Business Strategy for CPA's

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


Listen Later

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


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 firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. 


If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: 

Subscribe here: geraldinecarter.com/subscribe


Readers say they love it because they’re short and on point.

Check out my “greatest hits” episodes:

Effortless Value #201

Pricing for Improved Profitability #211

12 Reasons to Niche #221

Killer Niches for CPAs with Tom Wheelright #178

Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179

Get More from Technology with Joe Woodard #244



Want to get your life back while protecting your revenue?

Here are a few ways I help overworked CPAs:

STOP WORKING WEEKENDS

A free five-day email course to teach you how to get your hours down without giving up revenue.
https://geraldinecarter.com/stop-working-weekends


GET LOTS OF ANSWERS FAST

For the solo CPA with a bunch of rapid-fire questions they want answers to, like:

  • How high can I go on prices without sending my clients running?
  • What do you think of my niche?
  • How do I upsell my legacy clients?
  • What’s the script for talking to prospects about higher-level and Advisory services?
  • What do I put in my tiered packages?


Book a single strategy call with me, to get answers to questions like these and more. It’s covered by my 100% satisfaction guarantee. If at the end of the call, you don’t feel like it was worth it, just say the word and I‘ll refund your purchase in full. 

geraldinecarter.com/call
$495


DOWN TO 40 HOURS CPA MASTERMIND

For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

  • Get guidance on increasing prices without overdoing it or underdoing it
  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while knowing how to navigate scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability


Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours.
geraldinecarter.com/
$9500


Connect with Todd Steinberg:


Website: www.thrivefinancialgrp.com


LinkedIn: https://www.linkedin.com/in/todd-steinberg-b471437/


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

588 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

73 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

111 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

57 Listeners

Consultants and Money by Erica Goode

Consultants and Money

60 Listeners