Building the Premier Accounting Firm

Rewind : Are We Really Helping Our Clients? w/ Geraldine Carter


Listen Later

Join us as we revisit this conversation from 2020!

Roger and Geraldine each have a similar belief when it comes to working with accounting clients. 

Are we really giving the business owners timeline information to help them make more informed business decisions?  The passion they both have to help business owners is obvious.

Listen in and see what more you can do to help improve client relations and retention while getting paid what you are worth as an accounting professional.  It all starts with pricing; do you see value in the services you offer?  It is not the task but rather the value we bring to our clients.

 

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Geraldine Carter

Geraldine Carter is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut. Her clients routinely double their margins in 12 months or less while working fewer hours. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in Sun Valley, ID.

 

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are must have additions to every accountant’s library to provide the value clients look for today:

  • “in the BLACK, nine principles to make your business profitable” – e-book
  • Pricing Strategies for accounting professionals

Geraldine also offered her PDF: “Different Pricing Methodologies for CPA’s” – get your copy now.

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

 

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com

or call us at 801.265.3777

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

Building the Premier Accounting FirmBy Roger Knecht

  • 5
  • 5
  • 5
  • 5
  • 5

5

14 ratings


More shows like Building the Premier Accounting Firm

View all
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

76 Listeners

Tax Smart Real Estate Investors Podcast by Hall CPA

Tax Smart Real Estate Investors Podcast

419 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

6,347 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

339 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,070 Listeners

Modern Wisdom by Chris Williamson

Modern Wisdom

3,664 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

246 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

84 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

44 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

28,397 Listeners

Earmark Podcast | Earn Free Accounting CPE by Blake Oliver, CPA

Earmark Podcast | Earn Free Accounting CPE

25 Listeners

On The Market by BiggerPockets

On The Market

886 Listeners

I am Charles Schwartz Show by Charles Schwartz

I am Charles Schwartz Show

231 Listeners