Accounting High

131 Business Guide for Accountants (feat. Geraldine Carter)


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Season 4 Episode 131


In this episode of Accounting High, Scotty and Ackerman interview Geraldine Carter, a seasoned business consultant who has lived and worked in over 50 countries and now lives in Idaho. They discuss her background and the transformative power of travel, as well as her insights on the common mistakes CPAs make and the importance of value pricing and sales in accounting. Geraldine emphasizes the need for guidance rather than instruction for clients and the benefits of niching by vertical. She also shares her thoughts on spending versus waste and recommends a book. Tune in to learn more!

Interview:

  • Geraldine discusses her experiences traveling around the world and how they changed her perspective on life and business.

  • She shares her decision to leave her first company and start her own business as a business strategist.

  • Geraldine highlights three things CPAs are doing wrong, including not using value pricing, not seeing sales as necessary, and telling clients what to do instead of guiding them.

  • She explains how niching by vertical can help CPAs differentiate themselves and attract ideal clients.

  • Geraldine emphasizes the importance of having hard numbers and plans and distinguishing between spending and waste.

  • Shoutouts:

    • Jay Shetty, Climate Ride, Ron Baker

    • ...more
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