Beste Geraldine Carter podcaster (2024)

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Break Free from Hourly Billing and Increase Your CPA Firm’s Value with Geraldine Carter 39:05

27d ago39:05

39:05

Is tracking your hours decreasing your productivity and profitability? According to Geraldine Carter, the answer is most likely yes. In their conversation, Brannon and Geraldine break down how the hourly billing model takes you away from providing real value to your clients. Conversely, getting your hours down and doing away with the hourly billing…

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318 The Power of Your Dread in Your Accounting Firm 26:00

6d ago26:00

26:00

The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. When you learn how to harness your dread, you get what’s on the other side: glory. … Take 45 seconds to watch Alex Hormozi coach this firm owner - from the 17:50 mark to the 18:40…

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317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA 36:26

13d ago36:26

36:26

Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality? Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own acc…

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What To Consider Before Buying or Selling An Accounting Firm with Intermediary Stephanie Smith 32:48

13d ago32:48

32:48

What do you need to know before selling your life’s work or buying someone else’s? Learn from Stephanie’s experience as she shares her perspective on avoiding key obstacles during the acquisition and transition process in buying or selling an accounting practice. After working together in the mergers and acquisitions space for more than 15 years, y…

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316 Pricing vs. Value-Billing 7:27

20d ago7:27

7:27

Do you think like someone who bills, or like someone who prices? If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode will help you get this concept into your bones so you can start thinking like a pricer and bring in more revenue for equivalen…

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315 Nine Reasons for CPAs to Disengage Clients 19:55

27d ago19:55

19:55

If you don’t fire client who need to be disengaged or fired, you risk: Getting resentful Reducing work efficiency Not enjoying your work Not enjoying your accounting firm Staff suffering or feeling demoralized Staff leaving Not having capacity for a great client to onboard Lest I sound cold-hearted, I always advocate for letting clients go with int…

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Want to Stand Out? Here’s How to Build a KILLER Brand for Your Accounting Firm! 36:29

27d ago36:29

36:29

Send us a text Ready to take your accounting firm to the next level? In this episode, we’re breaking down exactly how to build a brand that not only differentiates your firm but also drives growth. 🌱💼 Roman Villard, CPA, will walk you through: - Why branding matters in the accounting industry (hint: it’s not just about a logo!). - How to define you…

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314 How CPAs Can Reduce Overwhelm During Tax Season 11:31

1M ago11:31

11:31

We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading. And then, like clockwork, a slew of clients submit their documents a week before t…

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313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless 45:18

1M ago45:18

45:18

Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours wi…

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Finding The Right Fit for Buyer and Seller with Buyer Specialist Carol Poe 26:02

1M ago26:02

26:02

Learn why buying a CPA firm “isn’t like buying a house” with buyer specialist Carol Poe. For the aquisition and transition process of buying an accounting firm to be successful it is crucial that both the buyer and seller are the right fit. By focusing on the work culture and personality of both, Carol guides buyers and sellers to find the best fit…

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312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA 28:23

2M ago28:23

28:23

Do you know you need to raise prices but are intimidated by all the factors going into the decisions? Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy. They share the 7 most important lessons they learned from their experience, including how it changed them and their …

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311 4 Ways CPAs Can Price Intangibles 8:47

2M ago8:47

8:47

Just how much revenue did that ship mechanic leave on the table? Had he been better at pricing, he might have been able to price more profitably. Pricing intangibles is a skill, and the better a seller does it, the more revenue he can generate for the time and effort he puts in. But how do you price intangibles when they are hard to pin down? In to…

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Thinking of starting an accounting firm from scratch? Kelly Rohrs CPA reveals key strategies 37:43

2M ago37:43

37:43

Send us a text Ever wondered what it takes to build an accounting firm from the ground up? In this episode, Roman Villard, CPA, with Kelly Rohrs, CPA, did just that—and built a thriving practice in the process. Kelly shares the real, unfiltered story of her journey, including the challenges she faced, the lessons she learned, and the strategies she…

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Building a Profitable CPA Firm to Support A Healthy Lifestyle with Josie Parr 20:18

2M ago20:18

20:18

How do you strike out on your own as a solo or small firm CPA? Learn from Josie Parr’s experience doing just that. Hear how her work as a tax strategist for entrepreneurs led to the development of the Profitable Lifestyle Summit [https://summit.profitablelifestylefirm.com/], a free virtual summit to empower entrepreneurs in the accounting world to …

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310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 41:27

2M ago41:27

41:27

Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.” Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins. … Link to full shownotes: https://www.businessstrategyforcpas.com/310 … If you feel trapped by your own accounting firm, I can help …

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309 How to Start Niching When You Don't Know Where to Start 1:10:42

2M ago1:10:42

1:10:42

When it comes to creating revenue for your accounting practice, you need to create value and you need to price effectively. Niching is a powerful way to create more value with less time and effort, and niching is a powerful way to price more effectively. Niching also makes your accounting practice less expensive to run because the more clients look…

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Building A Customer Focused and Profitable Accounting Firm Through Value Billing with Jason Ackerman 41:32

2M ago41:32

41:32

How can you grow your firm into the most efficient and customer-focused business that it can be? Jason Ackerman and Brannon do a deep dive into the importance of value billing, building a healthy firm culture and why private equity sees value in the profession. This podcast touched on: Timesheets vs value billing. Education in the accounting field.…

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308 How CPAs Can Create and Communicate Value 1:00:00

3M ago1:00:00

1:00:00

Do you want to increase your revenue without working harder? If so, deepening your appreciation of creating value for clients and clearly communicating that value is a great bet. The less a business-owning accountant appreciates value, the more she’ll work hours to create dollars, and who wants that? LINK TO VIDEO REPLAY IN CROWDCAST: https://www.c…

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307 Take the shortcut!! With Hector Cantu, EA 22:14

3M ago22:14

22:14

You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the shortcut. – “It would have taken me years on my own to figure out the changes we made in less than a…

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The Process to Achieve More Freedom in Your Accounting Firm with Geraldine Carter 50:22

3M ago50:22

50:22

Send us a text Are you constantly bogged down by the never-ending demands of your accounting firm? Struggling to find time for yourself amidst the chaos? Feeling overworked and overwhelmed is common among accounting professionals. The stress of juggling multiple tasks and tight deadlines can leave you with little to no freedom. It's time to break f…

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Private Equity Considerations For Selling Your CPA Practice with Intermediary Laurens Ball 24:41

3M ago24:41

24:41

Hear first-hand experiences on dealmaking from broker, Laurens Ball, on considerations for private equity buyers and finding the right fit. Whether selling your firm or looking to buy, finding the right cultural fit for your clients and team is key. When considering private equity deals it becomes paramount to consider the buyer’s background and in…

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306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA 40:06

3M ago40:06

40:06

Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation, I want listeners to hear what it sounds like to make a bunch of progress in four months, while being owner …

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305 Hiring is not the Solution to CPAs Overworking 14:26

3M ago14:26

14:26

Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution. I want to show you why hiring may not be the best option and how it might actually make the overworking problem worse. … If you feel trapped…

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304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 39:07

3M ago39:07

39:07

Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours. A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast. Want numbers? She cut 70% of her client load, works 73% fewer hours, and kept her take-home pay the same. Find out how in thi…

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How To Capitalize on Marketing to Grow Your Accounting Firm with Matt Banker - Podcast 27:45

3M ago27:45

27:45

How can accountants leverage the power of marketing to grow their businesses? Brannon and Matt Banker of Marketing for Accounting Firms explore the key concepts to building a strong brand in the accounting space. If the prospect of expanding your marketing strategy has you stumped–this episode is for you!…

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How to Gauge Your Firm's Health for Sustainable Growth w/Timothy Wingate 35:36

4M ago35:36

35:36

Send us a text In this episode, host Roman Villard, CPA, chats with Timothy Wingate Jr., founder, and president of G+F Business & Financial Consulting, about the essential topic of maintaining a healthy accounting firm. They touched on: Why streamlined processes are game-changers for accounting firms How to spot and fix those pesky workflow bottlen…

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303 Delivering CFO & Advisory Services with Adam Lean of the CFO Project 36:42

4M ago36:42

36:42

I talk with Adam Lean of the CFO Project about what you need to know to deliver high-value CFO / Advisory services for your clients. … Hey 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, an…

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Maximizing Your Accounting Firm's Value with Brannon Poe From Blake Oliver’s From The Accounting Podcast 24:07

4M ago24:07

24:07

Brannon was a guest on Blake Oliver’s The Accounting Podcast–a very special episode that we are sharing with you now. Blake interviewed Brannon on the key factors that go into assessing the valuation of a CPA firm, the differences between valuation on virtual firms and why cashflow to owner is key.Av Brannon Poe/Blake Oliver

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302 Permission to Travel Your Own Path with Shana Cooper, CPA 38:27

4M ago38:27

38:27

For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. … Hey 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 wh…

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301 The Four Factors that Drive CPA Firm Multiples with Todd Steinberg 37:59

4M ago37:59

37:59

Are you considering selling in a few years and wondering where to focus? My guest, Todd Steinberg, President of Thrive Financial Group, discusses how client mix, profitability, location, and transition assistance impact sales multiples. … Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting f…

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Top Recruitment and Retention Tactics for Scaling Your Accounting Firm with Long-Lasting Teams (Randy Crabtree) 31:59

4M ago31:59

31:59

Send us a text In this insightful episode, Roman Villard, CPA, sits down with Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, to discuss the critical elements of building lasting teams. As firms scale, the challenges of recruiting and retaining top talent become paramount. Randy shares his proven strategies for fost…

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Season 2 Finale: Adapting to AI Revolution 22:57

4M ago22:57

22:57

Are you a thought leader grappling with how to adapt to the rise of AI? In this episode, The Recognized Authority podcast host Alastair McDermott sits down with co-host Alistair McBride to discus a pivotal shift. They discuss The urgent need for AI literacy among experts and leaders Navigating AI's productivity benefits vs credibility risks Ethical…

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