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.

Jay Shetty, Climate Ride, Ron Baker