by Geraldine Carter | Aug 26, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode The Conversation That Will Propel Your Accounting Practice It’s just too easy to assume that your clients want only what they come to you for, and then, simply, serve them up the usual menu of accounting and tax. The problem is that...
by Geraldine Carter | Aug 19, 2020 | Interview, Podcast Episodes
Subscribe to never miss an episode Lean and Profitable By Design Anjali Jariwala, CPA and CFP®, is the founder of FIT Advisors — a financial planning firm serving physicians and business owners virtually across the US. She utilizes her expertise in tax and finance to...
by Geraldine Carter | Aug 12, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode A Framework is Essential to CPAs Working Less and Earning More Today we’re talking about how creating your own signature framework can be a gamechanger in your accounting practice. A framework is your process or...
by Geraldine Carter | Aug 5, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode Get Reading Outside the Accounting Box What’s on your summer reading list? Now that the July 15th deadline is behind us, hopefully you have a bit more discretionary time to read the latest releases on finances. Now, I don’t...
by Geraldine Carter | Jul 29, 2020 | Interview, Podcast Episodes
Subscribe to never miss an episode Accounting Marketing Doesn’t Suck Today’s guest is Hugh Duffy, CEO and Co-Founder of Build Your Firm (BYF), Inc. Hugh is the leading marketing coach for accountants and takes pride in the impact that it has on their practice, and...