Latest Episode
136 How CPAs Can Build a Sales Process That Can be Optimized, then Delegated

Would you just as soon rub your hand against the grain of a sheet of plywood than have a sales conversation?  Avoiding sales leads directly to avoiding revenue, and the cost to your firm in the way of business left ungenerated could be...

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

May 5, 2021

136 How CPAs Can Build a Sales Process That Can be Optimized, then De…

Would you just as soon rub your hand against the grain of a sheet of plywood than have a sales conversation?  Avoiding sales lead…

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April 28, 2021

135 ERC: Clarifying 3 Common Areas of Ambiguity

There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest,…

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April 21, 2021

134 5 Keys to Make Your Website Work for Your CPA Firm

Is your website a scatterplot of ideas, random phrases, and services? Does it suggest that you can do anything and everything for…

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April 14, 2021

133 Cybersecurity for CPA Firms

Do you ever wonder if your tech security is tight enough? Not sure if it’s your firewalls are like swiss cheese, or if you’re a s…

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April 7, 2021

132 Master Your Sales Conversations

Many CPAs avoid the topic of selling - they associate sales with the gross, pushy, slimy sales conversations they have had in the…

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March 31, 2021

131 From CPA to CFO, with thought-leader Jack Sweeney

Today I speak with Jack Sweeney, host of the CFO Thought Leader Podcast where he has interviewed almost 700 CFOs about their role…

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

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