by Geraldine Carter | Nov 25, 2020 | Interview, Podcast Episodes
Subscribe to never miss an episode Out of Compliance and into Tax-savvy Stock Option Consulting My guest today is Minnie Lau. Minnie provides tech professionals working in late-stage start-up companies that are about to IPO, guidance on stock option vesting and...
by Geraldine Carter | Nov 11, 2020 | Interview, Podcast Episodes
Subscribe to never miss an episode Better Pricing Methodologies For CPA Firms We’re back today with Jonathan Stark. In case you missed it we did a recording with Jonathan a couple of weeks ago. It’s episode 106 – Better Pricing Strategies for...
by Geraldine Carter | Oct 7, 2020 | Interview, Podcast Episodes
Subscribe to never miss an episode Better Pricing Strategies for Accountants: Stop Billing by the Hour My guest today is Jonathan Stark. Jonathan is a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing...
by Geraldine Carter | Sep 16, 2020 | Interview, Podcast Episodes
Subscribe to never miss an episode Cashflow Forecasting, Niching, and Raising Your Rates Today’s guest is Emily Sandberg. Emily provides cashflow and forecasting services to online coaches and course creators. While many accountants focus primarily on making sense of...
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 | 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...
