Shows
Business Strategy for CPA's370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPAGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Ever wonder what really happens between “starting from scratch” and “running on autopilot”?Most success stories skip the messy middle. Over three years, Matt Chiappetta went from zero clients to a $250K solo firm working 25 hours a week. Hear the real story: the things that didn’t pan out, the fixes, the mindset shifts, and what actually matters at each stage. It’s the rare, unvarnished look at what a sust...
2025-10-2930 min
School Reading ListEpisode 30 - Why Investing in Your School Library Can Boost Your School Inspection GradeSchool Reading List podcast hosted by Tom TolkienSeason 1: Episode 30For transcripts, resources, show notes and contact details, see https://schoolreadinglist.co.uk/podcasts/series-1-episode-30/Part 1Book postUnder a Fire-Red Sky by Geraldine McCaughreanOur Tree by Jessica MeserveWe are All Animals by Ben Hoare and Christopher Lloyd, illustrated by Mark RuffleReal-life Mysteries: Tales of Scary Beasts by Susan Martineau, illustrated by Vicky BarkerHow Not to Share a Pizza by Tracy Curren, illustrated by Lauren BeardI Am Strong Just Being Me by Laura Dockrill...
2025-04-3033 minBusiness Strategy for CPA's340 [Marteting Series] How Accountants Can Make Marketing Dollars More Efficient with Matt BankerGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7If you’re ready for ads, here’s what you need to know about the money and the math of marketing.…Connect with Matt:LinkedIn: https://www.linkedin.com/in/mattbanker/Website: https://bankercreative.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/340…If you feel trapped by your own accounting firm, I can help you stop the cha...
2025-03-1940 minBusiness Strategy for CPA's337 [Marketing Series] Start with the Fundamentals with Matt WilkinsonGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7If you wonder where to start with marketing, take heart. Start with the fundamentals, do those well, and you’ll have plenty of low-hanging fruit. …Find Matt Wilkinson on the..Web: bizinkonline.comLinkedIn: linkedin.com/in/mattbizink/Twitter: twitter.com/bizinkonlineFacebook: facebook.com/mattbizinkRESOURCESMarketing BlueprintIdeal Client Personal Template…Link to...
2025-02-2653 minBusiness Strategy for CPA's326 Solopreneurship Rocks. With Matt Chiappetta, CPAGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7Wish you could never have another staff meeting?I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years. …Link to full shownotes: https://www.businessstrategyforcpas.com/326…If you feel trapped by your own accounting firm...
2024-12-0428 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 05
The White Rabbit74. Geraldine Carter On Avoiding Downward Pricing PressureAlmost every slide designer has heard the phrase, "But we can get this done in [insert country here] for a fraction of the price. Slide designers aren't alone in feeling this pressure. So in the interests of hearing how another industry deals with this, today we talk to business coach Geraldine Carter to find out what Certified Public Accountants are doing about it.
2023-09-2123 min
CPA Trendlines PodcastsSandra Wiley: If you have the right culture, you'll find the right people.The DisruptorsWith Liz FarrSandra Wiley has been speaking with firm owners and leaders for nearly three decades and clearly sees the need for change in the profession.
MORE: Sandra Wiley here
MORE CPA TRENDLINES PODCASTS and VIDEOS: Peter Margaritis: The Power Skills Every Accountant Needs | Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices | Marie Green: Your Bad Apples Are Ruining You | Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance | Clayton Oates: One Way to Keep Clients for Life | Randy Crabtree: Follow These Three R...
2023-08-2148 minBusiness Strategy for CPA's247 Effective Marketing for Accounting Firms with Matt BankerGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7*Want one piece of business strategy delivered daily to your inbox?*Subscribe here: geraldinecarter.com/subscribeFor a lot of accountants, marketing can either be this thing they know they ought to be doing, but aren’t, or they're doing it and not seeing the response they want. Sometimes it feels like they're pouring money down a hole.Like any other business, accounting firms are not immune to making marketing mistakes. ...
2023-06-0744 min
Marketing for Accounting FirmsChoosing The Right Time To Market Your FirmOn today's episode, Matt is thrilled to have Geraldine Carter, an experienced consultant for CPAs, who specializes in helping them optimize their businesses. Together, they explore the crucial question of when is the right time for accounting firms to invest in marketing and when should they hold off.Geraldine shares her expertise in working with CPAs, guiding them to streamline their operations and focus on their ideal clients. By identifying their target audience's needs and preferences, she helps them tailor their messaging, packaging, and offerings to attract the right customers. The result? A more...
2023-05-2545 min
Business Strategy for CPA's239 Finding Your Niche with Matt Chiappetta, CPAGet your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Starting an accounting practice from scratch can be a challenging journey for any entrepreneur. One of the biggest challenges for a new CPA firm owner is finding a niche that aligns with one’s values and expertise. Today I speak with Matt Chiappetta, a CFO turned CPA firm owner working with digital solopreneurs. Starting as a solo...
2023-04-1830 min