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EP 317: Geraldine Carter- How Disengaging Clients makes your Business Easier
Geraldine Carter is a strategy and mindset coach for solo CPAs.
Geraldine Carter assists hardworking CPAs in establishing their ideal
accounting firm and way of life. Her clients go from being overworked to
working the hours they choose while sustaining and expanding income with
250,000 to 1 million in revenue.
She came across CPA after CPA who had the admirable ability to memorize a Google's
worth of tax code and a remarkable flair for solving complicated tax problems
but little time to provide their clients with more beneficial services. Since
they struggle to manage their firms in ways that enable them to use their
expertise and work a fair schedule, talented accountants are thinking about
leaving the field. She decided to find a solution because she is not one to
stand by and do nothing.
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By Tech 4 Accountants
5
77 ratings
Geraldine Carter is a strategy and mindset coach for solo CPAs.
Geraldine Carter assists hardworking CPAs in establishing their ideal
accounting firm and way of life. Her clients go from being overworked to
working the hours they choose while sustaining and expanding income with
250,000 to 1 million in revenue.
She came across CPA after CPA who had the admirable ability to memorize a Google's
worth of tax code and a remarkable flair for solving complicated tax problems
but little time to provide their clients with more beneficial services. Since
they struggle to manage their firms in ways that enable them to use their
expertise and work a fair schedule, talented accountants are thinking about
leaving the field. She decided to find a solution because she is not one to
stand by and do nothing.