284 Use “So That” to Communicate More Value
Business Strategy for CPA's
by Geraldine Carter
2d ago
A 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 that value.  If the value is there – you’re creating it – but you’re not communicating it, you can ..read more
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282 What do I say on my website? #3: Headline and Subtitle
Business Strategy for CPA's
by Geraldine Carter
2w ago
Have 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 more high-paying clients, shorten your sales cycle, increase your conversion rates, do higher-margin work, and yo ..read more
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281 4 Pricing Problems Solved with Kathy Hayden, EA
Business Strategy for CPA's
by Geraldine Carter
3w ago
THIS 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 clients Removing tax preparers from being involved in the billing Making prices consistent across the board Visibi ..read more
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280 Mastering Leverage to Create Value in Less Time
Business Strategy for CPA's
by Geraldine Carter
1M ago
Hey 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 specific levers that align with your strengths, and I prompt you to consider where you want t ..read more
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279 The Real Reason You Started Your Accounting Practice
Business Strategy for CPA's
by Geraldine Carter
1M ago
THIS 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, you need to start with working less. Not more.  … Hey CPA firm owner, glad you found the p ..read more
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278 How to Get Your Accounting Firm Under Control in the Next 4 Months
Business Strategy for CPA's
by Geraldine Carter
1M ago
Hey 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 planner, a spreadsheet designed to help you see clearly how many hours you are setting yourself up to work.  ..read more
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277 What do I say on my website? #2: Pain & Dream Examples
Business Strategy for CPA's
by Geraldine Carter
1M ago
In 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 putting the right words on your website, you can:   attract the kinds of clients you want to work with ..read more
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276 Hazel and Remy Serve Up Accounting Jokes for the Holiday Break
Business Strategy for CPA's
by Geraldine Carter
2M ago
Now in their fourth year as moonlight podcast hosts, my little kids Hazel and Remy dish out a few delicious accounting jokes. Enjoy the holidays ..read more
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274 Only 3 Problems
Business Strategy for CPA's
by Geraldine Carter
2M ago
What 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 provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and en ..read more
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273 Work from Anywhere There’s WiFi
Business Strategy for CPA's
by Geraldine Carter with Guest Tim Wohlberg
2M ago
How 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 world) transformed his business and life. Tim’s website: https://podcastperformancecoach.com/ … Hey C ..read more
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