Business Strategy for CPA's

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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 six figures of income. Business Strategy for CPA's is the show for you!

Recent Episodes
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Recent Reviews
  • BDS 2012
    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.
  • Smiling*Chelsea
    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!
  • jberlin2
    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 are in a comfort zone being busy doing the work for a wide variety of clients, but not optimizing for one’s life and future business success.
  • Trevor Oldham
    Awesome podcast for CPA's
    Gerladine is an excellent host who shares valuable insights for CPA's. A must listen!
  • Sweeneymcman
    Exposing CPA Value, Again and Again
    Geraldine's disucssions bring new light to the value CPAs bring businesses and how to maximize that value. Every episode highlights approaches for delivering CPA value.
  • obacker19
    Empowering, insightful and actionable! 🙌
    Whether you’re well established as a CPA, or just getting started carving out a profitable niche that’s ready to grow - this is a must-listen podcast for you! Geraldine does an incredible job leading conversations that cover a huge breadth of topics related to the ins and outs of building a thriving practice - and life you can be proud of - with leaders who’ve actually experienced success themselves. Highly recommend listening and subscribing!
  • EricaGoodeCPA
    So. Much. Value.
    Geraldine knocks it out of the park every time! Whether she’s interviewing an industry leader or sharing a concise knowledge-bomb, listening to this podcast is the best time you can spend for bringing value to your practice.
  • Heather Craig23
    Avid listener
    Geraldine is a great interviewer and always has amazing guests! I appreciate her no nonsense approach to getting to the heart of the issue and working through it over and over until the issue is solved. She always provides actionable steps for follow through and growth.
  • Jen from Montana
    Relatable and concise
    I enjoy Geraldine’s authentic approach to problems we all encounter. I like the concise format and conversational tone.
  • Dr. Jessica Louie
    Practical Tips
    Geraldine is great at talking about KPIs and practical tips for CPAs and business owners. I love the 2020 planning episode and being intentional with goal setting.
  • 3 buoys
    Outstanding Resource!
    I recently discovered this podcast and I’ve been recommending it ever since. I love how Geraldine brings her real life into business (triathalon and business models!!) in addition to the wealth of practical information I need (CPA terms 👏🏼👏🏼). This entrepreneur is grateful for the work Geraldine is putting out there so I can THINK BIG! Thanks Geraldine! Susie Pettit
  • Mary EE from Wisconsin
    Excellent advice and help!
    I look forward to Geraldine’s podcast and her words of wisdom. She provides advice I can directly apply to running my small business and life! I now know my KPIs and periodically lift my head to know where I’m going. I love listening to her drill down to the truths with her on-air coaching calls. She is so insightful and smart!
  • RBC Chicago Girl
    Excellent podcast for women CEOS
    I love love love Geraldine’s podcast. Practicle and relatable nuggets of wisdom in each episode. Really enjoyed episode 44!!
  • Elizabeth Cook Consulting
    Highly perceptive + Honest
    I feel like talking to Geraldine would be like taking a truth serum. She has a keen radar for anything off the mark, even when the other person isn’t aware of it. Her perceptive probing often uncovers the truth— no magical thinking or squishy boundaries. Her podcast cuts through all the noise and fluff and provides valuable takeaways that often change my perception.
  • Che Bob
    Not just for women, She Thinks Big can help any business.
    Geraldine Carter has an uncanny knack for keeping things simple and infinitely doable. I have found I immediately use her ideas and they pay off. Most importantly, her ideas shape the way I think about and organize my business.
  • Albo501
    For any woman entrepreneur who needs a friend who just gets it!
    Found a treasure! I feel like I’m talking to an old friend over tea! This is such a great companion for any women who is running her own business. Geraldine helps you get unstuck! When those mindset issues and those imposture syndrome thoughts flood in, she helps you to continue to “think big” and power through. Love how her laugher...it makes me laugh along and not take myself so seriously. Definitely enjoying it!
  • AnnetteAdamska
    WONDERFUL podcast!
    Geraldine has it all: she's smart, insightful, hilarious, and NOT afraid to push back on those limiting beliefs. I adore how concrete her advice is, and how incredibly practical. For example: the importance of being familiar with your books, how not to have a business based on magical thinking. She has the tools, resources, and such an impressive background that makes her a powerhouse. A must-listen for any woman entrepreneur, at any stage of business!
  • Julie-Your Expert Guest
    Finally, a business coach that pays attention to numbers
    I love this podcast because Geraldine provides action steps, and talks about the importance of knowing your numbers! Keep up the good work!
  • fitJaime
    Authenticity paired with awesomeness
    Geraldine is an incredible host. Her coaching style is confident, comfortable and on point. Geraldine mixes no-nonsense with optimism. A rare combination! We all have big thoughts, Geraldine is helping us each episode get out of our own way to turn our thoughts into action and share with the world.
  • moremom
    refreshing and interesting podcast
    oh my! i was hooked after listening to one episode. geraldine’s curiosity shines through in her interviews and her thought-provoking nature is shared in each episode. what a great podcast! you just know she’s a superstar coach by listening. thanks geraldine!
  • DebGonzales
    Honest and straightforward
    Those two words describe Geraldine and the transformative vision she holds for her clients. Great podcast!!!!
  • bearstone1
    Insightful!
    Geraldine knows how to ask the right questions to create a conversation w flow and insights. I’m looking forward to following this podcast.
  • CarolMorganCox
    Love this new podcast
    Geraldine is a fantastic coach and interviewer. I love how she gets to the core and helps her guests (and listeners) find the solution that will work for them. She questions, she challenges, she advises, so that we all can think bigger.
  • BlakeNico
    Key for women entrepreneurs!
    Love the topics and guests, love Geraldine! Already this has moved to the podcast I look forward to the most.
  • AnOrganicSalon
    Excellent!
    Geraldine had helped my business grow in a direction I never thought possible. She helped me stay focus and pushed me to think outside the box. I’m so excited to see where her podcast leads us. I’m here to learn and be inspired.
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