Latest Episode
142 From Impossible to Exponential Growth: The CPA Mindset

Today I speak with Catherine Ozment, CPA, who I asked to return after last week’s episode.  Last week on the podcast I have Catherine Ozment, CPA. She and I have been working together for just shy of a year, and she’s making huge strides in...

The CPA business model is broken. 

Hourly billing is tragic, broad expertise is really shallow expertise, and selling tax isn't it.

As your host, I provide road-tested solutions to these problems to help you create a thriving accounting practice so you can get your life back.

Recent Episodes

June 16, 2021

142 From Impossible to Exponential Growth: The CPA Mindset

Today I speak with Catherine Ozment, CPA, who I asked to return after last week’s episode.  Last week on the podcast I have Cathe…

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June 9, 2021

141 One Year: From Tax Factory to vCFO & Ag CPA with Catherine Ozment

Many of you know how difficult and time consuming it can be to run a tax factory: It’s all too easy to get buried under a mountai…

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June 2, 2021

140 BS CPA LINGO BINGO

Today we’re playing BS CPA LINGO BINGO.    Lingo in the accounting space that makes some of us kind of crazy.  There are five ter…

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May 26, 2021

139 Drive Outcomes for Your Clients with Geni Whitehouse

Being a CPA is challenging, there’s no doubt. When I reflect on CPAs’ challenges, and try to simplify the situation as much as po…

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May 19, 2021

138 Fetch a High Multiple When You Sell Your CPA Firm with Allan Kolt…

Waiting until you’re cooked to decide it’s time to sell your practice is a guaranteed way to fetch a low price for what you’ve sp…

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May 12, 2021

137 Rolling Forecasts: How to Explore Risk and Opportunity with Your …

Should you use rolling forecasts for your clients? Do you hear all this talk of including forecasting for your client, but when i…

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To find out more about working with Geraldine, head over to SheThinksBigCoaching.com.

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