297 9 Common Characteristics of Success
Business Strategy for CPA's
by Geraldine Carter
5d ago
CLICK HERE: To learn more and register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/down-to-40-hours-cpa-mastermind What’s most important to focus on – and where do you not need to focus – in order to make the most progress toward your goals in your accounting practice? I see nine common characteristics among the accountants who’ve made the most progress.  Know what they are so you can use your time wisely and not get pulled away by tempting, shiny objects.  … Hey CPA firm owner, glad you found the podcast.  If you feel like you’ve become trapped by your ..read more
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Q & A: Down to 40 Hours CPA Mastermind
Business Strategy for CPA's
by Geraldine Carter
1w ago
Wondering if Down to 40 Hours CPA Mastermind is right for you? It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue. In this short episode, I answer: ✋ Who is it for? (Is it for me?) ✋ How does it work? ✋ What's the time commitment? ✋ What if I'm going on vacation? ✋ Is there a payment plan? ✋ What happens if I make the wrong decision? ✋ Is there a guarantee? ✋ When does it start/end? ✋ How big is the group? ✋ What’s up with renewing? Down to 40 Hours CPA Mastermind is the only program of its kind designed specifically for CPAs who want t ..read more
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294 More Time Doesn’t Solve CPAs Overworking
Business Strategy for CPA's
by Geraldine Carter
1w ago
I used to think I needed more time. If I just had more time, I could solve so many more problems. But thinking that way never solved enough problems to give me more time. Instead, I maintained a status quo of “never having enough time.” You might want more time. More free time. For your health. For your family. To travel. You might think you need more time. But “more time” isn’t the solution to the “not-enough-time” problem.  If what you want is more time, the answer lies in changing what you think. Changing what you think in order to get what you want might be the simplest but hardest ..read more
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292 [Hire Well] Offshore as a Strategy, Not a Tactic with Nick Sinclair of TOA Global
Business Strategy for CPA's
by Geraldine Carter with Guest Nick Sinclair
3w ago
Accountants 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 a great hire can really pay off. I want to help you hire as well as you can.  This interview is the ..read more
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291 [Hire Well] Down to One Hour with Scott Scarano, CPA
Business Strategy for CPA's
by Geraldine Carter with Guest Scott Scarano
1M ago
After 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 you stop the chaos and end the long hours, without losing revenue.  If you like the podcast, join 4 ..read more
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290 [Hire Well] Onshore Hiring Done Well for Accountants
Business Strategy for CPA's
by Geraldine Carter with Guest Laurence Whittam
1M ago
Accountants 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 a great hire can really pay off. I want to help you hire as well as you can.  In this episode, my g ..read more
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289 Fear of Niche Boredom with Jonathan Stark
Business Strategy for CPA's
by Geraldine Carter with Jonanthan Stark
1M ago
I 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 expertise, client satisfaction, better referrals, and higher profits.  Our conversation highlights ..read more
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288 [Hire Well] Five Offshoring Mistakes for CPAs to Avoid
Business Strategy for CPA's
by Geraldine Carter with Isaac Smith
1M ago
Accountants 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 a great hire can really pay off. I want to help you hire as well as you can.  In this episode, my g ..read more
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287 How CPAs Can Decide Their Niche When They Can’t Decide
Business Strategy for CPA's
by Geraldine Carter
2M ago
If 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, I can help you stop the chaos and end the long hours, without losing revenue.  If you like ..read more
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286 What do I say on my website? #4: Fix / Packages
Business Strategy for CPA's
by Geraldine Carter
2M ago
We’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 you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it ..read more
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