
Geraldine's Guide to Greatness for CPAs
The Soul of Enterprise: Business in the Knowledge Economy
The Art of Saying No in Business
This chapter highlights the significance of saying no in business, stressing that it is essential for maintaining a healthy company environment. It explores the challenges of people pleasing and offers strategies for setting effective professional boundaries.
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Speaker 1
In
Speaker 2
the case of BLM and predictive policing, what's the recommendation there? So
Speaker 1
with that one, it was actually a very positive chapter because it was one that talked about how with the last summer, Summer of Unrest, how everyone was really part of the solution. You know, it's the first time I've seen where people were like, I may not understand what your experience is, but I want to be part of figuring out how to fix this. Right. And so that chapter was actually more of a positive of, you know, here's predictive policing and all the negatives. But then, you know, look what happens when we are all basically looking at a common cause. And if you know, the result of that was there was a it's still going on a memoratorium you know a pause on facial recognition for you know policing and surveillance and you know some of yes right like that was the result and so that that chapter is really about you know what power we have as a community to actually say look we are pushing back because we do need to make sure that these things are solved before we become too much in this okay i've been manipulated and you know i can't i don't care because i'm using it and i can't live without it kind of scenario do
Speaker 2
you also have uh advice or recommendations for us as practitioners so
Speaker 1
on the practitioner aspect uh most of the advice has to do with taking responsibility of not basically saying, well, it's the ethicists have to do it, or we need an ethics board to fix it, or it's the data, or it's the coders. So a lot of the advice is lean into it, take the responsibility. When you are designing an algorithm, ask the questions of why and what is it that I'm doing and should I do it, right? A lot of times, and I give examples of applications that have come out and then it's just like, why would you even think that was a good idea? Why would you put an app that automatically makes women nude? Like, why? Like, why in the world would you even think that that was a good idea? And so I kind of dribble a lot of that and then talk about, you know, what happens when you do this is you get this negative press or your company goes bankrupt or regulations happen and then you can't do anything. And so I give examples of what happens when as developers, we don't take it as a responsibility. Basically, means that someone else will, and it's not pretty when that happens. Right,
Speaker 2
right.
Join Ed and Ron for an enlightening interview with Geraldine Carter, a consultant to CPA firms and author of the transformative book Down to 40 Hours: A Roadmap for CPAs to End Overworking Without Giving Up Revenue. Geraldine's mission is to help overworked CPAs reclaim their time and create the accounting firms and lives they've always dreamed of. Since 2016, Geraldine has been coaching CPAs, bringing a unique perspective from her experience as a client who has worked with numerous bookkeepers, accountants, and CPAs. She'll provide insights into her coaching approach and how her book offers a practical roadmap for CPAs to reduce overworking without sacrificing revenue. We'll also delve into Geraldine's adventurous spirit, shaped by guiding luxury travel adventures across all seven continents and 50+ countries, and how her experiences have enriched her coaching philosophy. Tune in to hear about her impressive athletic achievements, including marathons and an Ironman, and how she balances her professional life with living in the mountains of Idaho with her two young children.