by Geraldine Carter | Jun 24, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode Is Your Accounting Niche Niche-y Enough? Today, we’re talking about how niching can bring you one step closer to earning more while working less. Having a clear niche as a CPA is the single biggest thing you can do to get you...
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 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...
by Geraldine Carter | Jun 3, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode The Case of the $475K Proposal: Did They Accept? I have a story for you today about what is possible in your business. So often the thing I hear from my clients is that one of the reasons they wanted help working together was that...
by Geraldine Carter | May 27, 2020 | Interview, Podcast Episodes
Subscribe to never miss an episode You Create Work-Life Harmony Today’s guest is Amy Vetter. Amy is the CEO of the B3 Method® Institute, a keynote speaker, corporate board member, author, and contributor to Inc.com and Entrepreneur.com. Amy authored the book:...
by Geraldine Carter | May 20, 2020 | Interview, Podcast Episodes
Subscribe to never miss an episode Secrets of Shifting to vCFO Services My guest today is Jody Grunden, Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. Jody is passionate about changing the way people think about...