On today's episode, Matt is thrilled to have Geraldine Carter, an experienced consultant for CPAs, who specializes in helping them optimize their businesses. Together, they explore the crucial question of when the right time for accounting firms is to invest in marketing and when should they hold off.

Geraldine shares her expertise in working with CPAs, guiding them to streamline their operations and focus on their ideal clients.

By identifying their target audience's needs and preferences, she helps them tailor their messaging, packaging, and offerings to attract the right customers. The result? A more efficient and profitable accounting firm that delivers value and commands higher prices.

Geraldine's Website

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