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!
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St. Norbert Campus Ministry Prayercasts are intended for personal use to meditate on various readings with guided questions that lead the listener into a space where one can reflect on how those readings apply to them in their own lives. In the Prayercasts, the listener will encounter a reading, reflection questions, the reading again, and then concluding thoughts and questions to think about during the week.
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Exposing Domestic Violence & Narcissistic Abuse in plain sight and behind closed doors. Real people, real stories. Getting loud about the broken justice system and how authorities handle situations with Victims
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Manifest your dreams with the Dream Team. Learn the steps required to "Live a Life You Love" through our interviews with people already helping others live their dreams through understanding the “Tools of Life” Dreams, Manifestation, Commitment, Action and Consistency equals a Life You Love. Lisa Hamilton-Smith, best selling author on resilience, international speaker and knowledge broker, brings you the principles of Life Success Secrets, so you can live a life you LOVE!
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320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Have you ever wondered how fast you might be able to make meaningful improvements to your practice? With baby #2 on the way, time was of the essence. Find out what changes…
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319 Peak Freedom: Say Hello to Your People
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find an…
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318 The Power of Your Dread in Your Accounting Firm
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. …
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317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality? Belita Blasingame knew she was up to the ch…
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Do you think like someone who bills, or like someone who prices? If you think like a person who bills, you might be leaving profit on the table. Learning how to price requ…
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315 Nine Reasons for CPAs to Disengage Clients
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom If you don’t fire client who need to be disengaged or fired, you risk: Getting resentful Reducing work efficiency Not enjoying your work Not enjoying your accounting firm …
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314 How CPAs Can Reduce Overwhelm During Tax Season
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that cl…
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313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Rev…
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312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Do you know you need to raise prices but are intimidated by all the factors going into the decisions? Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with…
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Just how much revenue did that ship mechanic leave on the table? Had he been better at pricing, he might have been able to price more profitably. Pricing intangibles is a …
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310 From Exhausted to Having Her Life Back: Wendy Norman, CPA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.” Now, she works 30 - 40 hours a week, has her life back,…
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309 How to Start Niching When You Don't Know Where to Start
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom When it comes to creating revenue for your accounting practice, you need to create value and you need to price effectively. Niching is a powerful way to create more value …
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308 How CPAs Can Create and Communicate Value
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Do you want to increase your revenue without working harder? If so, deepening your appreciation of creating value for clients and clearly communicating that value is a gre…
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307 Take the shortcut!! With Hector Cantu, EA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CP…
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306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in wha…
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305 Hiring is not the Solution to CPAs Overworking
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to h…
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304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours. A year ago, she was caught in the hustle and grind. Now, she works 15 hours a…
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303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients. … Hey CPA firm owner, glad you found t…
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302 Permission to Travel Your Own Path with Shana Cooper, CPA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself perm…
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301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Are you considering selling in a few years and wondering where to focus? My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitabi…
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300 Making Your Dream of Working Fewer Hours Attainable
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom What to think about (and what not to think!) to bring your hours down off the shelf of “wouldn’t that be dreamy” and make what you want a reality. … Hey CPA firm owner, gl…
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299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom As part of the [Hire Well] series, I talk with Kristen Keats, founder of founder of Breakaway Bookkeeping & Advising, owner of Sherwood Tax & Accounting, founder and clien…
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298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for …
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297 9 Common Characteristics of Success
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom 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 commo…
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Q & A: Down to 40 Hours CPA Mastermind
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JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom 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. I…
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