Episode: Up-Front & Personal with Geraldine Carter

Up-Front & Personal with Geraldine Carter

2/26/22

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

CPA Scorecard: www.shethinksbigcoaching.com/wealthability

00:00 – Intro

03:45 – Broken payment structures

08:49 – The benefits of flat fees

12:35 – What are we risking by changing our obligations?

21:40 – How do you come up with the price?

28:35 – How can we identify the good clients?

Looking for more on Geraldine Carter?

Book: “Zero to Subscription”

Website: www.shethinksbigcoaching.com

Upclose and personal

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