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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

PublishesWeeklyEpisodes381Founded7 years ago
Number of ListenersCategories
EntrepreneurshipBusinessMarketing

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Artwork for Business Strategy for CPA's

Latest Episodes

Happy Holidays!

See you next week.

Find all episodes of the Business Strategy for CPAs here:

www.businessstrategyforcpas.com/

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FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURS... more

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In this episode, hear Peak Freedom’s resident mindset coach Natalie Hunt unpack beliefs driving... more

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In this episode, Suzanne talks about how she reduced her hours, increased prices, and let go of not-fitting clients in a way that still felt kind — kind enough that she’d be perfectly ha... more

Struggling to hold business boundaries without risking relationships?

Here’s the thing: boundaries aren’t barriers; they’re operating instructions that make your firm calmer, more profitable, and easier to run.

In this episode, Peak Freedom’s minds... more

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Recent Guests

Natalie Hunt
Resident mindset coach inside Peak Freedom, with a masters in organizational leadership and advanced coaching work.
Peak Freedom
Episode: 377 Money Mindset: The Numbers Will Never Be Enough, with Natalie Hunt
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
Lori Yearwood
CPA and owner of Zeal Accounting.
Zeal Accounting
Episode: 374 [WIP Series] From Hourly to Packages with Lori Yearwood, CPA
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
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

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.

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Talking Points

Recent interactions between the hosts and their guests.

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.
370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA
Q: What do you think were the most valuable things that you did in that first year to just get yourself going?
Starting with a very basic service offering and figuring out the types of clients to work with were the most valuable.
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.

Audience Metrics

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

Listeners per Episode
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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?

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. The Accounting Podcast
4. Accountant's Flight Plan
5. Small Business Tax Savings Podcast

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

Business Strategy for CPA's launched 7 years ago and published 381 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. Natalie Hunt
2. Suzanne Green
3. Lori Yearwood
4. Jan Schaffner
5. Matt Chiappetta
6. Radhika Sundar
7. Sheila Hansen
8. Meagan Rutkowski

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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