Beste Geraldine Carter Podcasts (2024)

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Break Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine Carter 39:05

17d ago39:05

39:05

Is tracking your hours decreasing your productivity and profitability? According to Geraldine Carter, the answer is most likely yes. In their conversation, Brannon and Geraldine break down how the hourly billing model takes you away from providing real value to your clients. Conversely, getting your hours down and doing away with the hourly billing…

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317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA 37:31

3d ago37:31

37:31

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 challenge of reshaping a firm she had purchased into the one she envisioned. … Link to…

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What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith 32:48

3d ago32:48

32:48

What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the acquisition and transition process in buying or selling an accounting practice. After working together in the mergers and acquisitions space for more than 15 years, y…

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Episode 83: Mindset Healing and Inner Child Work with Rita Yost 22:10

5d ago22:10

22:10

Send us a text In this inspiring episode, I sit down with Rita Yost, a dynamic coach dedicated to helping individuals find their true path to empowerment and fulfillment. Rita's approach is deeply rooted in her passion for guiding people through personal growth and transformation, ensuring they can lead a life full of purpose and joy. Throughout ou…

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316 Pricing vs. Value-Billing 8:32

7d ago8:32

8:32

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 requires thinking like a person who prices. This episode will help you get this concept …

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Episode 82: Creating Quiet Moments for Better Wellness 33:25

12d ago33:25

33:25

Send us a text In Episode 82 of Wellness in Every Season, titled "Creating Quiet Moments for Better Wellness," we explore the essential practice of planning open space in your day and how it can significantly enhance your overall well-being. This episode dives into practical strategies such as block scheduling, where we discuss how to intentionally…

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315 Nine Reasons for CPAs to Disengage Clients 20:59

17d ago20:59

20:59

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 Staff suffering or feeling demoralized Staff leaving Not having capacity for a great…

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Want to Stand Out? Here’s How to Build a KILLER Brand for Your Accounting Firm! 36:29

17d ago36:29

36:29

Send us a text Ready to take your accounting firm to the next level? In this episode, we’re breaking down exactly how to build a brand that not only differentiates your firm but also drives growth. 🌱💼 Roman Villard, CPA, will walk you through: - Why branding matters in the accounting industry (hint: it’s not just about a logo!). - How to define you…

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Episode 81: When to Break-Up with Dr. Andrea Liner 33:29

19d ago33:29

33:29

Send us a text In this captivating episode of "Wellness in Every Season," Autumn Carter engages in a heartfelt and transformative conversation with Dr. Andrea Liner. Autumn opens up about her journey as a mother, life coach, and advocate for holistic wellness, sharing personal anecdotes and valuable insights. Dr. Liner, with her expertise in integr…

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314 How CPAs Can Reduce Overwhelm During Tax Season 12:35

24d ago12:35

12:35

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 clients wait until the last minute to submit documentation despite months of begging a…

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Episode 80: The Power of Play 34:55

26d ago34:55

34:55

Send us a text In this episode of "The Power of Play," we explore the transformative benefits of incorporating play into your daily life, regardless of your age. Discover how engaging in playful activities can reduce stress, enhance brain function, boost creativity, and strengthen relationships. Inspired by insights from Geraldine Crane and Dr. Dan…

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313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless 46:22

1M ago46:22

46:22

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 Revenue. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you fe…

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Finding The Right Fit for Buyer and Seller with Buyer Specialist Carol Poe 26:02

1M ago26:02

26:02

Learn why buying a CPA firm “isn’t like buying a house” with buyer specialist Carol Poe. For the aquisition and transition process of buying an accounting firm to be successful it is crucial that both the buyer and seller are the right fit. By focusing on the work culture and personality of both, Carol guides buyers and sellers to find the best fit…

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Episode 79: Healing Mother Wounds with Geraldine Crane 40:48

1M ago40:48

40:48

Send us a text In this heartfelt episode of "Wellness in Every Season," Autumn Carter sits down with Geraldine Crane to explore the multifaceted journey of motherhood. Together, they delve into the emotional intricacies that come with balancing personal identity and parenting, sharing stories of triumphs and challenges along the way. Geraldine, a p…

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312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA 29:28

1M ago29:28

29:28

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 varying degrees of complexity, legacy, and price discrepancy. They share the 7 most…

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Episode 78: Girl's Night In with Amandine, Mickey and Autumn 1:00:59

1M ago1:00:59

1:00:59

Send us a text In this special episode of "Wellness in Every Season," join host Autumn Carter for a delightful "Girlfriend's Night In" featuring an inspiring lineup of activities and conversations. Amandine De Gaspario kicks off the evening with a calming and rejuvenating mindfulness practice, setting the perfect tone for relaxation and self-reflec…

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311 4 Ways CPAs Can Price Intangibles 9:51

1M ago9:51

9:51

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 skill, and the better a seller does it, the more revenue he can generate for the tim…

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Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies 37:43

2M ago37:43

37:43

Send us a text Ever wondered what it takes to build an accounting firm from the ground up? In this episode, Roman Villard, CPA, with Kelly Rohrs, CPA, did just that—and built a thriving practice in the process. Kelly shares the real, unfiltered story of her journey, including the challenges she faced, the lessons she learned, and the strategies she…

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Building a Profitable CPA Firm to Support A Healthy Lifestyle with Josie Parr 20:18

2M ago20:18

20:18

How do you strike out on your own as a solo or small firm CPA? Learn from Josie Parr’s experience doing just that. Hear how her work as a tax strategist for entrepreneurs led to the development of the Profitable Lifestyle Summit [https://summit.profitablelifestylefirm.com/], a free virtual summit to empower entrepreneurs in the accounting world to …

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Episode 77: Couponing with Freda Graves-Waller 21:20

2M ago21:20

21:20

Send us a text Welcome to Wellness in Every Season, the podcast where we explore the rich tapestry of motherhood and wellness in all its forms. I'm your host, Autumn Carter, a certified life coach and parenting coach dedicated to empowering mothers to rediscover their identity beyond motherhood, find balance amidst chaos, strengthen relationships, …

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310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 42:32

2M ago42:32

42:32

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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, and brings in more revenue at higher margins. … Link to full shownotes: https://www…

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Episode 76: How to Gain Clarity of Intention 19:08

2M ago19:08

19:08

Send us a text In this episode of "Wellness in Every Season," we delve into the transformative power of gaining clarity of intention. Join me as we explore practical strategies to align your actions with your deepest values and desires, making your intentions a lived reality. We'll discuss the importance of building a supportive community and how i…

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309 How to Start Niching When You Don't Know Where to Start 1:11:46

2M ago1:11:46

1:11:46

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 with less time and effort, and niching is a powerful way to price more effectively. …

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Building A Customer Focused and Profitable Accounting Firm Through Value Billing with Jason Ackerman 41:32

2M ago41:32

41:32

How can you grow your firm into the most efficient and customer-focused business that it can be? Jason Ackerman and Brannon do a deep dive into the importance of value billing, building a healthy firm culture and why private equity sees value in the profession. This podcast touched on: Timesheets vs value billing. Education in the accounting field.…

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Episode 75: Transforming Birth Trauma with Sharon King 45:00

2M ago45:00

45:00

Send us a text Welcome to Episode 75 of “Wellness in Every Season,” where we delve into the profound journeys of motherhood and wellness. I’m your host, Autumn Carter, a certified life coach and parenting coach dedicated to empowering mothers to rediscover their identities, find balance amidst chaos, strengthen relationships, and pursue their dream…

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308 How CPAs Can Create and Communicate Value 1:01:05

2M ago1:01:05

1:01:05

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 great bet. The less a business-owning accountant appreciates value, the more she’ll wor…

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Episode 74: How to Feel and Release Emotions 34:33

2M ago34:33

34:33

Send us a text In this transformative episode of "Wellness in Every Season," we dive deep into the vital topic of feeling and releasing emotions. Join us as we explore how to recognize and acknowledge your emotions, understanding them as essential messengers offering profound insights into your inner world. Through practical strategies such as jour…

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307 Take the shortcut!! With Hector Cantu, EA 23:18

2M ago23:18

23:18

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 CPA Masterminder Hector Cantu about the difference between DIYing and taking the short…

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Episode 73: Preventing Burnout with Amandine De Gaspari 37:40

2M ago37:40

37:40

Send us a text In Episode 73 of "Wellness in Every Season," host Autumn Carter welcomes Amandine De Gaspari, founder of Empower to Thrive Coaching. Join us as Amandine shares her inspiring journey from corporate life, battling anxiety and depression, to becoming a life coach dedicated to helping women rediscover joy and prevent burnout. Amandine di…

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The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter 50:22

3M ago50:22

50:22

Send us a text Are you constantly bogged down by the never-ending demands of your accounting firm? Struggling to find time for yourself amidst the chaos? Feeling overworked and overwhelmed is common among accounting professionals. The stress of juggling multiple tasks and tight deadlines can leave you with little to no freedom. It's time to break f…

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Private Equity Considerations For Selling Your CPA Practice with Intermediary Laurens Ball 24:41

3M ago24:41

24:41

Hear first-hand experiences on dealmaking from broker, Laurens Ball, on considerations for private equity buyers and finding the right fit. Whether selling your firm or looking to buy, finding the right cultural fit for your clients and team is key. When considering private equity deals it becomes paramount to consider the buyer’s background and in…

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306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA 41:10

3M ago41:10

41:10

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 what order to change things can be far from obvious. In this conversation, I want liste…

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Episode 72: How to Vacation from Self-improvement 25:20

3M ago25:20

25:20

Send us a text In this episode of Wellness in Every Season, we explore the transformative power of taking a vacation from self-improvement. Join host Autumn Carter as she shares her personal journey of recognizing the need for deeper healing amidst the pressures of constant self-betterment. Through candid reflections and practical tips, Autumn emph…

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305 Hiring is not the Solution to CPAs Overworking 15:30

3M ago15:30

15:30

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 handle the excess work is the solution. I want to show you why hiring may not be the …

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Episode 71: Tragedy and Mental Health Advocacy with Sheila Heard 33:04

3M ago33:04

33:04

Send us a text In this powerful and deeply moving episode, Autumn Carter, a dedicated self-care and wellness advocate, interviews Sheila Heard, known as the "Momma Warrior." Sheila's story is one of unimaginable challenge, resilience, and unwavering advocacy for her children. Sheila shares her profoundly personal journey, detailing the tragic event…

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304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 40:11

3M ago40:11

40:11

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe 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 week and is testing out what it feels like to coast. Want numbers? She cut 70% of h…

Podcasts, die es wert sind, gehört zu werden

Geraldine Carter Podcasts

Podcasts, die es wert sind, gehört zu werden

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