Business Strategy for CPA's

213 Coaching Confidential: Where One Multi-Six Figure Coach Invests Her Cash


Listen Later

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7


*Want one piece of business strategy delivered daily to your inbox?*

Subscribe at https://www.geraldinecarter.com/subscribe

Many CPAs tell me they are looking for high-paying clients. They wonder where those clients are, and “how to get them to spend more.”

Knowing what I'm about to tell you will expand your view of what's possible for you when you have a deeper appreciation for what's valuable to me as a multi six figure coach and what is less so.

This episode is born of a conversation that came about in CPA mastermind, my four-month coaching program for CPAs to help them build businesses that are much easier run and much more profitable. 

They were asking about what my experience as a coach is, so I shared with them where I invest, and how I think about the value of each of the services I receive from my tax return-only CPA to my cashflow CFO/CPA, to my business coach. 

This proved to be a helpful way for them to see where I was investing my money in my business and to help them think about their clients and their buyers and where they may be able to capture and create value that they might not have already been seeing.

 

Highlights:

— “When you don't know where or how to create value, that's value that you cannot capture with your prices.” 

— “Working with coach helps me see what's possible for me in my business that I couldn't have seen myself.”

— “I think of my tax return CPA as somebody who tells me what I owe on what I made. I think of my cashflow CPA as somebody who tells me what I need to make. And I think of my business coach as someone who tells me how to make the money I want to make.”

— “When I invest in expertise, the dollars I give to that expertise come back multiplied.”

— “If you have a roster of smart clients running solid businesses, you have latent high-paying clients.”

 


Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

...more
View all episodesView all episodes
Download on the App Store

Business Strategy for CPA'sBy Geraldine Carter

  • 5
  • 5
  • 5
  • 5
  • 5

5

44 ratings


More shows like Business Strategy for CPA's

View all
Radical Personal Finance by Joshua Sheats

Radical Personal Finance

1,891 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

587 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

74 Listeners

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business by Mike Michalowicz

Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

84 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

418 Listeners

Talking Tax by Bloomberg Tax

Talking Tax

112 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

335 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

248 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

86 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

The Unique CPA by Randy Crabtree, CPA

The Unique CPA

23 Listeners

The Modern CPA Success Show by Summit Virtual CFO by Anders

The Modern CPA Success Show

9 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

58 Listeners

Consultants and Money by Erica Goode

Consultants and Money

60 Listeners