103 Cashflow Forecasting, Niching, and Raising Your Rates with Emily Sandberg

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...

102 A High-margin CPA Firm: It’s Easier Than You Think

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...

099 Lean and Profitable By Design, with Anjali Jariwala, CPA, CFP, & founder of FIT Advisors

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...

096 Accounting Marketing Doesn’t Suck, with Hugh Duffy, CEO of Build Your Firm

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...

091 Is Your Accounting Niche Niche-y Enough?

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...