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Short Bio
Geraldine Carter is a business coach for overworked solo CPAs and firm owners who want to go down to 40 hours without giving up revenue. Her clients routinely shave hundreds of hours off their to-do lists and get back above water, so they can reshape their practice into one in which they thrive. Her podcast, Business Strategy for CPAs has more than 100,000 downloads and is ranked in the top ten podcast for CPAs, by Apple Podcasts.
Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID.
Sample Questions for Geraldine
CPAs are smart people. Why do they work so much?
How do you price and get paid up front when you don't know how long it will take?
The whole concept of learning to price seems intimidating and overwhelming. Can you simplify it to the basics?
Which pricing structures work well for CPAs and which ones don’t?
Why doesn’t value-pricing work for CPAs?
You say hourly billing is a train wreck for your business. What's so bad about it, really?
If I don't like hourly billing but don't know how to switch off it, where do I start?
What if I have existing clients on hourly billing – how do I switch them over?
If I focus on an industry or niche, won't I be excluding prospects?
Advisory Services is so broad. How do I begin defining services and prices?
Your clients’ results are jaw-dropping. What’s the secrets to their success?
Facts about Geraldine
My first "job" was counting the coins from the candy machines at my parents' business.
My first promotion was to counting the cash and writing up deposit slips.
I speak 3 languages, have run 5 marathons, and finished an Ironman in 12:02:53.
I have introduced Congressfolks and Senators on 4 occasions, and spoke in front of the Capitol.
Next season's goal is to ski 100+ days, and catch my nephew.
Links to places
Geraldine's main website: geraldinecarter.com
Geraldine's podcast website: businessstrategyforcpas.com
Subscribe to Geraldine's Daily Mailing List
On Linked In