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 | Sep 9, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode High-margin CPA Firm: The Path is Easier than You Think Today we’re talking about your business. Is it a lot of work? Do you spend it too many hours or more hours than you want in front of a screen toiling away? At the end of...
by Geraldine Carter | Sep 2, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode How a CPA Can Raise Prices with Confidence Today I want to talk with you about why checking in a few times a year on your best clients’ results and how you as a CPA contributed to their success can help you feel more confident in...
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...
