The CFO Project

Tips For Single-Owner CPAs to Earn More Without Working More


Listen Later

In this episode of "Escaping The Accountant's Trap," host Adam Lean interviews Geraldine Carter, an expert in helping accountants and CPAs boost their profitability without working more hours. Geraldine shares invaluable insights on how to offer advisory services and make more money as an accountant or bookkeeper. She emphasizes the importance of understanding value creation, effective pricing strategies, and efficient service delivery. This episode is packed with practical tips for solo CPAs looking to enhance their business model and achieve a better work-life balance.

Discover how to transform your accounting or bookkeeping practice into a thriving advisory business. Geraldine and Adam discuss key strategies for increasing revenue while reducing workload, including the power of niching and mindset shifts. Whether you're interested in offering CFO advisory services or simply want to boost your income without burning out, this episode provides actionable advice for escaping the traditional accountant's trap. Don't miss these expert insights on how to make more money as an accountant or bookkeeper while working fewer hours.

Sign Up For Our Newsletter:
https://thecfoproject.com/newsletter

And check out The CFO Project's free training here:
https://thecfoproject.com/start-a-cfo-service

Learn More About The CFO Project:
https://thecfoproject.com/

Learn More About Geraldine Carter
https://geraldinecarter.com/

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

The CFO ProjectBy Adam Lean

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

10 ratings


More shows like The CFO Project

View all
CFO THOUGHT LEADER by The Future of Finance is Listening

CFO THOUGHT LEADER

120 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

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

87 Listeners

Accounting Today Podcast by Accounting Today

Accounting Today Podcast

73 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,389 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

339 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

46 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

AICPA Town Hall by AICPA & CIMA

AICPA Town Hall

16 Listeners

The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

The Ambitious Bookkeeper Podcast

60 Listeners

The CFO Report by Michael King

The CFO Report

31 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

49 Listeners

Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

Unofficial QuickBooks Accountants Podcast

42 Listeners

She Counts by Questian Telka, EA & Nancy McClelland, CPA

She Counts

10 Listeners