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Artwork for Business Strategy for CPA's

Business Strategy for CPA's

Geraldine Carter
CFO Services
Work-Life Balance
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
Offshore Staffing

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

PublishesWeeklyEpisodes372Founded7 years ago
Number of ListenersCategories
MarketingBusinessEntrepreneurship

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Artwork for Business Strategy for CPA's

Latest Episodes

Get your FREE 7 Pricing Essentials for CPAs and EAs here:

geraldinecarter.com/7

Think you’re stuck with the clients you’ve got?

You’re not. This episode shows how your marketplace isn’t fixed—it’s something you can shape. Through three simp... more

Get your FREE 7 Pricing Essentials for CPAs and EAs here:

geraldinecarter.com/7

Do you keep telling yourself you’ll rest when the work is done?

That time never comes. Rest isn’t what you do after the work — it’s what makes the work go well.... more

Get your FREE 7 Pricing Essentials for CPAs and EAs here:

geraldinecarter.com/7

Tired of hearing “value-based pricing” and still not sure how to price without working 80–hour weeks?

In this episode, I cut through the hype and show you how t... more

Get your FREE 7 Pricing Essentials for CPAs and EAs here:

geraldinecarter.com/7

Last week, I hosted a webinar on creating the 2026 tax season you actually want.

More than 100 CPAs tuned in live or on replay.

In this podcast episode, I shar... more

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Recent Guests

Radhika Sundar
CPA specializing in fractional CFO services for agencies
Episode: 364 A Handful of High-Level Clients with Radhika Sundar, CPA
Sheila Hansen
CPA specializing in helping female service-based business owners
Episode: 358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA
Meagan Rutkowski
CPA specializing in monthly accounting for dentists and healthcare providers, previously overwhelmed with work and stress.
Episode: 357 How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPA
Mark Kuca
CPA and business owner focused on comprehensive accounting and tax for law firms
Jax Legal CPA
Episode: 356 84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPA
Catherine Ozment
Past one-on-one client and CPA who specializes in serving farmers
Farm CPA
Episode: 354 No Ads. No Posting. Just SEO for $194K New ARR
Pat Flynn
Visionary entrepreneur and host of Smart Passive Income
Smart Passive Income
Episode: 353 Lean Learning with Pat Flynn
Kathy Hayden
Enrolled Agent and owner of an accounting firm
Self-employed
Episode: 350 What It Feels Like When 300 Clients Don’t Come Back with Kathy Hayden, EA
Melissa Downs
EA and founding member of Peak Freedom, specializing in tax strategies for real estate investors and IRA millionaires
Midwest Tax Strategies
Episode: 349 Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EA
Ashley Moore
CPA working to streamline her overgrown accounting firm
Episode: 347 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1

Host

Geraldine Carter
Host known for her insights on business strategy specifically tailored for CPAs, focusing on helping professionals reduce chaos, optimize their practices, and command higher fees while achieving work-life balance.

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 Statesa year 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.

Feedback emphasizes the podcast's utility for both early-career CPAs and seasoned professionals looking to innovate their practices.
Listeners praise the insightful content that directly addresses the challenges faced by CPAs.
The host's dynamic style of interviewing and her practical, actionable advice are frequently highlighted as key strengths.
Several reviews note the friendly and engaging atmosphere created during episodes, making complex topics accessible.
Many appreciate the focus on niche specialization and the advice given on long-term career success.

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Talking Points

Recent interactions between the hosts and their guests.

358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA
Q: Why do you have the strategy session product on your product ladder?
It serves as an entry-level offer for clients who may eventually want to transition to monthly clients, and it allows me to manage my time flexibly.
358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA
Q: Who is the group program for?
It's for service-based business owners in their first one to three years, often women, looking to build a strong business foundation.
358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA
Q: How do you help clients think about their pricing?
We deeply explore the profitability of their offers, examining their pricing strategies and encouraging them to consider their worth separate from client approval.
358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA
Q: How would you describe the other options that you saw available to you when you contrast them to what is widely considered the standard accounting way?
I recognized that I could limit the client base I took on, and expand my offerings beyond just tax-related services to include more consulting aspects.
358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA
Q: What was going on in your life and in your business back in August of 2022?
I was feeling overwhelmed trying to balance work and motherhood after having back-to-back children, which caused uncertainty in my client focus and services.

Audience Metrics

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

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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?

High-level business strategies tailored for CPAs are at the forefront of this engaging audio series. Topics frequently explored include niche specialization, work-life balance, and client management, with an emphasis on actionable insights that CPAs can directly implement to enhance their practices. Through both guest interviews and solo episodes, listeners are guided on transitioning from a compliant-centered mindset to a strategic business approach that not only boosts profitability but also facilitates personal fulfillment and reduced work hours. What sets this series apart is its commitment to empowering CPAs to rethink their service offerings, pricing strategies, and overall career trajectories, encouraging them to embrace a more profo... 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. The Accounting Podcast
4. Small Business Tax Savings Podcast
5. Tax Smart Real Estate Investors Podcast

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

Business Strategy for CPA's launched 7 years ago and published 372 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. Radhika Sundar
2. Sheila Hansen
3. Meagan Rutkowski
4. Mark Kuca
5. Catherine Ozment
6. Pat Flynn
7. Kathy Hayden
8. Melissa Downs

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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