Shows
Business Strategy for CPA's354 No Ads. No Posting. Just SEO for $194K New ARRGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever wondered if a new website is worth it?Catherine Ozment, CPA ditched her DIY site for a professionally built one… then let it sit. For 24 months, nothing happened. Then suddenly, it started bringing in monthly clients. In the last year, it’s brought in $194K+ of niche and niche-adjacent revenue—on autopilot.If you’re questioning the value of a niche, SEO, or a pro website, this episode has your answer.Catherine's Websites:https...
2025-06-2540 minBusiness Strategy for CPA's289 Fear of Niche Boredom with Jonathan StarkGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7I talk with Jonathan Stark about the fear of niche boredom and the benefits of niching down in business. We explore the idea that niching down does not lead to boredom, but rather opens up new opportunities for variety and growth. By focusing on a specific target market or problem, businesses can automate repetitive tasks, systematize processes, and delegate work, allowing for more free time and the ability to pursue other interests.
2024-03-271h 05Business Strategy for CPA's281 4 Pricing Problems Solved with Kathy Hayden, EAGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7THIS WEEK’S EPISODEPricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone. Her...
2024-01-3133 minBusiness Strategy for CPA's272 More Free Time, More Confidence, with Melissa Downs, EAGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7If you’ve ever felt stressed to the max and near the end of your rope, this episode is for you. Less than six months ago, Down to 40 Hours Masterminder and repeat guest, Melissa Downs was maxed out. She got her client load underneath capacity, used tiered pricing to get clients where they needed to be, and started saying no. It wasn’t always easy, but now she’s on the other side, with free time on her han...
2023-11-2930 minBusiness Strategy for CPA's271 2 Years of Progress in 4 Months with Randy Larkin, CPAGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7If you’re wondering just how much you can implement in a short time in Down to 40 Hours CPA Mastermind, listen in to hear what Randy Larkin, CPA has to say. He’s been in Mastermind for barely 10 weeks and has made miles of progress on numerous projects. …Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own...
2023-11-2236 minBusiness Strategy for CPA's254 Freedom to Choose Not to Double Revenue with Prithi Daswani, CPAGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Hey 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 p...
2023-07-2643 minBusiness Strategy for CPA's253 When you need to explore, with Rebecca Driscoll, CPAGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Hey 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 p...
2023-07-1939 minBusiness Strategy for CPA's203 Killer Niche: Farm + Ag CPA with Catherine OzmentGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many of you know how difficult and time-consuming it can be to run a tax shop. It's all too easy to get buried under a mountain of tax, underprice services, and be in what feels like a near-steady state of chaos. My guest today is Catherine Ozment. Catherine is a CPA in south Texas who called two years ago now, wanting to get off the hamster wheel and get intentional about creating a thriving practice that is designed and built...
2022-08-1733 minBusiness Strategy for CPA's142 From Impossible to Exponential Growth: The CPA MindsetGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Today I speak with Catherine Ozment, CPA, who I asked to return after last week’s episode. Last week on the podcast I have Catherine Ozment, CPA. She and I have been working together for just shy of a year, and she’s making huge strides in pivoting her business. If you haven’t heard it, it’s 141, go back and listen to that first if you want this conversation to make more sense in context. But if you’re driving or...
2021-06-1624 minBusiness Strategy for CPA's141 One Year: From Tax Factory to vCFO & Ag CPA with Catherine OzmentGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Many of you know how difficult and time consuming it can be to run a tax factory: It’s all too easy to get buried under a mountain of tax, underprice services, and be in what feels like a near steady state of chaos. The desire is often to work 25 hours a week and take home compensation that’s respectable, and representative of all the work you have put in to attain the knowledge that can be so valua...
2021-06-0935 min