

Geraldine's Guide to Greatness for CPAs
Aug 9, 2024
Geraldine Carter, a consultant to CPA firms and author of "Down to 40 Hours," shares her mission to help overworked CPAs reclaim their time without sacrificing revenue. She discusses the importance of shifting perceptions around self-esteem and value in the CPA profession. Geraldine advocates for niche specialization and modern pricing strategies to meet client needs effectively. Listeners will also learn about her adventurous life experiences and how she balances her professional coaching with family life in Idaho, along with her impressive athletic pursuits.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 2min
Navigating Self-Esteem and Value Perception Among CPAs
02:07 • 5min
Rethinking Value: CPAs and Pricing Challenges
06:52 • 8min
Navigating CPA Challenges and Business Transformation
15:18 • 12min
Navigating Pricing and Niching Strategies
27:30 • 11min
Connecting Accounting Expertise to Client Challenges
38:51 • 2min
The Critical Role of Marketing in Business Success
40:58 • 4min
The Psychology of Pricing
45:15 • 8min
The Art of Saying No in Business
53:43 • 2min