by Geraldine Carter | Dec 9, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode Create Space for Amazing Clients By Removing Ones You’ve Outgrown If you have ever had to fire a client, you know how hard it can be. In the end, you know it will be better for you both (or at least, for you), but when...
by Geraldine Carter | Dec 2, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode CPAs Need to Stop Accepting Trap Money Trap Money is money that looks like good money, but in reality, it’s a trap. Trap Money is important to be able to recognize because it’s one of the factors keeping CPAs under the glass income...
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 18, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode Does Your CPA Firm Sell Outcomes or Deliverables? Today I’m going to dig into what deliverables are and what they sound like in the CPA world, so that you can get better at recognizing them and understand why it’s such a...
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...
