Podcast appearances and mentions of erica goode

Learn more about PEAK FREEDOM Feeling buried in clients, working too many hours, and wondering if change is even possible? In this episode, Melissa Downs, EA is back after her second year of working on her firm inside the GC ecosystem. She shares how she cut 800 clients, dropped 10 hours a week, and now takes home more money – with waaaaay less stress. Her journey proves: you don't need volume to have the firm you want.…Link to full shownotes: https://www.businessstrategyforcpas.com/349…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAPrevious interviews with Melissa:#272#258Complete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Learn more about PEAK FREEDOM Feeling like your firm has taken on a life of its own?In this episode, you'll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in to hear how we break her firm down—and then build a practical, doable plan to reclaim control without giving too much away.…Link to full shownotes: https://www.businessstrategyforcpas.com/348…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Feeling like your firm has taken on a life of its own?In this episode, you'll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in to hear how we break her firm down—and then build a practical, doable plan to reclaim control without giving too much away.…Link to full shownotes: https://www.businessstrategyforcpas.com/347…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Ever feel like your to-do list never ends, and work is always in your head? My guest was right there, raising a second grader, drinking from a firehose, and constantly stressed. She didn't have the answer—but she knew something had to change.A year later, her stress levels are way down, and she makes double the money for the time she puts in. …Link to full shownotes: https://www.businessstrategyforcpas.com/346…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…THREE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture

Do you get frustrated when you give away valuable expertise and don't know how to price it? This episode teaches you to look for the invisible—hidden value that you're already creating for every single client. When you learn to shift your focus from hours to value creation, you'll change the very nature of your firm. …Link to full shownotes: https://www.businessstrategyforcpas.com/345…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

If you're overwhelmed and underpaid, this episode is for you. My guest went from stressed and overworked to calm and in control—while increasing her prices 7X with only 2X the work. Hear how she did it, what changed in her mindset, and how you can apply it to your firm.…Link to full shownotes: https://www.businessstrategyforcpas.com/344…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture…

Overworking and thinking about hiring? Many assume adding staff is the cure, but unless you first solve for all the systems and mindset-related reasons you overwork, your overwork will stay with you no matter how many people you hire. In this episode, I share 17 ways I see CPAs keeping themselves working extra hours. Remember, freedom is on the other side of addressing these issues.…Link to full shownotes: https://www.businessstrategyforcpas.com/343…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Feeling buried in work and like there's never enough time? In this episode, we're breaking down 7 simple ways to cut wasted time, work more efficiently, and finally get some breathing room.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Caught on the burnout carousel? I've been there—spinning, fried, and desperate to jump off. Here's the key: your best window to safely exit the madness is May–July. Use these months strategically to shed bad-fit clients, increase prices, and get your sanity back without sacrificing revenue. Don't squander May.…Link to full shownotes: https://www.businessstrategyforcpas.com/341…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

If you're ready for ads, here's what you need to know about the money and the math of marketing.…Connect with Matt:LinkedIn: https://www.linkedin.com/in/mattbanker/Website:  https://bankercreative.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/340…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Many accountants don't want to market because it feels like a black box and they don't want to pour money down the drain. When marketing is done well, it pays for itself and brings you the exact kinds of clients you want to work with. Marketing is worth learning to do well. Listen to my conversation with Alexis Slama to get up to speed on what works. …Connect with Alexis:Web: www.boosterdigital.frLinkedIn: https://www.linkedin.com/company/boosterdigitalfr/YouTube: https://www.youtube.com/channel/UCULPWRkvfQ-bQ1n2NSGvRpwPodcast: https://accountingbusinessclub.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/339…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

How does a profession revitalize itself when salaries haven't budged since 2007? In this episode, Blake and David examine the shocking reality that Big Four audit associates in Chicago earn the same salary range today as they did nearly two decades ago. They also explore why accounting's value proposition has stagnated in a world where financial statements fail to capture what truly matters to modern investors, and you'll hear their take on the IRS's plan to cut 50% of its workforce, Social Security's future, and the economic impact of tariffs—including a surprising clip from Ronald Reagan himself. Plus, learn how over 30 states are now advancing legislation to eliminate the 150-hour rule that has long been blamed for declining CPA candidates.SponsorsOnPay - http://accountingpodcast.promo/onpayBluevine - http://accountingpodcast.promo/bluevine (Bluevine is a financial technology company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC.) Chapters(00:49) - BOI Reporting Requirements Halted (02:00) - Impact of BOI Reporting Suspension (05:12) - IRS Layoffs and Their Implications (11:56) - Reagan's Take on Tariffs (15:58) - Trump's Tariffs and Fentanyl Production (19:59) - OnPay Updates (24:50) - Economic Optimism Among CPAs (27:10) - Strategic Crypto Reserve (30:30) - Elon Musk on Social Security (37:49) - Earmark Webinar Highlights on CPA Licensure Changes (40:17) - Audit Associate Salary Stagnation (43:32) - CPA Supervision and Work Experience Challenges (44:48) - Audit Quality and Firm Economics (47:46) - Intangible Assets and Financial Reporting (59:03) - Expense Card Industry Updates (01:04:26) - US Debt and Economic Power  Show Notes The IRS Is Reportedly Planning to Cut Up to 45,000 Workers — Half of Its Workforcehttps://www.entrepreneur.com/business-news/irs-planning-mass-layoffs-cutting-half-of-workforce-report/487974 President Reagan's Radio Address on Free and Fair Trade on April 25, 1987https://www.youtube.com/watch?v=5t5QK03KXPc Trump's Tariffs Set Off Day of Anger, Retaliation and Market Uneasehttps://www.nytimes.com/live/2025/03/04/us/tariffs-us-canada-mexico-china Domestic economic sentiment declines 20 percentage points among CPA execshttps://www.journalofaccountancy.com/news/2025/mar/domestic-economic-sentiment-declines-20-percentage-points-among-cpa-execs.html Trump signs order to establish strategic bitcoin reservehttps://www.reuters.com/technology/trump-signs-order-establish-strategic-bitcoin-reserve-white-house-crypto-czar-2025-03-07/ Fact Sheet: President Donald J. Trump Establishes the Strategic Bitcoin Reserve and U.S. Digital Asset Stockpilehttps://www.whitehouse.gov/fact-sheets/2025/03/fact-sheet-president-donald-j-trump-establishes-the-strategic-bitcoin-reserve-and-u-s-digital-asset-stockpile/ Elon Musk's Social Security Comments Called Out by Former Administratorhttps://www.newsweek.com/elon-musk-social-security-comments-ponzi-scheme-martin-omalley-2042006 85% of Americans Willing to Raise Taxes to Save Social Security, Survey Showshttps://finance.yahoo.com/news/85-americans-willing-raise-taxes-133018876.html Erica Goode's LinkedIn Post on Salary Declineshttps://www.linkedin.com/posts/erica-goode-cpa-00205616_thisindustry-icanteven-activity-7300526290778869762-hqph/ Will Debt Sink the American Empire?https://www.wsj.com/politics/policy/will-debt-sink-the-american-empire-8459096b FASB Requests Feedback Related to Intangible Assetshttps://dart.deloitte.com/USDART/home/news/all-news/2024/dec/fasb-invitation-to-comment-intangible-assets Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast:

If you've ever felt like marketing doesn't work for accountants, this episode will change your perspective. Learn why many CPAs waste money on marketing, the key fundamentals you need before spending a dime, and how patience and strategy can make marketing a predictable growth engine for your firm.…Link to full shownotes: https://www.businessstrategyforcpas.com/338…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

This episode originally appeared on the Earmark Podcast. Listen and subscribe at https://podcast.earmarkcpe.com.Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career.Get CPE for this episode here: https://www.earmark.app/c/1802Show NotesThe 15-Hour Accounting eBook:https://mailchi.mp/ericagoode/15-hr-accountant-ebookMeet Our Guest, Erica GoodeLinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

If you wonder where to start with marketing, take heart. Start with the fundamentals, do those well, and you'll have plenty of low-hanging fruit. …Find Matt Wilkinson on the..Web: bizinkonline.comLinkedIn: linkedin.com/in/mattbizink/Twitter: twitter.com/bizinkonlineFacebook: facebook.com/mattbizinkRESOURCESMarketing BlueprintIdeal Client Personal Template…Link to full shownotes: https://www.businessstrategyforcpas.com/337…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Today's episode is an audio replay of a webinar I hosted last week, "Working Too Many Hours? The Solution is Easier Than You Think."In this session, I walk you through the solution to overworking, what's at stake if you solve (or don't solve) the problem, the money being left on the table, and the steps you need to take to start reducing your hours—without sacrificing revenue.Since this was a live webinar, there were visuals, but even without them, I think you'll get the full picture.I also talk about Peak Freedom, my community for EAs and CPAs who want to work fewer hours while maintaining profitability. You'll hear me mention a special replay, "Roadmap to Peak Freedom: The 6 Doable Steps You're Missing," which was available for a limited time.If you don't want to miss the next live session, be sure to get on my email list at https://geraldinecarter.com.And of course, if everything I share makes perfect sense and you're ready to take action, I'd love to welcome you inside Peak Freedom.…Link to full shownotes: https://www.businessstrategyforcpas.com/336…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Have you ever wondered how you might create digital products for your accounting firm to sell from your website with only a mouse click?Find out how Heather Pearce Campbell broke out of the “do-everything-for-everyone-by-the-hour” trap by providing essential legal support for online business owners in a scaled model. …Find Heather:LinkedIn: https://www.linkedin.com/in/heatherpearcecampbell/Website: https://legalwebsitewarrior.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/335…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

If you're a CPA still billing by the hour, you're limiting your income. This episode covers four pricing tools to help you ditch hourly billing, price based on value, and increase profits—without working more. Learn how to price strategically, get paid for expertise, and manage demand. Stop pricing based on time!

A strategy session with Peak Freedom member Logan George, CPA. Logan recently purchased a firm and had success bringing in his own new clients. We talk about prioritizing niche clients and phasing out non-niche clients over the next 1-2 years while protecting necessary cash flow. …Link to full shownotes: https://www.businessstrategyforcpas.com/333…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

When it comes to offering price increases to Legacy clients who have been enjoying Gold-level service at Bronze prices, it's important to take action. Failing to adjust these prices means you risk being significantly underpriced over the years, which can lead to excessive hours worked for insufficient revenue. We want to reverse that dynamic—increase your income while reducing the hours you work.…Link to full shownotes: https://www.businessstrategyforcpas.com/332…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

I want you to create the accounting firm you're meant to own, rather than the one you think you're supposed to build. This episode isn't for everyone. It's for those who feel frustrated, disheartened, dispirited, or distressed about their current situation. It's specifically for those who feel alone in their struggle and find it difficult to articulate what they're experiencing or don't have anyone who “gets it.”You can reshape your firm with a bit of time, focus, and commitment. It won't always be fun, but it's worth the effort to build a practice and do the work you were meant for.…SETH GODIN'S TED TALK ON TRIBES WE LEAD »https://www.ted.com/talks/seth_godin_the_tribes_we_lead?subtitle=enThis is an excellent TED Talk; skip to 13:20 if you're in a hurry. …Haven't been to my website recently? Check out the FREE RESOURCES »…Link to full shownotes: https://www.businessstrategyforcpas.com/331…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Your clients' Switching Costs are HIGH. The better you understand this concept, the easier it will be for you to increase prices with less fear you'll send them running. …Link to full shownotes: https://www.businessstrategyforcpas.com/330…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

For more info and to register forDown to 40 Hours CPA Mastermindhttps://geraldinecarter.com/40Happy holidays! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I'll be back soon with a fresh batch of content to kick off 2025.…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … For more info and to register forDown to 40 Hours CPA Mastermindhttps://geraldinecarter.com/40

For more info and to register for Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/40Wish you could never have another staff meeting?I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years. …Link to full shownotes: https://www.businessstrategyforcpas.com/326…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … For more info and to register forDown to 40 Hours CPA Mastermindhttps://geraldinecarter.com/40

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomDo you wish you brought in more revenue for the hours you put in?Jody Padar helps you see the path to higher prices and profits while knowing where to start. https://theradicalcpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomAlmost every CPA I work with is underpriced. However, increasing prices can be scary because you're worried you will send clients running. Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hours, weed out minnow clients, restore sanity to the firm, and bring revenue, profit, hours, workload, and client satisfaction back into balance.…Link to Pricing Intangibles:https://geraldinecarter.com/intangibles…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomProviding payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. Rather than say to your client, “Here's how much you need to pay me,” instead you are saying, “How would you like to pay me?” You client appreciates the choice, and may choose an option that is a higher price for you for the same work.Payment options provide flexibility that your client appreciates, and you can use payment options to incentivize the behavior that works best for your firm. …Link to: 21 Intangibles CPAs Can Price: https://geraldinecarter.com/intangibles…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can:- Capture the value you are already creating by implementing more strategic pricing - Segment your marketplace and existing clients - Offer increased value at a higher price - Offer reduced value at a lower price- Maximize the potential revenue from your client base - Maximize the potential revenue from incoming prospects Mastering these strategies will allow you to generate more revenue without taking on additional work, while also giving your clients the ability to choose the value they desire and pay a price that suits them that's still profitable for you.…Link to: 21 Intangibles CPAs Can Price: https://geraldinecarter.com/intangibles…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:  geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career.(Originally recorded on October 16, 2024, on Earmark Webinars+)SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(02:39) - Welcome Erica to the Show (04:55) - Transition from Corporate to Entrepreneurship (06:28) - Life in Idaho and Outdoor Activities (08:06) - Burnout and Decision to Leave Corporate (11:12) - Starting the Accounting Firm (19:20) - Client Growth and Service Tiers (30:23) - Systematizing CFO Services (32:37) - Client Report Preparation and Meetings (33:25) - Listener Question: Monthly Meeting Agenda (35:03) - Forecasting and Cash Flow Discussions (37:46) - The Value of Monthly Meetings (38:55) - Balancing Work and Client Relationships (39:51) - Handling Client Taxes and Referrals (41:27) - Marketing and Client Acquisition (44:34) - Podcasting and Providing Free Advice (48:39) - Scaling a Solo Practice (50:34) - Balancing Work and Personal Life (59:41) - Final Thoughts and Resources Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Erica GoodeLinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedomWhat do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight?Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list includes episodes 167 and 137 with Minnie at:geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … JOIN PEAK FREEDOMFor solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profithttps://geraldinecarter.com/peak-freedom

FREE DOWNLOAD - 7 Pricing Essentials for CPAs and EAsSo you can raise your prices without sending your clients running.Get it here:  https://geraldinecarter.com/essentialsHave you ever wondered how fast you might be able to make meaningful improvements to your practice?With baby #2 on the way, time was of the essence. Find out what changes Kyle made, in what order, and what the impact of those changes was. Connect with Kyle here: https://www.weselycpas.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FIVE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … FREE DOWNLOAD - 7 Pricing Essentials for CPAs and EAsSo you can raise your prices without sending your clients running.Get it here:  https://geraldinecarter.com/essentials

Get my Monthly Newsletter here In this episode of the Consultants and Money Podcast, host Erica Goode is joined by Paulina Proper, co-founder of District Trademark. They explore the world of trademarks, intellectual property, and strategic branding for solo consultants. Learn how to protect your brand, navigate the trademark process, and ensure your business's legal foundations are solid. Whether you're concerned about copyrights, patents, or trade secrets, this discussion provides valuable insights to help secure your brand's identity. Stay informed on how trademarks can add value to your consulting business and potentially save you from costly rebranding in the future.   (00:00) Introduction to the Podcast (00:46) Meet Paulina Proper: Trademark Expert (02:25) Understanding Intellectual Property (04:08) Trademarks in Action: Real-World Examples (07:26) AI and Intellectual Property (09:55) Trademarking for Consultants (12:51) The Importance of Trademarking (23:48) Navigating the Trademark Process (29:15) Costs and Considerations (36:06) Final Thoughts and Advice (37:56) Stay Connected Connect with Paulina | LinkedIn | District Trademark  Connect with Erica | LinkedIn | Website | Newsletter

Get on my EMAIL list to find out about my special offer.https://geraldinecarter.com/subscribeThe more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. When you learn how to harness your dread, you get what's on the other side: glory. …Take 45 seconds to watch Alex Hormozi coach this firm owner - from the 17:50 mark to the 18:40 mark.https://www.youtube.com/watch?v=bgBIO6nZawg&t=1027sEmail me at gc@geraldinecarter.com to tell me what you think.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. … Get on my EMAIL list to find out about my special offer.https://geraldinecarter.com/subscribe

Get on my EMAIL list to find out about my special offer.https://geraldinecarter.com/subscribeHave you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn't make it your reality?Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. …Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…Three ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.… Get on my EMAIL list to find out about my special offer.https://geraldinecarter.com/subscribe

Get my Monthly Newsletter here In this episode of the Consultants and Money podcast, host Erica Goode is joined by Joel Claremont. Joel shares his experience with Laravel, his educational business, and his revelations about financial independence and early retirement.   (00:53) Meet Joel Claremont: Laravel Expert and Podcast Co-Host (01:37) Understanding Laravel and Its Applications (04:58) Joel's Journey to Financial Independence (07:46) The 4% Rule and Retirement Planning (16:59) Balancing Work and Personal Goals (21:40) Balancing Pre-Tax and Post-Tax Investments (26:46) Hiring Your Kids: Tax Implications and Benefits (36:59) Final Thoughts   =================== Resources Referenced: Ep75 - Navigating early retirement options and "bridge years" Ep42 - BONUS: Happy Hour book review - Die With Zero Choose FI podcast Simple Path to Wealth by JL Collins Die with Zero by Bill Perkins What is the 4% rule? | Investopedia ===================   Connect with Joel | Twitter | No Compromises | Mastering Laravel Connect with Erica | LinkedIn | Website | Newsletter

Do you think like someone who bills, or like someone who prices?If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode will help you get this concept into your bones so you can start thinking like a pricer and bring in more revenue for equivalent work. …Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

We're talking today about overwhelm, and it's kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading. And then, like clockwork, a slew of clients submit their documents a week before the deadline and expect the world from the CPA who is thinking, ”Where the heck have you been all summer!” The CPA feels overwhelmed by the amount of work that needs to be done in a short amount of time. In today's episode, I will give you two paths to deal with overwhelm and prevent it from happening next tax season.The mindset sideThe tactical side…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenueTHE VIDEO COURSE – $497geraldinecarter.com/videoAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.CPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. …

Get my Monthly Newsletter here   Erica Goode interviews Will Rainey, author of 'Grandpa's Fortune Fables,' a book designed to teach children about financial literacy through engaging stories. Will shares his backstory, including his career in financial consulting, his move to Asia, and the pivotal moment that inspired him to leave the corporate world to spend more time with his family. He discusses how he began teaching his children about money by weaving financial lessons into bedtime stories, which eventually evolved into his popular book.   (00:29) Will Rainey's Background and Career (01:15) The Inspiration Behind Grandpa's Fortune Fables (06:37) Teaching Kids About Money Through Stories (10:07) Personal Impact and Family Lessons (20:52) The Move to Vietnam and Lifestyle Changes (27:22) Returning to Corporate Life (30:36) Final Thoughts and Advice for Parents (33:12) Recap and Takeaways =========================== Resources Referenced: Grandpa's Fortune Fables by Will Rainey Built To Sell by John Warrillow Rich Dad Poor Dad by Robert Kiyosaki ===========================   Connect with Will | LinkedIn | Blue Tree Savings Connect with Erica | LinkedIn | Website | Newsletter  

Do you know you need to raise prices but are intimidated by all the factors going into the decisions?Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy.They share the 7 most important lessons they learned from their experience, including how it changed them and their firm for the better.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – FreeStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/bookTHE VIDEO COURSE – $497Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/videoCPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn't want to do it alone. You'll make progress faster and with more confidence. geraldinecarter.com/40…

Down to 40 Hours CPA Mastermind details:Registration is NOW OPENhttps://geraldinecarter.com/40Just how much revenue did that ship mechanic leave on the table?Had he been better at pricing, he might have been able to price more profitably. Pricing intangibles is a skill, and the better a seller does it, the more revenue he can generate for the time and effort he puts in. But how do you price intangibles when they are hard to pin down?In today's episode, I offer four ways to price intangible value. …Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…WANT MORE?Client Interviews307 Take the shortcut!! With Hector Cantu, EA306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EA259 Permission to Stop Being Superhuman with Michael Berry, CPA…Complete list of client interviews at:geraldinecarter.com/client-interview-episodes…Greatest Hits201 Effortless Value211 Pricing for Improved Profitability178 Killer Niches for CPAs with Tom Wheelwright179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall252 How Accountants Can Use ChatGPT with Jason Staats, CPA…...Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:.THE EMAIL COURSE – FreeStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/bookTHE VIDEO COURSE – $497Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/videoA 1:1 CONSULTATION – $1297Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/CPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you're comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake progress faster and with more confidence. Your purchase is protected by my risk-free guarantee. geraldinecarter.com/40… Down to 40 Hours CPA Mastermind details:Registration is NOW OPENhttps://geraldinecarter.com/40

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermindTwo years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.”Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins.…Link to full shownotes: https://www.businessstrategyforcpas.com/310…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…WANT MORE?Client Interviews307 Take the shortcut!! With Hector Cantu, EA306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EA259 Permission to Stop Being Superhuman with Michael Berry, CPA…Complete list of client interviews at:geraldinecarter.com/client-interview-episodes…...Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:.THE EMAIL COURSE – FreeStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/bookTHE VIDEO COURSE – $497Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/videoA 1:1 CONSULTATION – $1297Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/callCPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you're comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake progress faster and with more confidence. Your purchase is protected by my risk-free guarantee. geraldinecarter.com/40…... Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermindDo you want to increase your revenue without working harder? If so, deepening your appreciation of creating value for clients and clearly communicating that value is a great bet. The less a business-owning accountant appreciates value, the more she'll work hours to create dollars, and who wants that? LINK TO VIDEO REPLAY IN CROWDCAST:https://www.crowdcast.io/c/5bfv3mty0p2dLINK TO MASTER VALUE CREATION CHECKLIST:https://docs.google.com/document/d/1tkvq1rcPMqbff_FXDvZ_RdqrFHPW6u5tmMnrnmT3nWE/edit?usp=sharing…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…WANT MORE?Client Interviews304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EA259 Permission to Stop Being Superhuman with Michael Berry, CPAComplete list of client interviews at:geraldinecarter.com/client-interview-episodes…Greatest Hits201 Effortless Value211 Pricing for Improved Profitability178 Killer Niches for CPAs with Tom Wheelwright179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall252 How Accountants Can Use ChatGPT with Jason Staats, CPA…...Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:.THE EMAIL COURSE – FreeStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/bookTHE VIDEO COURSE – $497Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/videoA 1:1 CONSULTATION – $1297Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/CPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you're comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake progress faster and with more confidence. Your purchase is protected by my risk-free guarantee. geraldinecarter.com/40 Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermindYou can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn't mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the shortcut. – “It would have taken me years on my own to figure out the changes we made in less than a year.”In less that ten months, Hector cut his hours by 19% and increased his revenue 32%. His prices are about 3x higher than where he started. Now he has time to think about hiring, training, and growing his practice.  And he doesn't feel as rushed or stressed when working with his clients. …Hey CPA firm owner, glad you found the podcast. If you feel trapped by your own accounting firm and are fed up with PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours without losing revenue. If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…If you like the idea of working less, you might enjoy these episodes from client interviews:295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPAWant to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GO DOWN TO 40 HOURS THE EMAIL COURSEStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsFreeTHE BOOKDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99THE VIDEO COURSEAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$994 » 50% off for a limited time! » $497A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/$1295CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you're comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500 Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermindRunning and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation, I want listeners to hear what it sounds like to make a bunch of progress in four months, while being owner of a company where the baseline is 25 hours for everyone. Find Rebecca at www.thewarnickgroup.com/.…Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…If you like hearing client stories, you might enjoy these episodes:295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPAWant to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GO DOWN TO 40 HOURS THE EMAIL COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFreeTHE BOOKDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99THE VIDEO COURSEAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$994 » 50% off for a limited time! » $497A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/$1295CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you're comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500 Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind

Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermindWorking more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution. I want to show you why hiring may not be the best option and how it might actually make the overworking problem worse.…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love it because they're short and on point.…WANT MORE?Client Interviews304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EA259 Permission to Stop Being Superhuman with Michael Berry, CPA…Complete list at:geraldinecarter.com/client-interview-episodes…Greatest Hits201 Effortless Value211 Pricing for Improved Profitability178 Killer Niches for CPAs with Tom Wheelwright179 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall252 How Accountants Can Use ChatGPT with Jason Staats, CPA…...Ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:.THE EMAIL COURSE – FreeStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsTHE BOOK – $9.99Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/bookTHE VIDEO COURSE – $497Access 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/videoA 1:1 CONSULTATION – $1297Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/CPA MASTERMIND – $9500For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or undergoing itDisengage problem clients at a pace you're comfortable withCreate packages while navigating scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake progress faster and with more confidence. Your purchase is protected by my risk-free guarantee. geraldinecarter.com/40… Want info on Down to 40 Hours CPA Mastermind? Check out:geraldinecarter.com/down-to-40-hours-cpa-mastermind

Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours.A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast. Want numbers?She cut 70% of her client load, works 73% fewer hours, and kept her take-home pay the same. Find out how in this week's episode.And be sure to catch my two previous episodes with Melissa, so that you can hear the change over time:272 More Free Time, More Confidence, with Melissa Downs, EA258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA…Hey, CPA firm owner. I'm glad you found the podcast. If you feel trapped by your own accounting firm and are fed up with PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours without losing revenue. If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…If you like hearing client stories, you might enjoy these episodes:295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EA272 More Free Time, More Confidence, with Melissa Downs, EA258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPAWant to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GO DOWN TO 40 HOURS THE EMAIL COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFreeTHE BOOKA Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99THE VIDEO COURSEGet access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$997A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.geraldinecarter.com/coaching-options/$1295CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you're comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500

For the listener who feels the tension between the path he's on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…If you like hearing client stories, you might enjoy these episodes:Freedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPAWant to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GO DOWN TO 40 HOURS THE EMAIL COURSEStop Working Weekends will teach you how to get your hours down without giving up revenue. geraldinecarter.com/stop-working-weekendsFreeTHE BOOKA Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99THE VIDEO COURSEGet access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$997A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.geraldinecarter.com/coaching-options/$1295CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you're comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500…More about today's guest, Shana Cooper, CPA:Website: https://www.theaccountabilityteam.com/LinkedIn: https://www.linkedin.com/in/shana-cooper-reconciliation-strong/

LEAVE A REVIEW! If you enjoyed this episode, do us a favor and leave a rating and review right here on your podcasting app. It helps others find the show. **** This episode from the personal finance summer series of 'Coaches, Consultants, and Money' hosted by Erica Goode and co-hosted by husband, Ben Goode, CPA, discusses the debate around whether or not it's beneficial to pay off a mortgage early. Sharing personal experiences and professional insights, they explore the pros and cons of early mortgage payoff versus maintaining it for its term. They stress the importance of personal priorities, financial strategies, and the potential psychological benefits of being mortgage-free, all while highlighting different approaches to managing a mortgage based on individual circumstances. The episode emphasizes there isn't a one-size-fits-all answer, encouraging listeners to consider their specific situations and priorities when deciding on their mortgage strategy.   00:05 Welcome to Our Summer Series: Coaches, Consultants, and Money 00:52 The Great Mortgage Debate: To Pay Off Early or Not? 01:32 Erica's First Mortgage Experience and Real Estate Insights 06:40 Strategies for Not Paying Off Your Mortgage Early 18:55 The Psychological Benefits of Paying Off Your Mortgage Early 26:37 Smart Ways to Approach Mortgage Payoff 29:46 Wrapping Up: Making the Best Financial Decision for You   Connect with Erica | LinkedIn | Website | Newsletter Connect with Ben | LinkedIn

What to think about (and what not to think!) to bring your hours down off the shelf of “wouldn't that be dreamy” and make what you want a reality. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…If you like the idea of working less, you might enjoy these episodes:295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA281 4 Pricing Problems Solved with Kathy Hayden, EAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPAWant to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GO DOWN TO 40 HOURS THE EMAIL COURSEStop Working Weekends will teach you how to reduce your hours without giving up revenue. geraldinecarter.com/stop-working-weekendsFreeTHE BOOKDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenuegeraldinecarter.com/book$9.99THE VIDEO COURSEAccess 30+ video lessons, bonus training, template letters, website teardowns, and more. Plus, get a $1000 credit toward my DT40H Mastermind and a money-back guarantee.geraldinecarter.com/down-to-40-hours-video-course$994 » 50% off for a limited time! » $497A 1:1 CONSULTATIONDo you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your situation.geraldinecarter.com/coaching-options/$1295CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you're comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500

Get my Monthly Newsletter here Today Erica shares a crossover episode from the "Soloist Life Podcast" where she was interviewed by host Rochelle Mounton.  In this conversation, Erica discusses the strategies that have enabled her to build a thriving six-figure business while working significantly fewer than 40 hours a week, from setting robust boundaries to leveraging automation. They also talk about the life benefits of setting work boundaries, how to boost your business efficiency using automation and delegation, and a broader definition of wealth in today's "gig economy". How important is it to you to create a business that aligns with your personal values and lifestyle?   Listen to The Soloist Life podcast here: https://rochellemoulton.com/soloist-podcast/    Connect with Rochelle Moulton | LinkedIn |  Website   Connect with Erica Goode, CPA | LinkedIn | Monthly Newsletter |  Website

Get my Monthly Newsletter here As tax codes grow increasingly complex, Erica suggests a more comprehensive approach for business owners to assess their true financial health. She explains a metric she created called Total Owner Benefit and describes how it can be used to discover the full range of financial benefits derived from owning a business. These include factors traditionally excluded from profit calculations such as owner salary, health costs, and retirement contributions.  Discover why Total Owner Benefit is important to business owners,  how it differs from plain profit, how it can influence tax liabilities and more!   Related Episodes: Ep69 - SEP vs Solo 401(k) with Sean Mullaney, CPA Ep63 - Happy Hour: LASIK, HSAs, Simple Path to Wealth Ep61 - When is an S-corp a bad idea?    Connect with Erica Goode, CPA | LinkedIn | Monthly Newsletter |  Website

If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems:InsaneImpossibleThe Promised Land Check out Erica Goode, CPA's playbook for getting it done. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…If you like the idea of working less, you might enjoy these episodes:Freedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPAWant to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like:How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What's the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you're comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$9500…Connect with Erica Goode, CPAWebsite: https://www.ericagoode.com/LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/

Get my Monthly Newsletter here In honor of yesterday's "Tax Day" - Erica addresses the question that is often high on our minds.  And the answer should be encouraging! Links to Resources Mentioned: Congressional Research | Distribution of IRS Audits by Income and Race The IRS's First-Time Penalty Abatement | Forbes article Until next time, may your week be filled with empty mailboxes and profit…   Connect with Erica Goode, CPA | LinkedIn | Monthly Newsletter |  Website

After being stuck at a “$1.2M and working-all-hours” plateau for six years, it took Scott Scarano four years to get down to a one-hour work week. Find out what he needed to learn to get there. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…If you like the idea of working less, you might enjoy these episodes:Freedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA130% Revenue Increase While Working Less with Paige GottWant to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like:How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What's the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you're comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you're jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountabilityMake more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

Can you build a six-figure advisory business working only 15 hours a week? CPA Erica Goode has—and she describes exactly how she did it (think serious boundaries):The lessons corporate burn-out can teach you about how to construct your own business.How setting rigid boundaries on her time allows her to meet all her work + life commitments.The value of time blocking (and another way to look at productivity).Why defining her version of “enough” allows her to stay focused and avoid chasing shiny objects.Introducing a potential new KPI for soloists—and why it needs your “happiness” factor to be complete.LINKSErica Goode | LinkedInRochelle Moulton Email List | LinkedIn | Twitter | InstagramBIOErica Goode has been a Certified Public Accountant for 15 years. She runs a virtual accounting firm supporting coaches and consultants with bookkeeping, accounting, and CFO services and also hosts the Coaches, Consultants, and Money podcast.She's a former Director of Finance at a Fortune 50 company and started her career as an auditor at a Big 4 public accounting firm. Erica is also the mom of 2 and the wife of a fellow CPA. She lives with her family in the mountains of Idaho.WORK WITH ROCHELLERESOURCES FOR SOLOISTS10 Ways To Grow Revenue As A Soloist (Without Working More Hours): most of us have been conditioned to work more when we want to grow revenue—but what if we just worked differently?The Soloist Women community: a place to connect with like-minded women (and join a channel dedicated to your revenue level).The Authority Code: How to Position, Monetize and Sell Your Expertise: equal parts bible, blueprint and bushido. How to think like, become—and remain—an authority.

Get my Monthly Newsletter here   Whether it's growing fast…or slow…today Erica shares some encouragement as you move forward in your business.  Hint: growth doesn't have to be accompanied with pain! And in the meantime, may your week be filled with healthy growth, and profit…   Connect with Erica Goode, CPA | LinkedIn | Monthly Newsletter |  Website  

Get my Monthly Newsletter here   In this happy hour bonus episode, Erica and Ben crack a beer and talk about top-of-mind money topics like: saving money on hotels and rental cars update on Erica's Southwest points hack cheap first class airline tickets   Mentioned in the episode: Camp Vibes by 10 Barrel Brewing Ep18 - Free Airfare for 2 Years with this Credit Card Hack Points.me   Connect with Ben Goode, CPA | LinkedIn Connect with Erica Goode, CPA | LinkedIn | Monthly Newsletter |  Website

Cash flow planning helps us look forward and know what you can plan out in your business to make those good investment decisions, hiring decisions, pay yourself more, or plan for taxes. Erica Goode, CPA and host of the Coaches, Consultants, and Money podcast, helps business owners manage their money. She also runs a virtual accounting firm that supports coaches and consultants with bookkeeping, tax planning, and CFO services. Goode, a former director of finance at Walgreens, started her career as an editor at KPMG. "I love talking money, getting hold of money in a mental kind of way," says Erica. "Getting our mindset wrapped around money so that we can feel empowered and confident in our decisions as opposed to uneasy and confused about what we should do next." As a business owner, Erica says there is so much noise about paying zero taxes. There are legitimate ways that companies pay no taxes, but they are really specific tax credits for really specific industries.  If you want to build massive housing, solar farms, or microchips – you'll have better luck with not paying taxes. "I think there's this concept because we hear about these really unique situations, we assume they apply to everybody, and they apply to us," says Erica. "And I'm doing something wrong if I'm paying tax, when in reality, in a service-based business … the goal is to pay tax because tax means you made a profit." Erica wants to plan with her clients so there are no surprises come tax time. She looks at their real-time profit each quarter and ensures they are paying the correct withholding and estimated taxes. So even if you have to pay $30,000, you break it up into four chunks, and you're not writing that full check with penalties at the end of the year. At the end of the day, Erica works to block out cash flow planning for each moving part rather than focusing on the balance in your bank account. While everyone might know the amount they want to see in their bank, Erica works to talk through the cash flow of a client's tax contribution, their 401K, etc., so those pieces aren't a surprise later. For those who've left corporate jobs, financial comfort was in knowing what would hit your bank account at the end of the month. You knew when you were going to get a bonus. It was consistent. You didn't have to worry about making the mortgage payment.  When you strike out on your own, that's one of the biggest mindset shifts you have to work on. How scary and uncomfortable that can be as you acclimate to the idea that running a business doesn't mean a consistent income. Cashflow planning helps turn that focus to look forward and how to allocate the money you are bringing in. Erica likes to hold a monthly sit down with clients; you tend to know how much your expenses cost, so it becomes very clear what you can and can't afford.  "Sometimes, we don't feel like we can pay ourselves because we don't have a clear view," says Erica. "I love to look forward because I think when we can build out the confidence of the future, we make better decisions today." Connect with guest Erica Goode: https://www.ericagoode.com  Follow Erica on Instagram: https://www.instagram.com/erica.goode.cpa/  and LinkedIn https://www.linkedin.com/in/erica-goode-cpa-00205616/  Other GOG episodes you might want to check out: The Secret to Your Business Numbers Will Change Everything with Lauren Colson https://sarahwalton.com/understand-business-numbers/  What Women Need to Know to Manage Their Money With Lisa Crosta https://sarahwalton.com/money-management-women/   You can check out our podcast interviews on YouTube, too! http://bit.ly/YouTubeSWalton  Thank you so much for listening. I'm so honored that you're here and would be so grateful if you could leave a quick review on Apple Podcasts by clicking here, scrolling to the bottom, and clicking “Write a review.” Then we'll get to inspire even more people! (If you're not sure how to leave a review, you can watch this quick tutorial.) #CashFlow #Taxes #MoneyManagement #WomenAndMoney #WomenInBusiness #AskExpert #SalesCoach  

Get my Monthly Newsletter here   In this happy hour bonus episode, Erica and Ben crack a beer and talk about top-of-mind money topics like: Is LASIK covered by insurance? What items are HSA eligible? Can you use your HSA for a medical hotel stay? How much is medical mileage? Book Review: Simple Path to Wealth by JL Collins How can a donor-advised fund (DAF) save you taxes?   Links to Topics Mentioned: Cold Smoke Scotch Ale | KettleHouse Brewing Co Ben's LASIK | Idaho Eye and Laser Center HSA eligible items | HSA Bank Simple Path to Wealth by JL Collins | Amazon | Goodreads How do donor-advised funds (DAFs) work? | NerdWallet Fidelity's DAF | Fidelity Charitable   Connect with Ben Goode, CPA | LinkedIn Connect with Erica Goode, CPA | LinkedIn | Monthly Newsletter |  Website

THIS WEEK'S EPISODEPricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”In today's episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone. Her challenges were:Repricing legacy clientsRemoving tax preparers from being involved in the billingMaking prices consistent across the boardVisibility into clients' income interfering with objectivity She worked through each challenge systematically, set herself up for a more controlled tax season, a 10% increase in revenue, and consistent prices she's happy about.…NEW HERE?Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Listen to other stories from 1:1 clients:Offer Productized Services with Sheila Hansen, CPAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPAKiller Niche: Farm + Ag CPA with Catherine Ozment, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPASpecializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like:How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What's the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

Erica Goode has been a Certified Public Accountant for 15 years. She runs a virtual accounting firm that provides coaches and consultants with bookkeeping, accounting, and CFO services, and she also hosts the Coaches, Consultants, and Money podcast. She's a former Director of Finance at a Fortune 50 company and began her career as an auditor at a Big Four public accounting firm. Erica is also a mother of two and the wife of a fellow CPA. She lives with her family in the mountains of Idaho.In today's episode of Smashing the Plateau, Erica will discuss the unique financial challenges that come with running a consulting or coaching business and how to navigate them confidently for a successful financial future.Erica and I discuss:The common fears and misunderstandings about small business finance [00:00:00]Leaving a corporate career for entrepreneurship [00:03:30]Starting a business from scratch [00:04:10]The journey to specializing in coaching and consulting [00:06:35]The benefits of having a niche [00:12:59]Financial challenges and cash flow management in consulting [00:16:35]Retirement savings and benefits for entrepreneurs [00:19:55]The importance of community for entrepreneurs [00:22:15]Continuous learning in finance [00:24:35]Learn more about Erica at https://www.ericagoode.com, https://www.ericagoode.com/newsletter-signup, and listen to her insights on the Coaches, Consultants, and Money podcast.Thank you to our sponsor: The Smashing the Plateau Community

If you've ever felt stressed to the max and near the end of your rope, this episode is for you. Less than six months ago, Down to 40 Hours Masterminder and repeat guest, Melissa Downs was maxed out. She got her client load underneath capacity, used tiered pricing to get clients where they needed to be, and started saying no. It wasn't always easy, but now she's on the other side, with free time on her hands and no drop in take-home pay. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Listen to other stories from clients:Offer Productized Services with Sheila Hansen, CPAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPAKiller Niche: Farm + Ag CPA with Catherine Ozment, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPASpecializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

If you're wondering just how much you can implement in a short time in Down to 40 Hours CPA Mastermind, listen in to hear what Randy Larkin, CPA has to say. He's been in Mastermind for barely 10 weeks and has made miles of progress on numerous projects. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Listen to other stories from clients:Offer Productized Services with Sheila Hansen, CPAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPAKiller Niche: Farm + Ag CPA with Catherine Ozment, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPASpecializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

Have you noticed how no one talks about what to do financially when your business hits certain milestones—and then you're left wondering what financial moves make the most sense? CPA Erica Goode is out to change that.We discuss:Building a solid financial base for your brand-new expertise business (and why it's OK to start with a spreadsheet).How shame around money can keep you from getting the help you need—and why you want to reach out anyway.The value of consistency—in paying yourself a salary, staying current with the IRS and starting to direct funds to the causes you care about.When to think about saving for short and long-term goals, including tax-advantaged retirement.Being aware of your money mindset and where you live on the SPEND to SAVE continuum.LINKSErica Goode | Guide For Coaches + Consultants | LinkedIn | InstagramRochelle Moulton Email List | LinkedIn | Twitter | InstagramGUEST BIOErica Goode, CPA is the host of the Coaches, Consultants, and Money podcast where she helps business owners get their money right. She also runs a virtual accounting firm supporting coaches and consultants with bookkeeping, tax planning, and CFO services. She's a former Director of Finance at Walgreens and started her career as an auditor at KPMG. Erica also loves avocados and a heavy dose of sarcasm. She lives with her two kids and fellow-CPA husband in the mountains of Idaho.BOOK A STRATEGY CALL WITH ROCHELLERESOURCES FOR SOLOISTS10 Ways To Grow Revenue As A Soloist (Without Working More Hours): most of us have been conditioned to work more when we want to grow revenue—but what if we just worked differently?The Soloist Women community: a place to connect with like-minded women (and join a channel dedicated to your revenue level).The Authority Code: How to Position, Monetize and Sell Your Expertise: equal parts bible, blueprint and bushido. How to think like, become—and remain—an authority.

I had the pleasure of having Erica Goode, Fractional CFO to Coaches and Consultants, on the latest episode of the "Hourly to Exit" podcast, where we discussed some fascinating topics related to financial management, business growth, and the accounting industry. Here are key takeaways from this episode:Understanding the Balance Sheet: Erica explained how assets, debts, and equity work together on a balance sheet. This knowledge is crucial for business owners and potential buyers, as it helps in evaluating the financial health and value of a company.The Importance of Accurate Financials: When forecasting the future of your business, Erica stressed the significance of having precise financials from the past to build a realistic projection. This includes understanding one-time expenses and not projecting them into the future.Shifting Perspectives in the Accounting Industry: Erica shed light on the challenges and drawbacks faced by accountants, such as long working hours and high burnout rates. However, she also mentioned the positive shift happening within the industry, with younger accountants working towards change and bringing fresh perspectives to traditional accounting practices.If you're interested in learning more about these topics and gaining valuable insights from Erica Goode, make sure to check out the full podcast episode. You don't want to miss it!More About Our Guest:Erica Goode has been a Certified Public Accountant for 15 years. She runs a virtual accounting firm supporting coaches and consultants with bookkeeping, accounting, and CFO services and also hosts the Coaches, Consultants, and Money podcast. She's a former Director of Finance at a Fortune 50 company and started her career as an auditor at a Big 4 public accounting firm. Erica is also the mom of 2 and the wife of a fellow CPA. She lives with her family in the mountains of Idaho.Connect with Erica Goode:WebsiteLinkedInInstagramConnect with Erin and find the resources mentioned in this episode at hourlytoexit.com/podcast.Erin's LinkedIn Page: https://www.linkedin.com/in/erinaustin/Think Beyond IP YouTube Page: https://www.youtube.com/channel/UCVztXnDYnZ83oIb-EGX9IGA/videosMusic credit: Yes She Can by Tiny MusicA Team Dklutr production

Today, we've got a fantastic guest, Erica Goode, the mastermind behind an accounting firm that offers top-notch bookkeeping and CFO services. Our paths, though unexpected, are paved with the same passion: helping women ace the juggling act of career and family.Let's delve into today's central topic: dispelling the notion that zero taxes are the ultimate goal. While it may work in specific sectors, it's a different story for solopreneurs and consultants. There's no secret recipe; sidestepping taxes means operating at zero profit, which hinders business growth.We explore tax strategies like equipment depreciation in farming and construction, but I emphasize caution. Paying taxes is pivotal for a thriving society; I even discuss this with my kids. Striking a balance is crucial – neither overpaying nor inviting legal complications.For precise tax management, organized books are non-negotiable. I highlight the benefits of a fresh set of eyes in bookkeeping and the importance of recording every expense, even sneaky personal ones. Retirement planning is another hotspot, offering tax advantages and a secure future.Cash flow is queen. Understanding the ebb and flow of money aids wise decisions. As entrepreneurs, our aim isn't zero taxes but harmonizing financial and business aspirations. We're here to convert businesses into profit-makers, not costly hobbies. Let's secure a stable income, intelligent savings, and a flourishing future.And don't forget to ‘follow' and leave a rating & review!Follow host Melissa Leon on Instagram! EPISODE LINKS:Connect with ERICA6 Don't Miss Tax Deductions for Coacheshttps://www.ericagoode.com/guideINSTAGRAM | WEBSITESupport the show

REGISTRATION for DOWN TO 40 HOURS CPA MASTERMINDIS CURRENTLY OPEN!THE NEXT ROUND BEGINS SEPTEMBER 5TH, 2023.For prices and more info, visit: https://geraldinecarter.com/cpa-mastermind-enrollHey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1300+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…THIS WEEK'S EPISODEHave you ever felt at the edge of burning out or like your sanity is on the line? Many CPAs get into the profession because they want to help people; they find saying no to prospects to be nearly impossible. Some end up with an overflowing client roster of underpriced clients and an unrelenting workload that keeps them stuck at the office eight days a week. There's a better path. “Change is 110% possible – you just have to take action.”Listen to Michael Berry, CPA, as he talks about what he has changed over 8 months in Down to 40 Hours CPA Mastermind, as he ratchets down his hours, increases his prices, and gets a deeper appreciation for the value he provides for his clients. …Listen to other stories from 1:1 clients:Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EAOffer Productized Services with Sheila Hansen, CPAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

Asking for payments from your clients shouldn't be a hassle. You may try to have a process in place, like sending an invoice, only to have payments take longer than expected. Is there a way to encourage clients to pay sooner? Your very own Sales Maven, Nikki Rausch, is here to offer tips, techniques, and strategies to master your sales conversations. Discover methods to place yourself in the position to thrive in business and produce true value for your audience. Today, learn about how to easily get paid on sales calls during this Sales Success Story on this episode of the Sales Maven Show. Erica Goode has been a Certified Public Accountant for 15 years. She runs a virtual accounting firm supporting coaches and consultants with bookkeeping, accounting, and CFO services and is also the host of the Coaches, Consultants, and Money podcast.  She's a former Director of Finance at a Fortune 50 company and started her career as an auditor at a Big 4 public accounting firm. Erica is also the mom of 2 and the wife of a fellow CPA. She lives with her family in the mountains of Idaho. In today's episode, Nikki and Erica discuss how to encourage faster payments so you get easily paid on sales calls. Erica likes to create a safe space to have honest and inquisitive money conversations. Listen as Nikki and Erica talk about using fractional CFO services in your business model, asking direct questions to encourage payments, and releasing any hesitation around money conversations. Nikki invites you to join the Sales Maven Society, don't miss this opportunity for you and Nikki to work together. Bring your questions, concerns, sales challenges, and she provides answers and guidance to boost your confidence. Join the Sales Maven Society here, click add to cart, and then checkout and use coupon code: 47trial to get your first month for $47.00!   In This Episode: [00:27] - Welcome, and thank you for listening! [00:47] - Erica Goode explains her career as a Certified Public Accountant. [02:59] - Erica likes to create a safe space to have honest and inquisitive money conversations. [05:46] - Nikki and Erica recall a funny memory from one of their first conversations. [08:05] - Erica says she enjoys the welcoming community of the Sales Maven Society and the valuable content. [10:06] - Are you hesitating to collect client payments directly? Try doing this. PART 1 [13:00] - Are you hesitating to collect client payments directly? Try doing this. PART 2 [15:11] - Let money come into the business. [17:49] - Nikki and Erica talk about the fun meetings between the Sales Maven Society members. PART 1 [20:36] - Nikki and Erica talk about the fun meetings between the Sales Maven Society members. PART 2 [22:17] - What's the biggest value Erica receives from the Sales Maven Society? [23:52] - Thank you for listening. Nikki is so grateful you are here!   Find Nikki: Nikki Rausch nikki@yoursalesmaven.com @yoursalesmaven Facebook | Twitter | LinkedIn | Instagram Sales Maven Society To download free Resources from Nikki: www.yoursalesmaven.com/maven   Find Erica: Erica Goode Coaches, Consultants, and Money podcast LinkedIn | Instagram

REGISTRATION for DOWN TO 40 HOURS CPA MASTERMINDIS CURRENTLY OPEN!THE NEXT ROUND BEGINS SEPTEMBER 5TH, 2023.For prices and more info, visit: https://geraldinecarter.com/cpa-mastermind-enrollHey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribe…THIS WEEK'S EPISODEWhat if you could cut your client roster waaaaaaay down, without taking a hit to your bottom line?Melissa Downs, EA did just that. In Down to 40 Hours CPA Mastermind, she worked through her client roster, updated her pricing, sent out 600+ disengagement letters, and kept her net profit exactly the same. Six months ago she said she didn't think it was possible. Not for her, anyway. Now, she has a 3-week unplugged cruise planned for the fall, and the eventual goal is to live overseas for a few months while the firm runs without her coming in everyday. You can find Melissa via her website:https://midwestbkpg.com/…Listen to other stories from 1:1 clients:Offer Productized Services with Sheila Hansen, CPAFreedom to Choose Not to Double Revenue with Prithi Daswani, CPAWhen you need to explore, with Rebecca Driscoll, CPA15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA…Want to get your life back while protecting your revenue? Here are a few ways I help overworked CPAs:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have a community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribe…Burnout is rampant in accounting. Many CPAs are overworked, overwhelmed, tired, and fried. They know work is hard, they know something's wrong, they know they don't like what they have. But the problem is they don't know how to stop it. Many keep working, hoping that by working more hours, the overworking problem will somehow solve itself. Working more to solve the overworking problem only makes things worse, and can lead straight to burnout. The cost of burnout can be high: it can take a physical or emotional toll, or both. Listen to today's episode to hear stories from both Randy Crabtree and Geraldine on what burnout cost, what we can see now in retrospect that we couldn't see when caught in it, and concrete steps for changing course before the consequences get dire. You don't have to work long hours to make money. Listen to 1:1 clients who made the switch:15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA130% Revenue Increase While Working Less with Paige GottFreedom to Choose Not to Double Revenue with Prithi Daswani, CPA…A few ways to work with me:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized How to fire clients without blowing a hole in your firm A community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  …Connect with Randy Crabtree:Website: tri-merit.comLinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/Bridging the Gap Conference: https://tri-merit.com/tucpa-conference-2023/

Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeListen to this episode where I interview Prithi Daswani, CPA a 1:1 client. We worked together for about a year, starting two years ago. In her story, you'll hear how she went from 750 clients down to 50 over the course of that time. You'll hear about the decisions and modifications she made to her practice, so that she could get out from under the relentless workload to find happiness again. You'll hear which steps made the biggest impact, which fears she needed to work through in order to implement improvements, and what happened to her revenue over the course of the journey. The end result? More happiness, a lot less work, steady take-home pay, and the freedom to choose not to double revenue.Connect with Prithi at https://prithidaswani.com/.…Listen to other stories from 1:1 clients:15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPAKiller Niche: Farm + Ag CPA with Catherine Ozment, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPASpecializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA…A few ways to work with me:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized How to fire clients without blowing a hole in your firm A community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribe…My guest today is Rebecca Driscoll, of Conscious Accounting. Sometimes we know that we are not where we want to be in our business, or in our life. But what to do about it and how to fix it remains elusive. Rebecca knew she wanted to find a different path, but didn't know what path she wanted to be on. She had the courage to explore options, until the one she wanted to be on revealed itself to her. For those who sometimes wander, feel a bit hopeless, or lost, I hope you find the story of Rebecca's explorations to be inspiring. …Connect with Rebecca Driscoll, CPAhttps://conscious-accounting.com/https://www.linkedin.com/in/rebecca-driscoll-cpa/…Listen to other stories from 1:1 clients:15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPAKiller Niche: Farm + Ag CPA with Catherine Ozment, CPA130% Revenue Increase While Working Less with Paige GottHow to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPAFrom Scratch to 6 Figures in 9 Months with Shaan Afridi, CPASpecializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau, CPA…A few ways to work with me:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized How to fire clients without blowing a hole in your firm A community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeBe sure to listen to this episode if you're interested in getting paid for your expertise, without having to do so much hard work. You'll hear about how, when, and why to use Digital Products in your accounting firm while understanding the pros and cons of them. You'll also learn how to think about when your accounting practice is ready to introduce these, and when it might be too soon to be worthwhile. If you want to check out other episodes on this topic, you might like:Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #24415 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA #243……A few ways to work with me:GET LOTS OF ANSWERS FAST (or)KNOW EXACTLY WHAT TO DO NEXTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized How to fire clients without blowing a hole in your firm A community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. …If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribe…Be sure to listen to this episode if you're interested in getting paid for your expertise, without having to do so much hard work. You'll hear about how, when, and why to use Productized Services in your accounting firm while understanding the pros and cons of them. You'll also hear some examples of how they are used and what to price them at so you're not stabbing in the dark. If you want to check out other episodes on this topic, you might like: Offer Productized Services with Sheila Hansen, CPA #240 15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA #243 Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau #167 …A few ways to work with me:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized How to fire clients without blowing a hole in your firm A community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

Do you want to feel empowered in your small business financial decisions? Are you tired of feeling unsure about your finances? Today I'm sharing an interview with Fathom, the financial forecasting software that I use.  We discuss a solution - proactive financial planning that leads to decisive and confident choices. Say goodbye to financial stress and hello to financial confidence. When you can avoid guessing, you have an opportunity to make an educated decision that you feel confident about. - Erica Goode   Learn more about Fathom here.   Connect with Erica: Instagram @erica.goode.cpa  LinkedIn: Erica Goode, CPA Newsletter sign-up: https://www.ericagoode.com/newsletter-signup ***FREE Tax Deduction Guide***    

*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Niching is not a one-time task but an ongoing discovery process and refining and developing your expertise. It can be a powerful tool for CPAs who want to build a thriving practice while enjoying the freedom to work with the clients they love and set prices in a way that reflects the value they create. Erica Goode shares the challenges she faced when she started her business and how niching helped her build a more profitable accounting practice. Based in Idaho, Erica is a seasoned financial expert and CPA who provides CFO services to coaches and consultants. HIGHLIGHTS: — “The best thing about running your own practice is you decide who you get to work with and who you don't get to work with. It's so liberating.”  — “I had been resisting what felt easy and obvious to me. I was trying to find something fancy.”  — “Niching is a process, not a task.”  — “The more you can narrow down to what you actually need to know, then it just makes your job so much easier. And you don't feel like you're behind because you're choosing not to stay up to speed on certain things, because it doesn't seem relevant to your client base.” — “As accountants, we underestimate how much relationship people are looking at from us. Clients want their tax person to sit next to them and explain stuff.”  Connect with Erica: Podcast: Coaches, Consultants + Money: https://www.ericagoode.com/podcast LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/ Instagram: https://www.instagram.com/erica.goode.cpa/ Episode mentions: 116 From Hourly Billing to Flat Rate for Cares Act Documentation https://businessstrategyforcpas.com/116 175 Paid Strategy Sessions and Half-Day Workshops with Erica Goode, CPA https://businessstrategyforcpas.com/175

Have you ever felt like you were drowning in the working world, with a desire to have a more balanced life, but with no way out? Do you dream of having a business that works FOR you, and not the other way around? In today's conversation, you'll hear from my guest Erica Goode, and we chat all about her business, what she does as a certified public accountant, and her experience in my upLIFT Mentormind. You might think CPAs focus only on taxes, but Erica shares how she focuses on both bookkeeping and CFO work in her clients' businesses. Erica talks about how her work with her clients is not a once-a-year relationship, but how she meets with them on a monthly basis to talk through their business, what's happening in the past from their profitability standpoint, and more importantly, what's going to happen in the future so that they can make confident business decisions based on what she helps them to project cash flow to look like in the future. Erica goes on to share her heart behind starting her business, and her ultimate desire to have a healthy work-life balance as she focuses on raising her 2 kids. Connect with Erica: Website Instagram LinkedIn Coaches, Consultants + Money Podcast Connect with Esther: If this podcast was helpful, consider leaving a rating and review on Apple Podcasts or your podcast app. Website Subscribe to my other podcast, The Christian Woman Leadership Podcast Join the FB group Connect on Facebook Connect on Instagram  

FTX had 80,000 transactions in Ask My Accountant; the crazy cost accounting behind EY's failed breakup; using ChatGPT for financial statement analysis; what the tech world thinks AI will automate in accounting and more!SponsorsLiveFlow - https://cloudaccountingpodcast.promo/liveflowChapters (00:00) - CAP 329 (00:39) - PREVIEW: How ChatGPT saved Erica (01:09) - Introduction (07:48) - FTX had 80,000 transactions in Ask My Accountant (12:04) - Blake plays a clip from the All-In podcast on AI accounting (17:25) - ChatGPT vs real accountants and students on tests (25:48) - Hector Garcia's example of using ChatGPT for analysing financial statements (31:24) - Is Erica using ChatGPT at all in her firm? (36:18) - EY breakup news (42:13) - Donna's voicemail on her sons college tour and accounting majors (48:18) - Deloitte kicks off program for high school students to earn accounting credits (49:29) - Can AI help save education? (52:48) - The IRS shows customer service improvements in 2023 (54:22) - Are accountants actually experiencing a better tax season? (01:01:49) - Crazy MYOB commercial (01:03:41) - Wrap up and where to reach everyone Need CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow NotesBlake Oliver on Twitter: "My speaking session was selected for #Expensicon”https://twitter.com/BlakeTOliver/status/1649440639355097088 SURVEY: Busy Season Looking Good - CPA Trendlines         https://cpatrendlines.com/2023/04/10/survey-busy-season-looking-good/ EY Confronts Slowing Growth After Breakup Deal Fails - WSJ          https://www.wsj.com/articles/ey-confronts-slowing-growth-after-breakup-deal-fails-9442c85d Magic Workflow: AI-Powered Workflow and Process Generator   https://clienthub.app/blog/new-feature-magic-workflowai-powered-workflow-and-process-generator/ Ernst & Young has axed its plan for a split of its auditing and consulting arms, marking a dramatic and costly retreat                https://www.wsj.com/articles/ernst-young-halts-breakup-plan-bd2e2fa0Is that the IRS with your refund? No, it's a ChatGPT scamhttps://www.politico.com/newsletters/weekly-tax/2023/04/17/is-that-the-irs-with-your-refund-no-its-a-chatgpt-scam-00092169 Taylor Swift avoided $100 million FTX deal with securities question: lawyer https://www.businessinsider.com/taylor-swift-avoided-100-million-ftx-deal-with-securities-question-2023-4 ChatGPT less than 50% accurate in accounting exams, study finds https://www.accountancyage.com/2023/04/21/chatgpt-less-than-50-accurate-in-accounting-exams-study-finds/Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsClient Hub - https://clienthub.app/RightTool for QuickBooks Online - https://righttool.appFuture Firm Accelerate - https://futurefirmaccelerate.com/capUncat - https://www.uncat.com/Nett Tracker - https://www.nett-tracker.com/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

CPA Erica Goode joined me on Ditching Hourly to talk about how coaches and consultants should think about inflation, recession, cash flow, and taxes.Erica's Bio:Erica Goode, CPA owns an accounting firm serving coaches and consultants through accounting and CFO services.Erica's Newsletter: https://www.ericagoode.com/newsletter-signupErica's Podcast:  Coaches, Consultants, and Money (available everywhere, but here's the iTunes link)NOTE: Episodes 3 - 7 are "Business Money 101" and a great place to start.----Do you have questions about how to improve your business? Things like: Value pricing your work instead of billing for your time? Positioning yourself as the go-to person in your space? Productizing your services so you never have to have another awkward sales call or spend hours writing another custom proposal? Book a one-on-one coaching call with me and get answers to these questions and others in the time it takes to get ready for work in the morning.Best of all, you're covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word, and I'll refund your purchase in full.To book your one-on-one coaching call, go to: https://jonathanstark.com/callI hope to see you there!

Today, I have a VERY special episode with fellow CPA (and my hubby!), Ben Goode. Together, we're going to hit on our Top 3 Idaho Favorites...HIS: Idaho breweries, HERs: Idaho Tax Credits and Deductions From a tax standpoint, I'll hit tax incentives that are specific to Idaho residents: Educational charitable giving 529 / college savings plans in Idaho Wood burning stove replacements Plus, you get to hear our married banter :o) Enjoy! ****** FREE TAX GUIDE for COACHES Get it here!! ****** Connect with Ben Goode, CPA IG @ smokin_idahoan LinkedIn: Benjamin Goode, CPA ******* Connect with Erica Goode, CPA IG @erica.goode.cpa LinkedIn: Erica Goode, CPA ericagoode.com

One of my favorite parts of hosting this podcast are moments when my guests say, “I wasn't planning on talking about this!” We had many moments like this with Erica Goode. You'll be surprised how many lessons can be found in a small rural town!In this episode, we talk about the importance of being you, no matter how different that makes you. Erica also breaks down the differences between men and women when it comes to money, and you may be surprised by the answer. Listen and be inspired to flip the narrative of fitting in and step into the other side of your fears.  Tangible Takeaways:Transfer that energy away from trying to be who people think you're supposed to be and work on being yourself! There is someone who is looking for who you are.Embrace being different.You have the same education and knowledge about money as men do. Ask your questions when you want answers.Afraid of being wrong? Find the courage to speak up and step out, find out what's on the other side. You'll discover there is less to fear and more to gain!Follow your heart: give yourself permission to create your own path. About Erica:Erica Goode has been a Certified Public Accountant since 2008.  She's a former Director of Finance at a Fortune 50 company and started her career in the trenches as an auditor at a Big 4 public accounting firm.  After leaving her corporate life in 2016, she now runs a boutique accounting firm supporting coaches and consultants with accounting and CFO services.Erica is also the mom of 2 and the wife of a fellow CPA.  She lives with her family in the mountains of Idaho, just one town over from where they grow all the potatoes. Connect with Erica:Instagram: https://www.instagram.com/erica.Goode.CPA/LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/Website: https://www.ericagoode.com/Podcast: https://www.ericagoode.com/podcastAbout me:Karen Laos is a keynote speaker and leadership coach equipping women to stand out with unshakable confidence. She specializes in communication: executive presence and compelling messages. Karen champions female business leaders to own their value and find their voice so they can be seen and heard. She also works with teams to create cultures of trust and function at their best.Karen has coached leaders at Facebook, Google, Netflix, Uber, Sephora, Sony, Microsoft, Fidelity, Charles Schwab, Trip Advisor, Bacardi, Levi, and more. Karen's style is fun, encouraging and results-oriented. She immediately moves past the “fluff” and gets straight to the issue (just ask her clients). Connect with me:Website: https://www.karenlaos.com/Instagram: https://www.instagram.com/karenlaosofficial Facebook: Ignite Your Confidence with Karen Laos: https://www.facebook.com/groups/karenlaosconsultingLinkedIn: https://www.linkedin.com/in/karenlaos/Clubhouse: @karenlaosEpisodes also available on YouTube:https://www.youtube.com/channel/UCEwQoTGdJX5eME0ccBKiKng/videosMy book “Trust Your Own Voice”: https://karenlaos.com/book/

**Subscribe to my newsletter here**   Today is Giving Tuesday - the day we're all “supposed to" give. So I'm talking about generosity in your business… Some of us are waiting for the perfect moment to start giving...to start being generous.  We have these fluid goals inside our heads - filled with goals that keep changing. But here's a news flash (not): there IS no perfect time to start giving! We can start giving ANYtime Because ~           the act of giving is more important than the amount you give…  ~ Erica Goode   As you move through the end of this year…whether you had a blockbuster year or a tough year…consider what giving could look like in your business today. Maybe it looks like tipping your server 100% and it costs you $50 extra.  Maybe it looks like giving a worthy organization $10K.  That's up to you and any person or greater power that you choose to involve in that decision. If you're curious about what local organizations I support throughout the US, I send out a list of those organizations to my email list each December.  You're welcome to subscribe and see for yourself.  And until next time, may your week be filled with love and generosity!

“Nothing is certain except death and taxes.” Benjamin Franklin wasn't trying to sound morbid when he said that, and neither am I. But at the end of the day, you DO have to pay your taxes, and if you don't keep up with them, well…I promise it will catch up with you. So in this episode, I'll be talking about bookkeeping, the one way to ensure that you keep all things money clear and straight in your business. And the only reason you really need to maintain some form of bookkeeping/accounting system in place is in order to - you guessed it - file your taxes at the end of the year. What's the perfect system? So glad you asked! Finally…here's the answer: The only perfect bookkeeping system is the one that works for you. ~Erica Goode, CPA What to track: Revenue (also known as Gross Receipts) Expenses (how much money you've spent to make that revenue) How to track it - 3 options: Use a spreadsheet Accounting software - and the different kinds of software you might use Hire it out  Finally, how much time do you have to spend on “keeping the books”? My answer might surprise you!   This week's homework: Make a 30-minute date with yourself and decide what format you'll use. If you already have a system, spend some time updating it. But only spend 30 minutes so you don't feel overwhelmed! Connect with Erica: Instagram @erica.goode.cpa  LinkedIn: Erica Goode, CPA

Now, I'm sure you work with “nice people”, and you may even think you don't need insurance because you're not selling a product, but let me encourage you to listen up, anyway! Today I'm covering : why you do need insurance what base level insurance covers the definition of Liability/General Liability Insurance an important consideration if you plan on running or hosting an event how to start  “shopping around” for insurance Your homework today: poke around for 15-30 minutes online with a current insurance provider for quotes for (or go ahead and purchase!) your business insurance. Remember to do it in the name of your LLC… Find my show notes here: ericagoode.com Reach out on social media and say "Hi!" on IG - @erica.goode.cpa Or on LinkedIn: Erica Goode, CPA   Podcast Review Giveaway Between now and Oct 21st, leave an Apple Podcast review for Coaches, Consultants, and Money and be entered to win: $100 gift card on Amazon AND 1-hour Strategy Session with me! How to enter: Complete a podcast review on Apple Podcast Complete an entry form here Full Giveaway Details: Apple reviews must be entered by October 21, 2022 and complete an entry form here. Giveaway is limited to the first 50 entrants. Immediate family members of Erica Goode are not eligible to win. 1-hour Strategy Session can not be used for filing tax or legal documents with any federal or state filing agency.

No, friends, it's not a recipe for alphabet soup! It's all about setting a firm foundation for your business! In this episode, I discuss: The difference between a sole proprietorship and an LLC How they differ in terms of your personal asset protection How they affect your bottom line tax-wise When to set up an LLC, and how (it's not as hard as you'd think!) The answer to the question: do I need a lawyer to do this? Finding your State's Secretary of State (and I walk you through a sample set-up) How to set up an EIN or FEIN (and do I really need one of those?) And, finally, your “homework” - Google “register for an LLC in (your State here)” and find the application (really, it's that simple - just find the application!)   EIN Application website: https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online   But that's a lot of information for you, so let's get started! Find my show notes on: ericagoode.com Reach out on social media and say "Hi!" on IG - @erica.goode.cpa Or on LinkedIn: Erica Goode, CPA Podcast Review Giveaway Between now and Oct 21st, leave an Apple Podcast review for Coaches, Consultants, and Money and be entered to win: $100 gift card on Amazon AND 1-hour Strategy Session with me! How to enter: Complete a podcast review on Apple Podcast Complete an entry form here Full Giveaway Details: Apple reviews must be entered by October 21, 2022 and complete an entry form here. Giveaway limited to the first 50 entrants. Immediate family members of Erica Goode are not eligible to win. 1-hour Strategy Session can not be used for filing tax or legal documents with any federal or state filing agency.  

Do you ever feel like money people speak in a foreign language? In today's episode, I recall holiday dinners where everyone around me actually was speaking another language! So today I'm making a pledge to you...and ask that you'd help me be accountable. Find my show notes here: ericagoode.com/podcast Reach out on social media and say "Hi!" on IG - @erica.goode.cpa Or on LinkedIn: Erica Goode, CPA Podcast Review Giveaway Between now and Oct 21st, leave an Apple Podcast review for Coaches, Consultants, and Money and be entered to win: $100 gift card on Amazon AND 1-hour Strategy Session with me! How to enter: Complete a podcast review on Apple Podcast Complete an entry form here Full Giveaway Details: Apple reviews must be entered by October 21, 2022 and complete an entry form here. Giveaway limited to the first 50 entrants. Immediate family members of Erica Goode are not eligible to win. 1-hour Strategy Session can not be used for filing tax or legal documents with any federal or state filing agency.

Whether you don't take care of your hair, or you haven't been taking care of your finances, be assured this is a “shame-free zone.” You're here, and that's what matters! I'm not here to judge you…so don't judge yourself, either. In today's episode, I just want to set your fears to rest. So let's move forward together! Find my show notes here: ericagoode.com Reach out on social media and say "Hi!" on IG - @erica.goode.cpa Or on LinkedIn: Erica Goode, CPA Podcast Review Giveaway Between now and Oct 21st, leave an Apple Podcast review for Coaches, Consultants, and Money and be entered to win: $100 gift card on Amazon AND 1-hour Strategy Session with me! How to enter: Complete a podcast review on Apple Podcast Complete an entry form here Full Giveaway Details: Apple reviews must be entered by October 21, 2022 and complete an entry form here. Giveaway limited to the first 50 entrants. Immediate family members of Erica Goode not eligible to win. 1-hour Strategy Session can not be used for filing tax or legal documents with any federal or state filing agency.

This week I'm starting a 4-part mini-series. So I took a little trip down memory lane to draw a colorful correlation between my family home - and how important it is for YOU to set up a firm financial foundation. You may think you know what I'm gonna say…but you may also learn a thing or two in the process - and be entertained by my reminder (wink-wink). So tune it! Find my show notes here: ericagoode.com/podcast Reach out on social media and say "Hi!" on IG - @erica.goode.cpa Or on LinkedIn: Erica Goode, CPA Podcast Review Giveaway Between now and Oct 21st, leave an Apple Podcast review for Coaches, Consultants, and Money and be entered to win: $100 gift card on Amazon AND 1-hour Strategy Session with me! How to enter: Complete a podcast review on Apple Podcast Complete an entry form here Full Giveaway Details: Apple reviews must be entered by October 21, 2022 and complete an entry form here. Giveaway limited to the first 50 entrants. Immediate family members of Erica Goode are not eligible to win. 1-hour Strategy Session can not be used for filing tax or legal documents with any federal or state filing agency.

"Did you Google your tax advice this year?" Perhaps, but that's not really the best idea - and you don't need to do that anymore! Erica Goode, CPA, is a former director of finance with a Fortune 50 company and auditor at a Big Four company. Today, she's into YOUR business!   Speaking to coaches and consultants who are business owners, her goal is to be a free resource for reliable money advice so they can make smart decisions with their finances. She'll be addressing some personal money matters, too - because we're more than just business owners, right?!  Each Tuesday, she'll be talking business money basics, taxes, planning profit, and more...so you can put your money on the right track. May your week be filled with love...and profit!

In this episode, I am joined by Erica Goode,CPA and we talk all things tax.   Erica is a seasoned financial expert and Certified Public Accountant (CPA) who possesses a wealth of knowledge from her career in public accounting at KPMG LLP in Chicago and in corporate finance at Walgreens headquarters where she led the financial planning process for a $2B division.   Her passion is helping entrepreneurs and CEOs grow the profitability of their companies, while planning for their family's personal financial future and with such a background and passion, Erica shared important aspects about tax with us.   These are: What taxes entrepreneurs should be aware of How to save for your taxes Why you need to keep all your receipts What deductions to take advantage of  How to make sure you are up to date with the deductions available to you.   We break down taxes in this episode in the simplest format, press play to listen.   Grab full show notes here   Connect with Holly Cain   Instagram Facebook   Connect with Erica Goode   Website Instagram Freebie: 6 Don't Miss Tax Deductions for Coaches LinkedIn Listen, rate, and subscribe!  

The big money decisions you'll want to make early and how to decide between setting up a sole proprietorship, an LLC or a Sub S.When does it make sense to build processes to handle things like paying yourself and funding and paying taxes?What to ask your CPA and why you don't want to wait till year-end to get advice.When to look for longer-term, perhaps tax-advantaged opportunities for savings.How to think of and use your business profits now to build your desired legacy later on.Quotables“Usually the starting point is a sole proprietorship and you don't want to hang out there too long.”—EG“If you can't pay yourself what the IRS calls “reasonable compensation”…it's not time for you to be an S-corp yet.”—EG“I'm really big on paying yourself a consistent salary—not necessarily varying with your revenue stream—because with consultants, expertise businesses, coaching businesses, you get these roller coaster spikes of revenue.”—EG“Get a small refund or maybe owe a little bit…but we try to always avoid these four or five figure surprises that you're writing a check for in April.”—EG“There's a lot of relationships with CPAs where you're just sending them a packet of documents in February, and they're sending you back something in April, and you're either happy about it or sad about it.”—EG“My preference, especially for somebody in an expertise business where they're a soloist, would be to look at a solo 401k. You can only have a solo 401k if you and or your spouse are the only employees or owners of the business.”—EG“You say: ‘I can use this to change my trajectory or my lifestyle or my retirement plan. I could use this money I'm making in this business. And the more profit I make means that I could pay off my mortgage sooner.'”—EG“It's always good to have an out of tax season conversation with a CPA… And have somebody respond with ideas that you would have never thought of (or would have taken a lot of hours of research for you to get).”—EG“If you've noticed that you've acquired two more cars, a four Wheeler, three campers and a boat, it's probably time to start thinking about some tax advantageous ways that you can spend your money.”—EGLINKSErica Goode, CPA Erica's Newsletter sign-up 

You may not know this, but your business has one job, and one job only – generate an income for you as the owner. Erica Goode, a former corporate accountant turned fractional CFO, joins us in today's episode to help us answer the question of how your business can start doing its one job. Besides being passionate about the topic of helping entrepreneurs pay themselves what they deserve to earn from their business, she's breaking down for us:>> How you can know how much you can afford to pay yourself (and how to overcome the fear of picking the wrong number)>> The mechanics of paying yourself depending on what kind of business entity you have>> How you can get started with paying yourself even when you aren't making what you want to make yetSign Up for Erica's Money Stuff Newsletter: https://www.ericagoode.com/ Erica's Instagram: https://www.instagram.com/erica.goode.cpaKatie's Instagram: https://www.instagram.com/katiewussow/Katie's Website: https://katiewussow.com/GET THE FREE 90-DAY PLAN TEMPLATE: https://katiewussow.com/planBook: No B.S. Small Business Book by Casey GrahamArticle: More Than Half of Entrepreneurs Forego Salaries When They Launch Their Companies Episode 104, Five Reasons Why You're Spending Too Much Money on Your BusinessEpisode 105, How to Plan for Smart Business Investments in 2022 (and Avoid Buyer's Remorse)Episode 114, How to Achieve Financial Sustainability in Your Business with Dondrea Owens

I got so many positive comments about episode 20, where we talked about your podcast's financial ROI with Erica Goode, today's episode is a follow-up of sorts!  I share with you 5 questions to help you analyze the effectiveness of your podcast content ROI. Answering these questions will help you assess how well your podcast attracts potential clients and leads, helping your business grow.  So towards that end, today I'm going to take you through some of the other questions I work through when doing a podcast audit. Want a podcast audit for yourself?   Grab one from my shop!  www.wrenrobbins.com/shop/audit Have more questions about how to start a podcast? Book a call and let's chat to see what you are needing and how I can help!

The idea of narrowing in on your target market is anathema to many CPAs. The temptation to be available to anyone who needs tax and accounting is strong.  But honing in on a segment of the marketplace makes your business so much easier to run.  Here today to talk with me about her own experience getting to know her custom-built market-slice is my guest, Erica Goode.  Erica is a Certified Public Accountant with 12+ years of experience in Big 4 public accounting, Fortune 50 finance, and small business accounting. She is a freelance finance professional, working with a small handful of clients, focusing on financial forecasts while staying out of tax as much as possible.  Highlights: — “In the world of niching, there is no manual. You get to create and make your own manual.” — “People are coming to me way sooner in their business journey than I would expect. And they're so aware that they're in need of help and that the help I provide is so valuable to them that they're willing to pay for what I might have inadvertently given away for free.” — “My strategy sessions turn into discovery calls. They almost are like a jumping-off point for a future relationship.” — “Once you've built that know, like, and trust factor, if you're the person clients want to work with, then they're going to ask what your price is, not go find the cheaper option.”  ***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: https://www.shethinksbigcoaching.com/subscribe-main-list Connect with ERICA: Website: https://www.ericagoode.com/ Episode mentions: 082 [Coaching] Logic vs Intuition: How to Choose Fulfilling Work, with Erica Goode https://www.businessstrategyforcpas.com/082 116 From Hourly Billing to Flat Rate for Cares Act Documentation https://www.businessstrategyforcpas.com/116

Today's show is all about getting your ROI from Instagram. If you've ever read our show description, part of it is learning how to deliver your message effectively and receive engagement and investment on your instances. Today's special guest is client and mentorship member Erica Goode.   Because of the field she's in, she's all about getting that ROI on Instagram! And you're going to hear today how she put that to use with her business on Instagram. Erica is the owner of Erica Goode CPA, a virtual accounting firm for women owned businesses and a former director of finance at Walgreens headquarters. She now helps small business owners wrap their brain around all things business money, and plan financial strategies for the future. Welcome to the show, Erica.      Click below for show notes! https://www.ruthiegray.mom/roi-from-instagram/ Follow Erica on IG here! https://www.instagram.com/erica.goode.cpa/ Sign up for our growth challenge at the link below! https://creative-creator-6398.ck.page/d703bbe991   Early stages of getting ROI from Instagram Erica: Thanks so much for having me Ruthie.  R: Erica reminds me of important things sometimes, I'll read one of her posts on Instagram and it'll be something about quarterly taxes. Then, my neck whips around and my brain goes into a cramp.    E: I say all the fun things. A lot of things. I don't know if they're fun when it comes to that, but they are necessary. R: I want everybody to know you are such a fun person, so funny. Y'all have got to go follow her on IG, linked in shownotes. I'm always impressed by your right-brain thinking Erica.  E: I'm so grateful. I have to admit that when I wrote copy for my website, I joke that my business coach wrote copy for my website while I rocked back and forth in the corner. I just put it like, it wasn't my thing. So if you go to my website, tell my coach, she did a lovely job.  R: She did, it is really awesome. It's concise. What you do and who you help. In fact, I think you just took kind of from that and used it in your bio. Am I right about that on Instagram? E: Yeah I had done all the legwork up front and so when I hit Instagram, I hit it running.  R: Let's just talk a little bit more about the type of work you do and why you decided to add Instagram into the mix.  E: I am a CPA by trade. Right now I help small business owners and we do a lot of soup to nuts accounting. If you need bookkeeping, we provide bookkeeping. We go all the way up to strategic financial planning now. At the time of this recording, it's the end of 2021.  We're knee deep in planning for the entire 2022 year and what that looks like financially for my clients. So we really don't just look in the past.  We are looking forward in the future of what your business forecasting which is so important.  R: I am very thankful to have you here. Let's talk about your Instagram account. Spoiler alert, Erica is already generating funds from her Instagram account and you started it how long ago?    Getting a good ROI from Instagram even while your biz is young E: I started in September, we're officially three months in. E: Because you held my hand Ruthie. I think I called you one day and I said, Ruthie, I want to go on Instagram next week. And you were like, oh, okay. And I said, I don't want to do it.  When can we set up a meeting? I need somebody to hold my hand and I want you to be the person holding my hand. R: You know, that's the kind of clients that I love, they know what they want. Let's back up just a minute, Erica and I, we have been kind of dancing around each other on the internet, via Instagram on her other account for a couple of years. So we got to know each other. So if you're listening to this right now and thinking, I want people to just chase me down, just know that there were a lot of foundational conversations going on in the DM before this ever happened. Right? 

Erica Goode is a Wife, mother and blogger who loves Jesus! Hear as we discuss how she was part of the Catholic faith and how she fell away from it but later discovered God's love and her renewed faith!! You can check out her blog at www.livingagoodelife.org/insta or follow her at living.a.goode.life on intagram! Enjoy! --- Support this podcast: https://anchor.fm/running-through-my-vanes-podcast/support

Do you long for a more intimate relationship with God?  Have you ever felt lost in a religious routine?  Erica Goode, wife, mom and author of the blog Living A Goode Life, has been there too!  Listen in as she shares her powerful story of finding faith with honesty, humility and lots of laughs.  Erica strayed far from her childhood faith and found herself in seasons of denying and questioning the presence of God, yet He never left her side.  In the most unexpected of circumstances, Erica surrendered her heart to God and accepted Jesus as her Lord and Savior. Check out triedandtrulypodcast.com to connect with us, see show notes and learn more.  Follow us on IG @triedandtrulypodcast.Learn more about Erica at livingagoodelife.org and follow her on IG @living.a.goode.life.