10, 2024 11:00 - 12 minutes - 16.9 MBTHIS WEEK’S EPISODE On the real reasons you started your accounting practice: time, freedom, flexibility, control, autonomy. And how working more, adding more clients, more staff, and more hours is not the path to getting you there. It’s not. the. path. I’ll walk you through why inverting your thinking is required: how the key to working less is not to make more money first. You need to work less first, so that you can make more money. If you want to grow your revenue, y...
278 How to Get Your Accounting Firm Under Control in the Next 4 Months
January 08, 2024 23:23 - 1 hour - 121 MBHey podcast listener, today’s episode is the audio from a webinar I hosted recently. You’re going to want to listen because it shows you the path to go from working 55 hours a week to working 40 hours a week. Because it’s audio from video, the visuals and the slides are missing, of course. I don’t think it’s a huge deal, but if you want to watch the video replay, you can do that by clicking this link: https://www.crowdcast.io/@geraldine-carter I also mentioned the capacity plan...
277 What do I say on my website? #2: Pain & Dream Examples
January 03, 2024 11:00 - 13 minutes - 19.1 MBIn this episode, we will dive into the practical side of Pains and Dreams to make it easier to know what to say on your accounting firm’s website. We talked about the “pains” and the “dreams” in theory in episode 275, so now I want to share with you how it sounds in practice on the homepage of my own site. This will help you to understand the concept better and start listening to your clients and prospects with these two categories in mind. By organizing your thoughts and putti...
276 Hazel and Remy Serve Up Accounting Jokes for the Holiday Break
December 27, 2023 11:00 - 3 minutes - 5.46 MBNow in their fourth year as moonlight podcast hosts, my little kids Hazel and Remy dish out a few delicious accounting jokes. Enjoy the holidays!
275 What Do I Put On My Website? #1: Pains and Dreams
December 20, 2023 11:00 - 13 minutes - 18.7 MBIf you’ve ever sat staring at a blinking cursor, burned time trying to find the right words, or wasted money working with a shiny marketing firm who served you generic, templated, meaningless website copy, this episode is for you. In it, you’ll learn how to use your client’s pains and dreams to signal to prospects that you understand what they are struggling with and what they’re looking for. Once you know how to do this – use pains and dreams – writing website copy will get eas...
274 Only 3 Problems
December 13, 2023 11:00 - 20 minutes - 27.8 MBWhat if your accounting practice only had 3 problems? It might suddenly feel simpler and easier to think about being able to address each one. … .. . Your accounting practice only has 3 problems. Create value for clients Capture value with pricing Deliver results efficiently. … 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 pro...
273 Work from Anywhere There’s WiFi
December 06, 2023 11:00 - 32 minutes - 44.3 MBHow 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 yourself, your business and your staff into pretzels to get the work done before the deadline, this episode is for you. Listen in as my podcast coach and editor Tim Wohlberg shares how implementing simple boundaries (that can easily translate into the accounting w...
272 More Free Time, More Confidence, with Melissa Downs, EA
November 29, 2023 11:00 - 30 minutes - 42.4 MBIf 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 her client load underneath capacity, used tiered pricing to get clients where they needed to be, and started saying no. It wasn’t always easy, but now she’s on the other side, with free time on her hands and no drop in take-home pay. … Hey CPA firm owner, glad you found the ...
271 2 Years of Progress in 4 Months with Randy Larkin, CPA
November 22, 2023 11:00 - 37 minutes - 51.1 MBIf 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 has made miles of progress on numerous projects. … 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 complai...
270 How long does it take for a CPA to niche?
November 15, 2023 11:00 - 12 minutes - 17.2 MBTHIS 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 creates, and more confidence leads to faster and better decision making, faster and better decision making accelerates progress. … Related episodes: #269 - Four Niche Sirens for CPAs to Avoid #268 - How to Start Niching When Your Clients are All Over the Map #260 - T...
269 Four Niche Sirens for CPAs to Avoid
November 08, 2023 11:00 - 12 minutes - 16.8 MBFour 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 Time When you ignore these messages, you’ll work with clients you genuinely enjoy, and you get to be more authentic, the money comes more easily because you create value for clients you like, you stop fixating on the niche itself being right and start fix...
268 How to Start Niching When Your Clients are All Over the Map
November 01, 2023 10:00 - 15 minutes - 21.8 MBHow 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 Niching #266 - Transformations 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, an...
267 How CPAs Can Use a Waitlist to Manage Capacity
October 25, 2023 10:00 - 10 minutes - 15 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
266 Client Transformation Without Woo
October 18, 2023 10:00 - 12 minutes - 17.6 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
265 How to Uncover Value Using the Why Questions
October 11, 2023 10:00 - 14 minutes - 19.3 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
264 Hourly Mindset vs End Result Mindset
October 04, 2023 10:00 - 15 minutes - 21.1 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA
September 27, 2023 10:00 - 40 minutes - 55.3 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
262 How CPAs Can Build a Product Ladder
September 20, 2023 10:00 - 10 minutes - 14.1 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1300+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
261 The Gift of Difficult Clients
September 13, 2023 10:00 - 11 minutes - 16.2 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1300+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
260 The Value of Niching
September 06, 2023 10:00 - 5 minutes - 7.12 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1300+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
259 Permission to Stop Being Superhuman with Michael Berry, CPA
August 23, 2023 10:00 - 38 minutes - 52.7 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1300+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA
August 18, 2023 10:00 - 37 minutes - 51.7 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
257 6 Ways to Get Your Time Back
August 16, 2023 10:00 - 12 minutes - 17.6 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
256 Overcoming Price Increase Resistance
August 09, 2023 10:00 - 10 minutes - 15.1 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
255 Burnout Recovery with Randy Crabtree, CPA
August 02, 2023 10:00 - 32 minutes - 44.6 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
254 Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA
July 26, 2023 10:00 - 43 minutes - 59.8 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
253 When you need to explore, with Rebecca Driscoll, CPA
July 19, 2023 10:00 - 39 minutes - 54.9 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
252 How Accountants Can Use ChatGPT with Jason Staats, CPA
July 12, 2023 10:00 - 36 minutes - 49.7 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
251 Digital Products: Sell Your Expertise, Not You Working
July 05, 2023 10:00 - 17 minutes - 23.7 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight ...
250 Productized Services: Sell Your Expertise, Not You Working
June 28, 2023 10:00 - 22 minutes - 31.5 MBHey 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 to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. … If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straig...
249 Extraordinary Results Through 1:Many with Laura Dixon
June 21, 2023 10:00 - 45 minutes - 62.8 MB*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 a one-to-many business model is a strategic move that some business owners consider as their practices expand and evolve. While one-on-one work offers personalized attention and guidance to individual clients, the one-to-many model enables business owners to reach a larger audience, scale their impact, and increase t...
248 What Works for CPA Firms with Donny Shimamoto, CPA
June 14, 2023 10:00 - 24 minutes - 33.2 MB*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Take the survey! https://link.improvetheworld.net/BusinessStrategyforCPAs By analyzing relevant data, business owners can identify patterns, trends, and insights that enable them to make well-informed decisions, mitigate risks, and capitalize on opportunities. In this episode, Donny Shimamoto of the Center for Accounting Transformation talks about the two different...
247 Effective Marketing for Accounting Firms with Matt Banker
June 07, 2023 10:00 - 44 minutes - 61.1 MB*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 this thing they know they ought to be doing, but aren’t, or they're doing it and not seeing the response they want. Sometimes it feels like they're pouring money down a hole. Like any other business, accounting firms are not immune to making marketing mistakes. In this episode, Matt Banker, founder of Benchmark Grow...
246 How to Improve Sale Multiples with Brannon Poe
May 31, 2023 10:00 - 31 minutes - 42.9 MB*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe How can CPA businesses make themselves more attractive to potential buyers and command a higher sale price? Brannon Poe offers tips for improving sale multiples for CPA businesses. Brannon is a CPA and is the founder of Poe Group Advisors, a brokerage business focused solely on accounting and CPA firms. Highlights: — ”In the landscape of buying and selling of acc...
245 Niching into Female-Owned Law Firms with Julie Powell, CPA
May 24, 2023 04:00 - 24 minutes - 33.7 MB*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Many CPAs are hesitant to niche because they are afraid of limiting their potential client base and revenue. But niching can actually help CPA firms attract more qualified clients and grow their business faster. Julie Powell is a CPA from Tennessee who is currently in Down to 25 Hours CPA Mastermind. She shares her journey of niching and the benefits that it has cre...
244 Get More from Technology with Joe Woodard
May 17, 2023 08:00 - 49 minutes - 67.4 MB*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe 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 leveraging technology is my guest, Joe Woodard. Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to m...