Business Strategy for CPA's Podcast Por Geraldine Carter arte de portada

Business Strategy for CPA's

Business Strategy for CPA's

De: Geraldine Carter
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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!Copyright 2018-2025 by Geraldine Carter. All Rights Reserved. Economía Gestión y Liderazgo Liderazgo Marketing Marketing y Ventas
Episodios
  • 349 Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EA
    May 21 2025

    Learn more about PEAK FREEDOM


    Feeling buried in clients, working too many hours, and wondering if change is even possible?


    In this episode, Melissa Downs, EA is back after her second year of working on her firm inside the GC ecosystem.


    She shares how she cut 800 clients, dropped 10 hours a week, and now takes home more money – with waaaaay less stress.


    Her journey proves: you don’t need volume to have the firm you want.



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/349



    If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails.

    .
    Subscribe here: geraldinecarter.com/subscribe

    .

    Readers say they love it because they’re short and on point.

    Want more client interviews?

    310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

    304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    Previous interviews with Melissa:

    #272

    #258

    Complete list:

    geraldinecarter.com/client-interview-episodes

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

    THE EMAIL COURSE – Free
    geraldinecarter.com/stop-working-weekends
    Stop Working Weekends will teach you how to reduce your hours without giving up revenue.

    THE BOOK – $9.99

    geraldinecarter.com/book
    Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue


    PEAK FREEDOM COMMUNITY – $197/mo

    geraldinecarter.com/peak-freedom
    For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


    DOWN TO 40 HOURS ACCELERATOR – $995/mo
    geraldinecarter.com/40
    For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.

    Más Menos
    37 m
  • 348 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA – Part 2
    May 14 2025


    Feeling like your firm has taken on a life of its own?

    In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it.

    Tune in to hear how we break her firm down—and then build a practical, doable plan to reclaim control without giving too much away.



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/348



    If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails.

    .
    Subscribe here: geraldinecarter.com/subscribe

    .

    Readers say they love it because they’re short and on point.

    Want client interviews?

    310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

    304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    Complete list:

    geraldinecarter.com/client-interview-episodes

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

    THE EMAIL COURSE – Free
    geraldinecarter.com/stop-working-weekends
    Stop Working Weekends will teach you how to reduce your hours without giving up revenue.

    THE BOOK – $9.99

    geraldinecarter.com/book
    Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue


    PEAK FREEDOM COMMUNITY – $197/mo

    geraldinecarter.com/peak-freedom
    For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


    DOWN TO 40 HOURS ACCELERATOR – $995/mo
    geraldinecarter.com/40
    For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.


    Más Menos
    18 m
  • 347 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1
    May 7 2025

    Learn more about PEAK FREEDOM



    Feeling like your firm has taken on a life of its own?

    In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it.

    Tune in to hear how we break her firm down—and then build a practical, doable plan to reclaim control without giving too much away.



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/347



    If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails.

    .
    Subscribe here: geraldinecarter.com/subscribe

    .

    Readers say they love it because they’re short and on point.

    Want client interviews?

    310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

    304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    Complete list:

    geraldinecarter.com/client-interview-episodes

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

    THE EMAIL COURSE – Free
    geraldinecarter.com/stop-working-weekends
    Stop Working Weekends will teach you how to reduce your hours without giving up revenue.

    THE BOOK – $9.99

    geraldinecarter.com/book
    Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue


    PEAK FREEDOM COMMUNITY – $197/mo

    geraldinecarter.com/peak-freedom
    For solo and small accounting firm owners who want to rise above the insanity of hustle-culture


    DOWN TO 40 HOURS ACCELERATOR – $995/mo
    geraldinecarter.com/40
    For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.


    Más Menos
    47 m
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