Shows
Ditching HourlyGeraldine Carter - Melting The PyramidGeraldine Carter joined me on Ditching Hourly to give us a behind-the-scenes recap of what went into her pivot from selling one-time $9,500 mastermind programs to selling a $995/mo ongoing subscription model.(00:00) - Introduction and Guest Welcome
(00:34) - Defining 'Melting the Pyramid'
(04:38) - Transitioning Business Models
(08:54) - Challenges and Key Changes
(14:00) - New Program Structure and Benefits
(24:41) - Launch Phase and Simplification
(27:52) - Navigating the Launch Transition
(28:36) - Managing High-Touch Programs
(29:33) - Prioritizing VIP Clients
(31:10) - Finalizing the Launch
(33:06) - Subscription Model Insights
(34:50) - Building the Community
(37:50) - Efficiency and Scalability
(42:46) - Handling Uncertainty and Risk
(50:04) - Adapting...
2025-06-0354 min
Business Strategy for CPA's327 Happy HolidaysWishing you and yours a wonderful holiday season.I'll see you in in 2025!GeraldineFOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and...
2024-12-1100 minBusiness Strategy for CPA's313 Geraldine on The Soul of Enterprise with Ron Baker and Ed KlessRon Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails...
2024-09-0445 min
Profitable Women19. Increasing Revenue While Decreasing Your Hours with Geraldine CarterJoin us in this episode as Geraldine Carter, an esteemed business coach for CPAs, shares invaluable insights on transitioning from an overworked solo practitioner to a successful business owner. Geraldine shares strategies for managing workloads, progressively increasing prices, and standardizing client profiles to reclaim your time. We also discuss the psychological hurdles of cutting back on hours, particularly for women, and how defining what "enough" means in terms of revenue, clients, and work hours can lead to a more balanced and fulfilling life. Geraldine Carter is a business coach for overworked solo CPAs and firm o...
2024-06-2044 min
The Mike Fallat Podcast#283 - Geraldine Carter (Down to 40 Hours: A Roadmap for CPAs to End Overworking Without Giving Up Revenue)Mike interviews Geraldine CarterWelcome to another enlightening episode of our podcast, where we tackle the pressing issue of overwork in the CPA profession. Today, our host, Mike, sits down with Geraldine Carter, the insightful author of "Down to 40 Hours: A Roadmap for CPAs to End Overworking Without Giving Up Revenue." This episode is a must-listen for any CPA looking to reclaim their time while maintaining, or even increasing, their revenue.Geraldine Carter is not only an author but also a business coach and co-founder of She Thinks Big Coaching. With a wealth of experience...
2024-06-1242 min
Accounting High209 Grow Your Free Time and get Down to 40 Hours: A Roadmap to End Overworking (feat. Geraldine Carter)Episode 209
FACULTY: Geraldine Carter
CLASS: #TheGuide
In this episode, Scott interviews Geraldine Carter, author of "Down to 40 Hours: A Roadmap for CPAs to Permanently End Overworking." Join us in the guidance counselor’s office for a book report exploring the philosophy of working less. We’re talking changing mindsets within the accounting industry, value pricing, and what happens when you combine value and systems. Reflect with us on how CPAs can achieve a balanced work life.
Shout Outs: Edward Mendlowitz, Ron Baker, Jason Ackerman
Purchase Geraldine’s Book on Amazon...
2024-05-2646 minDitching HourlyWhy Niching Down Isn't Boring with Geraldine CarterGeraldine Carter and I swapped interviews about why niching down doesn't lead to boredom. Geraldine's Links:Geraldine's websiteGeraldine's newsletterGeraldine's podcast
----Before you go!The next time someone asks you for your hourly rate, I want you to stop what you're doing and head on over to valuepricingbootcamp.com to sign up for my free value pricing email course.Hope to see you there!
2024-03-261h 05Business Strategy for CPA's278 How to Get Your Accounting Firm Under Control in the Next 4 MonthsHey podcast listener, today’s episode is the audio from a webinar I hosted recently.You’re going to want to listen because it shows you the path to go from working 55 hours a week to working 40 hours a week. Because it’s audio from video, the visuals and the slides are missing, of course. I don’t think it’s a huge deal, but if you want to watch the video replay, you can do that by clicking this link:https://www.crowdcast.io/@geraldine-carter
2024-01-091h 04Business Strategy for CPA's255 Burnout Recovery with Randy Crabtree, CPAHey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered...
2023-08-0231 minDitching HourlyGeraldine Carter - Finding Your Niche: Tackling Objections and Getting TractionLongtime friend-of-the-show and “three-peat” guest Geraldine Carter returns to go deep on the trials, tribulations, and benefits of niching down on a target market.Talking PointsGoing all in and telling everyone where you’re headed is key to getting tractionIf starting from scratch, think about what gets you excited and what kind of work you enjoy doingDon’t be afraid to be transparent with existing clients when transitioning to a new nicheManaging cash flow is crucial during the transition periodNot getting traction feels uncomfortable but should be serially solved, while not fitting into a niche is a fee...
2023-05-3052 min
Business Strategy for CPA's222 Holiday Accounting Humor with Hazel and RemyHappy holidays! Enjoy the annual tradition of accounting humor, hosted by Geraldine’s two kids, Hazel and Remy. This year: Top Ten 10 Signs of a Bad Accountant. Wishing you all the best in 2023! *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: https://www.geraldinecarter.com/subscribe
2022-12-2801 min
Impact PricingHow Accountants Should Price their Services with Geraldine CarterGeraldine Carter runs She Thinks Big Coaching where she helps CPAs do less without sacrificing revenue. Although her target market are CPAs, she actually has a bachelor’s degree in civil engineering from Cornell University. She was also a cycling guide for Backroads and now hosts her own podcast called The Business Strategy for CPAs. In this episode, she talks about the structure of pricing in the accounting industry and the reason why most CPAs are underpriced. She then discusses her so-called “effortless value” where accountants could earn more without having to do extra work. Finally, she shares...
2022-10-1729 minBusiness Strategy for CPA's168 Subscription: Create a More Valuable Business with John Warrillow***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: https://www.shethinksbigcoaching.com/subscribe-main-list Subscription is all the rage in software and in other industries, but the accounting industry is hardly speedy on the uptake. While the value appears to be there, something - or perhaps many things - are in the way of accountants and CPAs making the shift to the subscription pricing model. Here today to talk with me about this challenge is my guest, John Warrillow. John is the founder of The Va...
2021-12-1549 minBusiness Strategy for CPA's130 CPA Burnout: How to Get Your Energy BackResilience for CPAs and Accountants How many days do you feel like you’re running ragged, and just getting to 9pm without a nuclear meltdown is a win? Once in a while, allowing your tank to run all the way down to the Empty line is ok. But do it too often, or run it too far down, and you risk running your business out of gas altogether. My guest today is Catherine Morissett - experienced facilitator, speaker, and coach with 30 years experience training around personal and organizational resilience. Catherine is going to share with us how to...
2021-03-2441 minBusiness Strategy for CPA's123 Overcoming Under-earning and Rewire for Wealth with Author Barbara Huson (pka Barbara Stanny)Today I speak with Author Barbara Huson (previously known as Barbara Stanny) Overcoming Under-earning and her new book, Rewire for Wealth. Barbara Huson is the leading authority on women, wealth and power. As a bestselling author, financial therapist, teacher & wealth coach, Barbara has helped millions take charge of their finances and their lives. We discuss overcoming under-earning and how your mind must Rewire for Wealth. Barbara is the author of 6 books: Prince Charming Isn’t Coming: How Women Get Smart About Money Secrets of Six-Figure Women: Surprising Strategies to up Your Earnings and Cha...
2021-02-0326 minBusiness Strategy for CPA's121 Switching to Advisory Services using Profit First, with Rob Foncannon, CPAToday I speak with Rob Foncannon, owner of Foncannon Tax & Financial Services about how Profit First has impacted his business and his clients’ businesses. Rob talks about What Profit First is and what it’s not How it helps business owners become better stewards of their cash The effect it has on the business owner’s profitability Misconceptions and Objections Some CPAs will raise objections, asking if you can’t accomplish the same thing with a spreadsheet and percentages. Rob explains that it’s more than that: intentionally moving your cash and...
2021-01-2026 minBusiness Strategy for CPA's120 Cloud Accounting Technology and Software, with Blake OliverToday I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav. What we cover: Where is accounting technology going? And what are the implications that you think accountants and CPAs are not seeing? How should CPAs and accountants differentiate themselves? What advice do you have for CPAs in e-commerce, given the need for software to manage inventory and transactions? Discussion around owning the tech stack as a business strategy. What keeps CPAs from making better strategic use of technology in...
2021-01-1334 minBusiness Strategy for CPA's119 The Traveling CPA: Around the world in 14 minutesCPAs and accountants worked crazy hours in 2020. The start of 2021 may be no different. Many CPAs, out of concern for their clients, logged extra hours for those clients, to understand PPP, EIDL, and other loan programs to help keep their clients’ businesses afloat. Many CPAs are exhausted. Some are excited. Most are in need of a break, and need to recharge from a tax season with no end. Usually on this podcast I talk about business strategy for your accounting practice so that you can deliver more value to your clients, be better compe...
2021-01-0614 minBusiness Strategy for CPA's118 Pent-Up, Flat-line, or Decrease: Anticipating 2021 Demand for Your Advisory ClientsToday I share with you a way of looking at 2021 on your clients’ behalf. While exactly predicting the future is difficult, the year can be broken down into 3 main phases: hunkered-down, re-opening, and post-Covid. We are likely to be hunkered down through April, then May - September we will see continued business growth as things reopen, then September and beyond as we reach herd immunity, we will find our new post-Covid-normal. Helping your clients consider these 3 phases and anticipate demand in their businesses can set them up to avoid a crash, or take advantage of a wa...
2020-12-3008 minBusiness Strategy for CPA's117 Create Your 2021 Goals & Strategic Plan for Your CPA FirmCreate a different 2021. It was a hard year. I suspect you don't want 2021 to be a recreation of 2020. But it's easy to get sucked under, and run on autopilot. It's easy to let your business run you, and dictate your day-to-day. It's ok (sort of), it happens to most of us. But if you want 2021 to be really different from 2020, now is the time to think about what you want it to look like, and what choices you will make to create that different reality. Taking...
2020-12-2103 minBusiness Strategy for CPA's116 From Hourly Billing to Flat Rate for Cares Act DocumentationMy guest today is Erica Goode. Erica is a freelance finance professional, working with a small handful of clients, focusing on financial forecasts while staying out of tax as much as possible. Many CPAs choose hourly billing when they don’t know how long it will take. This pricing methodology - if it can be called that - leaves your client without a clear price. While it may seem like the safest option, if the project takes much longer than you anticipated, either your client is left with the high cost of you...
2020-12-1622 minBusiness Strategy for CPA's113 Out of Compliance and into Tax-savvy Stock Option Consulting, with Minnie Lau, CPAMy 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 selling strategies. These tech professionals who work at top levels inside start-ups about to IPO are going to receive stock options worth hundreds of thousands of dollars, sometimes more. Without guidance, not only will they get hit with a giant surprise tax bill, they will lack a strategy for how to optimize those options based on varying stock prices and other factors. Minnie helps them understand their CHO...
2020-11-2547 minBusiness Strategy for CPA's111 Better Pricing Methodologies For CPA Firms, with Jonathan StarkWe're back today with Jonathan Stark. In case you missed it we did a recording with Jonathan a couple of weeks ago. It’s episode 106 - Better Pricing Strategies for Accountants. There was so much more to talk about that I invited him to come back on to continue the conversation about pricing. One of the problems that CPAs run into in their practices is that they tend to fall back on two methodologies for pricing: billing by the hour, and flat rate, which tends to be a cost-plus version of billing by the hour. Thes...
2020-11-1156 minBusiness Strategy for CPA's109 The CPA Who Innovates, WinsAre 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 these 3, and only these 3? Here are some other questions I ask, when it comes to CPAs transitioning to advisory: Why stop at vCFO? Why do the tiers stop at being strategic? (Helping business owners adopt smarter strategies is where it's just starting to get good.) What is being missed when service stops at strategic? What is be...
2020-10-2812 minBusiness Strategy for CPA's108 The Dangers of Listening to CPAs for WisdomGuidance and wisdom in the accounting industry tend to be provided by accountants and CPAs. There's a notable absence of expertise and wisdom from thought leaders outside the accounting industry. In order for any profession to advance, it needs to have conventional thinking be challenged. And the best people to challenge conventional thinking are those who have never been taught to believe conventional thinking in the first place. Why do we cling to our views so tenaciously after they're formed? Psychologists attribute this to at least two phenomena: self-affirmation and cultural cognition. Both...
2020-10-2112 minBusiness Strategy for CPA's107 Are You Building the CPA Firm You Want to Own?Have you ever heard of a tool called the wheel of life? It's a really simple but powerful tool to help you take stock of the most important areas of your life and visualize which ones are going best and which areas you want to devote more of your attention to, to improve. The wheel of life gives you a bird's eye view of the different aspects of your life. I want to share this tool with you because I want you to have it not just for your life, but also for your business, so that y...
2020-10-1409 minBusiness Strategy for CPA's106 Better Pricing Strategies for Accountants: Stop Billing by the Hour, with Jonathan StarkMy guest today is Jonathan Stark. Jonathan is a former software developer who is on a mission to rid the world of hourly billing. He is the author of Hourly Billing Is Nuts, the host of TWO podcasts: Ditching Hourly and The Business of Authority, and writes a daily newsletter on pricing for independent professionals. We’re talking today about better ways for CPAs to price their services so that they can get out of the accounting rut. We will get into different pricing strategies, the differences between value, price, and cost, selling outcomes instead of...
2020-10-0744 minBusiness Strategy for CPA's105 Mathematical Proof Specializing Will Make You a More Profitable CPAI am here to offer you mathematical proof that different is more profitable. The best possible strategy to becoming more profitable without having to work so hard includes specializing. A few weeks back, a well-known software developer turned consultant named Jonathan Stark invited me to be on his podcast, Ditching Hourly, so we could discuss other ways to bill forensic accounting. And it was in our conversation that he dropped this equation that I want to share with you. Here is the max price formula that proves that specializing will make you...
2020-09-3010 minBusiness Strategy for CPA's103 Cashflow Forecasting, Niching, and Raising Your Rates with Emily SandbergToday’s guest is Emily Sandberg. Emily provides cashflow and forecasting services to online coaches and course creators. While many accountants focus primarily on making sense of the past, Emily works with her clients to know the future of money in their business, so they can make strategic decisions with their cash. Her work has helped dozens of clients go from running a money-hungry business to a predictably profitable enterprise, by simply following her profit-centered framework. When she’s not running scenarios for her clients’ Facebook Ad Spends, she can be found playing pickleball or hiking i...
2020-09-1638 minBusiness Strategy for CPA's102 A High-Margin CPA Firm: It’s Easier than You ThinkToday we're talking about your business. Is it a lot of work? Do you spend it too many hours or more hours than you want in front of a screen toiling away? At the end of a long work week, do you ever wonder if there was an easier way? Many CPAs work really hard. And when I say hard, I mean, lots of hours, lots of clients, endless fires. And it can seem like hard is the path, and it can be the only path that you see. But what I want you to k...
2020-09-0913 minBusiness Strategy for CPA's101 How a CPA Can Raise Prices with ConfidenceToday I want to talk with you about why checking in a few times a year on your best clients’ results and how you as a CPA contributed to their success can help you feel more confident in your pricing. When CPAs take the time to stop and observe, what some of them find is that their best clients are getting amazing results. And that they had a hand in the creation of those results. But because those results had been invisible to them or because they had been dismissing their role in the creation of those re...
2020-09-0207 minDitching HourlyGeraldine Carter - The Forensic Bounty HunterBusiness coach Geraldine Carter joined me to brainstorm how her CPA clients could price three different phases of a forensic accounting engagement. Even if you're not a CPA, I think you'll find the approaches we came up with applicable to your service business. Here's a link to an interactive transcript: READ TRANSCRIPT(It was machine generated, so it's not perfect)
----Before you go!The next time someone asks you for your hourly rate, I want you to stop what you're doing and head on over...
2020-09-0155 minBusiness Strategy for CPA's100 The Conversation That Will Propel Your Accounting PracticeIt’s just too easy to assume that your clients want only what they come to you for, and then, simply, serve them up the usual menu of accounting and tax. The problem is that your best clients likely want so much more than accounting and tax. Chances are good they are asking you for more but the questions aren’t getting through to you, because they lack the language to articulate it, or because you’re buried under a pile of compliance and back-office accounting When you’re in the hole and you want to get ou...
2020-08-2609 minBusiness Strategy for CPA's099 Lean and Profitable By Design, with Anjali Jariwala, CPA, CFP, & founder of FIT AdvisorsAnjali Jariwala, CPA and CFP®, is the founder of FIT Advisors — a financial planning firm serving physicians and business owners virtually across the US. She utilizes her expertise in tax and finance to empower her clients to discover and reach their life goals while building a stable financial future. Anjali hosts Money Checkup podcast - a semi-monthly checkup that discusses the many facets of financial well-being. When Anjali started her practice 5 years ago, baked right into the plan was how to build a highly profitable business while working only 30 hours a week, so that she can sp...
2020-08-1956 minBusiness Strategy for CPA's098 A Framework is Essential to CPAs Working Less and Earning MoreToday we're talking about how creating your own signature framework can be a gamechanger in your accounting practice. A framework is your process or methodology, your approach of how you work with your clients. It's the process you walk your clients through to get the consistent, impressive results you help them get. A framework helps both you and your clients know how to think about things. Most CPAs I work with have a framework. They just don't realize it. What they tend to do is give away all kinds of advice and guidance...
2020-08-1211 minBusiness Strategy for CPA's097 Get Reading Outside the Accounting BoxWhat’s on your summer reading list? Now that the July 15th deadline is behind us, hopefully you have a bit more discretionary time to read the latest releases on finances. Now, I don't need to tell you why to read books, but I will anyways: because you want to work smarter. You want to set yourself apart and you want to find forward-thinking ways of adding high value to your clients so that you can start working less and earning more. In my reading, I learned that double-entry accounting dates from 14th-century Ita...
2020-08-0510 minBusiness Strategy for CPA's096 Accounting Marketing Doesn’t Suck, with Hugh Duffy, CEO of Build Your FirmToday’s guest is Hugh Duffy, CEO and Co-Founder of Build Your Firm (BYF), Inc. Hugh is the leading marketing coach for accountants and takes pride in the impact that it has on their practice, and lives. With more than thirty years of marketing experience, Hugh has been teaching accountants how to improve their marketing so they can make more money in their accounting practice. I wanted to have Hugh on so that you can better understand the role marketing can and should be playing in your business, so that: you can get better lea...
2020-07-2923 minBusiness Strategy for CPA's095 CPAs Land Better Clients Using This StrategyIn 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 when you give your prospect options, you change the very nature of the conversation: You set your clients up to answer an entirely different question: What's the best way for me to work with this person? Now they're viewing your relationship as a partnership, a collaboration whereby you are offering them options to best help them solve their problems. Your conversion rate g...
2020-07-2210 minBusiness Strategy for CPA's094 Did Your Accounting Practice Take a COVID Detour?If COVID has taken your accounting practice on a long, unexpected detour, it's time to pause and ask yourself where you are relative to your goals. And given where you are, what is the best path to get you to your goals? You might tell yourself that you don't have the time. But the truth is that if you don't take the time now it'll cost you far more time and far more energy in the long run to get to wherever it is you want to go. Now's the time to pick yo...
2020-07-1510 minBusiness Strategy for CPA's093 Prediction: Forecasting Will Benefit Your Accounting BusinessBusiness 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 flow. They want to know the best case, worst case and likely case scenarios. And they want to know the UH-OH case of how long do I have before I run out of cash. By providing simple scenarios, you can help your business-owning clients, make wiser decisions sooner. As a CPA, you can run scenarios and be clear about the variables you use and be frank about the a...
2020-07-0809 minBusiness Strategy for CPA's092 Level the Playing Field with Germeen Guillaume of Visionary Accounting GroupToday’s guest is Germeen Guillaume (GEE-YOME), Founder of Visionary Accounting Group. Germeen founded Visionary Accounting Group in 2015 and has been helping nonprofits leverage technology as a means to gain deeper financial insight and real time data. To date, Germeen has led the Company in recouping over $2.8M in receivables, through workflow automation and accounting system conversions. I wanted to have Germeen on to better understand the experience that people of color have when it comes to being an accountant and business owner, so that you can be on the lookout for opportunities to...
2020-07-0135 minBusiness Strategy for CPA's091 Is Your Accounting Niche Niche-y Enough?Today, we're talking about how niching can bring you one step closer to earning more while working less. Having a clear niche as a CPA is the single biggest thing you can do to get you off the hamster wheel of working like crazy, and makes it easy for great clients to find you because you're a go-to expert in their field. When you go through the process of making your niche niche-y enough, your business will become more simple for you to run. You'll deliver more value, more easily, and in less...
2020-06-2406 minBusiness Strategy for CPA's090 How to Design vCFO Services, with Adam Hale, COO of Summit CPA GroupToday’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 transaction-level services remotely and at scale. And Adam works with his team to deliver the best possible vCFO services to their clients. I wanted to have Adam on to dig into the art and science of pricing and delivery of these services, so that you can learn his hard-earned secrets so you serve your clients better and at a high...
2020-06-1732 minBusiness Strategy for CPA's089 [Coaching] How to Attract More of the Right Clients, with Annette Bevers, CPAToday’s guest is Annette Bevers, a solo CPA based in northern California. I wanted to have Annette on because she has many of the classic challenges that CPAs face when they say yes to most types of work that arrive at their door. She has a mish-mash of clients, whose needs vary, which makes it hard to have consistent processes, which means work takes up a lot of time, leaving little to think about growing strategically. She’s bogged down in work and not using her full potential. What stood out to me in t...
2020-06-1031 minBusiness Strategy for CPA's088 The Case of the $475K Proposal: Did They Accept?I have a story for you today about what is possible in your business. So often the thing I hear from my clients is that one of the reasons they wanted help working together was that they knew that bigger was possible in their businesses. But they didn't necessarily know how to get there. They knew that other CPAs were making this transition from billing by the hour to shifting into delivering high value. They knew that others were doing it, but they didn't really know that they themselves could do it. In t...
2020-06-0317 minBusiness Strategy for CPA's087 You Create Work-Life Harmony, with Amy Vetter, CEO of the B3 Method® InstituteToday’s guest is Amy Vetter. Amy is the CEO of the B3 Method® Institute, a keynote speaker, corporate board member, author, and contributor to Inc.com and Entrepreneur.com. Amy authored the book: Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. She is the host of the Breaking Beliefs Podcast. I wanted to have Amy on to talk about how to manage yourself and your time in your business and in your life so that you find better balance. My take-aways on the notifications and self-discipline is that no one...
2020-05-2731 minBusiness Strategy for CPA's086 Secrets of Shifting to vCFO Services, with Jody Grunden, Co-Founder and CEO of Summit CPA GroupMy guest today is Jody Grunden, Co-Founder and CEO of Summit CPA Group, the leading provider of Virtual CFO Services in North America. Jody is passionate about changing the way people think about accounting. As the author of Digital Dollars and Cents, Jody literally wrote the book on helping digital companies create a financial roadmap to success. Summit CPA offers virtual CFO, Controller, and transaction-level services remotely and at scale. I wanted to have Jody on to talk about everything that he has learned in nearly 20 years of growing this business.
2020-05-2036 minBusiness Strategy for CPA's085 Designing Systems for Great Customer Experience, with Claire Stewart, Founder of Cartmill StewartToday’s guest is Claire Stewart, the Founder of Cartmill Stewart. Claire and her partner have totally dialed in their systems to run an efficient practice, including having gone paperless. Systems and workflows are a common pain point for accounting practice owners so I wanted to dig in. The highlights were: 1. Creating issues that didn’t need to be there. And that sometimes clients who “behave badly” do so because they were set up that way. So they make themselves go back to the drawing board and make systems better from...
2020-05-1334 minBusiness Strategy for CPA's084 Women: Speak Up in Your Field, with Carol CoxToday’s guest is Carol Cox. Carol is the founder of Speaking Your Brand®, a coaching and training company that helps women entrepreneurs and leaders around the world create their signature talks, whether it’s for a keynote, TED talk, conference session or business presentation, and position themselves to get better (and paid) speaking engagements. Carol is host of the weekly Speaking Your Brand® podcast and during election seasons serves as a Democratic political analyst on TV news in Orlando, Florida. With an extensive background in business, tech, politics, media, and history, Carol’s mission is to hel...
2020-05-0628 minBusiness Strategy for CPA's083 Fix This Next in Your Accounting Practice, with Fix This Next Author, Mike MichalowiczMike mi-KAL-o-wits is the author of Profit First, Clockwork, Surge, The Pumpkin Plan, and his newest release Fix This Next. By his 35th birthday, Mike had founded and sold two companies - one to private equity and another to a Fortune 500. Today he is running his third multi-million dollar venture, Profit First Professionals. Mike is a former small business columnist for The Wall Street Journal and the former business makeover specialist on MSNBC. Over the years, Mike has traveled the globe speaking with thousands of entrepreneurs, and is here today to share the best of wh...
2020-04-2724 minBusiness Strategy for CPA's082 [Coaching] Logic vs Intuition: How to Choose Fulfilling Work, with Erica GoodeToday’s guest is Erica Goode, a Certified Public Accountant with 12+ years of experience in Big 4 public accounting, Fortune 50 finance, and small business accounting. She has a passion for creating cashflow forecasts and long-range plans that enable small business owners to think more strategically given solid financials. I wanted to have Erica on the podcast to do an on-air coaching call because I know that she struggles with a lot of the same struggles as so many other listeners. Today we're going to talk about low value and high value work, and where fulfillment fits in.
2020-04-2229 minBusiness Strategy for CPA's081 Time to Rethink Your Pricing Strategy? with Ron Baker, Founder of VeraSage InstituteToday’s guest is Ron Baker. Ron is the founder of VeraSage Institute—the leading think tank dedicated to educating professionals internationally. He is the author of seven best-selling books, including Professional’s Guide to Value Pricing and his latest book The Soul of Enterprise: Dialogues on Business in the Knowledge Economy, co-authored with Ed Kless. Ron is also the host of the show The Soul of Enterprise: Business in the Knowledge Economy, which you can find both as a podcast and on VoiceAmerica.com. As a leading thinker in value-pricing, I wanted you to hear fr...
2020-04-1546 minBusiness Strategy for CPA's080 [Series] Lies of the Accounting Industry: #1 - Charge What You're WorthI’m kicking off a new series of episodes, Lies of the Accounting Industry. What I want to do in this series of episodes is bring up these mindset challenges, pieces of dogma, myths and so on, that I think are problematic and that have infiltrated the industry and the thinking. So let's start with number one, charge what you are worth. The MAIN problem: Your prices are (almost entirely) not about you Your prices are about the buyer Your prices are about the value you help the buyer create when w...
2020-04-0810 minBusiness Strategy for CPA's079 [Coaching] How to Move into Advising with Heather Zeitzwolfe of Zeitzwolfe AccountingToday’s guest is Heather Zeitzwolfe, a CPA certified with the State of Oregon’s Board of Accountancy and a member of the AICPA. Heather was excited for the opportunity to do an on air coaching call to come on the podcast and talk about some of the challenges she faces in her business, and to look for direction and clarity around how best to grow. Here are Heather’s key takeaways: No more working for free! It’s possible to help people with limited means, but in smaller doses Positioning rates and people who purcha...
2020-04-0153 minBusiness Strategy for CPA's078 How to Design Better Workflows in Your Business, with David Cristello, Founder & CEO of Jetpack WorkflowToday’s guest is David Cristello, Founder & CEO of Jetpack Workflow, which empowers thousands of accounting firm owners to build a better firm through managing all their client work in a single, easy to use application. He's also the host of the "Growing Your Firm" podcast, an interview series that highlights best practices and trends in team management, metrics, M&A, marketing and more. David is also the co-author of the best selling book "Double Your Accounting Firm". His work has been featured in Forbes, AccountingToday, and AccountingWeb. I put a question out to my audie...
2020-03-2535 minBusiness Strategy for CPA's077 Tips For Staying Present In The Face Of UncertaintyToday we are interrupting common narratives heard out there and wanted to provide you with a counter-narrative, to the assumption that people must be or should be anxious and stressed. Coronavirus is spreading through our communities. We have options for how we want to be, with that reality. Options include panic, stress, avoidance, ignoring, rebelling, and my favorite: staying present. Here are five tips for staying present in these uncertain times: Watch out for phrases and beliefs that might not be true, like, “Coronavirus is making everyone anxious.” Minds without chaperones tend to find troub...
2020-03-1820 minBusiness Strategy for CPA's076 Are You Selling at a Discount to Full-Price Buyers?This week, we're talking about value-based fees and pricing. I want to share with you some different perspectives that may loosen the tangle of logic emotion, guilt, fear, and obligation we have around money and pricing. What I hear my clients getting stuck with, and other people that I'm in conversation getting stuck with is, “How much do I price?” and “What do I charge?” Are you selling to people who like to buy things at a discount for whatever reason? Or are you selling to people who like to buy things at full price for whate...
2020-03-1109 minBusiness Strategy for CPA's075 How to Keep the Scope Creeps at Bay, with Jenn Barley of Kickstart Your EdgeI wanted to talk with Jenn to tap her expertise about boundaries. So many of the challenges business owners face come back to clear and strong boundaries. Things like scope creep, meetings going long, staying late at the office, giving away your workout, choosing to not sleep as much as your body needs, to giving away services at a discount or even free. It all comes back to clear and strong boundaries. It’s been a long time that I have known that boundaries are an issue that I wanted to talk about on this show...
2020-03-0433 minBusiness Strategy for CPA's074 Ways to Keep Stress Under Control in Tax Season, with Christine Lustik, owner of Mindfulness in OrganizationsToday’s guest is Christine Lustik, PhD, owner of Mindfulness in Organizations. After spending 14 years in leadership and the arena of online higher education, Christine transitioned to a role of helping teams, and the individuals in them, to thrive. Christine works with leaders and teams who find themselves in a culture of stress, disconnection, overwhelm, and chaos. And uses the practices of mindfulness and proactive resilience to change the culture to one of connection, productivity, focus, and resiliency. I wanted to talk with Christine to tap her expertise about nourishing our bodies and our mind at the time...
2020-02-2647 minBusiness Strategy for CPA's073 Does Money Find You Attractive?Today I'm returning to the topic of sending mixed signals to money, resenting money and learning to love money. First, let’s go back to Episode 34 - Are You Sending Mixed Signals To Money? The basic idea in that episode is that in our lives and in our businesses, a lot of us send mixed signals to money. We say we want more money, we want to make more money. And then we also find ways of communicating the exact opposite. So we have these competing signals that we send to money. We...
2020-02-1925 minBusiness Strategy for CPA's072 Are You Wiping Out Often Enough?Today, I have a few stories to tell. About driving in the snow, hockey, ice skating, skiing, and sports in general. Then I relate all these stories to things that we can do to move our business forward: Steer towards what you fear Commit Trust You will wipe out in your business Get back up and get back in the game When was the last time you totally wiped out in your business? Wiping out is a part of the process of learning and the more beginner we are at the thing we're doing, the m...
2020-02-1232 minBusiness Strategy for CPA's071 How to Help Your Clients Build A Better World, with Steve Pipe, founder of Accountants Changing the WorldToday’s guest is officially the world’s most highly rated advisor to accountants. Steve Pipe is a best-selling author, dynamic speaker and founder of Accountants Changing the World and the AVN Association of Proactive UK Accountants. I wanted to interview Steve to talk with him about where he sees CPAs and accountants getting stuck in growing their own businesses, as well as to talk about his current path being a force for good in the world, and inspiring and showing business owners and accountants how to do the same in their own businesses. Two...
2020-02-051h 17Business Strategy for CPA's070 Be Strategic About Your CPEs, with Melisa Galasso of Galasso Learning Solutions**Listener survey - help shape the podcast to what you want to hear!** https://bit.ly/3ay8FDt Today’s guest is Melisa Galasso. She is the founder of Galasso Learning Solutions, where she offers custom, continuing professional education to CPAs, focused on engaging learner experience and improved performance outcomes. I wanted to interview Melisa to talk with her about Continuing Education. While it might not be the sexiest topic ever, with 40 required hours every year, it’s worth doing this right. And having seen a number of my own clients have t...
2020-01-2932 minBusiness Strategy for CPA's069 Guiding Clients to Profitability with Lisa Campbell, Owner of the Marcam Group**Listener survey - help shape the podcast to what you want to hear!** https://bit.ly/3ay8FDt Today’s guest is Lisa Campbell, founder of The Marcam Group, where she guides her clients to profitability as a Profit First strategist. I wanted to have her on because she started out just like many of you, as a solo practitioner, fell into all the predictable traps, until finally she realized that something had to change. So we explore her journey of her business growth and what she learned along the way.
2020-01-2229 minBusiness Strategy for CPA's068 The Process of Niching Down to E-commerce Business Owners, with owner of Bookskeep, Cyndi ThomasonMy guest today is Cyndi Thomason. Cyndi Thomason is the author of the bestselling book, Profit First for Ecommerce Sellers. She is a Mastery Level Certified Profit First Professional, and the founder and president of Bookskeep. Cyndi devotes much of her time speaking at various events such as ASD Market Week, SellerCon, ProfitCon, and other industry events. She is a regular contributor to The Private Label Insider, Inventory Lab and eComEngine blogs and newsletters. Her company consists of a virtual team located across the United States, providing bookkeeping and Profit First consulting services to e-commerce clients all over the...
2020-01-1545 minBusiness Strategy for CPA's067 Best Reads from 2019I wanted to start the year off with top five books and reviews from 2019, but I couldn't help myself and I got to at least nine. There were so many great reads that I got through this year. I hope you find something to enjoy that will potentially contribute to your own inside transformation. And by proxy, contribute to the transformation of your business, and lead to you living a whole and beautiful life. Here’s my 9 best reads from 2019: This is Marketing - Seth Godin https://www.amazon.com/This-Marketing-Cant-Until-Learn/dp/0...
2020-01-0836 minBusiness Strategy for CPA's065 Happy Holidays from Hazel and MeIt’s the holiday season, and it's time to step away from the mic so that I can spend time with my loved ones. And same for you. In this episode, you’ll hear my four year old girl Hazel bust out some math jokes. Merry Christmas! Happy holidays! Work with Geraldine: Strategy Session https://shethinksbigcoaching.com/strategy-session/ 1:1 Coaching https://shethinksbigcoaching.com/business-coaching/ VIP Day https://shethinksbigcoaching.com/vip-day/
2019-12-2503 minBusiness Strategy for CPA's064 Why & How to Claim Your Google My Business Profile, with Sommer Poquette CEO of Keep It Real SocialToday’s guest is Sommer Poquette, Founder and CEO of Keep It Real Social. Sommer is an expert in Google Business, and I wanted to have her on today to talk about Google My Business and the Google My Business listing, how to get it if you haven't done it already, what its value is and why I think it's a good idea for you to claim your business listing on Google. So, are Google reviews the be all end all? No. Might they be a useful differentiator in your business? Might it be worth an hour to...
2019-12-1832 minBusiness Strategy for CPA's063 How to Get Started Adding Advisory ServicesI want to talk to you today about adding advisory services. I want to share with you my perspective of what I see from the outside looking in, what I hear from other business owners, about what business owners want from their CPA. As well as from the inside, watching my clients who want to grow their income and want to get more time back, knowing that there's this thing called advisory services that they maybe, can, and should be providing but they can't quite get to it. And organizing all these thoughts so that at the end of...
2019-12-1118 minBusiness Strategy for CPA's062 Making More Time in Your Business with Adrienne Dorison, Co-Founder of Run Like ClockworkMy guest today is Adrienne Dorison, the co-founder of Run Like Clockwork™. Adrienne Dorison is the Co-Founder of Run Like Clockwork™ alongside her business partner, Mike Michalowicz, where she equips CEOs to design a business and team that can run itself, like clockwork. Adrienne has helped hundreds of CEOs increase their profit margins, develop the right systems, create bulletproof teams and be able to take an unplugged vacation. Adrienne has spent the past 10+ years in the field of operational efficiency, and has since created the most simplistic approach to making your business ultra-efficient. I wa...
2019-12-0457 minBusiness Strategy for CPA's061 The Opportunity in Your Accounts ReceivableA lot of business owners have tens of thousands of dollars hanging out in Accounts Receivable that is more than 30 days old. Where's the opportunity for you and your business, in these owed payments? If your clients owe you money, it’s likely that either they don't have enough cash to pay you, or they lack the systems to pay you on time. Dig deeper into your clients’ business to find layers of opportunity. Find out about their challenges. If they don’t have enough money, is there an opportunity for you to...
2019-11-2711 minBusiness Strategy for CPA's060 Stand Out from the Crowd with Donna Leyens, President of Pumpkin Plan Your BizMy guest today is Donna Leyens of the Provendus Group, and Pumpkin Plan Your Business. Donna is an entrepreneur, a Certified Professional Business Coach and has an MBA in Finance and Entrepreneurial Studies. She spent the early part of her professional career on Wall St. analyzing and raising capital for public and private companies. In other words, Donna knows what makes a company tick. Donna and Mike Michalowicz have partnered to create Pumpkin Plan Your Biz, where business owners receive training and certification in the pumpkin plan methodology to become certified Pumpkin Plan Strategists. ...
2019-11-2040 minBusiness Strategy for CPA's059 Planning for 2020 Happens NowIn this episode, what I want for you is to start thinking about 2020, because my friends, it is upon us. Since you get sucked away by the vortex of taxes from January to April, if you don't do business planning for 2020 now, then you're likely to not do it until May of 2020. What I see a lot of CPAs, and other types of business owners doing is just having their heads so buried in product delivery, that they don't pick up their heads, not just look at their business but to also do some high...
2019-11-1318 minBusiness Strategy for CPA's058 How Setting Up Your Ideal Week Saves You Time with Billie Anne GriggMy guest today is Billie Anne Grigg, the Lead Technical Guide of Profit First Professionals, where she helps accountants, bookkeepers, and financial coaches learn how to leverage the Profit First brand and principles to stand out from their competitors, become more profitable, and transition to a more consultative role with their clients. She is also the founder of Pocket Protector Bookkeeping and a frequent contributor to financial and industry blogs, including Fundera Ledger and AccountingWeb. I wanted to interview Billie Anne because she is a master at time-blocking her calendar. And what I have noticed in my...
2019-11-0640 minBusiness Strategy for CPA's057 Create Value for Your Clients with End-of-Year MeetingsLast week I did a training for Profit First Professionals. If you've read the book Profit First by Mike Michalowicz, you may or may not know that he has a membership group associated with a book for accountants, bookkeepers, CPAs and business coaches who want to use these tools and implement them in their own practice for their own clients. They asked me to come and do a training called Recapture Your Money, which is a lot of the same ideas that I talked about in my episodes Where to Find the $50,000 Hiding in Plain Sight in Y...
2019-10-3008 minBusiness Strategy for CPA's056 How Being A Non-traditional Practice Fuels Growth, with Michelle Cooper, owner of Alchemy AccountingMy guest today is Michelle Cooper, owner of Alchemy Accounting in Chilliwack, British Columbia in Canada. Alchemy Accounting works with coaches and consultants around the world who are seeking clarity in their numbers and profitability in their business. Michelle is out to design a non-traditional accounting practice. And today we talk about what that might look like as technology enables more of us to be nomads at work. We also talk about the opportunity that presents for accountants to do taxes across international borders, and about how niching down saved her time and made her life easier...
2019-10-2340 minBusiness Strategy for CPA's055 [Coaching] Mindset Blocks Around Hiring with Dr. Sabrina StarlingToday’s guest is Dr. Sabrina Starling, the business psychologist, author of "How to Hire the Best," and the founder of Tap the Potential. I invited Dr. Sabrina to be on the show today to talk about hiring, because I know how many of my own clients find it challenging to hire the right person. And oftentimes, they have resistance to hiring, and wait too long to make that next hire. Oftentimes, at their own detriment. And I'm aware that the resistance to hiring can often be mindset blocks. I know so many business owners who...
2019-10-1654 minBusiness Strategy for CPA's054 How Narrowing Your Niche Can Help You Grow FasterI want to talk to you today about what I see as one of the most important or biggest levers that you can pull in your business to help you grow. And that is specializing and narrowing down who you serve. Narrowing your niche is an incredibly important thing to do to help you grow your accounting practice. What I want to talk about is why it's harder to be a generalist, what the benefits are of specializing and nIching down. I want to address the fears and the myths about niching down. I want t...
2019-10-0917 minBusiness Strategy for CPA's053 Adding Advisory Services and the Power of Niching Down with Tracy JepsonMy guest today is Tracy Jepson, founder and owner of TLJ Bookkeeping and Consulting. Tracy started her bookkeeping practice as a side hustle in an effort to get out of debt. Four years later, her practice now includes small business strategy, consulting and advisory services, to work in partnership with businesses to create permanent profitability. In this episode, Tracy talks about her journey from charging by the hour to moving to retainer, how she listened to really understand what her clients were asking her for, how that informed the addition of advisory services, and then ho...
2019-10-0248 minBusiness Strategy for CPA's052 From Solo to a Team of 6 in 5 years with Danielle Hayden of Kickstart AccountingToday’s guest is Danielle Hayden of Kickstart Accounting. Danielle left her corporate job in 2014 to help small business owners with their numbers and finances. Five years later she runs an accounting practice with six people on staff serving more than 275 clients all around the country. In interviewing Danielle, I wanted to showcase what's possible to create in five short years, especially when you're willing to lift yourself up and out of the task-doing in your practice and build a team of people who you trained well and who have solid systems for delivering a cons...
2019-09-2535 minBusiness Strategy for CPA'sBonus Episode… Announcement from GeraldineI have something to share with you. As my own business and coaching practice grows, it's becoming clear to me that my sweet spot is working with CPAs to help them grow their accounting practice. The results that all of my clients have been getting have been fantastic. Some of them are doubling their monthly income, if not more, inside of six months. Even though I see it right there on their Profit and Losses, I still think, “Wow, that's so awesome!” And what I love is that it changes their lives. It gives them more f...
2019-09-1803 minBusiness Strategy for CPA's051 How to Be Productive Where it Matters Most, with Amber De La Garza, The Productivity SpecialistMy guest today is The Productivity Specialist Amber de la Garza. Amber is a sought after coach, trainer, speaker and writer, and host of the Productivity Straight Talk Podcast. She helps driven entrepreneurs execute actionable solutions to maximize profits, reduce stress, and make time for what matters most. Being productive is when you are investing your best time into your best activities. I enjoy how Amber reframes productivity from being about the small minute-to-minute changes that might make our systems slightly more efficient, to really thinking about how to best use our time, so that w...
2019-09-1145 minBusiness Strategy for CPA's050 How to Leverage Your Network to Create More Clients, with Nikki RauschToday’s guest is Nikki Rausch of Your Sales Maven. She’s a pro at helping people leverage their network to earn more business. Leverage Your Network When I started out in my own business, I kept hearing this term bandied about: leverage your network. What does that mean? And how does one go about leveraging their network? How do I do that? So Nikki’s here to help demystify this leverage your network business, so that you can look at your network and see what you're looking for inside your network a...
2019-09-0436 minBusiness Strategy for CPA's049 How to Build The Tribe You LeadIn this week’s episode, I talk about tribes and the tribes that we lead. A lot of you out there are building tribes or have tribes that you have built and you are leading them. And whether you have a nascent tribe or you have a full-blown tribe, there still may be varying degrees of awareness of the fact that you have a tribe, and/or what to do with your tribe, and how to best help and support the tribe that you have. There are a lot of you out there who have bus...
2019-08-2816 minBusiness Strategy for CPA's048 How Applying Behavioral Economics Can Benefit Your Business, with Melina Palmer of Brainy Business PodcastTodays’ guest is Melina Palmer. Melina helps companies of all sizes to incorporate Behavioral Economics into their businesses to make them more brain-friendly, and increase conversions and ROI. Melina hosts the Brainy Business Podcast where she serves up brain-friendly concepts every week. In this episode, we talk not just about Behavioral Economics, but how to apply these important concepts in your business. You will rethink how you package your offerings, and how you talk about your prices that makes people more likely to buy from you, and buy more of the things you kno...
2019-08-2154 minBusiness Strategy for CPA's047 Protect Your AttentionHow do we protect our mind from the glut of information, notifications and likes that we get all day long throughout our workday? We live in an information age. Any information that we want is available within 2 seconds via Google search. So we have this constant swirl of on-demand anything. And to a degree, demand induces demand. Because the more products you buy the more notifications you get. The more notifications you get, then the more you’re back on your computer looking at stuff. And it easily occupies an outsize portion of our attention. And...
2019-08-1423 minBusiness Strategy for CPA's046 [Coaching] Getting Insights into Her Financials with Amanda BerlinMy guest today is Amanda Berlin, a former New York City corporate publicity strategist who now uses her powers for good. She helps her clients tell their story, write content, and raise visibility so that the people who need them can find them. Recently Amanda invited me on her podcast to talk about getting a handle on the financials in your business. In that interview, she happened to mention offhand that she doesn’t look at her financials every month. I couldn’t let that slide. I invited her to come on my podcast to help her get...
2019-08-0745 minBusiness Strategy for CPA's045 From Zero to 7 Figures with Kate Ahl, CEO of Simple Pin MediaToday’s guest is Kate Ahl of Simple Pin Media. Simple Pin Media makes Pinterest Marketing easy to understand and implement without feeling overwhelmed. In today’s episode I talk to Kate about her journey from food stamps to running a 7-figure business that supports a team of 40 women and clients around the world. I love hearing successful women stories of being an entrepreneur. I especially admired the moments that Kate decided to go all in. There’s so much power in deciding to do something, in saying “This is what I’m committed to trying and...
2019-07-3139 minBusiness Strategy for CPA's043 [Coaching] Making the Money and the Time Add Up with Physical Therapist Kate BakerToday's guest is Kate Baker, a Physical Therapist from East Missoula, Montana. Kate has been a Physical Therapist for 5 years. After having her first child, she decided to go from working in a clinic to stepping out on her own as a solo practitioner. Being in business is new to her, and just like most new business owners, she's figuring it out as she goes along. In this coaching call, Kate and I talk about making the money and the time add up so that she has time to parent her 7-month old boy. We ta...
2019-07-1739 minBusiness Strategy for CPA's042 Decoding CPA-Speak: Clarifying 9 Common TermsI’m here today to help translate from CPA-speak to regular person English, sometimes known as layman English. How many of you have met with your bookkeeper or your CPA and honestly it’s like they’re speaking Greek and like, “I have no idea what you’re talking about.” I’m here today to make CPA and bookkeeping-speak a little bit easier for you. And I’m also here to remind our friendly, much-beloved bookkeepers and CPAs just how foreign this language is to your everyday business owner who is super busy with their graphic design cli...
2019-07-1024 minBusiness Strategy for CPA's041 Not Your Typical Sex-y Business with Amy Lang of Birds and Bees and KidsHave you ever felt awkward answering your kids questions about sex? Well my guest today knows exactly how you feel. Amy Lang teaches adults how to talk about sex and sexuality to kids. She has been an educator for more than 25 years, and has a degree in adult education. And volunteered as a sexual health educator. In 2005 she decided to put the two together, and her company, Birds and Bees and Kids was born. Today Amy teaches adults how to talk to kids about sex and sexuality so they can grow up to be...
2019-07-0339 minBusiness Strategy for CPA's039 Women Disrupting the Cannabis Industry, with co-owner of Dancing Goat Gardens, Kim BostromMy guest today is Kim Bostrom, of Dancing Goat Gardens and the Hope Center. In 2014, Kim left her job in the pharmaceutical industry, ready and in need of a change. A few years later, Kim and her husband Jay founded two companies and a non-profit all housed under one roof: To provide education, wellness, and cannabis products to those looking for alternative therapies. You may have heard of CBD oil: it’s legal at the federal level, but up to each state to manage it. That’s not Kim’s only challe...
2019-06-1937 minBusiness Strategy for CPA's038 Creating High-Quality In-Home Childcare Programs at Scale, with CEO of MyVillage, Erica MackeyFinding Solutions to the Problem of Childcare I love it when people see a problem and they go, “Huh, I wonder if I could fix that?” Today’s guest, Erica Mackey, did just that. She returned to work with her six-week old only to find that basic childcare is basically broken. But rather than shrug her shoulders in resignation, she asked herself if she could use business to address the problems in childcare. Now, two years in, with 17 employees and 40 educators, MyVillage is a community of high-quality, in-home childcare and preschool programs in Colora...
2019-06-1236 minBusiness Strategy for CPA's037 [Coaching] Setting Boundaries & Getting Ahead of Summer Planning with Miri Disney-Faller of Back on Track Physical TherapyMiri Disney Faller of Back on Track Physical Therapy is a Physical Therapist who helps those with neck and low back pain, headaches and vertigo return to wellness. Like many health and wellness practitioners, she sometimes finds it challenging to run the business side of things the way that she wants, so that the patients, the time and the finances all balance out. It gets even trickier in the summer when the usual calendar goes out the window. Today, we take some time to look ahead of summer and get real about putting plans into t...
2019-06-0547 minBusiness Strategy for CPA's036 How Tracking KPIs Can Help You Work Less Hard In Your BusinessIn this episode, we’ll be talking about Key Performance Indicators or KPIs in your business, why measuring them is important, and how to think about which ones you should be measuring. Most business owners I run into are not tracking much more than revenue, expenses, and net income. What we don’t realize is that sometimes, there’s information that’s hidden, and it’s really useful. Imagine if all of a sudden you found extra money hanging out in your business. And extra time. How would that feel? It’s important to know what...
2019-05-2918 min
Business Strategy for CPA's031 [Mindset] Are you good enough? Are you sure?Today’s guest is Jodi Flynn of Women Taking the Lead podcast. We talk about about all things not good enough, which a lot of women are struggling with. “I’m not a good enough mom/wife/business owner.” “I’m not smart enough.” Overcoming "Not Good Enough" How do you overcome “I’m not good enough?” You just have to be aware of it, see it for what it is. It’s your Inner Critic telling you you’re not good enough to do this or have this. You don’t need others’ permission to move forwa...
2019-04-2440 min
Business Strategy for CPA's030 [Mindset] Is Your Current Thinking Keeping You Stuck?I have four clients who have similar businesses. Very similar women from the same town. Yet they’re in different places in their business. Why? Because of the thoughts, beliefs, perspectives and filters that they have. This is the power of the mind to shape what you create. In this episode I want to dive into how your thoughts create your life. Unintentional Thoughts, Feelings and Emotions Back in Episode 022, I talked about unintentional thoughts which inform unintentional feelings and emotions, out of which you make choices, which lead to your actions, which yi...
2019-04-1723 minBusiness Strategy for CPA's008 9 Keys to Thinking and Playing BiggerIf you find yourself knowing you could be playing a bigger game, but perhaps only vaguely aware of how you are thinking and playing small, this episode will help you step up and out. Here are 9 ways we think and play small, and what it looks like to play bigger. 1. Overcomplicating & making projects too big and too hard 2. Endless editing and perfectionisting 3. Omitting Your Story 4. Uptalk, Sing-song, sounding like everything is a question 5. Talking too fast 6. Minimizing words, like "sorry, just" and asking permission when it...
2018-11-0313 minBusiness Strategy for CPA's002 [Coaching] Figuring Out a First Hire with Mallory Ottariano of KIND ApparelWho should you hire first as your company grows? Should you hire an assistant to take the low-level projects? Or someone who works at your level? Or someone to do sales? It can be overwhelming to figure out who to hire, and where they are. Listen as your host, Geraldine Carter, coaches Mallory Ottariano of KIND Apparel about her first hire.
2018-09-1331 minBusiness Strategy for CPA's001 [Coaching] Finding Time Where You Thought There Was None with Gretchen Carlson of Evolution through VacationGetting better at time management is a challenge faced by almost every entrepreneur. Your host, Geraldine Carter coaches Gretchen Carlson of Evolution through Vacation on how to find 10 hours in her workweek, where she thought previously there "was no time".
2018-09-1318 min