Geraldine Carter

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BS CPA Lingo Bingo :)

It's time to play a little BS CPA Lingo Bingo: get out your Bingo card!

Some favorite lines:
– "Selling Advisory Services is the ice cream equivalent of selling a pint of frozen heavy cream."

– "Rather than future-proofing your business as if you need protection from the future, consider embracing it with open arms. You might as well, it's guaranteed to be here tomorrow."

– "Baked into the term "Advisor" is trust, in the same way that honesty is presumed with banking. What's your gut reaction to Honest Bank?"

– "Big Firm Capability, Small Firm Personality: CPAs and accountants sit in the catbird seat when it comes to being able to drive profitability and wealth generation. Differentiating on personality seems like a less powerful play."

Here is the link to the episode - enjoy!