Podcast appearances and mentions of joe woodard

Searching for fresh ways to grow your accounting practice or wondering how your CPA could better support your business? Don't miss Gene's conversation with one of his accounting idols, Joe Woodard. They explore how Client Advisory Services (CAS) can help accountants level up, boost their profits, and serve their clients in more meaningful ways. You'll get practical tips for pricing your services, creating service packages that make clients happier (and more loyal), and using technology to turn the old controllership model on its head. Whether you're an accountant ready to break free from the tax treadmill, a business owner who wants more out of your CPA, this episode is for you. Check out our suite of tools and resources designed to help financial advisors serve clients with confidence: https://bit.ly/4mQhPjR Have a question for upcoming episodes or a topic you want covered? Let us know: https://payx.me/thrivetopics Topics include: 00:00 – Episode preview and welcome 01:33 – Joe Woodard's background  03:17 – Evolution of client advisory services in accounting 04:54 – Breaking the “treadmill feeling” 06:30 – Pricing problems and how to fix them 10:18 – Building client trust with inclusive service packages 14:15 – Adopting CAS: Smaller firms vs. larger partnerships  15:17 – What CAS really means in practice 18:26 – The role of AI in the future of accounting 22:18 – The power of trust & why human relationships still matter 24:10 – CAS & business journey protection 27:14 – Scalable solutions for CAS 28:37 - Becoming the trusted single point of contact 29:28 – Info about the Scaling New Heights Conference 31:36 – Wrap up and thank you DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

On this episode Joe Woodard speaks with Deb Defer, Director of CAS Consulting at Woodard, about how firms can turn client onboarding from a loss leader into a profitable, strategic phase of their CAS engagements. They explore pricing structures like evergreen retainers, volume-discounted cleanups, and onboarding fees to ensure firms aren't losing money or undervaluing their services. The episode is packed with actionable advice for firms of all sizes looking to boost MRR and avoid getting stuck in once-a-year cleanup chaos. Thank you to our show sponsor, Bill — your financial operations platform.Bill is the intelligent way to create and pay bills, send invoices, manage expenses, control budgets and access the credit your business needs to grow, all in one platform. Learn more about the show and our sponsors at Woodard.com/podcast

All too often, what accountants are selling are services that clients have to endure, says Joe Woodard, a leading consultant to accountants and the impresario behind the Scaling New Heights Conference, and not the sort of thing that they really value. To succeed in the face of automation, AI and other changes in the profession, accountants need to find new ways to create value in the mind of the client.  

Running a firm takes more than expertise—it takes strategy, leadership, and the right mindset to scale.For Joe Woodard, CEO of Woodard, that mindset has been key. After starting as a practitioner, he built a career helping accountants break free from underpricing, inefficient processes, and technician thinking. He's seen firsthand that success isn't about working harder—it's about structuring your firm for sustainable growth.In this episode, Joe shares why the right clients matter more than volume, how firms can move from bookkeeping to advisory, and what AI and offshoring mean for the industry. Whether you're a bookkeeper, accountant, or firm owner, his insights on pricing, efficiency, and scaling are invaluable.In this episode, you'll learn:The math behind a million-dollar firm: Why the right pricing and service mix can get you there with just 32 clients.How to transition from bookkeeping to advisory: The steps to move beyond compliance work and into high-value services.The future of firm efficiency: How AI and offshoring will change the way accounting firms operate in the next 24 months.Jump into the conversation:(00:00) Meet Joe Woodard(01:49) The three key ingredients for building a million-dollar firm(05:58) Pricing mistakes accountants make (and how to fix them)(09:58) Why differentiation matters more than competing on quality(13:56) From bookkeeper to fractional CFO: the controllership advantage(14:50) The simple math behind reaching $1M with 32 clients(24:29) AI vs. offshoring: what's shaping the future of firm efficiency(35:33) Avoiding the ‘Frankenstein' tech stack: how to build the right tools(44:50) Why now is the best (or worst) time to run an accounting firm

In this episode, Joe Woodard talks to Ron Baker about the concept of moral injury as a more accurate explanation for what is often misdiagnosed as burnout, especially in the accounting and medical professions. They explore how moral injury arises when professionals face systemic or situational pressures that force them to act against their deeply held beliefs, creating anxiety and dissatisfaction. This issue is more profound than the surface-level symptoms of burnout and is rooted in the disconnect between the transactional nature of modern work environments and the purpose-driven calling many professionals feel. You can learn more about Ron Baker at TheSoulOfEnterprise.com and Verasage.com Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind's close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast

In this episode, Ron and Ed welcome back Joe Woodard, now a TSOE Sponsor, and Perry Woodin, a leading expert in cryptocurrency compliance and reporting. They will dive into the critical challenges professionals face in navigating the evolving regulatory landscape of digital assets. The discussion will focus on actionable insights for accountants, lawyers, and other service providers on staying compliant with cryptocurrency regulations, best practices for accurate reporting, and the key trends shaping the future of digital asset compliance. Perry will also showcase how NODE40's innovative technology is empowering professionals to simplify the complexities of crypto transactions, ensuring audit readiness and regulatory adherence. This timely conversation provides essential guidance for those looking to stay ahead in the rapidly changing world of cryptocurrency.

On this episode, Joe Woodard and Heather Satterley discuss the recent U.S. election. They focus on how business advisors, leaders, and individuals can manage political shifts in a way that prioritizes understanding, respect, and stability within professional and personal relationships. As always, the Woodard organization remains apolitical and fosters an internal environment where varying perspectives can thrive. Books mentioned during this episode: Radical Candor by Kim Scott Infinite Game by Simon Sinek Thank you to our show sponsor, Truewind! Truewind is a next generation AI-powered accounting platform. Adhering to the highest standards of data security, Truewind's close management platform automates routine tasks and finishes your monthly close with time to spare. Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Joe Woodard speaks with Jina Etienne about reimagining and redefining Diversity, Equity, and Inclusion (DEI), as well as exploring its broader implications beyond common perceptions.  Jina is CEO of Etienne Consulting, LLC. She is a consultant, coach, facilitator, and speaker on inclusivity and belonging. Jina's work can be found at Etienne Consulting where her mission is to shatter unseen barriers. Additional work from Jina: 2024 season of D&I One-on-One CPA Trendlines Podcast on decoupling DEIB "A Holistic Approach to Diversity" Podcast on ADHD called "The Distracted Elephant" Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley and Joe Woodard discuss the intricacies of outsourcing and offshoring strategies, focusing on how businesses can leverage these approaches during a staffing crisis. Here are the key points discussed in the episode: Outsourcing and Offshoring: Joe and Heather went through the details of different models depending on company size and can even addressed how this practice can be great for small firms and solo practitioners. TV and Movie Segment: Heather is rewatching Game of Thrones and loves this quote from Daenerys Targaryen: "I'm not going to stop the wheel, I'm going to break it". Joe talked about this quote from Rings of Power: "What cannot be known hollows the mind. Fill it not with guesswork." Book Segment: Dare to Lead by Brene Brown. The author also has a great TEDTalk called, "The power of vulnerability" Social Media Segment: Heather mentioned this X post from @LilyTranTax and Joe mentioned a random X post with an amazing play on words. Here is a link to the image Joe referenced. Woodard Report Article Recommendation: Heather recommended "Thriving in Accounting: The Importance of Lifelong Learning" Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley and Joe Woodard discuss courageous journeys within the accounting profession. Caleb Jenkins: Starting his career in accounting at just 13, Caleb Jenkins began attending conferences early and excelled from a young age. His work expanded into mission trips where he provided accounting aid to organizations in Haiti. Monica Davis: After a demanding corporate accounting job and personal health crisis, Monica courageously shifted to a bookkeeping role, eventually starting her own firm. Despite initial setbacks including job loss due to COVID-19 layoffs, she utilized continuous learning and networking opportunities to successfully build her business. Michelle Mitchell: Michelle shared her journey of returning to the workforce and starting her own firm while managing multiple sclerosis. She chose to keep her condition private while building her practice, demonstrating strength and resilience. Joe and Heather also discussed their regular show segments. TV and Movie Segment: Joe recently watched Dark Matter on Apple TV+. It's a deep sci-fi show for those who are fans. Heather has gone back into the catalog and really enjoyed re-watching The Fellowship of the Ring. Book Segment: Joe discussed "David and Goliath: Underdogs, Misfits, and the Art of Battling Giants" by Malcolm Gladwell Social Media Segment: Both Joe and Heather talked about ALL of the amazing posts from Scaling New Heights and how many of them are focused on community and contain words of encouragement. Woodard Report Article Recommendation: Heather recommended the "Top 50 Accounting Services Practices" Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley and Joe Woodard talk about The Top 50 Accounting Services Practice Awards. The awards, administered by Woodard® , recognize and honor those practices that most exemplify the characteristics of a top-performing CAS, accounting, or bookkeeping practice. The awards recognize accounting practices as an organization rather than individuals within the practice. Nominations will open in November, applications in January, and the selection process in February. Joe and Heather also discussed their regular show segments. TV and Movie Segment: Joe recently watched House of Lies and Heather revisited a favorite movie, The Curious Case of Benjamin Button. Book Segment: Joe discussed The Advantage by Patrick Lencioni Social Media Segment: Heather enjoyed this LinkedIn post from Terrell Turner and Joe shared an X post from Luke Templin. Woodard Report Article Recommendation: Heather recommended 4 Inspiring Vacation Types for Accounting Professionals Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Heather Satterley and Joe Woodard talk about the importance of revising pricing strategies for existing clients, an issue critical to any firm that has been in business for more than one year. Here are the key points they covered in the podcast: The Seven Step Revenue Reset Process: This is a high level discussion to get you thinking. The full revenue reset process is available to Woodard members. More information is at this link: https://www.woodard.com/membership-overview TV and Movie Segment: As always, Joe and Heather share quotes from recent shows they've watched and bring it back around to a relevant business topic. Joe recently watched The Acolyte and Heather binged House of the Dragon. Book Segment: Heather discussed "The Courage to Be Disliked," which talks about Alfred Adler's psychology theory focused on future-oriented living over being tethered to past traumas. Social Media Segment: Both Heather and Joe shared a social post, including one about the need for every business to have a specialist akin to an Olympic athlete who excels in one area. The AICPA Client Termination Letter Checklist can be found at this link. Woodard Report Article Recommendation: Heather recommended an article on managing seasonal revenue spikes for bookkeeping firms. Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

On this show, Joe Woodard speaks with Yashwanth Madhusudan, co-Founder and CEO of Fyle, about the complexities of managing business expenses in today's digital and diversified financial environment. Here are a few key points from their conversation: The Evolution of Expense Management Role of Credit Cards in Businesses Challenges of Multiple Credit Cards Impact of Spend Management on Accounting Practices  This episode wraps up with a summary of the key benefits of using advanced spend management systems like Fyle to handle the complexities of modern business expenses. Thank you to our show sponsor! Rightworks — All your accounting apps, unified in the cloud Learn more about the show and our sponsors at Woodard.com/podcast

“We are in a supply/demand economy that favours the suppliers. And it's economics 101, if you have a supply shortage that can't meet all the demand of the market, then you increase price.” -Joe Woodard Compliance is one of the biggest realms of challenge for bookkeepers, but it also provides consistent opportunity. The rules and regulations change so frequently that it can be hard to keep up, and if we feel that way, just imagine how non-bookkeeping businesses feel about it. Supply and demand rule the market, and there is always going to be a supply of potential clients who would rather just pay someone to take care of the books for them. Despite this, we have to be careful not to fall into the trap of undercharging and over-promising.  Having hundreds of clients might feel like a success, but it probably doesn't to the clients who barely get any of our time and, of course, if you're overworked for long enough, burnout will likely be in your future. Joe Woodard, acclaimed speaker and trainer, is this spotlight episode's featured guest. He has spent his career helping businesses solve their complex operational needs and scale to new heights. In this episode, Joe and Louie Prosperi explore the importance of pricing, how to value your skills and experience and the role practice, planning and AI have in your business.  If you are taking on more and more clients but are starting to fall behind your promises, then this is the episode to get you focused on building connections and pricing based on your unique abilities, not just how many people you can get on board. During this interview, you'll learn... The value of having a solid plan & sticking to it How to value your skills & experience The importance of knowing your worth when it comes to pricing To find out more about Joe, click here. Connect with him on LinkedIn. To buy your tickets for the upcoming Scaling New Heights conference, check out this link. Time Stamps 01:30 - Getting to grips with compliance  04:35 - Making the best of engagement letters  06:55 - Staying on track  09:54 - Knowing your price  18:25 - Thinking long-term  24:40 - Valuation & profitability  29:58 - Practice, planning and AI

What clients value and what accountants think they value are rarely the same thing, and Joe Woodard makes the case that it's accountants who need to change their ideas around value, not clients.

Joe Woodard is back to discuss entrepreneurship, accounting tech, and what it takes to boldly go forward up your path and reach your goals.       Want to meet Eric, Joe and the TRN team at this year's Scaling New Heights conference? Go to https://woodard.com

Joe Woodard is back to discuss entrepreneurship, accounting tech, and what it takes to boldly go forward up your path and reach your goals.

Joe Woodard joins Blake and David to examine how accountants and bookkeepers can increase the value of their services in the eyes of their clients. Joe introduces the Cobb value curve, illustrating how differentiation and relative value impact pricing. He emphasizes the importance of offering unique, high-value services like controllership and financial planning to stand out from commoditized offerings and command premium prices.Meet Our Guest, Joe WoodardLinkedIn: https://www.linkedin.com/in/quickbooksadvisorTwitter: https://twitter.com/joewoodardLearn more about WoodardWebsite: http://www.woodard.comNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Joe Woodard's vision is to "transform small businesses through small business advisors." And in the service of that vision he and his team educate, coach, provide resources and build communities for small business advisors, with the overarching goal of empowering them to play a powerful, high-impact advisory role with their clients. In this episode Joe shares strategies for Infusing feelings and solutions into your pricing models that drive people's buying decisions.   Why you have to check out today's podcast: Find out effective strategies for your sales approach Discover effective hiring strategies to find the perfect team and talent that align with your needs Understand two foundational pillars of value to be effective in selling your product or service   "Infuse everything we've talked about [sales approach] with feelings and solutions into something the client can consume, easily understand, comprehend, and buy easily." - Joe Woodard   Topics Covered: 02:51 - From a Quickbooks advisor to hiring and teaching coaches how to coach businesses 05:40 - How this great quote from John Maxwell became a huge inspiration for his upcoming conference 07:28 - Understanding the two foundational pillars of value 09:31 - Methodologies used to maximize product's value proposition 12:06 - Gaining a competitive by catering to both emotional and solution-oriented needs 13:48 - Incorporating emotional intelligence into your sales approach 18:44 - How mimicking good behaviors is effective in selling 19:33 - Understanding the DISC method for hiring people 24:26 - Delegating outcomes, holding individuals accountable using methodologies like OKRs (Objectives and Key Results) 25:58 - Infusing pricing strategies with a combination of emotional resonance 28:47 - Interplay between emotions and problem-solving in both B2B and B2C contexts 30:06 - Joe's best pricing advice 31:51 - What this conference, 'Boldly Go!' is about   Key Takeaways: "If you're waiting for all risk to go away, you're waiting for all fear to go away, you'll never act. And if you're waiting for perfection, you'll never act. So don't wait on those things. Enter the danger, proceed afraid, fail forward, and then read a lot. That's how I did it." - Joe Woodard "People will only exchange their hard earned dollars for one of two things, how you make me feel, or how you solve my problem." - Joe Woodard "It's not about price, it's about nature." - Joe Woodard   People/Resources Mentioned: John Maxwell: https://www.maxwellleadership.com Michio Kaku: https://en.wikipedia.org/wiki/Michio_Kaku Neil deGrasse Tyson: https://neildegrassetyson.com Malcolm Gladwell: https://www.gladwellbooks.com/ Outliers: https://www.amazon.com/Outliers-Story-Success-Malcolm-Gladwell/dp/0316017930 Positive Intelligence: https://www.amazon.com/s?k=positive+intelligence&language Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs by John Doerr :https://www.amazon.com/Measure-What-Matters-Google-Foundation/dp/0525536221 Axe: https://www.axe.com/us/en/home.html Red Bull: https://www.redbull.com/ph-en/   Connect with Joe Woodard: Website: https://www.woodard.com/ LinkedIn: https://www.linkedin.com/in/quickbooksadvisor/   Connect with Mark Stiving: Email: mark@impactpricing.com LinkedIn: https://www.linkedin.com/in/stiving/  

Ron and Ed welcome for an unprecedented sixth time, Joe Woodard. As always this will be a wide-ranging conversation but likely topics include: plussing your offering, why people don't value your offering and what to do about it, the future of CAS, and, maybe, just maybe, Apple Vision Pro.

On Episode 149 of The Unique CPA, Joe Woodard joins Randy to discuss hot topics like the Private Equity revolution in accounting and the Scaling New Heights conference coming up in Orlando in June. Joe introduces the Woodard Ideal Practice Model, a multi-partite plan for firms to both determine and differentiate their services, and he offers wisdom about the difference between management and leadership. They discuss Scaling New Heights in some detail, mentioning the talk Randy will be giving on firm growth and culture at the event. Get the full show notes and more resources at TheUniqueCPA.com

Niching feels scary. The journey includes uncertainty, doubt, and overwhelm. “We definitely should turn around.”It's the Niche River of Fear. If you know it exists and what to be on the lookout for, you'll make it across. In so doing, you'll reap the benefits of having made the traverse: new skillsets, capabilities, and tool to last a lifetime in your accounting firm, as well as the confidence that comes with learning, growth, and expertise. Get the single most important tool you need to make it across. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 3500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like:How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What's the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

A simple way to improve how you communicate the value you create.If you are not already great at communicating the value you create, you might default to selling accounting to your clients. Selling accounting is less valuable than what accounting does,  so if you don't know how to convert from what accounting IS to what accounting DOES, you might be pricing too low.Because the client needs to perceive the value you create to justify paying your prices, you need to communicate that value. If the value is there – you're creating it – but you're not communicating it, you can't price to capture it.This is how money gets left on the table.What words do you need to translate?…Hey, CPA firm owner. I'm glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 3500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like:How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What's the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

THIS WEEK'S EPISODEOn the real reasons you started your accounting practice: time, freedom, flexibility, control, autonomy.And how working more, adding more clients, more staff, and more hours is not the path to getting you there. It's not. the.path.I'll walk you through why inverting your thinking is required: how the key to working less is not to make more money first. You need to work less first, so that you can make more money. If you want to grow your revenue, you need to start with working less. Not more. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.////////////////NEW TO MY PODCAST?Check out some “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244////////////////Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like:How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What's the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

Hey podcast listener, today's episode is the audio from a webinar I hosted recently.You're going to want to listen because it shows you the path to go from working 55 hours a week to working 40 hours a week. Because it's audio from video, the visuals and the slides are missing, of course. I don't think it's a huge deal, but if you want to watch the video replay, you can do that by clicking this link:https://www.crowdcast.io/@geraldine-carterI also mentioned the capacity planner, a spreadsheet designed to help you see clearly how many hours you are setting yourself up to work. You can get it here, and make your own copy.I answer questions about DT40H at the 50-minute mark: what it's like, what's included, and so on, so if you want to go directly to that part, you can skip ahead to the 50-minute mark.…New to the podcast? Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like:How high can I go on prices without sending my clients running?What do you think of my niche?How do I upsell my legacy clients?What's the script for talking to prospects about higher-level and Advisory services?What do I put in my tiered packages?Please feel free to book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone:Get guidance on prices, packages, and becoming more specializedDisengage problem clients without blowing a hole in your firmHave community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountabilityMake more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

In this episode, we will dive into the practical side of Pains and Dreams to make it easier to know what to say on your accounting firm's website.We talked about the “pains” and the “dreams” in theory in episode 275, so now I want to share with you how it sounds in practice on the homepage of my own site. This will help you to understand the concept better and start listening to your clients and prospects with these two categories in mind. By organizing your thoughts and putting the right words on your website, you can:  attract the kinds of clients you want to work with make your sales conversations more effective waste less time in discovery calls with prospects who aren't a good fit for your firm.  No need to burn thousands of dollars on website copy that doesn't speak to anyone. There's an easier way. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

If you've ever sat staring at a blinking cursor, burned time trying to find the right words, or wasted money working with a shiny marketing firm who served you generic, templated, meaningless website copy, this episode is for you. In it, you'll learn how to use your client's pains and dreams to signal to prospects that you understand what they are struggling with and what they're looking for. Once you know how to do this – use pains and dreams – writing website copy will get easier and more effective.Even better? You don't have to write this part, because it's your clients who give you the words. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

What if your accounting practice only had 3 problems?It might suddenly feel simpler and easier to think about being able to address each one.…...Your accounting practice only has 3 problems. Create value for clients Capture value with pricing Deliver results efficiently. …Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

How to implement better guardrails and boundaries for your clients to nudge behavior in the direction you want it to go. If you've ever chased clients for documents or had them turn stuff in way late and you've twisted yourself, your business and your staff into pretzels to get the work done before the deadline, this episode is for you. Listen in as my podcast coach and editor Tim Wohlberg shares how implementing simple boundaries (that can easily translate into the accounting world) transformed his business and life.Tim's website:https://podcastperformancecoach.com/…Hey CPA firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 2500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:STOP WORKING WEEKENDSA free five-day email course to teach you how to get your hours down without giving up revenue. https://geraldinecarter.com/stop-working-weekendsGET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$7500

In this episode of the Thoughtful Entrepreneur, your host Josh Elledge speaks to Content Creator & Marketing Strategist of Universal Accounting Center, Roger Knecht.Universal Accounting Center, under the leadership of Roger Knecht, has been a beacon of support for accounting professionals since 1979. The center offers training and support for both budding and established accounting professionals. Their mission is to transform accountants into "accounting preneurs," equipping them with the entrepreneurial mindset and skills necessary to run a successful accounting business.The center recognizes that many accountants lack marketing, selling, and pricing training. To address this, they guide professionals to help navigate acquiring and retaining clients. Their approach is not just about crunching numbers; it's about empowering accountants to offer valuable advice and insights to their clients.One of the critical points Roger emphasized during our conversation was the importance of communication between accountants and business owners. He noted that there needs to be more clarity between what business owners expect from their accountants and what accountants provide. Universal Accounting Center aims to bridge this gap by giving accounting professionals a voice and encouraging them to offer valuable advice and insights to their clients.Roger also touched on industry trends, noting the increasing focus on cloud technology and the integration of AI interfaces within accounting platforms such as QuickBooks, Xero, and Sage. He emphasized that these tools are meant to assist accounting professionals in their work, not replace them.Key Points from the Episode:Universal Accounting Center: training and support for accounting professionalsGoal: help accounting professionals become "accounting preneurs"Importance of communication between accountants and business ownersEvolution of Universal Accounting Center from physical campuses to online platformIndustry trends: focus on cloud technology and AI integration in accounting platformsAI tools in accounting: meant to assist, not replace professionalsCore areas of focus for accounting professionals: bookkeeping and accounting, tax preparation and planning, CFO and advisory workUniversal Accounting Center website, universalaccounting.com, offers free resources and coursesAbout Roger Knecht:Roger Knecht is the esteemed president of Universal Accounting, a renowned institution providing comprehensive training, certifications, coaching, and support to over 40,000 accounting professionals since its establishment in 1979. With over two decades of experience, Roger has personally guided thousands of accounting professionals in initiating and expanding highly profitable businesses. His private firm has earned prestigious accolades, listed in the INC 500 and Utah 100. Additionally, Roger hosts the influential "Building the Premier Accounting Firm" podcast, where he has conducted insightful interviews with industry experts such as Joe Woodard, Mike Michalowicz, Scott Zarret, and John Warillow. Furthermore, he co-authors two essential guides for accountants: "Red to BLACK," a comprehensive how-to guide, and "In the BLACK," outlining nine principles to ensure business profitability. Roger Knecht's contributions have significantly impacted the accounting profession, making him a respected figure in the industry.About Universal...

Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1500+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…THIS WEEK'S EPISODERecently, I surveyed my list of readers asking what they found most challenging and what would be helpful if I talked about it. The clear winner was understanding and communicating value.So today I want to give you a tool you can use to better understand the value that your buyer perceives.The more deeply the seller appreciates the value the buyer perceives (or doesn't), the easier it becomes to communicate value, price relative the value, and have more satisfied clients.  …Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…THIS WEEK'S EPISODEIn this episode I talk about the Hourly Mindset compared to the End Result Mindset.Hourly is both a pricing tool, and a mindset. As a pricing tool, hourly creates a price based on the time that is input. As a mindset, hourly creates and binds the accountant to working hours. The problem is, if an accountant shifts from hourly billing to flat rate pricing, without shifting their mindset, they may impart unneccessary suffering upon themselves. It can be hard to shift out of the mentality of your time, effort, and work being valuable, into a mindset where it's the end result that's valuable. But the more this concept sinks in, the more money you make with less effort. Without this concept, you're likely to work a lot more hours than are necessary in order to create the revenue you want.It's not just about the pricing tool you use. It's also about the mindset.…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

Hey CPA Firm owner, glad you found the podcast. If you feel like you've become trapped by your own accounting firm, you're fed up PiTB clients who get you their stuff late, don't appreciate the value you provide, and complain to you when you don't turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1400+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox: Subscribe here: geraldinecarter.com/subscribeReaders say they love it because they're short and on point.…THIS WEEK'S EPISODEListen to this episode where I talk  with Jackie Meyer, Founder of Meyer Tax Consulting LLC, TaxPlanIQ, and the Concierge Accountant Coaching program, about ways to navigate common pricing and common niche challenges for accountants and CPAs. Jackie had direct experience in her firm and has seen first hand the challenges that accountants face when making the transition from the traditional model into a model that focuses on value creation for clients. …MENTIONEDJackie Meyer: https://www.jackiemeyercpa.com/TaxPlanIQhttps://www.taxplaniq.com/Link to AICPA Pricing Tool:https://www.aicpa-cima.com/resources/download/trusted-client-adviser-pricing-tool…Check out my “greatest hits” episodes:Effortless Value #201Pricing for Improved Profitability #21112 Reasons to Niche #221Killer Niches for CPAs with Tom Wheelright #178Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179Get More from Technology with Joe Woodard #244…Want to get your life back while protecting your revenue?Here are a few ways I help overworked CPAs:GET LOTS OF ANSWERS FASTFor the solo CPA with a bunch of rapid-fire questions they want answers to, like: How high can I go on prices without sending my clients running? What do you think of my niche? How do I upsell my legacy clients? What's the script for talking to prospects about higher-level and Advisory services? What do I put in my tiered packages? Book a single strategy call with me, to get answers to questions like these and more. It's covered by my 100% satisfaction guarantee. If at the end of the call, you don't feel like it was worth it, just say the word and I‘ll refund your purchase in full. geraldinecarter.com/call$495DOWN TO 40 HOURS CPA MASTERMINDFor the overworked CPA at six figures of revenue who wants to stop working weekends and wants to implement overdue changes, but has trouble doing it alone: Get guidance on prices, packages, and becoming more specialized Disengage problem clients without blowing a hole in your firm Have community of like-minded CPAs on a similar journey to share what you're working on, bounce ideas off, and get accountability Make more progress faster and with more ease. Guaranteed to get you down to 40 hours. geraldinecarter.com/$75001:1 PRIVATE COACHINGFor the firm owner with $1M+ in revenue who is caught in the weeds of tax work and fielding never-ending staff questions, I offer a high-touch 5-month experience. The aim is to get you down to working only 5 days a week, while 5-10x-ing your investment. geraldinecarter.com/custom-vip-coaching$24,500  

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

Season 4 Episode 84 FACULTY: Joe Woodard CLASS: #GuidePosts TITLE: Let Your Vision Guide Your Mission on Purpose  In this podcast episode, Scott interviews Joe Woodard of Scaling New Heights, CEO of Woodard. The episode covers valuable insights into the accounting industry's evolution, the significance of industry events, the importance of differentiation and branding, and Joe Woodard's experiences and perspectives throughout his career. Joe shares his personal story of how he entered the accounting field. The early days of cloud technology and Joe's experience in starting a consulting practice. Origin stories and development of QuickBooks Connect and Scaling New Heights conferences. Joe's role as a certified professional for Intuit and his contributions to the industry. The purpose and significance of Scaling New Heights as an event for accounting professionals. The dynamics and competition between Xero and Intuit in the accounting software market. Comparing the approaches of AICPA Engage and Scaling New Heights. Reflection on the relevance and necessity of the CPA license in the modern accounting landscape. The importance of differentiation in building a successful accounting practice. Defining and aligning purpose and vision to drive growth and success. The role of personal branding and using one's name as a business identity. Parting wisdom from Joe, emphasizing the importance of not wasting time with non-ideal clients or situations. Shout Outs: Dave Barrett, Expensify, Doug Slater, Scaling New Heights, SleeterCon, QuickBooks Connect, Intuit, Xero, Rod Drury, AccountX, Engage, Simon Sinek, Jack Sergeant --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

My very special guests today are Spencer Barnitz and John Schnackenberg, from the band legendary band Spencer The Gardner! “HE'S LIKE A SANTA BARBARA'S TROUBADOUR … HE'S GIVEN A SOUND AND SOUNDTRACK TO OUR COMMUNITY.” — Matt Kettman, journalist “SPENCER THE GARDENER IS THE BAND THAT PROBABLY BEST EMBODIES THE SOUL OF SANTA BARBARA.” — Marko DeSantis, Sugarcult, and music professional “WHEN YOU LOOK BACK, HE'S REINVENTED HIMSELF AND FOLLOWED HIS OWN PATH, WITH HIS OWN RULES AND HIS OWN ROOTS IN A VERY DAY WAY TO HAVE A SUCCESSFUL LIFE OF MUSIC IN SANTA BARBARA.” — Joe Woodard, writer, and musician “HE'S THE UNOFFICIAL OFFICIAL MAYOR OF SANTA BARBARA MUSIC.” — Jeff Theimer, co-founder of New Noise Music Foundation www.spencerthegardener.com Website https://morethanjustapartybandfilm.com Instagram @MoreThanJustAPartyBandFilm #MoreThanJustAPartyBandFilm Facebook More Than Just A Party Band Filmmaker Contact Writer/Director/Cinematographer 
Robert Redfield robert@morethanjustapartybandfilm.com

Season 4 Episode 83 Accounting High is supported by our Booster Club Thank you LiveFlow!  LiveFlow - Advanced financial reporting on autopilot. LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out: https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH FACULTY: Geni Whitehouse CLASS: #CoolKids TITLE: High Impact through Comedy, Technology, & Advisory (feat. Geni Whitehouse, CPA) In this podcast episode, Scott interviews Geni Whitehouse, the founder of The Impactful Advisor. The episode delves into Geni's journey in the accounting profession, her experiences in the industry, and her fusion of comedy and accounting, the importance of finding one's passion and purpose, and niche expertise. Geni shares her early experiences in high school and the challenges she faced. The story of how Scott and Geni first met and connected. Geni's move to California and her introduction to accounting and the cloud. Her college years and her exploration of programming. Working at Deloitte and gaining valuable experience in the industry. Geni's decision to leave Deloitte and pursue a new job in Atlanta. Joining Sage and discovering her comedic talents and how to incorporate them into her work. Exploring the world of accounting comedians and finding inspiration. How comedy opened up a whole new world for Geni and influenced her approach to her niche. Designing her own life by aligning her passion and purpose. The "basset hound" analogy for living one's best life and finding personal fulfillment. Geni's authenticity and leveraging her strengths to make a difference. Scott's journey in embracing his inner "basset hound." The story behind Scott writing the new rap before going to Vegas. A discussion about the new rap and the process of recording a music video in Vegas. Shout Outs: Deloitte, Avalara, Sage, Peachtree, PeopleSoft, Division Software, Jason Staats, Greg Kyte, Ron Baker, Craig Underhill, Joe Woodard, MentorPlus --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 79 Accounting High is supported by our Booster Club Thank you G-ACCON Check em out, 14 day free trial go to accon.services  FACULTY: Ryan Lazanis, CPA CLASS: #GuidePosts TITLE: Systematize your Firm to Gain Perspective on Purpose In this podcast episode, Scott interviews Ryan Lazanis, founder of Future Firm. Scott and Ryan offer valuable insights and strategies for accountants and entrepreneurs looking to find balance, purpose, and success in their professional lives, emphasizing the importance of prioritizing happiness, leveraging time and resources effectively, and embracing progress and innovation to thrive in the accounting industry. Reviewing the ABC Tournament and its impact on productivity and focus. The importance of taking an email detox to reduce distractions and improve mental well-being. Finding a healthy balance between work and home life to prioritize happiness and fulfillment. Identifying the point, purpose, perspective, and prize in one's professional and personal pursuits. Exploring the relationship between time, money, and happiness, and determining the ideal balance. The role of accountability in setting and achieving goals, both personally and professionally. Leveraging higher leverage tasks to maximize productivity and impact. Understanding the two states of an entrepreneur: operating as a solo practitioner or scaling the business. The significance of systematizing your firm to improve efficiency and streamline operations. Repricing strategies and the power of email marketing in attracting and retaining clients. Capacity planning and effectively managing workload to avoid burnout and maintain quality service. Developing a plan of action to transition out of the firm and step into a visionary role. Ryan's personal journey in finding his purpose and being driven by frustration with the accounting profession. Shout Outs: Jason Staats, Blake Oliver, Brandon Poe, Tim Ferris, Enrico Palmerino, Joe Woodard, BotKeeper, Future Firm, Xen Accounting, Thrival --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

The accounting profession is going to have to move beyond the financial statement and the P&L to become holistic advisors, says Joe Woodard, a consultant and coach to accountants, founder of the Woodard Group, and the impresario behind Scaling New Heights.

Joe Woodard joins Randy for Episode 108 to talk about June's Scaling New Heights conference and automation as the key to helping your business soar. The founder of Woodard, a nationally recognized CPA coaching membership, and co-host of The Woodard Report podcast with Heather Satterly, Joe offers a road map for firms that are looking to automate more of their processes, shares tips for how to get it done in an efficient, scalable way, and relieves tensions around the onslaught of AI solutions with a reminder that the software solutions you already use will probably be integrating artificial intelligence into their functionality anyway—so you don't have to become an end-all, be-all expert on AI. Get the full show notes and more resources at TheUniqueCPA.com

In this episode, Rory speaks with Seth Fineberg, business journalist and industry consultant, about the recent Accounting Today Firm Growth Forum. Listen as they discuss the challenges firms face and the importance of adapting to change. Discover the top takeaways from the Accounting Today conference, with commentary on the growth potential of service lines like Wealth Management and CAS. Learn about trends and insights from conference speakers like Alan Koltin, Dan Hood, Bob Lewis, Loren Fogelman, Michael Hsu, Joe Woodard, and Randy Crabtree. Find out how firms can adapt to new technologies and changing client needs in an ever-evolving marketplace. Did Seth, Rory, and crew really eat 10k calories at a Japanese BBQ? Is Seth Fineberg coming back out with a newsletter? Find out the answers to these questions and more on this Accounting Today Firm Growth Forum Recap with Industry Consultant Seth Fineberg!

Book a strategy call with Geraldine today!https://geraldinecarter.com/call*Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe For many accountants, depending on the day, technology can be a powerful tool or a frustrating time sink.  Here today to talk with me about effectively leveraging technology is my guest, Joe Woodard.  Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. He's the host of Scaling New Heights, one of the world's leading training conferences for accountants and bookkeepers, which is coming up in St. Louis, June 25th to 28th. Highlights: — “What I would encourage you not to do is directly engage one-to-one with a business that can't afford to pay you.” — “There is an endless vacuum of human need. It is not your job to fill it.” — “Common classic mistakes that accountants are making when it comes to software are disparate technology and under-adoption.” — “Be the accountant or bookkeeper in the pocket of your client, not in the inbox of your client.”  — “You got to build a niche. If I did what I did for other professionals, it wouldn't work and would fall apart. I know my audience. I know what I'm passionate about and that's what makes it work.” Connect with Joe: Website: www.woodard.com  Upcoming Event: Scaling New Heights 2023: www.ScalingNewHeights.com Book mention: Boundaries: When to Say Yes, How to Say No to Take Control of Your Life by Henry Cloud and John Townsend  https://www.amazon.com/Boundaries-Updated-Expanded-When-Control-dp-0310351804/dp/0310351804/  

Ron and Ed welcome back Joe Woodard, CEO of Woodard and host of the Scaling New Heights Conference at which Ron and Ed will be delivering keynotes and sessions. We'll chat about the conference and likely foray into AI and other issues facing the accounting profession. If you have a question for Joe, please Tweet us - @asktsoe.

Ron and Ed welcome back Joe Woodard, CEO of Woodard and host of the Scaling New Heights Conference at which Ron and Ed will be delivering keynotes and sessions. We'll chat about the conference and likely foray into AI and other issues facing the accounting profession. If you have a question for Joe, please Tweet us - @asktsoe.

As the founder and CEO, Joe Woodard empowers small business advisors to transform small businesses. He works toward this vision as the host of the annual Scaling New Heights conference, the host of Woodard Alliance, the head of Woodard Institute and various speaking and writing engagements he performs throughout the accounting and bookkeeping professions. In this episode, Joe discusses how to design a subscription pricing model that prioritizes building strong relationships with clients, empowering them, and generating a long-term impact on their businesses. This approach also helps increase the lifetime value of clients.   Why you have to check out today's podcast: Get an in-depth discussion on pricing result versus pricing transaction Understand how charging relationships works in a subscription pricing model Uncover how to price human connections that go beyond financial reasons   "Be bold with pricing. You are worth more than you think you are, and definitely more than your clients think you are." - Joe Woodard   Topics Covered: 01:29 - Talks about getting differentiated from the rest with his degree in classical Greek 03:37 - How his career path ended in Pricing 04:25 - What is so significant about the subscription business model? 06:16 - How do you price a relationship? 10:08 - Going in-depth into pricing for a relationship 13:40 - Measuring the service-provider-client relationship 15:12 - Going beyond financial outcomes when measuring the economics of relationship 16:25 - Discussions around Mark's objections: 'I don't see how you price for it [relationship] 17:02 - Pricing human connection that transcends economics 20:57 - The danger about price segmentation in relation to pricing relationship 22:03 - Pricing segmentation's end-goal in a subscription model 23:38 - Healthy subscription versus toxic subscription 25:48 - Driving customer lifetime value plus creating experiences for engagement 27:43 - Joe's pricing advice 29:19 - Connect with Joe   Key Takeaways: “We're intensely focused on the customer's outcome, and our outcomes become a means to that outcome. And therefore, we are pricing the relationship we have with the client because it's about the outcomes we're driving in that relationship.” - Joe Woodard “I am delivering, within the context of a relationship, value. And part of that is, I'm giving you attention at the individual level. Not a newsletter, not cookie cutter answers. There's something where you're individually being touched.” - Joe Woodard “Relationship economics is about the business outcomes or the business benefits that are gained by being in a relationship.” - Joe Woodard “The intensity of the relationships increases based on the value that you've added in the amount of attention that you're able to give.” - Joe Woodard   People / Resources Mentioned: Ron Baker: https://impactpricing.com/podcast/ep44-ronald-j-baker-trash-the-timesheet-exploring-opportunities-in-subscription-businesses/   Connect with Joe Woodard: LinkedIn: https://www.linkedin.com/in/quickbooksadvisor/ Website: https://www.woodard.com/   Connect with Mark Stiving: LinkedIn: https://www.linkedin.com/in/stiving/ Email: mailto:mark@impactpricing.com  

Joining Eric on this week's podcast is the founder of the largest Accounting Technology show Scaling New Heights, Joe Woodard. On this show Joe and Eric discuss ways to improve your practice so you can stop “flapping” and start soaring, the theme of this year's Scaling New Heights Conference in St. Louis this June. Eric and Joe also get into some of the highlights of this year's show and what attendees can expect. Note, Eric will be speaking at Scaling New Heights on an IRS track of five sessions he created specifically for the show. Scaling New Heights can be found here: https://www.woodard.com/scaling-new-heights

Joining Eric on this week's podcast is the founder of the largest Accounting Technology show Scaling New Heights, Joe Woodard. On this show Joe and Eric discuss ways to improve your practice so you can stop “flapping” and start soaring, the theme of this year's Scaling New Heights Conference in St. Louis this June. Eric and Joe also get into some of the highlights of this year's show and what attendees can expect. Note, Eric will be speaking at Scaling New Heights on an IRS track of five sessions he created specifically for the show.

SponsorsOnPay - https://cloudaccountingpodcast.promo/onpayFreshBooks - https://cloudaccountingpodcast.promo/freshbooksLiscio - https://cloudaccountingpodcast.promo/liscioNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeRSVP for the Cloud Accounting Podcast Party!DECEMBER 7TH7 PM to 9 PMChandelier Lounge Cosmopolitan Hotel Las Vegashttps://cloudacctpod.link/partyShow NotesRSVP for the Cloud Accounting Podcast PartyDECEMBER 7TH7 PM to 9 PMChandelier Lounge Cosmopolitan Hotel Las Vegashttps://cloudacctpod.link/party 1:55 – r/Accounting - Happy International Accounting Dayhttps://www.reddit.com/r/Accounting/comments/yrj5ev/happy_international_accounting_day/?utm_source=share&utm_medium=ios_app&utm_name=iossmf 6:37 – FTX founder blames crypto meltdown on ‘poor labeling' of bank accountshttps://www.telegraph.co.uk/business/2022/11/10/bitcoin-plunge-80pc-jp-morgan-warns-crypto-cascade/ 18:00 – SURVEY: Workflow Is a Problem. So Why Aren't Firms Buying Solutions? - CPA Trendlineshttps://cpatrendlines.com/2022/11/08/survey-workflow-is-a-problem-but-firms-arent-buying-solutions/ 24:49 – Caleb L. Jenkins, EA, CQP on LinkedIn: TurboTax Live Business Full Service | TurboTax FS Businesshttps://www.linkedin.com/posts/calebjenkins1994_turbotax-live-business-full-service-turbotax-activity-6995591412155129857-HNhh?utm_source=share&utm_medium=member_ios 47:31 – Kanye's Former Accountant Sues For $4.5M in Unpaid Feeshttps://www.billboard.com/pro/kanyes-former-accountant-sues-unpaid-fees/ 50:05 – Xero Shares Hit Lowest Level Since March 2020 After CEO Announces Retirementhttp://www.wsj.com/articles/xero-shares-hit-lowest-level-since-march-2020-after-ceo-announces-retirement-151668040514Connect with Joe WoodardLinkedIn: https://www.linkedin.com/in/quickbooksadvisor/Twitter: https://twitter.com/joewoodardWebsite: http://woodard.comRegister for Scaling New Heights 2023: https://www.woodard.com/2023-scaling-new-heightsGet in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribe Apple Podcasts: http://cloudacctpod.link/ApplePodcasts Podchaser: http://cloudacctpod.link/podchaser Spotify: http://cloudacctpod.link/Spotify Stitcher: http://cloudacctpod.link/Stitcher Overcast: http://cloudacctpod.link/Overcast YouTube: https://www.youtube.com/c/CloudAccountingPodcast ClassifiedsRightTool for QuickBooks Onilne - https://righttool.appuCollect - https://ucollect.biz/capWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Why not let the listeners of The Cloud Accounting Podcast know by running a classified ad? Hit the link below to get more info.Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAd Full Transcript Available Upon Request - info@cloudaccountingpodcast.com