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 | 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 22, 2020 | Podcast Episodes, Solo
Subscribe to never miss an episode CPAs Land Better Clients Using This Strategy In this episode, you get a different way of thinking about the proposal and it’s called a choice of yeses. A yes or no choice pits you and your buyer against each other. But...
