Podcast appearances and mentions of geraldine carter

Is tracking your hours decreasing your productivity and profitability? According to Geraldine Carter, the answer is most likely yes. In their conversation, Brannon and Geraldine break down how the hourly billing model takes you away from providing real value to your clients. Conversely, getting your hours down and doing away with the hourly billing model altogether could be the key to raising your bottom line. This podcast touched on:Hourly billing vs value pricing.The impact of private equity on the accounting industry.Why hiring won't solve the problem of overwork.By refocusing on the value you can provide to your clients rather than on the hours you are billing them for you can increase your revenue while simultaneously lowering your hours. The key to building the business you want and living the life you want lies in refocusing your firm so that you can make meaningful changes. Listen in to learn how you can gain capacity, think critically, and make moves to live a life with balance. Time Stamps: 0:38 - Introduction of Geraldine Carter1:44 - Private equity firms in the accounting space5:50 - Why are so many CPAs overworked and what is the solution?15:31 - How to price upfront without hourly billing.19:40 - Why hourly billing is a trap.35:38 - Geraldine's new book - Down to 40 Hours [https://geraldinecarter.com/book] 38:22 - Wrapping up  Getting in touch with Geraldine:Geraldine's Website: https://geraldinecarter.com/ LinkedIn: https://www.linkedin.com/in/geraldine-carter/ 

Join Ed and Ron for an enlightening interview with Geraldine Carter, a consultant to CPA firms and author of the transformative book Down to 40 Hours: A Roadmap for CPAs to End Overworking Without Giving Up Revenue. Geraldine's mission is to help overworked CPAs reclaim their time and create the accounting firms and lives they've always dreamed of. Since 2016, Geraldine has been coaching CPAs, bringing a unique perspective from her experience as a client who has worked with numerous bookkeepers, accountants, and CPAs. She'll provide insights into her coaching approach and how her book offers a practical roadmap for CPAs to reduce overworking without sacrificing revenue. We'll also delve into Geraldine's adventurous spirit, shaped by guiding luxury travel adventures across all seven continents and 50+ countries, and how her experiences have enriched her coaching philosophy. Tune in to hear about her impressive athletic achievements, including marathons and an Ironman, and how she balances her professional life with living in the mountains of Idaho with her two young children.

Do the work you love for clients who value your expertise.The DisruptorsWith Liz FarrGeraldine Carter wants accountants to get off the treadmill of working too many hours for too little pay. Her new book – Down to 40 Hours – will help accountants achieve the “utterly reasonable” goal of working only 40 hours a week. 13 MORE TAKEAWAYS: More Geraldine Carter Disruptor Notes  MORE PODCASTS and VIDEOS from CPA Trendlines here.

Episode 209 FACULTY: Geraldine Carter CLASS: #TheGuide In this episode, Scott interviews Geraldine Carter, author of "Down to 40 Hours: A Roadmap for CPAs to Permanently End Overworking." Join us in the guidance counselor's office for a book report exploring the philosophy of working less. We're talking changing mindsets within the accounting industry, value pricing, and what happens when you combine value and systems. Reflect with us on how CPAs can achieve a balanced work life. Shout Outs: Edward Mendlowitz, Ron Baker, Jason Ackerman Purchase Geraldine's Book on Amazon! https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2 ⬇️Videos Referenced⬇️ More of Geraldine Carter on Accounting High, Episode 131: https://open.spotify.com/episode/1m2BgirP4jQQRkOsry6gD8?si=b6a97b81f6264388 The Time Sheet Debate: https://youtu.be/BP1Yq8oa_es Chapters: 00:00 Teaser 01:32 Introduction 03:09 Writing the Book 10:09 The Philosophy of Working Less 16:56 Changing Mindset 23:55 Looking Outside the industry 25:02 Understanding Value Pricing 27:53 The Third Option Besides Value or Systems 31:22 What is Growth? It's About the Money till it's not 37:34 Meditation and Quiet Time 43:02 Find Your Tribe 45:38 Conclusion  Connect With Us On Linkedin! Geraldine Carter https://www.linkedin.com/in/geraldine-carter/ Scotty OKR Scarano https://www.linkedin.com/in/scottscarano/ Accounting High https://www.linkedin.com/company/accounting-high/ https://www.accountinghigh.com/ Tags: TheGuide, AccountingHigh, Accounting, Podcast, Guidance, Vision, FirmOwners, Advice, EndOverworking, WorkLifeBalance, DownTo40Hours, CPALife, ValuePricing, TimeManagement, ProductivityHacks, SelfPublishingSuccess, BelieveToAchieve, MindsetShifts, EfficiencyInAccounting, WorkSmarterNotHarder, FinancialFreedom, EntrepreneurialJourney, GrowthMindset --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Geraldine Carter rejoins Randy for a second appearance on The Unique CPA for episode 157. Geraldine recently published her book, Down to 40 Hours, as a more accessible guide to many of the principles she stresses in her coaching: Achieving efficiency and work-life balance through understanding client value, strategic pricing, niching, and more. She discusses navigating business strategies, balancing professional and personal growth, and transforming your understanding of value and where profit actually comes from. Get the full show notes and more resources at TheUniqueCPA.com

Show Summary In this episode, Geraldine Carter, an expert coach for CPAs, shares six common characteristics of successful clients. Firstly, they prioritize creating value for their services, ensuring profitability and client satisfaction. They also excel at pricing effectively, delivering services efficiently, and maintaining a clear mindset. Additionally, successful clients focus on decreasing production time and safeguarding quiet time for reflection and strategic planning. By embodying these traits, they transform their practices into thriving businesses.   LinkedIn: https://www.linkedin.com/in/geraldine-carter/   Corporate Partner: Pumpkin Plan Your Biz - www.pumpkinplanyourbiz.com

Geraldine Carter and I swapped interviews about why niching down doesn't lead to boredom.  Geraldine's Links:https://geraldinecarter.comhttps://geraldinecarter.com/newsletterhttps://www.businessstrategyforcpas.com

Geraldine Carter helps single-owner CPAs go down to 40 hours without giving up revenue.  In this episode, Geraldine reveals effective strategies for tailoring your accounting service business to suit your lifestyle, enabling you to increase revenue without feeling overwhelmed by excessive work.   Why you have to check out today's podcast: Discover how accountants can increase their earnings while reducing their workload Learn to craft your message to highlight the value you offer, rather than focusing solely on the cost of your services Uncover the transformation within the services you offer   "Your clients have an expectation to pay and if your prices are too low, they might not buy from you." - Geraldine Carter   Topics Covered: 01:56 - Working less but earning more 03:41 - Flexibility, autonomy and working less hours 05:38 - Mindset shift to less hours work 08:48 - Pricing strategies so accountants work less and increase income 11:10 - How message is structured to a CPA's client in terms of raising his price 14:44 - The idea of selling services but delivering transformations 16:42 - Understanding the services accountants perform and how they earn recurring income 17:20 - What transformation does accountants deliver to companies 22:36 - The beauty of having people see the value in your own business   Key Takeaways: “The revenue that you create in your business has nothing to do with the time that you put in. I mean, you have to grind out the beginning to get it all set up and going. But you can get to the place where you do not have to work 40 or 25 or 15 hours a week. You just have to stay at it until you figure out how to get your hours down.” - Geraldine Carter “Thinking that revenue comes from work for clients is like thinking that time comes from your watch, it's not how that works.” - Geraldine Carter “Your buyer decides what price they want to pay. So, we do tiered pricing, we offer it to the clients.” - Geraldine Carter “Most accountants are selling services, but they're creating and delivering transformations.” - Geraldine Carter "For business owners listening, do not underestimate the power of pricing wisely." - Geraldine Carter   Connect with Geraldine Carter: Website: https://geraldinecarter.com/ LinkedIn: https://www.linkedin.com/in/geraldine-carter/   Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/ Email: mark@impactpricing.com  

The Connected Yoga Teacher Podcast 367: Money Matters & Budgeting with Jenifer Parker    Description: How do you feel about budgeting and money as a yoga teacher? What is your system for tracking income and expenses – is it working? How can you decrease your expenses and/or increase your income? These are some questions Jennifer Parker answers in this insightful money conversation.   Jenifer Parker has been a yoga teacher for more than 21 years and is a qualified instructor in 4 lineages: Kripalu, Sivananda, Krishnamacharya, and Thai Yoga. She meets students where they are, teaching a traditional, integrated approach. In general she teaches within the Krishnamacharya lineage, but offers a unique insight into the similarities and differences in practice across lineages. Currently, she offers private lessons, corporate and private group classes, and a few public community classes in Te-Whanganui-a-Tara, Aotearoa (Wellington, New Zealand).   In this episode, Shannon and Jennifer dive deeper into money matters and budgeting for yoga teachers. Jennifer explains how to get consistent with our budgeting, how to adapt it to our needs and our yoga business, and why it's so important for yoga teachers. She also shares some ideas on how to make more money as a yoga teacher and tackles some big mindset blocks yoga teachers may face when it comes to money issues.   Key Takeaways: [0:28] Shannon takes a moment to recognize the harm that is taking place in Palestine right now. [4:13] Shannon briefly talks about her topic and guest for the episode. [5:15] Shannon introduces herself and gives a shout out to the sponsors, OfferingTree and Pelvic Health Professionals. [8:47] Kathleen Pratt shares a little about the ongoing online yoga series, Nourish Your Nervous System. [10:13] Shannon introduces her guest for this episode - Jennifer Parker. [15:49] What does Jennifer do and who does she do it for? [18:36] Jennifer shares a little about where she is located. [19:44] Why is Jennifer so passionate about talking about money in relation to teaching yoga and being a yoga teacher? [25:47] What are Jennifer's thoughts on budgets? [32:04] What kind of tools does Jennifer use when it comes to creating a budget? [34:08] What actions does Jennifer take when she's looking at her budget every week? [37:26] Jennifer shares some tips that can help with the mindset part of creating and following a budget. [40:34] What are some ideas for yoga teachers to make more money? [46:49] Having a clear goal in mind will help you move in the right direction. [48:23] Shannon pops in to give a shout out of thanks to sponsor, OfferingTree. [51:21] What are some other ideas for making money within yoga? [58:17] Jennifer recommends talking to your landlord about subdividing the physical space you are using for yoga classes if the rent has gone up. [62:23] We have to get comfortable talking about money! [0:00] undefined [63:18] Jennifer's advice is to tap into your networks. [74:37] Shannon shares some reflection questions you can journal on. [75:37 - 75:50] Questions: [78:42] Shannon shares an audio message from a podcast listener. [81:11] Support the podcast by making a donation or signing up for one of the offerings!   Links: Jennifer Parker Previous Podcast Episodes on Money 366: Get Okay with Making Money with Chioma Njoku  330: Connect with Your Money with Shannon Crow 295: Make Money Teaching Yoga with Betty Welsh 280: Get Paid as a Yoga Teacher with Shannon Simmons 141: Let's Talk Money with Katie Brauer 042: Money Mindset with Geraldine Carter 154: Bookkeeping for Yoga Teachers with Kelly Christian 329: Why Separate Bank Accounts? with Shannon Crow Mint: Budget Tracker & Planner Nourish Your Nervous System, 6-Week Online Series with Kathleen Pratt in Pelvic Health Professionals Guest Speakers in Pelvic Health Professionals Support the podcast Shannon Crow on Instagram The Connected Yoga Teacher Facebook Group Pelvic Health Professionals   Gratitude to our Sponsors, OfferingTree and Pelvic Health Professionals.   Reflection & Journaling Questions: How can we navigate the often unpredictable landscape of income and expenses while staying true to the practice of yoga and the purpose of our work?  How do you personally approach budgeting as a yoga teacher? Have you found success in tracking your income before your expenses, and if so, how has it impacted your financial stability? What methods have you used to increase your income beyond teaching classes? Do you prefer using budgeting apps or spreadsheets, and why? How often do you check your bank statements, and what insights have you gained from this practice? In what ways do you see parallels between budgeting and yoga, particularly in terms of consistency and adaptability? Have you been able to build a buffer of savings, and if so, what strategies have helped you achieve this? When do you think it's appropriate for yoga teachers to consider taking on part-time work, and how can one navigate the potential stigma associated with it? Have you ever negotiated rent for your teaching space, or explored alternative venues? What advice would you offer to others in similar situations? Lastly, how do you harness the power of your network and student referrals to grow your yoga community and increase your teaching opportunities?   Quotes from this episode: "It's OK to make income teaching yoga.'   "It's really helpful if people can actually sit down and look at the numbers and then make for themselves a clear decision. Is this something that I want to do full time all the time or is it something that I just wanna do sometimes?"   "Let's talk about different ways of approaching the financials of this business that are based in living our values rather than just ‘I made a beautiful abundance collage and the universe will take care of me'."   "The first step of budgeting is: what are my costs?"   "The budget will work for you if it works the way you work."   "If you're in a place where you can say I'm not gonna be too proud, all of a sudden now there's infinite opportunity."

The Connected Yoga Teacher Podcast 366: Get Okay with Making Money with Chioma Njoku   Description: Is making money yoga-like? How is making money aligned with the principles of yoga? How do you balance making money as a yoga teacher with keeping your offerings financially accessible to people? Chioma Njoku shares her insights on these questions and more.   Chioma is the owner and Chief Mindful Operator at the Mindful Bookkeeper, and host of the Cheers to Your Prosperity podcast. By integrating the lessons she has learned from her own financial struggles and her professional experience as an Accountant of 18 years and Financial Coach, Chioma helps entrepreneurs and small business owners keep more of their hard-earned money in the bank without sacrificing the things that make life enjoyable.   In this episode, Chioma dives into the nitty gritty details of the money and finances aspect of running a yoga business. She talks about how bookkeeping software can help us with our finances, how to track payment fees, how to check your financial reports with intention, and why creating money practices is like practicing yoga. Tune in for Chioma's tips on how to be consistent with money and shift your money mindset.   Key Takeaways: [2:23] This episode is powered by OfferingTree and Pelvic Health Professionals. [3:58] Kathleen Pratt shares a little about the upcoming yoga series: Nourish Your Nervous System. [5:12] Shannon introduces her guest for this episode - Chioma Njoku. [9:49] What does Chioma do and who does she do it for? [10:42] What does it look like when Chioma works with someone? [12:47] Chioma addresses the idea that making money is yoga. It's okay to make money. [15:24] How can yoga teachers balance the need to get paid with keeping their yoga classes accessible to people with limited funds? [17:54] Chioma shares a little about the saviorism she encountered in 2020, when people invited her to attend their yoga classes for free because she is Black. [21:09] Chioma talks about bookkeeping and what that means for yoga businesses. [22:11] How often should we be looking at our money? [24:34] What's a good starting point for yoga teachers who are not tracking their income or their expenses? [29:06] Shannon pops in to share a great article that Sinead from the Connected Yoga Teacher Team wrote for OfferingTree. [31:02] Shannon and Chioma chat about different software that is available for bookkeeping and tracking income and expenses. [33:25] How does Chioma recommend yoga teachers look at their reports? [35:18] What are some things yoga teachers can do to cut their expenses or increase their income? [39:34] What are some other roadblocks yoga teachers often run into around mindset? [42:57] How can yoga teachers work on their money mindset and get comfortable with money? [46:33] Chioma shares some final thoughts for yoga teachers around money and running their own yoga business. [47:56] Check out Chioma's podcast to learn more, and visit her website to connect. [49:19] Shannon shares her biggest takeaways from this conversation with Chioma.   Links: Chioma Njoku Cheers to Your Prosperity Podcast Previous Podcast Episodes on Money 330: Connect with Your Money with Shannon Crow 295: Make Money Teaching Yoga with Betty Welsh 280: Get Paid as a Yoga Teacher with Shannon Simmons 141: Let's Talk Money with Katie Brauer 042: Money Mindset with Geraldine Carter 154: Bookkeeping for Yoga Teachers with Kelly Christian 329: Why Separate Bank Accounts? with Shannon Crow The Connected Yoga Teacher Podcast Episode 305: Kicked Out of Yoga [Part 2] with Chioma Njoku Quickbooks Xero Freshbooks Paypal Stripe How to Keep Customers Coming Back and Build a Loyal Base by Sinead O'Connor for OfferingTree HubDoc The Connected Yoga Teacher Podcast Episode 318: Questions to Ask Before Any YTT with Shannon Crow Get Rich, Lucky Bitch by Denise-Duffield Thomas  You Are a Badass At Making Money, by Jen Sincero Profit First, by Mike Michalowicz Nourish Your Nervous System, 6-Week Online Series with Kathleen Pratt in Pelvic Health Professionals Guest Speakers in Pelvic Health Professionals Support the podcast Shannon Crow on Instagram The Connected Yoga Teacher Facebook Group Pelvic Health Professionals   Gratitude to our Sponsors, OfferingTree and Pelvic Health Professionals.   Quotes from this episode: "What we can do is offer our service and give them the opportunity to rise, to come to us, to take a class. Believe me, when someone gets something out of something, ... we will invest, we'll figure it out." - Chioma   "It's not our job to save them. We can present our service. It's up to them to say yes or no." - Chioma   "You are in business. Doing your bookkeeping is important to your business." - Chioma   "It's more of just getting into the habit of looking at that report and what it is to me, it's setting expectations for your business." - Chioma   "It's good to have conversations and questions about your money because there are little ways that you can save money." - Shannon   "Let's try not to discount a service. We're teaching people to not value yoga." - Chioma

Get my Monthly Newsletter here Welcome to part 2 of the mini-series “To Hire or Not to Hire.”   Today Erica talks with Geraldine Carter, a business coach who works with CPAs to help them go down to a forty-hour, then twenty-five-hour, and then eventually fifteen-hour work week without losing revenue. Their deep-dive discussion covers strategies for optimizing work hours and productivity without necessarily expanding the team. Just another approach to growing a profitable business! Find the answer to these questions inside… How can coaches and consultants scale their business without hiring? What are the benefits of staying solo versus hiring in consulting? How can hiring experts help consultants avoid the hire-fire cycle? What strategies can be used to reduce work hours without losing revenue? Can you grow your consulting business profit without expanding your team? Books mentioned in this episode: Getting Things Done, David Allan Value-Based Fees, by Alan Weiss Business of Expertise, by David C Baker   If you missed the first part of this 2-part series, catch it here: https://www.ericagoode.com/podcast/ep62   Reach out to Geraldine: On her website - GeraldineCarter.com Listen to the Business Strategies for CPAs podcast - on Spotify: https://spoti.fi/3HPR37G   Connect with Erica: Instagram  LinkedIn  

In this insightful episode of "The Concierge CPA," host Jackie Meyer is joined by Geraldine Carter, Founder and Business Coach for a deep dive into the complexities of pricing and niching in the accounting profession. This engaging conversation sheds light on how accountants can optimize their practices for greater efficiency and client satisfaction. The episode covers a range of topics, including the pitfalls of traditional pricing models, the power of value pricing, and the transformative impact of specializing in a niche market. Jackie and Geraldine, both seasoned professionals, share their personal experiences and offer practical advice for accounting firm owners looking to elevate their practices.What you'll hear in this episode:[1:07] Introduction of hosts and overview of the episode.[1:27] Discussion on common pricing challenges in accounting.[3:33] The historical perspective on billing models in accounting.[6:14] Exploration of value perception and setting client expectations.[8:42] Insights on the implementation of value pricing in tax planning.[13:05] Strategies for identifying client pain points and customizing solutions.[16:27] Ethical considerations in estimating tax savings.[18:37] The development and impact of specialized tax advisory packages.[23:51] The importance of niching down in accounting.[29:28] Leveraging digital products and subscription models in niche practices.[32:24] Overcoming common misconceptions and challenges in niching.[36:29] Insights on client acquisition in high net worth accounting.[39:25] The journey and benefits of transitioning to a niche practice.[41:10] Closing thoughts and personal recommendations.References:Business Strategy for CPAs by Geraldine Carter: https://www.businessstrategyforcpas.com/Connect with Geraldine Carter on LinkedIn at https://www.linkedin.com/in/geraldine-carter/Visit Geraldine's Website: https://www.climateride.org/Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

Want to unlock the secrets of running a successful accounting business without sacrificing your work-life balance? I've got just the person for you!In this episode, I enjoyed chatting with Geraldine Carter, as she explained the business challenges she sees most with accountants from across the pond and the misconception that their technical skills automatically translate into business acumen. Geraldine, with her unique perspective, underscores the significance of mastering all aspects of running a business and the need for proper training and support. Of course, we dipped into the world of pricing, and how it's not just about the hours you put in, but the value you deliver. Hourly rates? Outdated. Geraldine encourages us to adopt more effective pricing structures like tiered pricing. We also discussed the art of niching, how over-reliance on referrals could be a dangerous pitfall for business growth and how fear of 'success' can hold us back. If you would like to maintain a healthy work-life balance by working a standard 40-hour week, set stronger boundaries and prevent scope creep buckle up and tune in.Hope you enjoy! Make sure you check out our Season 10 Sponsor, Swoop Funding. https://swoopfunding.com/Or connect with Sam Tasker-Grindly here https://www.linkedin.com/in/samtgWant to connect with Kelli? www.linkedin.com/in/kellidoorneIf you would like to find out how Accounting Pirates can help you with your marketing journey, visit www.accountingpirates.com

Are you ready to conquer the world of finance and find the perfect work-life balance?In the latest episode of the Conquer Local Podcast, we're thrilled to introduce Geraldine Carter, a renowned business coach specializing in helping overworked solo CPAs and firm owners achieve a better work-life balance without sacrificing revenue.With over 100,000 downloads, her podcast, "Business Strategy for CPAs," ranks among the top ten podcasts for financial professionals on Apple Podcasts, providing invaluable insights and guidance.Geraldine holds a BS in Engineering from Cornell University and is a co-founder of a company where her cashflow forecasting models have made significant contributions to climate change efforts. Beyond her impressive career, she enjoys outdoor adventures like mountain biking and chasing after her two children in Ketchum, Idaho.Join us on the Conquer Local Podcast to learn from Geraldine Carter as she shares her insights on achieving balance, revenue, and life satisfaction in the finance industry.Conquer Local is presented by Vendasta. We have proudly served 5.5+ million local businesses through 60,000+ channel partners. Learn more about Vendasta and we can help your organization or learn more about Vendasta's Affiliate Program and how our listeners (like yourself) are making up to $10,000 off referrals.Are you an entrepreneur, salesperson, or marketer? Keep the learning going in the Conquer Local Academy.

If you are ready to learn the mindset shift needed to start thinking about scaling challenges creatively, this is a great episode.  Geraldine Carter, coach to single-owner CPAs, joins me on this episode of Accountant's Flight Plan and shares the mindset needed to bring your work week back to 40 hours.

Have you ever thought 'I'm going to run out of podcast topics!'? Maybe it's kept you from launching a podcast? Ideas-endurance is a real concern. But, if you think you could only come up with 20 topics, hit play! In this episode, I share how to transform those initial 20 topics into a limitless fountain of on-brand, purposeful content. The goal? Making your podcast a major marketing powerhouse. Here's the thing: If you're using your podcast to build authority, you don't need 200 diverse topics. In fact, you shouldn't. It's tempting to showcase the vastness of your knowledge, but that doesn't serve your listeners or business. If you want to be the authority on a topic and the solution to someone's problem then dive deep into what your audience seeks. Want to keep things fresh while consistently delivering on your core competency? Here's my approach: 1. Analogies: Like how Geraldine Carter used a Rubik's Cube to explain a core concept, refreshing analogies make old content feel new. Hit play to learn more. 2. Real-world examples: Share client stories or case studies. They're powerful and breathe new life into your main messages. 3. Perspective shift: Rotate your idea, and inspect it from different angles, even from the misunderstood viewpoints. 4. Lists: Break down ideas into list formats; each list item can be a new episode! Oh, and so can the list itself. And, the list items can also have lists. And so on, and so on... 5. Conversations: Invite guests to share their perspectives. Your client's experiences can also rejuvenate ideas shared in past episodes. Your podcast shouldn't be about constantly sharing new topics. It's about revisiting core ones with a fresh take. Your message stays consistent, and every new listener gets a chance to engage with your core insights. Remember, for some, it might take multiple episodes to truly grasp your message. When they do, they'll realize how invaluable your insights are. Don't fret about constantly innovating topics. Revamp and revitalize your core ones. Your audience will appreciate it, and your business will flourish. Get on my calendar for a FREE PODCAST COACHING CALL https://calendly.com/timwohlberg or book here: https://podcastperformancecoach.com/

Almost every slide designer has heard the phrase, "But we can get this done in [insert country here] for a fraction of the price. Slide designers aren't alone in feeling this pressure. So in the interests of hearing how another industry deals with this, today we talk to business coach Geraldine Carter to find out what Certified Public Accountants are doing about it.        

Geraldine Carter started her business because she didn't want to be an employee again. EVER. But when she discovered how much she loved coaching CPAs, she set a clear and compelling mission: helping overworked CPAs create the accounting firm and the life they have always wanted.Geraldine joins me for a no-holds-barred conversation about business, money and impact: What to do when you have to make your business work because you never want to be an employee again.How to find your people and zero in on your mission to serve them.Why it's easier to make your second $100,000 than your first.What happens when your revenue crosses over to your personal definition of “enough”.The costs and pleasures of committing to ruthlessly staying solo.LINKSGeraldine Carter | Website | Podcast | LinkedIn Rochelle Moulton Email List | LinkedIn | Twitter | InstagramGUEST BIOGeraldine Carter is a business coach for overworked solo CPAs and firm owners who want to go down to 40 hours without giving up revenue. Her clients routinely shave hundreds of hours off their to-do lists and get back above water, so they can reshape their practice into one in which they thrive. Her podcast, Business Strategy for CPAs has more than 100,000 downloads and is ranked in the top ten podcast for CPAs, by Apple Podcasts. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID.BOOK A STRATEGY CALL WITH ROCHELLERESOURCES FOR SOLOISTSThe Soloist Women Mastermind (Apply January 2024) A structured eight-month mastermind with an intentionally small group of hand-picked women soloists grappling with—and solving—the same kinds of challenges. 10 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...

“One of the pros of niching is that it facilitates being able to dial in your process and create more consistent results for your clients. And when your results for your clients are more consistent, it becomes much easier to advocate, to articulate, the value that you're creating, and you get more confident in your ability to deliver those results because you've systematized it and you've seen it again and again.” Geraldine CarterThe finer details of this episode:Advice on navigating the difficult conversation of firing clients and the potential benefits of focusing on a niche marketCreating packages or tiers of services to provide options and avoid one-size-fits-all pricingThe importance of finding a niche market and understanding pain points to effectively communicate value and serve clientsEpisode resources:Summit Virtual CFO by Anders website – https://www.summitcpa.net/If you have questions or would like to be a guest on the show, email us at mcpasuccessshow@anderscpa.comCheck out the Virtual CFO Playbook Course: https://vcfoplaybook.summitcpa.net/https://geraldinecarter.com/Download Geraldine's Master Value Creation Checklist for free! https://geraldinecarter.com/valuehttps://www.linkedin.com/in/geraldine-carter/

Host John Randolph continues his thought-provoking conversation with Geraldine Carter about transforming accounting firms on Episode 20 of CPA Life. Geraldine stresses the importance of understanding what clients truly value, explaining that all too often, clients don't actually understand the product you're selling them. She also takes issue with the oft-heard refrain that “CPAs are risk-averse,” arguing that in fact, CPAs take calculated risks all the time, and they take unnecessary risks through inaction. Part two of the discussion is full of big ideas to help you build a thriving and fulfilling practice. Get the full show notes and more resources at CPALifePodcast.com

Geraldine Carter's background in engineering and adventure travel informs her gusto and skill for identifying and solving problems, and her experience in founding her own business led her to realize the challenges many CPAs face as business owners themselves. She talks to John Randolph on part 1 of this two-part episode of CPA Life about those challenges, and her coaching of CPAs on how to simplify their practices, focus on value creation, and get their hours and stress under control. Geraldine provides practical advice on harnessing the benefits of narrowing your focus through specialization or niching, such as higher margins and an easier workload. Get the full show notes and more resources at CPALifePodcast.com

Longtime friend-of-the-show and “three-peat” guest Geraldine Carter returns to go deep on the trials, tribulations, and benefits of niching down on a target market.Talking Points Going all in and telling everyone where you're headed is key to getting traction If starting from scratch, think about what gets you excited and what kind of work you enjoy doing Don't be afraid to be transparent with existing clients when transitioning to a new niche Managing cash flow is crucial during the transition period Not getting traction feels uncomfortable but should be serially solved, while not fitting into a niche is a feeling of discomfort that doesn't go away Niching down has many advantages, including having your own set of people and having more control over your calendar ACFA can sell certain kinds of financial advisory products and services, but it's more common for certified financial planners and financial advisors Quotable Quotes 04:27 “They know down deep inside where they wanna be, but they just haven't given themselves time and space or permission to let that idea surface as a possible business model.” 21:50 “Once you dive into your niche, you realize just how much there is to learn.” 24:01 “It's almost like a process of elimination where they need to know what wrong feels like in order to know what Right feels like.” 26:32 “Who do you like working with? What gets you excited? What are the things that you think about when you can't help thinking about them?” 31:49 “It's not the curfuffle that you imagine it's going to be in your mind.” 35:19 “There are a lot of pieces, there are a lot of moving parts, and it includes you having a good product, you talking about that product, but also not just talking, but speaking compellingly about the product.” 41:15 “CPAs do have it easy in a way, and it's fair that they are in a profession that is in some ways legally required to purchase the service of.” ----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!

Season 4 Episode 58 In this episode of Accounting High, Scotty and Ackerman interview Geraldine Carter, a seasoned business consultant who has lived and worked in over 50 countries and now lives in Idaho. They discuss her background and the transformative power of travel, as well as her insights on the common mistakes CPAs make and the importance of value pricing and sales in accounting. Geraldine emphasizes the need for guidance rather than instruction for clients and the benefits of niching by vertical. She also shares her thoughts on spending versus waste and recommends a book. Tune in to learn more! Interview: Geraldine discusses her experiences traveling around the world and how they changed her perspective on life and business. She shares her decision to leave her first company and start her own business as a business strategist. Geraldine highlights three things CPAs are doing wrong, including not using value pricing, not seeing sales as necessary, and telling clients what to do instead of guiding them. She explains how niching by vertical can help CPAs differentiate themselves and attract ideal clients. Geraldine emphasizes the importance of having hard numbers and plans and distinguishing between spending and waste. Shoutouts: Jay Shetty, Climate Ride, Ron Baker --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Geraldine Carter is a strategy and mindset coach for solo CPAs. Geraldine Carter assists hardworking CPAs in establishing their ideal accounting firm and way of life. Her clients go from being overworked to working the hours they choose while sustaining and expanding income with 250,000 to 1 million in revenue. She came across CPA after CPA who had the admirable ability to memorize a Google's worth of tax code and a remarkable flair for solving complicated tax problems but little time to provide their clients with more beneficial services. Since they struggle to manage their firms in ways that enable them to use their expertise and work a fair schedule, talented accountants are thinking about leaving the field. She decided to find a solution because she is not one to stand by and do nothing. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Podcast: Business Strategy for CPA's (LS 36 · TOP 2.5% what is this?)Episode: 235 Advanced DecisionsPub date: 2023-03-29*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe I've been asking myself for a long time: What are the common characteristics among my clients who make the most progress towards their own version of success the most quickly?  What do I see among them? What are the common traits that they have? Or what are they doing? I've looked at all the different possible characteristics of their business to try and see what are the commonalities. But when it comes down to it, the most obvious commonality is that they make decisions. And they move.  It is the ability to make decisions and learn from the decision that enables those ones to make progress toward their goals the most quickly and the most consistently. In this episode, I want to share with you three advanced decisions that you can make in your business that you can start implementing right away so that you start holding onto the steering wheel of your business bus:   making decisions about your prices making decisions about your deadlines making decisions about your capacity   Advance decisions are critical for your business because they help you make progress in your business much more quickly. Making decisions ahead of time is just one piece of the puzzle that helps you work less and make more, and enjoy the business and the life that you want to have.The podcast and artwork embedded on this page are from Geraldine Carter, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Business Strategy for CPA's (LS 36 · TOP 2.5% what is this?)Episode: 235 Advanced DecisionsPub date: 2023-03-29*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe I've been asking myself for a long time: What are the common characteristics among my clients who make the most progress towards their own version of success the most quickly?  What do I see among them? What are the common traits that they have? Or what are they doing? I've looked at all the different possible characteristics of their business to try and see what are the commonalities. But when it comes down to it, the most obvious commonality is that they make decisions. And they move.  It is the ability to make decisions and learn from the decision that enables those ones to make progress toward their goals the most quickly and the most consistently. In this episode, I want to share with you three advanced decisions that you can make in your business that you can start implementing right away so that you start holding onto the steering wheel of your business bus:   making decisions about your prices making decisions about your deadlines making decisions about your capacity   Advance decisions are critical for your business because they help you make progress in your business much more quickly. Making decisions ahead of time is just one piece of the puzzle that helps you work less and make more, and enjoy the business and the life that you want to have.The podcast and artwork embedded on this page are from Geraldine Carter, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Show Summary In this episode, Geraldine explains what invisible demand means and how to create and capture it. She also shares with us the following points related to creating an invisible demand: value of your services undercharge relative to the value always be creating demand, even when you are full  limit supply focus on creating 100% results for 100% of your clients and take 100% responsibility for all the things within your control More great insights from Geraldine when you listen to this episode of Grow My Accounting Practice podcast.   Website: https://geraldinecarter.com/ Corporate Partner: People Process – https://peopleprocesses.com/

Podcast: Business Strategy for CPA's (LS 36 · TOP 2.5% what is this?)Episode: 201 Effortless ValuePub date: 2022-08-03There is vestigial thinking in the accounting space that value comes from working. “If I worked hard on a thing, then you should pay me money for it.” But that's not how money works: people don't really care if you worked hard on a thing.  I want to undo this idea in your mind that working hard is the thing that is valuable. The idea is effortless value: that you can create a lot of value for your clients without actually having to work hard. When we create effortless value in our businesses, we can capture that value with our pricing without putting in a lot of extra effort. And when you can capture the value that you create with your prices, then you can work less and make more.  In this episode, I list a dozen ways you can add value that are not tied to doing work:  Improve the onboard experience. Create quick wins early on. Get more proactive for your clients. Improve the timing and the clarity of communication.  Improve the clarity of your expectations and communicate those expectations. Improve your clients' likelihood of achieving success or results. Increase the speed that you provide results.  Increase the ease with which clients can reach you. Minimize the hassles that they need to deal with in working with you.    Building effortless value into your accounting firm is a sure-fire way to help you generate more revenue without having to work so hard for it.  ******** Building effortless value is something that we work on inside CPA Mastermind.  If you want to know more about CPA Mastermind, check out the webpage at https://geraldinecarter.com/cpa-mastermind. If you want to get on the interest list so that you can stay apprised of when registration is open and accepting applications, go to https://geraldinecarter.com/interest. ******** Want one piece of business strategy delivered daily to your inbox? Subscribe here: https://www.geraldinecarter.com/subscribe-main-list Episode mention: 196 CPA Mastermind: Create More Profit with Less Effort https://businessstrategyforcpas.com/196  The podcast and artwork embedded on this page are from Geraldine Carter, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Business Strategy for CPA's (LS 35 · TOP 2.5% what is this?)Episode: 201 Effortless ValuePub date: 2022-08-03There is vestigial thinking in the accounting space that value comes from working. “If I worked hard on a thing, then you should pay me money for it.” But that's not how money works: people don't really care if you worked hard on a thing.  I want to undo this idea in your mind that working hard is the thing that is valuable. The idea is effortless value: that you can create a lot of value for your clients without actually having to work hard. When we create effortless value in our businesses, we can capture that value with our pricing without putting in a lot of extra effort. And when you can capture the value that you create with your prices, then you can work less and make more.  In this episode, I list a dozen ways you can add value that are not tied to doing work:  Improve the onboard experience. Create quick wins early on. Get more proactive for your clients. Improve the timing and the clarity of communication.  Improve the clarity of your expectations and communicate those expectations. Improve your clients' likelihood of achieving success or results. Increase the speed that you provide results.  Increase the ease with which clients can reach you. Minimize the hassles that they need to deal with in working with you.    Building effortless value into your accounting firm is a sure-fire way to help you generate more revenue without having to work so hard for it.  ******** Building effortless value is something that we work on inside CPA Mastermind.  If you want to know more about CPA Mastermind, check out the webpage at https://geraldinecarter.com/cpa-mastermind. If you want to get on the interest list so that you can stay apprised of when registration is open and accepting applications, go to https://geraldinecarter.com/interest. ******** Want one piece of business strategy delivered daily to your inbox? Subscribe here: https://www.geraldinecarter.com/subscribe-main-list Episode mention: 196 CPA Mastermind: Create More Profit with Less Effort https://businessstrategyforcpas.com/196  The podcast and artwork embedded on this page are from Geraldine Carter, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Geraldine Carter is a business coach who aims to help CPAs get the life and business they want. She runs her own website and is the host of the Business Strategies for CPAs podcast. She has a Bachelor of Science in Engineering from Cornell University. Besides business coaching and working with accountants, Geraldine enjoys mountain biking, trails, and raising her family.  Through her experiences with coaching CPAs, Geraldine has a lot of information to help you move forward with your practices and your firm. In this Growing Your Firm Podcast, CEO and Founder of Jetpack Workflow David Cristello interviews Geraldine Carter. Geraldine has been on the show before and came back to talk about her experiences with business coaching and provide examples of what plagues CPAs/accountants. Many elements of life hold back firm owners—money, sense of value, where to go next, etc. Clients and the mental mind are two perfect examples of what holds back CPAs/accountants. If you don't listen to your clients and find your interests through their struggles, you might never find your niche. It's also easy to become your own worst critic.

The CPA Savior, Geraldine Carter, joined me on Ditching Hourly to talk about her journey from custom coaching to productized services and how it opened up a path to seven figures for her solo business. About GeraldineGeraldine Carter is a business coach for overworked CPAs who need help getting off the tax hamster wheel. Her clients routinely generate $250K of new annual recurring revenue within the first few months of working together, while spending less time at the office. Her podcast, Business Strategy for CPAs has more than 100,000 downloads and is ranked in the top ten podcast for CPAs, by Apple Podcasts. Geraldine holds a BS in Engineering from Cornell University and is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID.Related links https://www.linkedin.com/in/geraldine-carter/ gc@geraldinecarter.com businessstrategyforcpas.com geraldinecarter.com ----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!

Geraldine Carter runs She Thinks Big Coaching where she helps CPAs do less without sacrificing revenue. Although her target market are CPAs, she actually has a bachelor's degree in civil engineering from Cornell University. She was also a cycling guide for Backroads and now hosts her own podcast called The Business Strategy for CPAs. In this episode, she talks about the structure of pricing in the accounting industry and the reason why most CPAs are underpriced. She then discusses her so-called “effortless value” where accountants could earn more without having to do extra work. Finally, she shares her tips on how accountants could earn more by having expertise and charging their clients more.   Why you have to check out today's podcast: Learn why you should have a deep expertise instead of being a generalist Acquire techniques on how to increase your value without doing more Discover the reason why charging more is better for you and your clients   “It's good for your clients to charge them more” – Geraldine Carter   Topics Covered: 01:33 – How Geraldine got into pricing 03:10 – The problem of pricing in the accounting industry 05:24 – What is Menu Pricing and its difference from Subscription Pricing 09:16 – CPAs are not a subscription 10:11 – How “billing” works in CPAs 11:56 – The prevailing mindset among CPAs 13:11 – Why having a deep expertise is essential in getting better prices 17:04 – The mindset that needs to be changed in the accounting industry 17:54 – What is “Effortless Value” 20:49 – Geraldine's bicycling pricing story 24:06 – Pricing table topics: Subscriptions have three revenue buckets: win, keep, and grow. Manage all three. 27:51: Geraldine's pricing advice   Key Takeaways: “You can legitimately be given the marketplace and the absence of segmentation, become an expert and have expertise that the client cannot find anywhere else, either in their zip code or on the Internet. It just doesn't exist. There's so little competition that if you in fact do have deep expertise." – Geraldine Carter “Effortless value is this idea of going through your business and looking at all the ways you could improve. You could add value to your clients experience without it being more work.” – Geraldine Carter “Your buyers take your price as a signal of quality. And if it is not high enough for what they are expecting to pay, they will keep on walking.” – Geraldine Carter “If your delivery is dialed in and your clients are delighted and you make good on your promise, they will continue to stay.” – Geraldine Carter   People / Resources Mentioned: She Thinks Big Coaching: https://geraldinecarter.com/ Smart Strategy for CPAs: https://www.businessstrategyforcpas.com/ Jonathan Stark: https://jonathanstark.com/ Ron Baker: https://www.linkedin.com/in/ronbaker1/ Selling Value: How to Win More Deals in Higher Prices: https://www.amazon.com/Selling-Value-Deals-Higher-Prices/dp/1737655217   Connect with Geraldine Carter: LinkedIn: https://www.linkedin.com/in/geraldine-carter/ Email: gc@geraldinecarter.com Website: https://geraldinecarter.com/   Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/ Email: mailto:mark@impactpricing.com  

In this interview episode, Geraldine and I discuss communicating your value more effectively & exactly what IS valuable. We also discuss how we, as women, can make more money by working on becoming more confident, plus priorities and ‘success' defined.In this episode you'll hear:How to communicate your value more effectively & tying to package pricingHow to reprice underpriced clientsWhy working on your confidence is key in making more money3 roles in a business that you could be filling for your clientsThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect of Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven't left a review yet it's super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Editing: Ian Gilliam: iangilliam.comDescript (affiliate link)Buzzsprout (affiliate link)About our guest:Business Strategy for CPAs Podcasthttps://geraldinecarter.com/subscribeGeraldine Carter is a business coach for CPAs who need help getting off the tax hamster wheel. Her clients routinely add multiple 5-figure engagements to their books within the first few months of working together, while spending less time at the office. Her podcast, Business Strategy for CPAs has more than 100,000 downloads and is ranked in the top ten podcast for CPAs, by Apple Podcasts.Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID.Ready to Elevate your leadership skills? Check out ambitiousbookkeeper.com/leadershipcoaching

Geraldine Carter is a certified professional coach who specalizes in helping overworked solo CPAs get their lives back without forsaking revenue.Geraldine is the Founder of She Thinks Big Coaching and the host of the Business Strategy for CPAs Podcast. Here are a few of the topics we'll discuss on this episode of Accounting Automation: Ways the traditional accounting firm business model is broken. How accountants can get away from billing by the hour. The best way to raise prices as an accountant. How CPA's can transition from employee to business owner. The different skills CPAs need when they become business owners. How narrow a niche CPA's should focus on. The importance of specalization. Resources: Business Strategy for CPAs Podcast She Thinks Big Coaching NxtStep Connecting with Geraldine Carter: LinkedIn Website Email Connecting with the host:Sean Boyce on LinkedIn To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

Are you a woman who struggles with charging what you're worth? Have you ever felt like you undercharged a client or worse quoted too much and didn't get the gig? If so, you will LOVE today's BizableTV University Session with Geraldine Carter. In today's session, Geraldine unpacks how women can Position and Price in their Expertise-Based Businesses. Don't worry guys. you'll learn a thing or two as well. In this session you will learn how: How to position your services for better rates. Why narrowing your positioning deepens your expertise and offers more value to your clients. What to do with existing clients outside the niche. What to do if you don't like your niche. Get Geraldine's Slides Here:  The BizableTV Podcast is the companion show to the new BizableTV streaming service, that's been touted as the "Netflix for creative entrepreneurs". Get 7 days of BizableTV FREE! Stream exclusive entrepreneurs, docuseries, BizableTV University, and live streams on BizableTV! If you have any guest suggestions or comments, please email them to: hello@bizabletv.com

"For a long time pricing was this great big mysterious thing. I didn't understand where the numbers came from."If you feel or felt this was then you're not alone. Pricing is rarely taught, in fact most people don't even know there are people out there who are experts. Your job, one of them, as a business owner is to demystify pricing so that it's not so difficult for you to do. Learn what you need to know and figure out how to make it simple for your business.As I discussed with this episode's guest understanding value is the key to opening up that mysterious little box you call pricing.In This EpisodeI sit down with Geraldine Carter, Owner of She Thinks Big Coaching where she helps CPAs get out of the accounting rut. Her clients routinely double their margins in 6 months or less while working fewer hours. She shares with us her own pricing journey. How she went from just doing what everyone else was doing and feeling like pricing was a great big mystery to realizing it's a powerful toolset for her and her clients to master. We talk about that and so much more. Enjoy the episode.Podcast Highlights0:00 Introduction02:07 Getting to Know Geraldine06:30 What Value Clients get from Geraldine08:26 Pricing at the Beginning15:49 Most Businesses and Services Lack and Understanding of the Value18:55 Is Pricing more Art than Science24:55 I can't do that in my Industry is not (a fact) it's a Thought26:51 Pricing is Something that I can Learn28:05 Wrap Up QuestionsHow to Reach Geraldine:LinkedIn: https://www.linkedin.com/in/geraldine-carter/Website: https://www.shethinksbigcoaching.com/Don't go yet. If you're enjoying the show please rate and review. It helps us spread the word to more people and ultimately get more small businesses on the path to sustainable profitability and business success. Thanks for Listening.*********Reach Out, Connect or Book a Call with JaneneGet started improving your business. Sometimes it's difficult to know where to begin. I suggest you Download the the self assessment Pricing Scorecard (www.thepricinglady.com/pricing-scorecard). Get a view of what's working and what's not working when it comes to pricing in your business. Figure out where to start making improvements.Get in touch with Janene. If you've got a question that needs answering, a challenge you're facing or you have suggestions for future topics or guests, let me know. Contact Janene (https://thepricinglady.com/contact/)Transform your business and life. My business is about helping you build a better business. One that's profitable and where you can confidently charge for the value you deliver. Let's see how we can work together. Book a complimentary Discovery Call today! (www.thepricinglady.com/book-a-call)

Pricing is one of the big issues business owners and freelancers struggle with. Far too many entrepreneurs opt for hourly billing when they start out, only to get stuck in the cycle of charging per hour for their expertise. But it's a pricing model that limits earning potential and stunts any decent level of business growth. It also makes it difficult to outsource because you're constantly thinking about your bottom line - it's why I always recommend moving to fixed prices and packages as soon as possible! So in this episode of The Pricing Queen, we'll be covering: Why it's so important to get your pricing right [2.21] The frustrations business owners face around pricing and business strategy [3:59] How to set your fixed prices [5:40] How to move existing clients from hourly billing to fixed pricing [7:15] What to focus on and monitor once you have fixed pricing in place [7:45] How to prevent scope creep [8:42] The key thing to do, if you're pricing for new and ad-hoc services [11:11] Discovery calls and the questions you need to answer to price accurately [17:37] Why you need to cut your potential clients some slack! [20:35] Holding your ground as an expert and how this affects your pricing [23:40] Real-world examples of businesses moving from hourly to fixed pricing [26:13] Resources: Geraldine Carter's website - SheThinksBigCoaching.com Follow Geraldine on LinkedIn - linkedin.com/in/geraldine-carter/ Opt-in for the ‘$10,000 an hour CPA scorecard' - SheThinksBigCoaching.com/queen Get help with working out your pricing - http://www.thepricingqueen.com/pricing-calculator Listen, rate, and subscribe! Like what you hear? Don't forget to rate and leave a review to help spread the word! Subscribe here: Spotify iTunes Google

Rob and Rory are joined by Geraldine Carter, business coach and host of the leading podcast “Business Strategy for CPAs,” as they discuss how firms can transition to a more efficient recurring revenue subscription model. Listen as they talk about the importance of looking at the lifetime value of clients, how firms should communicate value in their messaging, and the importance of investing in sales and marketing. Want to know how accounting firms can leverage the business models of Netflix, Amazon, and Adobe to become vastly more profitable? Well, find out the answer to this question and more in this latest episode with the business coach for CPAs.

CPAs are great at thinking about numbers, but as a business owner you need to think about more than numbers: Serving clients you love to work with and building a business with a purpose. In this episode, Geraldine Carter joins Tom to discuss how to achieve all this, from a business coach who specializes in working with solo CPAs and small CPA firms. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Disruptors with Liz FarrGeraldine Carter is on a mission to make accounting more attractive as a profession, and to make accountants more profitable, particularly soloists and small firms.In this episode of The Disruptors with Liz Farr, Carter explains the trouble with "orphan 1040s," how to "level up" your firm, the priceless value of emotional intelligence, and why giving your all is too much (80 percent is enough.)More here: https://cpatrendlines.com/2022/02/14/geraldine-carter/

On today's bonus UNCUT episode, Rob Brown interviews Kevin Sharma of Doc.It on the role of technology in the accounting sector and implications for the mental wellbeing of accountants Kevin is the Director of Sales and Marketing at Doc.It by IRIS. Over the past nine years, he has helped hundreds of accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow and web portal tools. Key takeaways from the full uncut interview include: ⍟ The key things that separates the good accounting firms from the great ones ⍟ The two things that the fastest growing CPA practices and accountancy firms are investing in ⍟ Deadline overkill and it's debilitating role on the performance of CPAs and accountants ⍟ What is really working for accounting firms who are using technology in the best possible way ⍟ Making the connection between tech investment and revenues for an accounting practice ⍟ What accountants and CPAs can do with any time they save or free up by better using technology ⍟ How accountancy practices have adapted and pivoted during the Covid pandemic ⍟ How stress and mental health issues prevent accounting professionals from living and performing optimally ⍟ Shout out to Randy Johnston's research on the critical issues that challenge accounting firms internationally ⍟ The key contributors to burnout, exhaustion, overwork and stress in the accounting world ⍟ The link between mental health and technology for accounting professionals ⍟ The implications of not being able to see clients in person for accountancy advisors and CPAs ⍟ What will attract the younger generation of accountants and CPAs to come into the profession ⍟ What is driving the demand for technological advancement and digitalisation for accountants and their clients ⍟ Bad doctrine or advice that comes out from some accounting leaders that holds back their practices ⍟ Shout out to Geraldine Carter and her https://accountinginfluencers.captivate.fm/episode/pricing-strategies-for-accountants-and-cpas-with-geraldine-carter-uncut (episode on pricing) about the best course of action when pushing against inertia in an accounting practice ⍟ Advice for younger accountants who struggle to bring about change and growth in their accounting firm ⍟ What frustrates most about the accountancy profession when it comes to technology ⍟ The 'full suite big box' argument versus the 'best in class, best in breed' approach for technology in accounting firms ⍟ How virtual wine tours work if accounting and fintech firms want to be different and keep their clients close. Kevin loves travelling, sports (Toronto Raptors), concerts and bakes cheesecakes as a side hustle. He also enjoys spending time with his family and 2 year old son. Go to https://www.doc-it.com/aip (https://www.doc-it.com/aip) to learn more and get a special free white paper free white paper "Choosing a Client Portal for Your Accounting Firm" Kevin on LinkedIn: https://www.linkedin.com/in/kevinnsharma/ (https://www.linkedin.com/in/kevinnsharma/) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Episode 70. On today's show, Rob Brown interviews Kevin Sharma of Doc.It on the role of technology in the accounting sector and implications for the mental wellbeing of accountants Kevin is the Director of Sales and Marketing at Doc.It by IRIS. Over the past nine years, he has helped hundreds of accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow and web portal tools. Key takeaways from the full uncut interview include: ⍟ The key things that separates the good accounting firms from the great ones ⍟ The two things that the fastest growing CPA practices and accountancy firms are investing in ⍟ Deadline overkill and it's debilitating role on the performance of CPAs and accountants ⍟ What is really working for accounting firms who are using technology in the best possible way ⍟ Making the connection between tech investment and revenues for an accounting practice ⍟ What accountants and CPAs can do with any time they save or free up by better using technology ⍟ How accountancy practices have adapted and pivoted during the Covid pandemic ⍟ How stress and mental health issues prevent accounting professionals from living and performing optimally ⍟ Shout out to Randy Johnston's research on the critical issues that challenge accounting firms internationally ⍟ The key contributors to burnout, exhaustion, overwork and stress in the accounting world ⍟ The link between mental health and technology for accounting professionals ⍟ The implications of not being able to see clients in person for accountancy advisors and CPAs ⍟ What will attract the younger generation of accountants and CPAs to come into the profession ⍟ What is driving the demand for technological advancement and digitalisation for accountants and their clients ⍟ Bad doctrine or advice that comes out from some accounting leaders that holds back their practices ⍟ Shout out to Geraldine Carter and her https://accountinginfluencers.captivate.fm/episode/pricing-strategies-for-accountants-and-cpas-with-geraldine-carter-uncut (episode on pricing) about the best course of action when pushing against inertia in an accounting practice ⍟ Advice for younger accountants who struggle to bring about change and growth in their accounting firm ⍟ What frustrates most about the accountancy profession when it comes to technology ⍟ The 'full suite big box' argument versus the 'best in class, best in breed' approach for technology in accounting firms ⍟ How virtual wine tours work if accounting and fintech firms want to be different and keep their clients close. Kevin loves travelling, sports (Toronto Raptors), concerts and bakes cheesecakes as a side hustle. He also enjoys spending time with his family and 2 year old son. Go to https://www.doc-it.com/aip (https://www.doc-it.com/aip) to learn more and get a special free white paper free white paper "Choosing a Client Portal for Your Accounting Firm" Kevin on LinkedIn: https://www.linkedin.com/in/kevinnsharma/ (https://www.linkedin.com/in/kevinnsharma/) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

On today's bonus UNCUT episode, Rob Brown of the Accountants Influencers Podcast interviews Geraldine Carter on advanced pricing and negotiation strategies for accountants and CPAs. Discover some of the misconceptions accounting professionals have when it comes to pricing, why they are scared to raise their prices and the many benefits of better pricing for accountancy firms. Geraldine is the founder of She Thinks Big Coaching, where she helps accountants and CPAs get out of the accounting rut. Her clients routinely double their margins in 6 months or less while working fewer hours. With a degree in engineering from Cornell, she is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. Key takeaways include: ＞ Why pricing is such a contentious subject for accountants and CPAs, and why it shouldn't be ＞ How billing and pricing are not the same thing, and the key problems with hourly timesheets ＞ How an engineering background brings clarity and logic to what can be an emotional subject like pricing ＞ What accountants and CPAs misinterpret when it comes to pricing and value ＞ Different pricing strategies accounting professionals can use in their practice ＞ The concept of 'value' and how to quantify intangibles with accounting clients ＞ A conversational framework to encourage a client to articulate what an accounting service may be worth to them ＞ The benefits for accountants to give their clients levels, menus and options to better price services and outcomes ＞ How accountants can arrive at a client fee from say a $250,000 uplift in their business - the ROI conversation ＞ What CPAs and accountants are really looking for to think and act differently with pricing ＞ How automation can be an accountant's friend or enemy depending on their blend of advisory and compliance services ＞ Thoughts on the various pricing tools available for accountants and CPAs ＞ The benefits of varying finance payment options for accountants providing advisory and project services to clients ＞ Whether compliance work for accountants should be priced differently to hourly billing ＞ Why accountants should NOT be scared of putting up their prices, but what makes them so fearful ＞ Why clients of accountants and CPAs pushback with price increases and how to counter this ＞ Blunt advice for accountants in larger firms who don't have the authority or influence to change pricing approaches ＞ What accounting practices need to do and change with pricing to increase revenues ＞ Helping accountants make the decision to price differently with your best or your worst clients to start with ＞ What happens when CPAs and accountants get better and more confident with pricing In her free time, Geraldine can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum in Idaho USA. https://www.linkedin.com/in/geraldine-carter (https://www.linkedin.com/in/geraldine-carter) website: https://www.shethinksbigcoaching.com/aip (https://www.shethinksbigcoaching.com/aip) PODCAST: https://www.smartstrategyforcpas.com/ (https://www.smartstrategyforcpas.com) NOTE TO LISTENERS: This is a full-length interview (usually 20-30 mins long) from which the highlights show earlier in the week was taken. You can listen to this on a previous episode. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Episode 55. On today's show, Rob Brown of the Accountants Influencers Podcast interviews Geraldine Carter on advanced pricing and negotiation strategies for accountants and CPAs. Discover some of the misconceptions accounting professionals have when it comes to pricing, why they are scared to raise their prices and the many benefits of better pricing for accountancy firms. Geraldine is the founder of She Thinks Big Coaching, where she helps accountants and CPAs get out of the accounting rut. Her clients routinely double their margins in 6 months or less while working fewer hours. With a degree in engineering from Cornell, she is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. Key takeaways from the full uncut interview include: ＞ Why pricing is such a contentious subject for accountants and CPAs, and why it shouldn't be ＞ How billing and pricing are not the same thing, and the key problems with hourly timesheets ＞ How an engineering background brings clarity and logic to what can be an emotional subject like pricing ＞ What accountants and CPAs misinterpret when it comes to pricing and value ＞ Different pricing strategies accounting professionals can use in their practice ＞ The concept of 'value' and how to quantify intangibles with accounting clients ＞ A conversational framework to encourage a client to articulate what an accounting service may be worth to them ＞ The benefits for accountants to give their clients levels, menus and options to better price services and outcomes ＞ How accountants can arrive at a client fee from say a $250,000 uplift in their business - the ROI conversation ＞ What CPAs and accountants are really looking for to think and act differently with pricing ＞ How automation can be an accountant's friend or enemy depending on their blend of advisory and compliance services ＞ Thoughts on the various pricing tools available for accountants and CPAs ＞ The benefits of varying finance payment options for accountants providing advisory and project services to clients ＞ Whether compliance work for accountants should be priced differently to hourly billing ＞ Why accountants should NOT be scared of putting up their prices, but what makes them so fearful ＞ Why clients of accountants and CPAs pushback with price increases and how to counter this ＞ Blunt advice for accountants in larger firms who don't have the authority or influence to change pricing approaches ＞ What accounting practices need to do and change with pricing to increase revenues ＞ Helping accountants make the decision to price differently with your best or your worst clients to start with ＞ What happens when CPAs and accountants get better and more confident with pricing In her free time, Geraldine can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum in Idaho USA. https://www.linkedin.com/in/geraldine-carter (https://www.linkedin.com/in/geraldine-carter) website: https://www.shethinksbigcoaching.com/aip (https://www.shethinksbigcoaching.com/aip) PODCAST: https://www.smartstrategyforcpas.com (https://www.smartstrategyforcpas.com) NOTE TO LISTENERS: This is a condensed highlights version of the full interview (usually 20-30 mins long), which you can catch as a bonus UNCUT episode at the weekend. Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

Episode 51. On this week's Accounting Influencers Podcast: ➜ News - Martin & Rob discuss "The Insolvency Tsunami & Opportunities for Accounting Professionals". With businesses supposedly going bust everywhere, we look at the real figures, at how any insolvency cases might also be complemented by new business start ups and what it means for accounting professionals. ➜ Special Guest Interview (Highlights)- "A Strong Message to Accountants & Bookkeepers from Ron Saharyan". Ron rants passionately about CPAs who say they're too busy in tax season, the lame 'let's clean up your accounts' line and what's wrong with 'customized workflow. ➜ Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works for Accountants & CPAs on Generating Referral Business." With introductions, word of mouth and recommendations supposedly making up the main sources of new work for many accounting firms, we give you ways to generate more high quality referrals. ➜ Expert Interview (Highlights) - "Pricing Strategies for Accountants and CPAs with Geraldine Carter". Discover some of the misconceptions accounting professionals have when it comes to pricing, why they are scared to raise their prices and the many benefits of better pricing for accountancy firms. NOTE TO LISTENERS: The Accounting Influencers Podcast is a daily show with four segments coming out every Monday Martin which are repeated on the other 6 days as standalone episodes, plus full uncut interviews on the weekend.  Hosts Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues. 

Trailer - coming up this week on the daily radio-show style Accounting Influencers Podcast with Martin Bissett & Rob Brown: ➜ Monday: hear the full show with the best bits of accounting/fintech news, two special guest/expert interviews and practical tips for accounting professionals in the 'here's what works' segment. ➜ Tuesday: News - Martin & Rob discuss "The Insolvency Tsunami & Opportunities for Accounting Professionals" ➜ Wednesday: Special Guest Interview (Highlights)- "A Strong Message to Accountants & Bookkeepers from Ron Saharyan". Ron rants passionately about CPAs who say they're too busy in tax season, the lame 'let's clean up your accounts' line and what's wrong with 'customized workflow. ➜ Thursday: Here's What Works - Rob & Martin offer up practical advice and tips for accounting practitioners on "Here's What Works for Accountants & CPAs on Generating Referral Business." ➜ Friday: Expert Interview (Highlights) - "Pricing Strategies for Accountants and CPAs with Geraldine Carter". Discover some of the misconceptions accounting professionals have when it comes to pricing, why they are scared to raise their prices and the many benefits of better pricing for accountancy firms. ➜ Saturday: UNCUT full length Special Guest Interview - "A Strong Message to Accountants & Bookkeepers from Ron Saharyan". Ron rants passionately about CPAs who say they're too busy in tax season, the lame 'let's clean up your accounts' line and what's wrong with 'customized workflow. ➜ Sunday: UNCUT full Expert Interview - "Pricing Strategies for Accountants and CPAs with Geraldine Carter". Discover some of the misconceptions accounting professionals have when it comes to pricing, why they are scared to raise their prices and the many benefits of better pricing for accountancy firms. Enjoy the highlights show every Monday, stand alone shorter segments of the main show Tuesday to Friday, then the full deep dive uncut interviews in bonus editions every Saturday and Sunday. NOTE TO LISTENERS: Martin and Rob love to hear from the show's 7000+ listeners in 144 countries around the world. If you like the show, leave a review wherever you listen, and please recommend the show to your friends and colleagues.

There is a direct connection between niching down and earning more money. In this episode, Geraldine Carter and Alastair McDermott discuss positioning and specialization. Geraldine outlines the direct connection between your specialized positioning and your ability to command higher fees. They also discuss pricing new service lines, and how consultants tend to undercharge significantly. “Underpricing is by far the number one pitfall when creating packaged services. When I work with my clients, and they tell me what they're going to charge for a certain thing, it's typically under by half, sometimes three times.” -- Geraldine Carter “The more focused your position is in the marketplace, the easier it becomes for you to understand how to add value to your clients' businesses. You deeply understand where they get stuck, you start to see the patterns. You provide more valuable solutions faster, so your value goes up. And when your value goes up, your prices can immediately follow.” -- Geraldine Carter

"In order to get at value for your clients, it's helpful to think of the three questions that you can. Why now, why me and why this way. " - Geraldine CarterThe finer details of this episode What is Value-Based Pricing?Why digital agencies should consider Value-Based PricingWhat questions to ask when pricing your services according to valueEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net She Thinks Big website - www.shethinksbigcoaching.com

Geraldine Carter is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut. Her clients routinely double their margins in 6 months or less while working fewer hours. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID. Websites and Handles:https://www.linkedin.com/in/geraldine-carter/https://PumpkinPlanYourBiz.com

"When I look at the accounting profession, same thing, super well-educated well-trained putting in lots of years licensed, and all that. Do they suffer sometimes from the same kind of, let's just say blinders, because they're so well-trained and thinking that the solution has to be complicated and nobody else could possibly come up with it that they walked right past easy solutions." - Geraldine Carter The finer details of this episode What are the 3 main challenges that CPAs and CPA firms usually experience?The kale story and its analogy to the accounting professionFinding simple solutions to pivot your current services and address the challenges that stunt your growth Episode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.net She Thinks Big website - www.shethinksbigcoaching.comSmart Strategy for CPAs - www.smartstrategyforcpas.com   

The biggest driver of success is your mindset. Owner of She Thinks Big Coaching, Geraldine is a business strategist and coach for CPAs. Her passion is empowering business owners to unleash their full potential. She joins us this week to talk about what a successful mindset looks like, and shares tips on how to grow your business. During this interview, you'll learn... Why it's important to get into your clients' shoes to really understand their needs How your mindset could be stunting your business' growth Why focusing on outcomes versus deliverables is a better marketing strategy Learn more about Geraldine on her website. Connect with her on LinkedIn. A SPECIAL ANNOUNCEMENT for Successful Bookkeeper podcast listeners!! Join us December 2nd, 2021 at The Successful Bookkeeper Summit - a two-day free virtual event featuring inspiring speakers from the bookkeeping, accounting and business worlds! To save your free spot, CLICK HERE.  Time Stamps 1:50 - Geraldine's career journey & challenges she faces as a small business owner 5:20 - Taking an empathetic approach to understanding your customers' needs 13:34 - The thinking rut that bookkeepers can get trapped in 30:02 - How the positive power of being fed up can help steer you in the right direction

Show Summary "Strategy is more important than compliance." In today's episode, Geraldine Carter discusses the strategies to approach different automation or technology tools business owners use to run their businesses. She also shares how automation will change the face of the "job" from accounting-facing to client-facing. The importance of emotional intelligence and mindset in being an advertiser is emphasized in this podcast episode. Geraldine also talks about pricing services. Don't forget to leave your comments below, and listen to today's episode!   Websites: https://www.shethinksbigcoaching.com/ https://www.smartstrategyforcpas.com/ LinkedIn: https://www.linkedin.com/in/geraldine-carter/

Geraldine Carter, owner of She Thinks Big Coaching, talks about her passion for traveling, how it runs in her family, some of her favorite trips, and how her experiences traveling play a role in her management style!

This week Will and Paul talk with Geraldine Carter, CEO of She Thinks Big Coaching. Geraldine shares her perspective on valuing the essentials that your clients need from you as their accountant. Listen in, see what you think! Geraldine has also made available her PDF called “Pricing Tools Simplified for CPAs” through this link - SheThinksBigCoaching.com/pulse.

"In order to get at value for your clients, it's helpful to think of the three questions that you can. Why now, why me and why this way. " - Geraldine CarterThe finer details of this episode What is Value-Based Pricing?Why digital agencies should consider Value-Based Pricing What questions to ask when pricing your services according to valueEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - vcfo@summitcpa.net She Thinks Big website - www.shethinksbigcoaching.com

Geraldine Carter of She Thinks Big Coaching joined us for this special edition of Where Accountants Go, the Accounting Careers Podcast. While our show usually highlights the career paths of successful accountants, or individuals that started in accounting and have went on to blossom that knowledge into new, unique career paths, sometimes we produce a special episode focused on helping accountants with their entrepreneurial endeavors.  This episode is exactly that. For this week's show, our guest, Geraldine Carter, drills down on the issues that make some accountants' entrepreneurial dreams turn more into nightmares down the road.  Many of us ultimately would like to have our own practice, but often the freedom we think we are going to achieve doesn't become a reality.  We end up working for our practice instead of it working for us. In this episode, Geraldine covers many of the pitfalls that a self-employed accountant can encounter, and how to fix those issues so that you can thoroughly enjoy running your practice, and so that it meets all your needs and expectations as well. For more information on Geraldine Carter, please visit her website at: Business Coaching for CPA's & Small Firms | She Thinks Big Coaching If you enjoy this episode with Geraldine, please also check out:  Sarah Elliott and Mariette Martinez To listen to this interview with Geraldine Carter, please use the player below:

According to our guest Geraldine Carter of She Thinks Big Coaching, life is too short for holding on to bad clients. In this podcast, she discusses the signs that a client is more trouble than they are worth, the detriments to CPA firms if they hold on to nonbeneficial clients, and the psychological aspects that stand in the way when a CPA firm is considering dropping an engagement. To read the full transcript click here.

In this second episode of this two-part episode, Phil continues his conversation with Geraldine Carter, founder of She Thinks Big Coaching. Geraldine talks about how she guides her clients to find a speciality for their business rather than serve as a generalist. She also shares how she works with CPAs one-on-one and through her roadmap to advisory services. Lastly, she talks about her weekly podcast, Smart Strategy for CPAs.

In the first part of this two-part episode, Phil speaks with Geraldine Carter, founder of She Thinks Big Coaching. Geraldine talks about being a business coach for solo CPAs and small firms and how she helps them make their businesses run better and more easily. She also discusses how she helps clients be strategic with their pricing and the difference between working hourly vs value pricing.

On episode 43 of The Unique CPA, Randy is joined by Geraldine Carter of the Smart Strategy for CPAs podcast, on which Randy was a recent guest. Geraldine's company, She Thinks Big Coaching, specializes in helping CPA firms find their niche in order to do more profitable, more efficient, better work for their clients. Get the full show notes and more resources at TheUniqueCPA.com

Nikki's guest for this On-Air Coaching Call is Geraldine Carter. Geraldine is the owner of She Thinks Big Coaching, where she helps her clients build and price services that will reduce workload while increasing revenue. Listen as she asks for Nikki's help with stories and talking points for a podcast tour she is going on. As usual, Nikki is on point with her answer on this episode of the Sales Maven Show. Nikki suggests that Geraldine first find a key point that she will be speaking about and think of a story of a client that she recently helped around this key point. You can interject this story when you bring up the point and then share the results they received once they implemented what you had discussed. Nikki suggests starting the story by talking about how CPAs can get overwhelmed and overlook the money they could save their clients and then share the example of how you had several overwhelmed clients that implemented this and were able to bring in large amounts of money once CPAs can identify what they are overlooking in their business. "We have coaches because everyone has blind spots." Geraldine is asking Nikki what phrases she should stay away from so that she doesn't make her clients feel embarrassed. Nikki suggests she remark on how common this situation is and the need for coaches to identify the blind spots and find ways to bring money into the business while serving their clients at a much higher level. Nikki also points out that Geraldine needs to take the time to tell these stories when she is a guest on a podcast because usually, it gets the host more engaged, and they ask more in-depth questions. Tell the story in a way that sounds like you are telling it for the first time and the listeners' benefit. Geraldine shares that if she had to pick one benefit of being part of the Sales Maven Society, it's that she gets the right answers to her questions fast. She says that it saves so much time, second-guessing, bandwidth, and focus. She can just move on with things because she has the answer.  Do you need answers to your questions fast? Nikki wants to invite you to join her Sales Maven Society. This is an opportunity for you and Nikki to work together. You 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: [01:02] Welcome to the show, Geraldine! [01:33] Geraldine shares her background and her business. [03:05] Geraldine talks about her podcast and how her clients find her. [04:46] Nikki says that Geraldine provides exceptional value in tiny little pieces of content she regularly puts out. [07:06] Nikki believes it is very important to stay in front of your email list. [08:17] Geraldine needs Nikki's support for stories and talking points for a podcast tour she is going on. [09:41] Nikki suggests looking at the topic she is speaking on and finding the key points and then think of a client she helped around this same topic. [12:22] Geraldine shares an exercise she takes her clients through. [15:20] Nikki shares how she would lay out this story. [17:28] Nikki talks about sharing the process and an impactful story. [19:46] Sometimes, people feel pressured when a guest on a podcast. Take the time to share your stories because sometimes the host gets more engaged. [20:58] Nikki shares some things to remember when you tell stories. [23:02] Nikki speaks about ways to plant seeds. [25:10] Nikki talks about ways for Geraldine to pitch her relevant podcast episodes without making it sound like she is in sales mode. [28:35] "You don't have to plant seeds every single time you answer a question, but you do want to plant seeds more often than not."  [31:05] Geraldine discusses the seeds she believes will be the most important to drop. [32:27] Nikki shares how Geraldine can drop in a seed around her custom one-on-one coaching for an accelerated four-month program. [36:00] Nikki gives her some language when she is on a podcast that might be different from what she is used to. [37:11] Geraldine shares a story that shows another issue she is having around doing things a non-traditional way versus the traditional way. [39:10] Nikki speaks about how she would word the story. [42:24] Tell your stories as often as you can and pay attention to how people respond to them. [47:53] Congrats on the new website, and good luck on your podcast tour. [48:21] What has been one benefit for you of being a member of the Sales Maven Society? [50:53] Nikki shares her question for this week.   Nikki Rausch nikki@yoursalesmaven.com @yoursalesmaven Facebook | Twitter | LinkedIn | Instagram Sales Maven Society To download free Resources from Nikki: www.yoursalesmaven.com/maven   Episode 59 - Storytelling in Business: How to Get Started   Find Geraldine: She Thinks Big  Smart Strategy for CPA's Podcast LinkedIn | Email   Episode 101 - How a CPA Can Raise Prices with Confidence Episode 106 - Better Pricing Strategies for Accountants: Stop Billing by the Hour with Jonathan Stark

Geraldine Carter is a consultant to small CPA firms around the country, and her message is niching down and burying the billable hour by implementing value pricing.Geraldine is also the host of the Smart Strategy for CPA's podcast. But her message is not unique for CPA firms - it's universal - all professional services firms can gain meaningful insights from Geraldine's expertise.

This week I had the pleasure of interviewing business and strategist coach for CPA's, Geraldine Carter. Geraldine is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut. Her clients routinely double their margins in 6 months or less while working fewer hours. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In addition to her coaching practice, She Thinks Big Coaching, she is also the podcast host of “Smart Strategy For CPA's”. In her free time, she can be found mountain biking forested trails or running after her two small children in her hometown of Ketchum, ID. In this episode Geraldine shares some of the biggest issues that CPA's face when starting and growing a business, as well as the solutions she recommends to her clients.

We're back today with Jonathan Stark. In case you missed it we did a recording with Jonathan a couple of weeks ago. It’s episode 106 - Better Pricing Strategies for Accountants. There was so much more to talk about that I invited him to come back on to continue the conversation about pricing.  One of the problems that CPAs run into in their practices is that they tend to fall back on two methodologies for pricing: billing by the hour, and flat rate, which tends to be a cost-plus version of billing by the hour.  These two methodologies limit them in terms of how they price in their firm. Coupled with the problem that hourly billing is problematic in that the client doesn't have a price until after the work is done. And if the bill exceeds the value to the client, that's a big problem. So what we want to talk about today are different pricing methodologies for CPAs.  Before we started recording, I laid out a couple of options, namely retainer, value-based, contingency and subscription. Jonathan walks us through what those different pricing methodologies look like, what's good to use and what kind of circumstances and why you don't want to use them in certain circumstances and what the risks are. Download the PDF below for the notes on the different pricing strategies. Download the PDF: Different Pricing Methodologies for CPAs https://shethinksbigcoaching.com/111-pdf-download/   Connect with Jonathan: Website: https://jonathanstark.com/ Episodes mentioned: 081 Time to Rethink Your Pricing Strategy? with Ron Baker, Founder of VeraSage Institute https://shethinksbigcoaching.com/081 104 How Much Would a CPA Pay for a Kid’s Bike? https://shethinksbigcoaching.com/104 106 Better Pricing Strategies for Accountants: Stop Billing by the Hour https://shethinksbigcoaching.com/106 Geraldine Carter on the Ditching Hourly Podcast - The Forensic Bounty Hunter https://podcast.ditchinghourly.com/episodes/coaching-call-with-geraldine-carter Book recommendations: How To Measure Anything: Finding The Value of Intangibles in Business, by Douglas Hubbard https://hubbardresearch.com/publications/how-to-measure-anything-book/ Implementing Value Pricing: A Radical Business Model for Professional Firms, by Ron Baker https://www.amazon.com/Implementing-Value-Pricing-Business-Professional/dp/0470584610 Hourly Billing Is Nuts by Jonathan Stark https://jonathanstark.com/hbin Upcoming training:  15 PHRASES TO SCRUB FROM YOUR WEBSITE AND WHAT TO SAY INSTEAD Thursday, November 19th, 12pm ET     Download the ebook “6 Simple Steps to Double Your Revenue” https://shethinksbigcoaching.com/download-double-your-revenue   Schedule time with Geraldine: https://calendly.com/geraldinecarter/15min   Work with Geraldine: https://shethinksbigcoaching.com/work-with-me/  

Geraldine Carter believes CPAs should do more than compliance. A great CPA, she believes, can act as a fractional CFO, offering cash flow forecasting and strategic support to business owners. She founded She Thinks Big Coaching and launched her podcast, Smart Strategy for CPAs, to do just that: Help CPAs establish themselves as key members of business owners’ teams, focusing on specific niches where they can develop expertise.   On the other side of the equation, Geraldine encourages business owners to find the right CPA or fractional CFO as soon as they can afford to do so. Business owners need to understand their financials, but there’s no substitute for expertise. https://fitadvisors.com/geraldine-carter-cpa-niche-business-owners-cfo

I am here to offer you mathematical proof that different is more profitable.  The best possible strategy to becoming more profitable without having to work so hard includes specializing.  A few weeks back, a well-known software developer turned consultant named Jonathan Stark invited me to be on his podcast, Ditching Hourly, so we could discuss other ways to bill forensic accounting. And it was in our conversation that he dropped this equation that I want to share with you.    Here is the max price formula that proves that specializing will make you more profitable. Desire x Buying Power / Availability of Options = Max Price   Let me give you some good news and some bad news.  The bad news is that making yourself different is among the hardest and most necessary gates to pass through on your path to becoming a highly compensated CPA. Now, the good news. Because this gate is one of the hardest ones to get through, very few people actually get through it. Many people try, but they either get lost or they run out of steam, or they don't see it through.  If you are willing to come in and see it through to the other side, you will find that you are in small, great company.  So if you have the courage to commit to the process of specializing, which really only takes about six months, you will cut the number of options your prospects have down to such a small number that you will be able to bump up your max price by a factor of three or five or even eight or more.  If you want to work on upping your max price, here are some initial steps you can take:   Run through your client roster, and note which clients are in a lot of pain. Then look at their buying power. Which of your clients are best positioned to invest with you more deeply? Conversely, which ones do you know will never have the buying power to work with you in a way that lines up with what you want your business to be doing? Finally, look at how many CPAs around you look just like you in a white press button-down shirt who do all things for all people.    Look inside your client roster and leverage the types of businesses you already have as clients to begin the process of specializing. So that you can look different from the white shirt CPA next to you, who specializes in serving everyone and no one at the same time. Remember, specializing is a process. It takes three months just to see if you're getting traction. It takes six months to know for sure if your specialty is working. But if you commit to an industry that is specialized enough, and you give it time, you will get there and you will reap the rewards of being able to maximize your price. And when you maximize your price, you will be able to work with fewer clients. And when you can work with fewer clients, your business gets simpler. And when your business gets simpler, you don't have to work as many hours. There you have it - mathematical proof that different is more profitable.   Podcast mentioned: Ditching Hourly Episode 193: The Forensic Bounty Hunter with guest Geraldine Carter https://podcast.ditchinghourly.com/episodes/coaching-call-with-geraldine-carter   Upcoming training:  GIVE UP CALCULATING $ PER HOUR Break free of this arbitrary metric: there is a better way Thursday, October 22, 12pm ET   Download the ebook “6 Simple Steps to Double Your Revenue” https://shethinksbigcoaching.com/download-double-your-revenue   Schedule time with Geraldine: https://calendly.com/geraldinecarter/15min   Work with Geraldine: https://shethinksbigcoaching.com/work-with-me/

Geraldine Carter is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut. She is also the host of the podcast "Smart Strategy for CPAs". Her cashflow forecasting models have resulted in millions of dollars for climate change efforts. Shownotes: How the tsunami of covid has affected the world of accountants and CPAs Why NOW is actually a great time to be an accountant How coachable accountants are as a breed and how receptive they are to change What attracts accountants and CPAs to the accounting profession and why it attracts certain types of people The number one biggest challenge accountants and CPAs are facing right now The 'tall poppy syndrome' - why some accountants and CPAs are reluctant to stand out What makes most accounting firms look and sound the same, and have the same kind of websites claiming the same things Does complacency (having a recurring fee business model) play a part in accountants being reluctant to change? The main trap that accountants and CPAs get into that causes inertia and lack of growth The problems that arise when accountants and CPAs don't think like business owners with their clients The definition of a framework and why they are so important for accountants to best serve their clients The mistake accountants and CPAs make by giving away so much expertise Why a lack of process and framework for accountants and CPAs stops them from properly adding value to clients How accountants and CPAs can enhance the value they offer clients by a factor of 5 to 10 What getting your life back from working way to many hours looks like for accountants and CPAs How a framework helps accountants and CPAs position advisory services beyond low margin compliance work The main thing clients want from accountants and CPAs that most professionals get wrong The risks larger accounting firms are facing in not empowering younger talent to be more entrepreneurial The restraints that stifle the growth of professional firms Advice for leaders in accounting firms to better develop and keep their entrepreneurial talent Shout out to Rob Brown's TEDx talk on YouTube 'The Personal Brand of You' The danger for accountants and CPAs of competitors being able to copy or claim the same things they do What accountants and CPAs need to do to stand out as experts in their chosen verticals, niches or sectors How accountants and CPAs can identify their best verticals, niches or specialist areas to work in In her free time, Geraldine can be found mountain biking forested trails or running after her two small children in her hometown of Missoula, Montana USA. Contact her here: Website and blog (https://shethinksbigcoaching.com/) LinkedIn (https://www.linkedin.com/in/geraldine-carter)

Business coach Geraldine Carter joined me to brainstorm how her CPA clients could price three different phases of a forensic accounting engagement.

This episode didn’t go quite as planned. In last week’s episode, we looked at why some speakers become thought leaders - the elements they have in common. I’ve gotten great feedback on that episode, so go back and listen to it if you haven’t already. I decided to do this series on thought leadership because of a client survey we did and a recent conversation I had with my business coach. She pointed out to me that I needed to step up. So, I was planning on sharing my own journey as a thought leader over the past 15 years. I have 3 particular inflection points: when I was in politics; when I had my prior technology company; and the past 5 years since I started SYB. Except Sunday morning came, two days before this episode airs, and I had been procrastinating on recording it. I had the outline done, yet I felt like something was missing. I was showing the facade of Carol - sure, I’d share “mistakes” I’ve made and lessons I’ve learned, but it felt flat. If you’ve been listening to this podcast this year, especially for the past few months, you may have noticed - I certainly have - that a theme has shown up several times - how hard it is for me to tap into my emotions.  I’m great at analyzing and intellectualizing, but ask me to tell you what my emotions are, what’s deeper, and there’s a wall there: my guests April Harter and Rebecca Arbona pointed it out (and I’m grateful for them); you can even hear it way back in episode 97 when Geraldine Carter coached me. So, I decided to use this episode to share a very personal story, one that most of my friends don’t even know.  You’ll also hear the reasons I chose to share it, as well as how we’re evolving our work here at Speaking Your Brand. Thank you for listening. This episode is the second in our series on thought leadership.  About Us: The Speaking Your Brand podcast is hosted by Carol Cox. At Speaking Your Brand, we help women entrepreneurs and professionals clarify their brand message and story, create their signature talks, and develop their thought leadership platforms. Our mission is to get more women in positions of influence and power because it's through women's stories and visibility that we challenge the status quo and change existing systems. Check out our coaching programs at https://www.speakingyourbrand.com.  Links: Show notes at https://www.speakingyourbrand.com/185 Subscribe to get updates about our upcoming live virtual summit on October 15: https://www.speakingyourbrand.com/summit/ Schedule a consult call to talk about creating your signature talk and thought leadership platform: https://www.speakingyourbrand.com/contact.  Connect with Carol on LinkedIn: https://www.linkedin.com/in/carolcox Business Coach Lisa Princic: https://www.scalingdeep.com Related Podcast Episodes: Episode 97: Thinking Bigger – I Get Coached On-Air by Geraldine Carter Episode 175: The Work of Anti-Racism as White Women with Carol Cox and Diane Diaz Episode 177: A Radically Different Approach to Understanding Racism with April Harter Episode 179: The Deep Truths You and Your Brand Need to Say with Rebeca Arbona [Finding Your Voice Series] Episode 180: You Say You Want to be a Thought Leader: What That Really Means & How to Find Your Voice with Carol Cox and Diane Diaz Episode 184: Why Some Speakers Become Thought Leaders with Carol Cox [Thought Leadership Series]

Today’s guest is Carol Cox. Carol is the founder of Speaking Your Brand®, a coaching and training company that helps women entrepreneurs and leaders around the world create their signature talks, whether it’s for a keynote, TED talk, conference session or business presentation, and position themselves to get better (and paid) speaking engagements. Carol is host of the weekly Speaking Your Brand® podcast and during election seasons serves as a Democratic political analyst on TV news in Orlando, Florida.  With an extensive background in business, tech, politics, media, and history, Carol’s mission is to help women develop their content and confidence, to raise their voices and visibility, to challenge the status quo and change existing systems. Carol and I have known each other for 3 years, and I have worked with her in a variety of capacities over that time. She even gets credit for helping me coin the name, She Thinks Big Coaching. Carol is here to help us understand what is keeping women from getting in front of the microphone.   Here are my top takeaways:  #1. Get over perfectionism. You have to start where you are, you will get better as you go, and there is no such thing as perfect, so stop chasing it. #2. You’re doing your audience a disservice if you don’t share your expertise and tell people how they can work with you.  Remember that milllllions of Americans and business owners have challenges with their money and need guidance.  Speaking Your Brand Challenge: Choosing Women’s Voices https://www.speakingyourbrand.com/challenge/   Speaking Your Brand Podcast episodes mentioned: Creating a Business for Change with Geraldine Carter https://www.speakingyourbrand.com/podcast-36-business-growth-geraldine-carter/ Thinking Bigger – I Get Coached On-Air by Geraldine Carter https://www.speakingyourbrand.com/thinking-bigger-getting-coached-by-geraldine-carter/   Connect with Carol: Website: https://www.speakingyourbrand.com/ Podcast: https://www.speakingyourbrand.com/podcast/   Download ebook “6 Simple Steps to Double Your Revenue” https://shethinksbigcoaching.com/download-double-your-revenue   Work with Geraldine: Strategy Session https://shethinksbigcoaching.com/strategy-session/ 1:1 Coaching https://shethinksbigcoaching.com/business-coaching/ VIP Day https://shethinksbigcoaching.com/vip-day/

Business Coach Geraldine Carter shares how she helps women entrepreneurs find their confidence while growing their businesses, how she navigates career transitions when the path ahead is uncertain, and how she notices norms without conforming to all of them.    Mentioned on the episode: She Thinks Big (formerly Focused Business Coaching), including Geraldine’s podcast and Facebook Climate Ride Free - 7 Step Guide For Confidently Reaching Out to Anyone Biz Chix podcast One Bad Mother podcast Why complimenting weight loss is a bad idea ———————————————————————— Discuss this episode or learn about hiring Masha for workshop (about making progress on goals that matter to you using antiperfectionism and authenticity) at BoldAdulting.com! Follow BoldAdulting on Twitter or Instagram. Email: masha@boldadulting.com Masha’s personal social media: Twitter & Instagram   All coaching sessions and interviews are included by permission and with the level of privacy requested by each guest.    Bold Adulting season 3 episodes were recorded over a year ago. To hear updates or to learn what podcast guests have been up to since then, reach out using the contact information if provided.  Host: Masha Evpak Sound Editor: Masha Evpak & Bart Cameron

Geraldine Carter is the host of the Podcast: Epic Business Growth for CPAs – we have a great conversation about how Geraldine can use LinkedIn to connect with her ideal client.   We cover how and why Geraldine should create a LinkedIn company page, and how to create content and posts that attract new customers and raise her profile. We also discuss how Geraldine became an unexpected feature in Seth Godin’s Ted Talk on tribes – check that out here: https://ed.ted.com/lessons/the-tribes-we-lead-seth-godin   If you would like to get help with your LinkedIn, then book a 10-minute discovery call with me today at https://socialbee.as.me/?appointmentType=5654105 Click here to get my free guide to growing a genuine LinkedIn Networ   You can find Geraldine at www.shethinksbigcoaching.com 

Do you know your business numbers? Studies have shown that women are more likely to be involved in the decision process, yes even in their own business, when they understand what’s going on financially. Geraldine Carter is here to talk about what you need to know when it comes to your business finances. Geraldine is a business coach for CPAs who aren’t the master of running their own businesses. She explains what level of financial knowledge you should have when you start your own business… and you might be surprised to learn that so long as you have a second-grade education, you have all the arithmetic knowledge you’ll need. Start with tracking your business transactions on a spreadsheet just so you have a general idea of how much your business is making and spending. Geraldine insists on the importance of having a separate business banking account as well. Your business and personal finances should be treated as the completely separate entities that they are. Geraldine explains the differences between a bookkeeper, accountant, and CPA and when you should invest in each of their services. She explains how many businesses are losing money or have easily accessible funds they’re not even aware they have. A big problem might come down to how many friends and family discounts you give out; friends that are paying below your usual rate. You might find that your friends and family discount actually has a positive role in your business… but if it doesn’t, it might be time to raise the rates. Having a system and standard operating procedures in place will help you streamline your time. If you have a dedicated day to do your own bookkeeping, know exactly what processes you need to follow and automate as much as you can.  There’s no beating around the bush: You need to understand your business finances, at least at some level, in order to succeed. It’s the people who know the numbers that make the decisions. And if you outsource, but have no concept of what’s actually going on, you could be leaving your business open for financial discrepancies and problems down the line. How is your relationship with math? Do you have a separate business account? Have you started thinking about outsourcing your business finances?   In This Episode: How you should start tracking your transactions when you’re first in business Why you need to have a business bank account and treat your finances as a completely separate entity When you should invest in a bookkeeper What the difference between a bookkeeper, accountant, and CPA is What role a 'friends and family' discount has in your business How implementing systems can help you streamline your time Why it’s so vitally important to understand your business finances   Quotes: “You don’t have to do the math, the calculator does the math for you. You just have to look at the numbers. There’s no arithmetic in your business that you didn’t’ learn after second grade.” (8:37) “Ideal clients are typically people who are paying you what you’re worth, which is your full rate.” (19:03) “It’s the people who know the numbers and the money who are in the positions to be making the decisions. When you don’t know the numbers and you don’t know the money, you tend to not have as much sway when it comes to making important decisions.” (23:43)   Links Freebie: This Budget vs Actuals Find Geraldine Carter Online Follow Geraldine on Facebook | Twitter | LinkedIn Find Dr. Cortney Baker Online Follow Dr. Cortney Baker on Facebook | Twitter | Instagram | LinkedIn Join From Side Hustle to CEO on Facebook Subscribe to Women in Business on Apple Podcasts   Are you a female millennial entrepreneur who wants to start or scale your service-based business but not sure where to start? Go to www.drcortneybaker.com/10-secrets to get your free copy of the 10 Secrets Female Millennial Entrepreneurs must know before launching their service-based business. Get your free copy now! About Dr. Cortney Baker... She is an award-winning entrepreneur, researcher, author, speaker, and an advocate for gender equality. As a leadership expert and mother of three, she is passionate about inspiring and empowering women to lead with greatness. Dr. Baker is the author of the best-selling books: The Ten Do's and Don'ts for Business Leadership: Lessons to Lead Effectively and Unlimited: Conquering the Myth of the Glass Ceiling. She is passionate about helping ambitious female millennial entrepreneurs go from side-hustle to CEOs! Feedback? Questions? Comments? For more information or to reserve Dr. Cortney Baker to speak at an upcoming event, please contact her at: cortney@cortneybaker.com or 1-469-708-8840.

There is a lot of money sitting  in plain sight in your business.  Geraldine Carter joins us to explain how you can rapidly reveal money to your firm that, in fact, is already there. Listen in on this episode of the Grow My Accounting Practice Podcast.

Thinking BIG! That’s what my guest, Geraldine Carter, and I will be talking about on today’s show. We’re having a conversation about where we play small, how to think bigger, and the importance of mindset. Geraldine shares with us her favorite tips for having a more positive growth-oriented mindset, and I share some of mine, as well. Come join us!   Geraldine Carter specializes in coaching CPAs to help them grow their accounting practice. Her podcast, She Thinks Big, supports business owners to think bigger about what is possible while creating new thought patterns that lead to higher levels of profit. Geraldine co-founded a company in 2008 that has gone on to generate millions for sustainability, completed an Ironman in 12 hours, and is an ICF Certified Coach with more than 800 hours of mindfulness training. In her spare time, she rides her mountain bike in her hometown of Missoula, Montana, or runs after her 2 tiny kiddos.   Show Highlights:   Geraldine’s favorite tool to share with clients that really helps them grasp the ideas of mindset being at choice is borrowed from Mel Robbins: the “54321” with breath behind it. When you’re feeling annoyed, agitated, upset, stuck, you take 5 breaths, and you count back from 5. Dr. Sabrina’s favorite tool is The Choice Map™ by Dr. Marilee Adams. It’s a visual, and we get to choose whether we want to go down the Learner Path or the Judger Path. If at any time we find ourselves going to the Judger Pit, which is where the Judger Path takes us, we can change our questions to get ourselves on the Learner Path. How mindset plays in to designing your business so that you can reclaim your life. Geraldine explains how to move past an identity crisis in order to fulfill the role that we would like to be creating. Dr. Sabrina discusses where fear comes from, and how the mindsets that are grounded in fear no longer serve us. Same thinking = same results. Where money leaks out of our business because of our mindset: Accounts receivable over 90 days & various examples How to have the awkward conversations Tips for course-correcting boundary issues: self awareness observing the thoughts that go through your head being curious with kindness mindfulness that it’s happening  asking yourself what can you do differently the next time it happens Observing the impact (to yourself and others) of not keeping boundaries can often be a motivator to do things differently next time. How to meld bookkeeping, which, by nature, is historical, and coaching, which is looking forward. Focusing on wins and successes: do more of what works! Learning to systemize what works is where we really start to grow.     Links and Resources:   Apply for Tap the Potential’s Exclusive Small Group Coaching Program: https://www.profitgift.com   https://www.tapthepotential.com   For Resources & Tools from Sponsors - https://www.profitbydesignpodcast.com   Subscribe & Share Podcasts! - https://www.profitbydesignpodcast.com/podcasts/     Facebook Group: https://www.facebook.com/groups/ProfitByDesign/     The Choice Map™: https://inquiryinstitute.com/CM.pdf Connect with Geraldine!   Facebook: https://www.facebook.com/shethinksbig/ LinkedIn: https://www.linkedin.com/in/geraldine-carter/ Instagram: 12geraldine406   Opt-in Gift from Geraldine!  FREE eBook “Where to Find $50K Hiding in Plain Sight in Your Business” https://shethinksbigcoaching.com/profitbydesign/   Books Mentioned:   The 5 Second Rule: Transform Your Life, Work, and Confidence with Everyday Courage, by Mel Robbins   Change Your Questions, Change Your Life: 12 Powerful Tools for Leadership, Coaching, and Life, by Marilee Adams, Ph.D.

Serving on a corporate or non-profit board is an excellent opportunity for you to gain skills and visibility and broaden your network. Plus, representation matters: not only to the performance of the companies and organizations who have more women on their boards, but to women who see other women on boards and can then imagine it for themselves (“If you can see it, you can be it”). I’ve served on several boards over the years and the relationships I’ve made have been such an important part of building Speaking Your Brand. My guest is Shireen Motara, who consults with companies and agencies like the United Nations on gender equality and women’s rights, including board diversity. This is a deep conversation about: How Shireen became interested in gender equality at a young age Why companies benefit from having more women on their boards Why there are so few women on boards What it looks like to serve on a board How to let organizations know you’re interested The skills you gain by serving on a board Download the free PDF guide “What You Need to Know to be Board Ready”: https://www.dropbox.com/s/dfq02mxqoeq8fnl/Woman%20Board%20Leader_Shireen%20Motara_eBook_2019.pdf?dl=0 About My Guest: Shireen Motara is deeply passionate about the potential of Women, Entrepreneurs and Africa, and has a lifelong commitment to social change. For over two decades, Shireen has been working and volunteering for social justice. She’s held roles in management, coaching, executive leadership and consulting in South Africa, SADC and the United Kingdom. She volunteers her time to serve as a non-executive director on various boards and as a mentor to entrepreneurs. Her background qualifications include coaching, law, HR and business administration. About Us: The Speaking Your Brand podcast is hosted by Carol Cox. At Speaking Your Brand, we help women entrepreneurs and professionals create their signature talks and gain more visibility to achieve their goals. Our mission is to get more women in positions of influence and power: on stages, in businesses, on boards, in the media, in politics, and in our communities. Check out our coaching programs and workshops at https://www.speakingyourbrand.com. Links: Show notes at https://www.speakingyourbrand.com/126 Shireen’s website: https://taratransform.com/ Download the free PDF guide “What You Need to Know to be Board Ready”: https://www.dropbox.com/s/dfq02mxqoeq8fnl/Woman%20Board%20Leader_Shireen%20Motara_eBook_2019.pdf?dl=0 Connect with Shireen on LinkedIn: https://www.linkedin.com/in/shireenmotara/ Connect with Carol on LinkedIn: https://www.linkedin.com/in/carolcox/ Authors/books mentioned: bell hooks Toni Morrison Maya Angelou Dr. Tererai Trent Invisible Women: Data Bias in a World Designed for Men Catalyst research on women on boards: https://www.catalyst.org/research/women-on-corporate-boards/ Join the free Speaking Your Brand community at https://www.speakingyourbrand.com/join/ or text the word SPEAKING to 444-999. Create your signature talk or TEDx talk. Get all the details and apply online at https://www.speakingyourbrand.com/coaching. Say hi to me on Instagram and Twitter: @CarolMorganCox. Subscribe to the podcast on Apple Podcasts or Google Podcasts and leave a review! Related Podcast Episodes: Episode 45: Your Visibility Roadmap: Build Your Business, Brand, and Influence Episode 92: Deconstructing My TEDx Talk: Why We’re Uncomfortable with Women in Power Episode 94: Speaking and Showing Up Powerfully as Women with Molly Baker McPherson Episode 97: Thinking Bigger – I Get Coached On-Air by Geraldine Carter

From co-founding Climate Ride in 2008 and scaling the socially-conscious company to a seven-figure budget, to biking alone across southeast Asia, to coaching entrepreneurs on how to achieve their own lofty goals, Geraldine Carter loves finding practical, efficient solutions to complex challenges. After directly experiencing the value of outside perspective and mentorship, Geraldine began sharing her 10+ years of business experience and mindfulness training through coaching. An ICF accredited Associate Certified Coach, Geraldine takes pride in challenging herself and her clients to reach higher and find bolder ways forward. More about Geraldine and how she sees herself Note how much Geraldine has done and accomplished and how difficult it was for her to talk about it. Where did it all start, specifically where did you get the notion that you could not only think big, but that you actually had it in you to accomplish big things? Geraldine has been blessed with adventurers in her family that served as role models for her. In her family going on an adventure is as natural as going to grammar school. Also, her curiosity spurs her to see what she is capable of. Lastly, Geraldine isn’t afraid to make a mistake, fail, or make a mess of things. What have you learned from your travel, business, and physical adventures? There are painful moments when you go after your big dreams but they don’t last long. What’s important is you have to pay attention to your inner guidance when making big decisions. If it doesn’t feel right it probably isn’t right. Also, it’s important to hyper-focus on what’s important and remove low-value distractions from your schedule. There is a trifecta of things that are scaring Geraldine right now as she continues to grow her business. Do you share any of these fears? What does your system contain that you are consistently applying to yourself and sharing with your clients so they can get to where you are in their own development? I am very aware that I have developed my coaching system for myself. “We teach what we need to learn.” Or rather, we teach what we need to be reminded of. I have a coach-friend who introduced me to the phrase “new level, new devil.” Meaning when you break through obstacles you achieve new levels of consciousness, performance and success. But waiting there to greet you at that next level are the new obstacles you have to overcome of you want to continue to grow and evolve. Geraldine has a very supportive yet direct approach to help her clients play bigger. We are all eager to be where you are, playing full out, thinking big, playing big. Describe for us what life is like when we live that experience. Geraldine acknowledges she is not in this head space all the time but she has the tools to get herself there. Playing big is not a comfortable space but she accepts it and embraces it. What are your hopes for your podcast, She Thinks Big? Geraldine’s hopes her podcast is used as a tool by millions of women around the world to help them develop, grow, gain confidence, trust themselves; become the full powerful women they are fully capable of being, so that they can do whatever it is they were put on this planet to do. What are some of the baby steps we can take right now to get there? Become aware of your own internal dialogue, how it makes you feel and react, and then develop a dialogue that will help you to get where you want to be. Want to know more about working with Geraldine? http://focusedbizcoaching.com/business-coaching/ Or find her episodes here: http://shethinksbigpodcast.com/ Thank You to Our Sponsors! ButcherBox delivers healthy 100% grass-fed and grass-finished beef, free-range organic chicken, and heritage breed pork directly to your door. For FREE Bacon and $20 off your first box, go to ButcherBox.com/lead and enter lead as the promotional code at checkout. Zebralove Web Solutions: Your website tells a story about your business! At Zebralove Web Solutions, Milly and her team are going to make sure your website tells the story you want your customers to hear. Connect with Milly at zebralovewebsolutions.com to create the impression you want to make! Resources Create Goals that are Worthy of you: If you are done with either pursuing vanilla goals, suffering through the struggle of goals that are not aligned with your strengths, or dealing with heartbreak of an unattainable goal this course is for you! Private Facebook Community: Chat, share and collaborate with other women listening to the podcast! Accomplished: How to Go from Dreaming to Doing: A simple, step by step system that gives you the foundation and structure to take your goals and make them happen.

Whew, this episode was much harder than I had anticipated. You’ve heard me coach my clients and members of the Speaking Your Brand community on this podcast. On-air coaching calls are some of the most popular episodes because we go deep and you get to hear what it’s like to be in a coaching session. After hearing Geraldine Carter be interviewed by Jodi Flynn on Geraldine’s podcast (flipping roles), I had the bright idea to have Geraldine interview me. (Both of these amazing women have been on this podcast: Geraldine in episode 36 and Jodi in episode 26.) Except I decided to go beyond a standard interview and asked Geraldine to coach me on “thinking bigger” for myself and for Speaking Your Brand (the name of her podcast is “She Thinks Big” and Geraldine is great at drawing that out of her guests and clients). Well, little did I know that by the end of the conversation, I would feel so incredibly raw and vulnerable. (I have a new-found appreciation for those of you who do on-air coaching calls!) It took a lot for me to record and release episode 92, where I deconstructed my TEDx talk from 2016 and talked about, for the first time, how I had messed it up. Now, you’ll hear in this episode: Your “why” may become clear after you start doing something Why it matters when women aren’t visible and don’t have a seat at the table What I see in the women I’ve had as clients - you may not recognize this about yourself either Where I get stuck when “thinking bigger” (you may do this too) How Geraldine gently nudges me out of my default process-driven mind and into my heart - and the a-ha moments that come from this Questions you can ask yourself to think bigger The clarity that happens when we go deep and have a guide/coach to help us   If you're in need of a business coach to help you think bigger about your business and plan strategically, I highly recommend scheduling a consult call with Geraldine: https://focusedbizcoaching.com/ Of course, if you're in need of a speaking coach to help you create your signature talk and achieve your speaking goals, schedule a call with me: https://www.speakingyourbrand.com/contact    About My Guest: Geraldine Carter coaches courageous changemakers who are ready take their business to the next level. From co-founding Climate Ride in 2008 and scaling the socially-conscious company to a seven figure budget, to biking across southeast Asia on her own, to coaching entrepreneurs on how to achieve their own lofty goals, Geraldine loves finding practical, efficient solutions to seemingly complex challenges. After directly experiencing the value of outside perspective and mentorship, Geraldine has been sharing her 10+ years of business experience and mindfulness training, helping clients cut right to the core of any problem to design effective solutions. An ICF accredited Associate Certified Coach, Geraldine takes pride in challenging herself and her clients to reach higher and find bolder ways forward. Geraldine is also the host of the She Thinks Big podcast. The Speaking Your Brand podcast is hosted by Carol Cox. At Speaking Your Brand, we help women entrepreneurs and professionals create their signature talks and gain more visibility to achieve their goals. Our mission is to get more women in positions of influence and power: on stages, in businesses, on boards, in the media, in politics, and in our communities. Check out our coaching programs and workshops at https://www.speakingyourbrand.com.   Links: Show notes at https://www.speakingyourbrand.com/97 Learn more on Geraldine’s website. Listen to Geraldine’s podcast She Thinks Big, especially episode 6 with Jodi Flynn interviewing Geraldine. Join Geraldine’s Facebook group. Join the free Speaking Your Brand community at https://www.speakingyourbrand.com/join/ or text the word SPEAKING to 444-999. Sign up for a Strategy Session at https://www.speakingyourbrand.com/strategy. Ready to create your signature talk and framework? Email me at carol@speakingyourbrand.com or click here to schedule a call. Say hi to me on Instagram and Twitter: @CarolMorganCox. Subscribe to the podcast on Apple Podcasts or Google Podcasts and leave a review! Related Podcast Episodes: Episode 26: Specific Strategies to Improve Your Presentations with Jodi Flynn [Coaching] Episode 36: Creating a Business for Change with Geraldine Carter Episode 92: Deconstructing My TEDx Talk - Why We’re Uncomfortable with Women in Power Episode 94: Speaking and Showing Up Powerfully as Women with Molly Baker McPherson

Over the summer when I shared my Mom’s cancer diagnosis I asked this community to help support me in doing the Women Taking the Lead podcast by giving me some ideas for future episodes. I knew I wouldn’t have a lot of creative energy so your suggestions would take a couple things off my plate. I have to thank Geraldine Carter of the She Thinks Big podcast who sent me voice recordings that she created while she was out for a walk with ideas for future episodes. On idea was to talk about Tara Mohr’s book, Playing Big. We talk a lot on this podcast about playing small so this is not the first time I had heard of Tara’s book or gotten the suggestion to read and possibly review it. This time, however, I was ready and an open recipient for the suggestion. Geraldine, thank you so much for the support you have been to me. Let me dive into some of the underlying premises of Tara Mohr’s book, Playing Big. Women Are Playing Small and They Don’t Like It Women work really, really hard to deliver value and then undervalue their own work. This leaves them behind men who are not as critical of their own performance. In a survey Tara Mohr put forth to her community, to ascertain what type of content and programming she should create for them, she created a long list of multiple choice options. The “largest number of survey responses from women deemed their most significant problem, ‘I’m playing small.’” Playing small ranked higher than work/life balance, stress and relationship issues. It is my opinion through my own experience, and I put it forth confidently, that most of you who are listening to this know you are playing small and it makes you unhappy when you think about it. I’m going to do a few episodes on the concepts in the book, Playing Small, because I want to make you aware of what is going on for you and some steps you can take to stop playing small in your own life. Even though I’m going to review this book I recommend you buy it as well because: Tara Mohr is amazing and you’ll want to experience her more fully and You’ll get more detail from the book. I don’t know exactly what concept will create the “ah-ha” moment you need to get out of the spiral of wishing you were playing bigger, but not. The concept I’m covering in this episode is only chapter one of this book so much like a book turned into a movie, there’s a lot that didn’t get included. Here we go...The Inner Critic As always I hope this is of value to you and here’s to your success! Thank You to Our Sponsors! Zebralove Web Solutions: Your website tells a story about your business! At Zebralove Web Solutions, Milly and her team are going to make sure your website tells the story you want your customers to hear. Connect with Milly at zebralovewebsolutions.com to create the impression you want to make! Resources Create Goals that are Worthy of you: If you are done with either pursuing vanilla goals, suffering through the struggle of goals that are not aligned with your strengths, or dealing with heartbreak of an unattainable goal this course is for you! Private Facebook Community: Chat, share and collaborate with other women listening to the podcast! Accomplished: How to Go from Dreaming to Doing: A simple, step by step system that gives you the foundation and structure to take your goals and make them happen.

Who should you hire first as your company grows? Should you hire an assistant to take the low-level projects? Or someone who works at your level? Or someone to do sales? It can be overwhelming to figure out who to hire, and where they are. Listen as your host, Geraldine Carter, coaches Mallory Ottariano of KIND Apparel about her first hire. 

Tech breakthrough sessions are advantageous to both the guest and the Tech of Business audience. We do something concrete for you in your business and the audience come away with an option to implement something similar in theirs. Geraldine's tech struggle is: In her coaching practice, she relies on technology to get paid, do intake and schedule calls with her clients. And it just doesn't run smoothly on the backside. She says it's a bit clunky and pieces fall through the cracks. The user flow is not always so clear: her clients might miss clicking a link or miss a field on a form and meeting details might not make it onto the calendar. What she wants Super simple, crystal clear user flow that walks her clients through exactly what they need to do – schedule, pay, answer a series of questions and get the meeting (when and where) on their calendar. Also automate confirmation and reminder emails. Benefits Geraldine will spend much less time “finagling and finessing” Her clients will have a clean and clear on boarding process Tools she is presently using Calendly PayPal MailChimp Wave Accounting Solution From Calendly or PayPal, setup Zapier to pull them over to MailChimp to take Geraldine out of the emailing process Send Typeform link in email from MailChimp then integrate Typeform with Zapier to go back to MailChimp and notify them that they are all squared away Create additional fields in MailChimp to track the Typeform completion and strategy session date Brand new client comes to your website à Clicks Button to go to Calendly to book session  à Find date/time and complete Calendly booking form à Directed to PayPal for payment à Receive email from Calendly, receive email from Mailchimp saying welcome and fill out Typeform New client completes Typeform à Receive email from Mailchimp saying thank you Gotcha: Prevent sending reminder emails after session already happens   Bonus question – Can PayPal integrate with Wave? Or can we bypass PayPal and do everything in Wave? Solution PayPal integrates with Wave and imports each transaction as both the payment and the transaction fee If we remove PayPal and have Calendly trigger Wave to send an invoice, we're removing one system and a whole lot of time doing reconciliation Zapier is a service that sits between software services. Zapier is in the business of making the API from difference services speak to one another without needing to hire a developer. Here is a demo of Zapier working between Acuity and Wave to create an invoice automatically. “While I can sort of muddle my way through and figure things out on my own. I probably spent 3 hours setting it all up and cohesive yesterday, which part of me likes doing, because I like to solve problems. But it's not my zone of genius and what I need to be doing is what I do best: Coaching women who have bigger plans for making the world a better place." ~Geraldine Carter Connect with Jaime Website: http://www.virtualsummittech.com Instagram: @techofbusiness Twitter: @techofbusiness LinkedIn: https://www.linkedin.com/in/jaimeslutzky/ Email: jaime@techofbusiness.com Connect with Geraldine Carter Website: http://focusedbizcoaching.com/ Twitter: @geraldinecarter Instagram: @12geraldine406 Facebook: https://www.facebook.com/focusedbusinesscoaching2/

Tech breakthrough sessions are advantageous to both the guest and the Tech of Business audience. We do something concrete for you in your business and the audience come away with an option to implement something similar in theirs. Geraldine’s tech struggle is: In her coaching practice, she relies on technology to get paid, do intake and schedule calls with her clients. And it just doesn’t run smoothly on the backside. She says it’s a bit clunky and pieces fall through the cracks. The user flow is not always so clear: her clients might miss clicking a link or miss a field on a form and meeting details might not make it onto the calendar. What she wants Super simple, crystal clear user flow that walks her clients through exactly what they need to do – schedule, pay, answer a series of questions and get the meeting (when and where) on their calendar. Also automate confirmation and reminder emails. Benefits Geraldine will spend much less time “finagling and finessing” Her clients will have a clean and clear on boarding process Tools she is presently using Calendly PayPal MailChimp Wave Accounting Solution From Calendly or PayPal, setup Zapier to pull them over to MailChimp to take Geraldine out of the emailing process Send Typeform link in email from MailChimp then integrate Typeform with Zapier to go back to MailChimp and notify them that they are all squared away Create additional fields in MailChimp to track the Typeform completion and strategy session date Brand new client comes to your website à Clicks Button to go to Calendly to book session  à Find date/time and complete Calendly booking form à Directed to PayPal for payment à Receive email from Calendly, receive email from Mailchimp saying welcome and fill out Typeform New client completes Typeform à Receive email from Mailchimp saying thank you Gotcha: Prevent sending reminder emails after session already happens   Bonus question – Can PayPal integrate with Wave? Or can we bypass PayPal and do everything in Wave? Solution PayPal integrates with Wave and imports each transaction as both the payment and the transaction fee If we remove PayPal and have Calendly trigger Wave to send an invoice, we’re removing one system and a whole lot of time doing reconciliation Zapier is a service that sits between software services. Zapier is in the business of making the API from difference services speak to one another without needing to hire a developer. Here is a demo of Zapier working between Acuity and Wave to create an invoice automatically. “While I can sort of muddle my way through and figure things out on my own. I probably spent 3 hours setting it all up and cohesive yesterday, which part of me likes doing, because I like to solve problems. But it’s not my zone of genius and what I need to be doing is what I do best: Coaching women who have bigger plans for making the world a better place." ~Geraldine Carter Connect with Jaime Website: http://www.virtualsummittech.com Instagram: @techofbusiness Twitter: @techofbusiness LinkedIn: https://www.linkedin.com/in/jaimeslutzky/ Email: jaime@techofbusiness.com Connect with Geraldine Carter Website: http://focusedbizcoaching.com/ Twitter: @geraldinecarter Instagram: @12geraldine406 Facebook: https://www.facebook.com/focusedbusinesscoaching2/

On this episode of My Biz Bestie, Maelisa and Amber welcome Biz Besties, Jeannine Widmann, and Geraldine Carter. These independent women found each other at a networking event in their small town in Montana. When they realized that they served the same market as business coaches they made the conscious decision to see how collaboration […]

On this episode of My Biz Bestie, Maelisa and Amber welcome Biz Besties, Jeannine Widmann, and Geraldine Carter. These independent women found each other at a networking event in their small town in Montana. When they realized that they served the same market as business coaches they made the conscious decision to see how collaboration works for them in their industry. Jeannine coaches women leaders and business owners by helping them increase their confidence and teaching them to own their worth. Geraldine Carter coaches early-stage small business owners focus on the nuts and bolts of building their businesses. Listen to this episode to hear Jeannine and Geraldine describe how they have chosen to make collaboration work for them. Love the show? Subscribe, rate, review, and share! Here’s How » Join The My Biz Bestie Community today: My Biz Bestie Facebook My Biz Bestie Instagram

Episode 59: Have you heard the phrase “sell from the stage”? The idea is that you pitch your programs and products to the audience at the end of your presentations. If you’ve been doing speaking engagements, you know it takes time, effort, energy, and sometimes money (especially when travel is involved), so it’s understandable that you want to get a return from it. However, when preparing your presentations and delivering them to your audience, “selling from the stage” is the wrong approach - and I’m going to explain why in this episode. Many of my clients tell me that they don’t want to come across as salesy. It can feel especially icky if you’re not comfortable doing it and the audience can tell, so it’s not going to work that well. You’ll end up feeling awkward, your audience will feel awkward, and you’ll lose the opportunity to create a real connection. On the other end of the spectrum, clients come to me who are scared of selling and end up including nothing in their presentations about what they do and how the audience can work with them, missing out on opportunities to get clients and referrals. How can you find a happy medium between the awkward pitch and not selling at all? In this episode, I’m sharing with you 5 things you can and should do in your presentations to get leads, clients, and referrals. → Get the free PDF that includes the key points and examples from this episode at https://www.speakingyourbrand.com/59.   The Speaking Your Brand podcast is hosted by Carol Cox. At Speaking Your Brand, we help women entrepreneurs and professionals create their signature talks and gain more visibility to achieve their goals. Our mission is to get more women in positions of influence and power: on stages, in businesses, on boards, in the media, in politics, and in our communities. Check out our coaching programs and workshops at https://www.speakingyourbrand.com.   Highlights: What the phrase “sell from the stage” means Why I believe it’s the wrong approach - any many event and conference organizers feel the same way Finding the happy medium between the awkward pitch and not selling at all in your presentations 5 key things you can and should do in your presentations to get leads, clients, and referrals.   Links: Show notes at https://www.speakingyourbrand.com/59 Join the free Speaking Your Brand community at https://www.speakingyourbrand.com/join/ or text the word SPEAKING to 444-999. Sign up for a Strategy Session at https://www.speakingyourbrand.com/getvisible. Ready to create your signature talk? Email me at carol@speakingyourbrand.com and we’ll set up a time to chat. Say hi to me on Twitter @CarolMorganCox Subscribe to the podcast and leave a review!   People and episodes mentioned: Episode 57 on How to Use Simple Story Structure to Create Compelling Content Diane Diaz of The Brand Teacher was on episode 2 Natalie Eckdahl of BizChix was on episode 35 Geraldine Carter of Focused Business Coaching was on episode 36 Dr. Carmen Landrau was on episode 29 Pamela Cox of Pamela Cox Wellness

Should you give an instructional or an inspirational talk? You probably think I’m going to say that the answer is “It depends,” but I’m not. I think the real question behind this question is you want to know what kind of content to present to the audience. You’re not sure if they want to learn specific strategies and tactics and how-to’s (instructional) or if they want what we would call a motivational speaker (inspirational). You want to make sure the audience is happy and has their expectations met, and, yes, you need to provide relevant content that’s valuable to them. But, I also want the speaking engagement to have an ROI for you - to clearly connect to your business so that the audience understands what you do, who you do it for, and how you help them get specific results. In this episode, I share what many speakers and workshop facilitators are missing and how you can integrate this critical piece into your presentations. I also explain 6 types of presentations and what goes into each one. → Get the free PDF with the step-by-step presentation guide with the overview of the 6 types of presentations at https://www.speakingyourbrand.com/55.   The Speaking Your Brand podcast is hosted by Carol Cox.  Links: Show notes and free PDF guide at https://www.speakingyourbrand.com/55 Clients mentioned: Pamela Cox of https://pamelacoxwellness.com/ Janna Lundquist of https://www.jannalundquist.com/   Geraldine Carter of https://focusedbizcoaching.com/ Other episodes mentioned: Episode 50 on The 3 C's of Visibility: What It Takes to Get Known Episode 30 on How to Become a Sought-After, Stand-Out Speaker Episode 25 on Why You Need a Signature Talk for Your Business Amy Cuddy’s TED Talk Join the free Speaking Your Brand community at https://www.speakingyourbrand.com/join/ or text the word SPEAKING to 444-999. Ready to create your signature talk? Email me at carol@speakingyourbrand.com and we’ll set up a time to chat. Say hi to me on Twitter @CarolMorganCox Subscribe to the podcast and leave a review!

Accounting for Yoga Teachers with Hannah Smolinski   In part 4 of our 4-part Money Mini-series, we get accounting advice from Hannah Smolinski. Hannah and Shannon discuss accounting software, the difference between a bookkeeper, accountant and CFO, which expenses are deductible and much more to help you feel confident about the money side of your business.   Hannah has had an entrepreneurial spirit since grade school when she set up her first business making friendship bracelets. She loved counting her money, coming up with business strategies and even considering supply and demand.   So, it was no surprise she ended up working with numbers. Hannah studied accounting in her undergraduate studies and moved on to receive her Masters in Accounting at the University of Washington, followed by her CPA licence. After working in her field as an auditor and a chief financial officer of a small business, she felt the need to help people build their businesses up. Hannah decided to start her own business; BrightenUp Financial, a company that specializes in small business accounting and finance management.   As a takeaway from the Money Mini-Series, we hope tackling your money-related issues seems less overwhelming. When broken down into small steps financial mastery is within your grasp. 7:00 Hannah's journey into accounting and small business financial consulting   11:10 Accounting software recommendations   14:00 Difference between accountant, bookkeeper and a CPA   15:30 When to hire a bookkeeper   17:45 Having a business bank account is a must   20:30 What expenses are tax deductible?   36:35 What statement gives us a good idea of how our business is doing? Look your profit and loss statement and the difference between profit and revenue.   38:55 You can increase your profit in 2 ways- increase revenue or decrease your expenses   39:55 Keeping track of taxes you owe- ask for help from bookkeeper or accountant, or use an Estimated Tax form so you don't end up having to pay more taxes than you can afford at the end of the year   43:00 Monthly check-in for your business   44:20 Cost of goods sold   48:40 How to work with Hannah   49:25 Shannon's closing thoughts   Expenses you can usually write-off on your taxes :   Yoga teacher training and other courses related to your business books music props marketing software office supplies custom labour (cleaner, accountant) - if specific to business meals & entertainment insurance rent   Check with your tax professional about: home studio utilities mileage & fuel auto expense cell phone computer - listed as a business asset gifts - check limit   Links   Accounting Software:   Quickbooks Xero Wave Excel   For the US: IRS Estimated Tax for Individual   Hannah's Website: BrightenUp Financial   Brighten Up Financial on Facebook   Resources from Brighten Up Financial -e-book, articles, links to helpful tools   Other Money Mini-Series Episodes:   041: Generating Profit with Natalie Eckdahl   042: Money Mindset with Geraldine Carter   043: Minimum Viable Income with Steph Crowder   The Connected Teacher Facebook Group   Follow The Connected Teacher on Youtube   Book a Consultation Call with Shannon   Mama Nurture Teacher Training (RPYT) Gratitude to our Sponsor Schedulicity

042: Money Mindset with Geraldine Carter Money Mini-Series Part 2 of 4   On part 2 of our 4-part Money Mindset Mini-series, Business Coach Geraldine Carter, founder of Focused Business Coaching, asks you to reflect to uncover your “money story”. Your money story comprises of messages you were given about money growing up, the emotions that arise when working through your finances, your comfort level around setting rates and much more.   Your story can manifest itself as money hang-ups such as avoiding financial matters, being paralyzed by anxiety when making business decisions, or believing that you're unworthy of being paid for your services.   Geraldine Carter thrives on supporting entrepreneurs who are driven to make a positive change in the world while making a living. Geraldine has had first-hand experience as the co-founder of Climate Ride a 501(c)(3) nonprofit organization that organizes life-changing charitable events to raise awareness and support sustainability, active transportation, and environmental causes.   After travelling extensively and noticing the effect climate change has had on so many beautiful places around the world, Geraldine and her friend decided to create cycling events that bring awareness to climate change while raising money for charitable organizations. Climate Ride has grown to support 15 events around the world and is set to donate $750,000 to environmental and sustainable non-profits.   Geraldine breaks down the most important steps and tools needed to create a viable business. She emphasizes that it can be done simply so you are spending less time doing the books and more time doing what you love. 6:10 Geraldine's relationship to yoga   8:30 Where do we begin addressing our money mindset hangups?   9:00 Notice your behaviours (often avoidance techniques) around money to find your “money story”   11:10 When it's a good idea to hire someone to take care of your business finances   12:05 What should we be tracking when it comes to our bookkeeping? E.g. income, expenses, rates as they go up, how much it costs to put together workshops, etc.   12:55 Keep track of your time and energy- track how much energy you expend on various activities per hour- like creating workshops, teaching classes (including planning and travel time) to discover which activities have the highest value   15:45 Anxiety bubble around money is very common, it's temporary and will decrease as you learn and use money management tools   16:20 How can you make your business more profitable? -start keeping track, being in service and being profitable- not either or. “You can be in service AND profitable. In fact, the more profitable you are the more you can be of service.”   18:00 How often should we be tracking our transactions?   19:20 Shannon shares her money mindset hangup and how she's working on it   21:25 Almost everyone Geraldine has helped move through their anxiety around money has found that avoidance was much more painful than tackling the issue.   22:10 What keeps people from working dealing with their finances and how it interferes with your business growth   24:00 Setting your rates as a yoga teacher   25:50 Being conscious of giving free classes or lesser rates- is it a good idea?   28:20 Healthier ways to help those in need such as fundraising for karma passes, one-off scholarships, payment plans   30:15 Geraldine's favourite tracking programs depending on volume: Excel (good for businesses starting out), Freshbooks, Quickbooks   32:15 Geraldine uses Apple Pages in PDF for invoicing “The simpler the better”  Other options: Wave, Harvest, Quickbooks and many tracking programs also have an invoicing feature   33:00 MVP (Minimum Viable Product)- keep the bookkeeping and administration as simple as possible, you want to spend the least amount of time on this aspect, your service is what's most important   35:00 Best way to help people with money mindset- programs (group or one-on-one) to help you stick with the process and breakthrough   36:00 Geraldine's online and in-person course- next session in February 2018   36:25 How Geraldine got into this line of work   37:20 Geraldine's work with Climate Ride was mentioned in Seth Godin's Ted Talk   41:30 Shannon's closing thoughts Links   Geraldine's Web page- Focused Business Coaching   Course: Ditch Your Money Hang-ups with Geraldine Carter   Geraldine on Facebook   Focused Business Coaching on Facebook   Geraldine on LinkedIn   Geraldine on Google+   Climate Ride Website   YouTube Video: Ted Talk: The Tribes We Lead- Seth Godin The Connected Teacher Facebook Group   Follow The Connected Teacher on Youtube   Book a Consultation Call with Shannon   Mama Nurture Teacher Training (RPYT) Gratitude to our Sponsor Schedulicity

Business can be a vehicle for social impact and positive change. But, oftentimes, entrepreneurs who see themselves as changemakers can get tripped up with money blocks, trusting their idea, and figuring out how to turn their idea into tangible growth. That’s where my guest Geraldine Carter comes in. As co-founder of Climate Ride, she grew the organization from an idea to a seven-figure budget and she now coaches changemaking entrepreneurs. She was even mentioned (by name!) by Seth Godin in one of his TED talks. In this episode, Geraldine and I discuss her background and early adventures traveling the world, the impetus for creating Climate Ride, the struggles she sees changemaking entrepreneurs go through, and much more. About My Guest: Geraldine Carter coaches courageous changemakers who are ready take their business to the next level. From co-founding Climate Ride in 2008 and scaling the socially-conscious company to a seven figure budget, to biking across southeast Asia on her own, to coaching entrepreneurs on how to achieve their own lofty goals, Geraldine loves finding practical, efficient solutions to seemingly complex challenges. After directly experiencing the value of outside perspective and mentorship, Geraldine has been sharing her 10+ years of business experience and mindfulness training, helping clients cut right to the core of any problem to design effective solutions. An ICF accredited Associate Certified Coach, Geraldine takes pride in challenging herself and her clients to reach higher and find bolder ways forward. Highlights: Geraldine’s travels around the world Trusting your idea as a pioneer Needing a map to point you in the right direction for your business The money blocks many socially-minded entrepreneurs face and what to do about it Links: Learn more on Geraldine’s website Free PDF for listeners Connect with Geraldine on Facebook and LinkedIn Seth Godin TED talk “The tribes we lead” Book “The Soul of Money” Join the free Speaking Your Brand community at https://www.speakingyourbrand.com/join/. Say hi to me on Twitter @CarolMorganCox Subscribe to the podcast and leave a review!

Geraldine Carter is a Mindset & Mindfulness Coach who focuses on helping busy, successful women trade in stress-and-overwhelm for clarity and peace of mind. She was once a 5-time marathoner, lived from a rolling duffel for 10 years, and has ridden her bicycle in more than 25 countries, including a 3-month trip from Burma to Beijing. She now lives in Missoula with her an, er 3 cats, and a little girl, where she happily ignores her expired passport and pedals at coasting speed. Learn more about Geraldine and her work at Mindfulness Coaching. Geraldine Carter wears her bicycle shorts to a thin sheen from miles of riding. She doesn’t have a pair to spare & gets creative when trying to respect the modest dress of the Southeast Asian village where she is traveling. This episode of Tell Us Something was recorded in front of a live audience on December 13, 2016, at The Wilma in Missoula, MT. 8 storytellers shared their story. The theme was “The Unlikliest of Places”. Today’s podcast comes to us from Geraldine Carter and is titled ““Do These Bike Shorts Make My Butt Look Giant?” (or) “Nothing Good Ever Comes From Looking at Your Butt in the Mirror.” Thank you for listening.