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 | Oct 28, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode The CPA Who Innovates, Wins Are you stuck thinking about Advisory Services in the commonly accepted tiers of transactional, controller, vCFO? These 3 tiers are great way to begin to think about Advisory Services for CPAs. But why...
by Geraldine Carter | Jul 8, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode Prediction: Forecasting Will Benefit Your Accounting Practice Business owners across the country are wondering, more like, dying to know, what the impacts of COVID might be to their business, their revenue, and their cash...
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by Geraldine Carter | Jul 7, 2020 | Blog
On Episode 053 of the Epic Business Growth for CPAs Podcast, I talk with Tracy Jepson, founder and owner of TLJ Consulting, about how adding advisory services and niching down can transform your business. Moving from Charging by the Hour to Consulting Your expertise...
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...
