
Now in their fourth year as moonlight podcast hosts, my little kids Hazel and Remy dish out a few delicious accounting jokes. Enjoy the holidays!

276 Hazel and Remy Serve Up Accounting Jokes for the Holiday Break

Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!

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As part of the [Hire Well] series, I talk with Kristen Keats, founder of founder of Breakaway Bookkeeping & Advising, owner of Sherwood Tax & Accounting, founder and client of Cadencia, about how to use near-shore talent in Guadalajara, Mexico, to build a team that works smoothly together. 
 … 
 Hey CPA firm owner, glad you found the podcast.  
 If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.  
 If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:  Subscribe here: geraldinecarter.com/subscribe 
 Readers say they love it because they’re short and on point. 
 Want to get your life back while protecting your revenue? Here are a few ways I help overworked CPAs: 
 
 GO DOWN TO 40 HOURS  THE EMAIL COURSE
Stop Working Weekends will teach you how to get your hours down without giving up revenue. 
geraldinecarter.com/stop-working-weekends
Free 
 
 THE BOOK A Roadmap for CPAs to End Overworking Without Losing Revenue geraldinecarter.com/book $9.99 
 
 
 THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997 
 A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.
geraldinecarter.com/coaching-options/
$1295 
 CPA MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. 
geraldinecarter.com/
$9500

299 [Hire Well] Leveraging Near-Shore Talent in Guadalajara with Kristen Keats, CPA

I get an update from Brannon Poe, CPA, on the marketplace, what’s driving multiples, and how P/E is impacting the space. We also discuss strategies and considerations for selling to an internal staff member.  … 
 Hey CPA firm owner, glad you found the podcast.  
 If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.  
 If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:  Subscribe here: geraldinecarter.com/subscribe 
 Readers say they love it because they’re short and on point. … OTHER EPISODES WITH BRANNON POE 162 - How to Sell a CPA Firm for Optimal Price with Brannon Poe 199 - Selling Cloud-based vs Traditional CPA Firms with Brannon Poe 246 - How to Improve Sale Multiples with Brannon Poe 
 Want to get your life back while protecting your revenue? Here are a few ways I help overworked CPAs: STOP WORKING WEEKENDS A free five-day email course to teach you how to get your hours down without giving up revenue. 
https://geraldinecarter.com/stop-working-weekends 
 DOWN TO 40 HOURS – THE BOOK A Roadmap for CPAs to End Overworking Without Losing Revenue geraldinecarter.com/book $9.99 
 GET LOTS OF ANSWERS FAST For 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
$495 
 DOWN TO 40 HOURS CPA MASTERMIND For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. 
geraldinecarter.com/
$9500

298 3 Key Factors Driving Sales Multiples with Brannon Poe, CPA

What’s most important to focus on – and where do you not need to focus – in order to make the most progress toward your goals in your accounting practice? 
 I see nine common characteristics among the accountants who’ve made the most progress.  
 Know what they are so you can use your time wisely and not get pulled away by tempting, shiny objects.  
 … 
 Hey CPA firm owner, glad you found the podcast.  
 If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.  
 If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:  Subscribe here: geraldinecarter.com/subscribe 
 Readers say they love it because they’re short and on point. … Check out my “greatest hits” episodes: Effortless Value #201 Pricing for Improved Profitability #211 12 Reasons to Niche #221 Killer Niches for CPAs with Tom Wheelright #178 Digital Products, Courses, and 90% Margins with The Real Estate CPA, Brandon Hall #179 Get 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: 
 
 GO DOWN TO 40 HOURS  THE EMAIL COURSE
Stop Working Weekends will teach you how to get your hours down without giving up revenue. 
geraldinecarter.com/stop-working-weekends
Free 
 THE BOOK A Roadmap for CPAs to End Overworking Without Losing Revenue geraldinecarter.com/book $9.99 
 
 THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997 
 A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.
geraldinecarter.com/coaching-options/
$1295 
 CPA MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. 
geraldinecarter.com/
$9500

297 9 Common Characteristics of Success

Wondering if Down to 40 Hours CPA Mastermind is right for you? 
 It might be, if you're a single-owner or partner CPA who wants to work fewer hours without losing revenue. 
 In this short episode, I answer: ✋ Who is it for? (Is it for me?) ✋ How does it work? ✋ What's the time commitment? ✋ What if I'm going on vacation? ✋ Is there a payment plan? ✋ What happens if I make the wrong decision? ✋ Is there a guarantee? ✋ When does it start/end? ✋ How big is the group? ✋ What’s up with renewing? 
 Down to 40 Hours CPA Mastermind is the only program of its kind designed specifically for CPAs who want to stop working insane hours, fix their pricing problems, figure out their niche, disengage non-fitting clients, and get their website to work for them so they can have the freedom, time, and revenue they want. 
 If you have questions about whether Down to 40 Hours is right for you, shoot me an email: gc@geraldinecarter.com 


Q & A: Down to 40 Hours CPA Mastermind

Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Doing so has helped her standardize and systematize, save time, and increase prices by a factor of five.  … 
 Connect with Sheila: 
 Website: https://www.hansenllc.net/ 
 LinkedIn: https://www.linkedin.com/in/sheila-hansen-cpa/ 
 Podcast: https://www.hansenllc.net/profitable-women-podcast/ 
 Instagram: https://www.instagram.com/sheila.hansen.cpa/ 
 … 
 Hey CPA firm owner, glad you found the podcast.  
 If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue.  
 If you like the podcast, join 4200+ other CPAs who get Vitamin G, my daily dose of single-tip business strategy delivered straight to their inbox:  Subscribe here: geraldinecarter.com/subscribe 
 Readers say they love it because they’re short and on point. 
 Want to get your life back while protecting your revenue? Here are a few ways I help overworked CPAs: 
 
 GO DOWN TO 40 HOURS  THE EMAIL COURSE
Stop Working Weekends will teach you how to get your hours down without giving up revenue. 
geraldinecarter.com/stop-working-weekends
Free 
 
 THE BOOK A Roadmap for CPAs to End Overworking Without Losing Revenue geraldinecarter.com/book $9.99 
 
 
 THE VIDEO COURSE
Get access to 16 video lessons, bonus training, template letters, website teardowns, and more. Plus, a $1000 credit toward my DT40H Mastermind and a money-back guarantee.
geraldinecarter.com/down-to-40-hours-video-course
$997 
 A 1:1 CONSULTATION
Do you have a burning question about the material in Down to 40 Hours? Book a one-on-one call with me to get guidance on implementing the material in your specific situation.
geraldinecarter.com/coaching-options/
$1295 
 CPA MASTERMIND
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:Get guidance on increasing prices without overdoing it or underdoing itDisengage problem clients at a pace you’re comfortable withCreate packages while knowing how to navigate scope creepFocus on your client niche without feeling like you’re jumping off a ledgeBe in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability
Make more progress faster and with greater confidence and ease. Guaranteed to get you down to 40 hours. 
geraldinecarter.com/
$9500 … 17 MORE EPISODES ON NICHING (!!) 287 How CPAs Can Decide Their Niche When They Can’t Decide 285 The Niche River of Fear 270 How long does it take for a CPA to niche? 269 Four Niche Sirens for CPAs to Avoid 268 How to Start Niching When Your Clients are All Over the Map 263 Navigating Pricing and Niche Challenges with Jackie Meyer, CPA 260 The Value of Niching 245 Niching into Female-Owned Law Firms with Julie Powell, CPA 239 Finding Your Niche with Matt Chiappetta, CPA 221 12 Reasons to Niche Your Accounting Practice 212 Hold My Beer and Watch Me Niche, with Josh Lance, CPA 208 Minting New Niches for CPAs: Inside the CHIPS and IRA Bills 203 Killer Niche: Farm + Ag CPA with Catherine Ozment 198 Killer Intel for CPAs on the Real Estate Investor Niche with Tom Wheelwright 195 How to Position Your CPA Firm to Stop Getting Overlooked in the Marketplace 178 Killer Niches for CPAs with Tom Wheelwright 174 More Confidence, Time, & Wealth When You Niche with SaraEllen Hutchison

276 Hazel and Remy Serve Up Accounting Jokes for the Holiday Break

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