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Geraldine Carter

Works with single owner CPAs making mid six figures, helping them fix stress by optimizing their firms, resulting in fewer, better clients at higher prices.

Top 3 podcasts with Geraldine Carter

Ranked by the Snipd community
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7 snips
Mar 26, 2024 • 1h 6min

Why Niching Down Isn't Boring with Geraldine Carter

Geraldine Carter, an expert in niching down strategies, discusses with Jonathan the benefits of specializing in a specific niche, debunking the fear of boredom. They explore how niching down can lead to more success, fulfillment, and increased revenue through tailored solutions and deep expertise in a niche market, emphasizing the courage and excitement needed for niche mastery and business growth.
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Jun 3, 2025 • 54min

Geraldine Carter - Melting The Pyramid

Geraldine Carter, a coach for CPAs, shares her journey from a $9,500 mastermind model to an accessible $995/month subscription service. She discusses the concept of 'melting the pyramid,' focusing on how to optimize client relationships for better scalability. Geraldine reveals key strategies for navigating business transformations, adapting coaching for unique CPA demands, and simplifying launch processes. Her insights on subscription models emphasize the emotional investment needed from clients while maintaining revenue stability and enhancing community engagement.
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Sep 4, 2024 • 46min

313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless

Geraldine Carter, a specialist in helping CPAs find work-life balance, discusses her book 'Down to 40 Hours.' She delves into overcoming self-esteem issues in the accounting profession and the necessity of value-centric pricing strategies. The conversation touches on the importance of niche specialization in attracting ideal clients and enhancing business operations. Geraldine also shares insights on effective marketing by aligning services with client needs and employing strategic boundaries to manage client demand more effectively.

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