by Geraldine Carter | Jun 18, 2020 | Blog
This is a transcript of Episode 060 of the Epic Business Growth for CPAs podcast. Enjoy! Donna: [00:00:00] Confidence was a big piece of it. It’s easy to say, Oh, become an advisor. But when you’ve been doing basically transactional work where you produce...
by Geraldine Carter | Jun 17, 2020 | Interview, Podcast Episodes
Subscribe to never miss an episode How to Design vCFO Services Today’s guest is Adam Hale, Co-Founder and COO of Summit CPA Group. Summit CPA Group is the leading provider of Virtual CFO Services in North America. Summit CPA offers virtual CFO, Controller, and...
by Geraldine Carter | Jun 16, 2020 | Blog
On Episode 060 of the Epic Business Growth for CPAs Podcast, I interview Donna Leyens of the Provendus Group, and Pumpkin Plan Your Business about how to grow and stand out in a crowd. Donna is an entrepreneur, a Certified Professional Business Coach and has an MBA in...
by Geraldine Carter | Jun 11, 2020 | Blog
This is a transcript of Episode 050 of the Epic Business Growth for CPAs podcast. Enjoy! Nikki: [00:00:00] If I’m going to meetings and I’m walking out, and I’m not getting my three, two ones consistently, I look at that and go, first of all, what...
by Geraldine Carter | Jun 10, 2020 | On Air Coaching, Podcast Episodes
Subscribe to never miss an episode [Coaching] How to Attract More of the Right Clients Today’s guest is Annette Bevers, a solo CPA based in northern California. I wanted to have Annette on because she has many of the classic challenges that CPAs face when they say...