Best Contoller Podcasts (2025)

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369 Your Marketplace Is Malleable; You’re the One Who Shapes It 11:54

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4d ago11:54

11:54

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Think you’re stuck with the clients you’ve got? You’re not. This episode shows how your marketplace isn’t fixed—it’s something you can shape. Through three simple examples, you’ll see how pricing, network, and positioning all affect who shows up at your door, an…

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368 Outworking Exhaustion: The Rest You’ve Been Denying Yourself 12:49

11d ago12:49

12:49

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Do you keep telling yourself you’ll rest when the work is done? That time never comes. Rest isn’t what you do after the work — it’s what makes the work go well. This episode breaks down eight kinds of rest accountants need, how to get them, and why your firm run…

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367 Strategy-Based Pricing & the October Pivot 19:08

18d ago19:08

19:08

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Tired of hearing “value-based pricing” and still not sure how to price without working 80–hour weeks? In this episode, I cut through the hype and show you how to pick the right pricing tool for the problem you actually have. I walk through the October Pivot, sha…

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366 Scheduled Tax Prep: Why 90-Hour Weeks Are a Choice 15:31

25d ago15:31

15:31

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Last week, I hosted a webinar on creating the 2026 tax season you actually want. More than 100 CPAs tuned in live or on replay. In this podcast episode, I share the exact system: deciding your hours, doing the math, raising prices, scheduling clients, and commun…

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365 SOLD OUT! The Business Move No One Teaches CPAs 19:40

1M ago19:40

19:40

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 What if clients lined up for you instead of you chasing them? In this episode, I show you 12 ways selling out changes everything – your confidence, your focus, your pricing power, even how your clients behave. Most CPAs think being oversold and overwhelmed is “j…

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364 A Handful of High-Level Clients with Radhika Sundar, CPA 26:03

1M ago26:03

26:03

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 What happens when you stop trying to serve everyone and commit to a few high-level clients? Radhika Sundar shares how choosing agencies and working with a small, premium roster sharpened her focus and increased confidence. She explains transparent tiered pricing…

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363 Pick Your Primary Lane: Full-Service is a Trap 8:15

2M ago8:15

8:15

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Feeling scattered because you’re offering every service under the sun to every kind of client? In this episode, I talk about the real cost of being in too many lanes — the wasted time, the extra software, the messy systems, and the lost leverage. I’ll walk you t…

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362 The Knock It Off List: 14 Habits Keeping Your Firm Stuck 9:27

2M ago9:27

9:27

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Feeling overwhelmed, scattered, and all over the map in your firm? In this episode, I run through The Knock It Off List—14 habits that are eating your time, energy, and sanity. From people-pleasing and inbox living to free calls, unbilled work, and hanging on to…

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361 Taking a Short Break from Podcasting - See You in September 1:14

2M ago1:14

1:14

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Hey podcast listener, just a heads up — I’m in France for five weeks and not recording while I’m here. I hope you’re enjoying the episodes I lined up before I left — and if you're a new listener, the back catalog is full of gems worth digging into. Enjoy the res…

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360 Pick Your Week Tax Season with Holly Sexton, CPA 45:25

3M ago45:25

45:25

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Does tax season have to feel chaotic? Before Pick Your Week, Holly never knew who was coming or when. Some weeks felt overwhelming, others eerily quiet. The mental whiplash was constant, good one day, uh-oh the next. In this episode, she shares how she smoothed …

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359 Pick Your Week Tax Season with Rebecca Warnick, CPA 23:25

3M ago23:25

23:25

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Tired of chaotic tax seasons? Rebecca Warnick, CPA, shares how she transformed hers using “Pick Your Week.” With smoother workflows, happier clients, and less stress, she explains how this simple change brought massive benefits—without working more or earning le…

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358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA 43:54

3M ago43:54

43:54

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Wondering if it’s really possible to make good money without grinding 60 hours a week? Sheila Hansen shares how she built a values-aligned accounting firm that brings in $250K+ while working ~15 hours a week. Learn how she escaped standard accounting, overcame p…

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357 How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPA 32:29

3M ago32:29

32:29

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Feeling overwhelmed and wondering if there’s a way to finally get out from under the chaos? If your brain never shuts off and your to-do list is chaos, this episode is for you. Meagan Rutkowski, CPA shares how implementing Simple Systems, Free Time gave her ment…

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356 84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPA 28:20

4M ago28:20

28:20

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Spend all day in your Inbox? Mark Kuka cut his hours from 84 to 45 a week, replaced 20% of his revenue after firing high-maintenance clients, and still grew. Hear how “Simple Systems, Free Time” helped him get control, reduce stress, and make space to go fishing…

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355 Simple Systems, Free Time: The Framework that Frees Your CPA Brain 21:58

4M ago21:58

21:58

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Do you ever wonder why running your firm still feels so hard? Most CPAs are reacting all day—to emails, interruptions, and mental to-do lists. But with the right systems, that all gets easier. In this episode, learn how a few missing tools can bring calm, struct…

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354 No Ads. No Posting. Just SEO for $194K New ARR 40:22

4M ago40:22

40:22

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Ever 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 $194…

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353 Lean Learning with Pat Flynn 29:21

4M ago29:21

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Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Is progress slower than you want it to be? It might be because you're stuck trying to learn everything first, waiting for the perfect answer, or avoiding the messy part—testing new ways of doing. In this episode, Pat Flynn shares why action beats over-prep, and …

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352 Outcome-Driven Package Design. Labor Not Allowed 13:29

5M ago13:29

13:29

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 What would it even look like to build a package that required no labor to deliver? This episode is a thought exercise: what if you had to design packages that delivered results without any labor? Not from you, not from your team. It’s a creative way to rethink h…

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351 Vague Packages = Messy Pricing 16:06

5M ago16:06

16:06

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Have you ever packaged and priced to get off hourly, only to get killed on scope? This episode walks you through a practical, spreadsheet-based process for building Bronze, Silver, and Gold service packages that protect your time and reflect your value. If you’r…

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350 What It Feels Like When 300 Clients Don’t Come Back with Kathy Hayden, EA 36:01

5M ago36:01

36:01

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Worried you’ll lose too many clients if you raise prices? Kathy Hayden shares the raw, emotional truth behind raising prices on 800+ legacy clients—what worked, what didn’t, and what it really feels like to lose hundreds of clients and still come out okay. If yo…

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349 Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EA 36:38

5M ago36:38

36:38

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Feeling buried in clients, working too many hours, and wondering if change is even possible? In this episode, Melissa Downs, EA is back after her second year of working on her firm inside the GC ecosystem. She shares how she cut 800 clients, dropped 10 hours a w…

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348 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA – Part 2 17:59

6M ago17:59

17:59

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Feeling like your firm has taken on a life of its own? In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in to hear how we break her firm down—and…

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347 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1 47:16

6M ago47:16

47:16

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Feeling like your firm has taken on a life of its own? In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in to hear how we break her firm down—and…

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346 Way Less Stressed with Holly Sexton, CPA 34:19

6M ago34:19

34:19

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Ever feel like your to-do list never ends, and work is always in your head? My guest was right there, raising a second grader, drinking from a firehose, and constantly stressed. She didn’t have the answer—but she knew something had to change. A year later, her s…

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345 Invisible Value, Tangible Dollars: Change What You Look At and You’ll See More Money 12:11

6M ago12:11

12:11

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Do you get frustrated when you give away valuable expertise and don't know how to price it? This episode teaches you to look for the invisible—hidden value that you’re already creating for every single client. When you learn to shift your focus from hours to val…

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344 Pricing Leap: 7x Prices, 2x Work with Laurie Rauk, CPA 38:51

6M ago38:51

38:51

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 If you’re overwhelmed and underpaid, this episode is for you. My guest went from stressed and overworked to calm and in control—while increasing her prices 7X with only 2X the work. Hear how she did it, what changed in her mindset, and how you can apply it to yo…

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343 17 Reasons CPAs Overwork: Conventional Wisdom is Missing the Boat 13:17

7M ago13:17

13:17

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Overworking and thinking about hiring? Many assume adding staff is the cure, but unless you first solve for all the systems and mindset-related reasons you overwork, your overwork will stay with you no matter how many people you hire. In this episode, I share 17…

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342 Drowning in Work? 7 Hidden Time Wasters CPAs Can Eliminate 10:38

7M ago10:38

10:38

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Feeling buried in work and like there’s never enough time? In this episode, we’re breaking down 7 simple ways to cut wasted time, work more efficiently, and finally get some breathing room. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If …

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341 Burned Out Uh-gain? May = Carousel Exit Month 13:17

7M ago13:17

13:17

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Caught on the burnout carousel? I've been there—spinning, fried, and desperate to jump off. Here's the key: your best window to safely exit the madness is May–July. Use these months strategically to shed bad-fit clients, increase prices, and get your sanity back…

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340 [Marteting Series] How Accountants Can Make Marketing Dollars More Efficient with Matt Banker 39:58

7M ago39:58

39:58

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 If 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.businessstrategyfor…

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339 [Marketing Series] How CPAs Can Quickly Generate High-Quality Leads Using Social Media Ads with Alexis Slama 46:27

8M ago46:27

46:27

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Many accountants don’t want to market because it feels like a black box and they don’t want to pour money down the drain. When marketing is done well, it pays for itself and brings you the exact kinds of clients you want to work with. Marketing is worth learning…

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338 [Marketing Series] The High Cost of Being Wrong About Marketing 12:46

8M ago12:46

12:46

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 If you’ve ever felt like marketing doesn’t work for accountants, this episode will change your perspective. Learn why many CPAs waste money on marketing, the key fundamentals you need before spending a dime, and how patience and strategy can make marketing a pre…

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337 [Marketing Series] Start with the Fundamentals with Matt Wilkinson 53:40

8M ago53:40

53:40

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 If 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.com LinkedIn: linkedin.com/in/mattbizink/ Twitter: twitter.com/bizi…

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336 Working Too Many Hours? The Solution is Easier Than You Think 58:49

8M ago58:49

58:49

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Today's episode is an audio replay of a webinar I hosted last week, "Working Too Many Hours? The Solution is Easier Than You Think." In this session, I walk you through the solution to overworking, what’s at stake if you solve (or don’t solve) the problem, the m…

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335 Niche, Price, & Productize in the Legal Space with Heather Pearce Campbell 45:38

9M ago45:38

45:38

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Have you ever wondered how you might create digital products for your accounting firm to sell from your website with only a mouse click? Find out how Heather Pearce Campbell broke out of the “do-everything-for-everyone-by-the-hour” trap by providing essential le…

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334 4 Pricing Tools to Help CPAs Ditch Hourly Billing and Increase Margins 18:40

9M ago18:40

18:40

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 If you're a CPA still billing by the hour, you're limiting your income. This episode covers four pricing tools to help you ditch hourly billing, price based on value, and increase profits—without working more. Learn how to price strategically, get paid for exper…

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333 Strategy Session with Logan George, CPA 23:25

9M ago23:25

23:25

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 A strategy session with Peak Freedom member Logan George, CPA. Logan recently purchased a firm and had success bringing in his own new clients. We talk about prioritizing niche clients and phasing out non-niche clients over the next 1-2 years while protecting ne…

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332 4 Ways Accountants Can Stop Selling Gold at Bronze Prices 15:43

9M ago15:43

15:43

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 When it comes to offering price increases to Legacy clients who have been enjoying Gold-level service at Bronze prices, it's important to take action. Failing to adjust these prices means you risk being significantly underpriced over the years, which can lead to…

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331 Create the Accounting Firm You’re Meant to Own 12:26

9M ago12:26

12:26

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 I want you to create the accounting firm you’re meant to own, rather than the one you think you’re supposed to build. This episode isn’t for everyone. It’s for those who feel frustrated, disheartened, dispirited, or distressed about their current situation. It’s…

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330 The High Cost of Switching Accountants 13:02

10M ago13:02

13:02

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Your clients’ Switching Costs are HIGH. The better you understand this concept, the easier it will be for you to increase prices with less fear you’ll send them running. … Link to full shownotes: https://www.businessstrategyforcpas.com/330 … If you feel trapped …

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329 5th Annual: Accounting Jokes with Hazel and Remy 3:15

10M ago3:15

3:15

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Happy holidays! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a fresh batch of content to kick off 2025. … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the l…

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328 Cross-Post with Alexis Slama of The Accounting Business Club 1:24:20

10M ago1:24:20

1:24:20

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 You might have heard me say I wasn’t planning to record while in France for 5 weeks, but then a funny thing happened: Alexis Slama, Founder of The Accounting Business Club, reached out and asked if I would record an episode for his eponymously named podcast whil…

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326 Solopreneurship Rocks. With Matt Chiappetta, CPA 28:32

11M ago28:32

28:32

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Wish 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: htt…

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325 Radical Pricing to Optimize Profits with Jody Padar, CPA 34:44

11M ago34:44

34:44

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Do you wish you brought in more revenue for the hours you put in? Jody Padar helps you see the path to higher prices and profits while knowing where to start. https://theradicalcpa.com/ … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you …

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324 A Systematic Approach for Accountants to Increase Prices 23:38

11M ago23:38

23:38

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Almost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running. Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hours, weed …

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323 7 Payment Options CPAs Can Use for Tax Returns 21:00

12M ago21:00

21:00

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay me?” You…

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322 21 Intangibles CPAs Can Price to Increase Margins 21:31

12M ago21:31

21:31

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can: - Capture the value you are already creating by implementing more strategic pricing - Segment your marketplace and …

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321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA 51:08

12M ago51:08

51:08

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight? Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate. … Link to full shownotes: h…

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320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA 44:28

1y ago44:28

44:28

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Have you ever wondered how fast you might be able to make meaningful improvements to your practice? With baby #2 on the way, time was of the essence. Find out what changes Kyle made, in what order, and what the impact of those changes was. Connect with Kyle here…

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319 Peak Freedom: Say Hello to Your People 21:57

1y ago21:57

21:57

Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. Peak Freedom Join Now » https://geraldinecarter.com/peak-freedom … L…