Smart Strategy for CPA's

By Geraldine Carter

Smart 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 smart 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. Smart Strategy for CPA's is the show for you!

  1. 1.
    156 Get Different, Get Noticed: Better Marketing for CPAs with Mike Michalowicz
    23:10
  2. 2.
    155 BONUS - Pricing in a Nutshell, for CPAs
    1:36
  3. 3.
    155 CFO Meetings: Go Beyond Dashboards and KPIs with Mark Gandy
    38:49
  4. 4.
    154 Help Your Advisory Clients See the Power in their Data with Fathom
    31:23
  5. 5.
    153 A Formula for Quantifying Value with Mark Stiving, PhD
    33:08
  6. 6.
    152 How to Build $250K in CPA Advisory Services in 4 Months
    41:45
  7. 7.
    151 Design and Create Pricing Strategies from a Value Standpoint Part 2, with Jose Mirabal
    44:35
  8. 8.
    150 Design and Create Pricing Strategies from a Value Standpoint Part 1, with Jose Mirabal
    31:06
  1. 9.
    149 How to Leverage Accounting Automation with Ryan Lazanis
    24:24
  2. 10.
    148 5 Productivity Apps to Save You Hours
    11:22
  3. 11.
    147 Subscription Business Model: Build Greater Wealth in Your CPA Firm with Ron Baker
    48:45
  4. 12.
    146 Results-Driven Design with Ben Manley
    36:12
  5. 13.
    145 Pricing Tools for CPAs, Made Simple
    47:07
  6. 14.
    144 How to Raise Your Rates as a CPA
    13:11
  7. 15.
    143 How to Price Intangibles
    10:20
  8. 16.
    142 From Impossible to Exponential Growth: The CPA Mindset
    23:45
  9. 17.
    141 One Year: From Tax Factory to vCFO & Ag CPA with Catherine Ozment
    34:11
  10. 18.
    140 BS CPA LINGO BINGO
    12:20
  11. 19.
    139 Drive Outcomes for Your Clients with Geni Whitehouse
    32:52
  12. 20.
    138 Fetch a High Multiple When You Sell Your CPA Firm with Allan Koltin
    41:57
  13. 21.
    137 Rolling Forecasts: How to Explore Risk and Opportunity with Your Clients
    40:07
  14. 22.
    136 How CPAs Can Build a Sales Process That Can be Optimized, then Delegated
    29:22
  15. 23.
    135 ERC: Clarifying 3 Common Areas of Ambiguity
    40:04
  16. 24.
    134 5 Keys to Make Your Website Work for Your CPA Firm
    34:43
  17. 25.
    133 Cybersecurity for CPA Firms
    28:06
  18. 26.
    132 Master Your Sales Conversations
    25:55
  19. 27.
    131 From CPA to CFO, with Thought-Leader Jack Sweeney
    41:12
  20. 28.
    130 CPA Burnout: How to Get Your Energy Back
    41:32
  21. 29.
    129 How to Spend Way Less Time on Email Every Day
    38:02
  22. 30.
    128 Selling to Serve, with James Ashford of GoProposal
    34:26
  23. 31.
    127 How CPAs Can Use YouTube Videos to Accelerate Growth with Hannah Smolinksi, CPA
    31:59
  24. 32.
    126 How to Implement Advisory Services with Twyla Verhelst, Leader of the Accounting Professionals Program at Freshbooks
    29:23
  25. 33.
    125 Value and Segmented Pricing for CPAs with Pricing Expert Mark Stiving, PhD
    34:59
  26. 34.
    124 4 Most Common Hiring Mistakes CPAs Make and What to Do Instead
    27:30
  27. 35.
    123 Overcoming Under-earning and Rewire for Wealth with Author Barbara Huson (pka Barbara Stanny)
    26:42
  28. 36.
    122 The Pioneer of Value-Based Fees in the Consulting Profession, Alan Weiss, Ph.D.
    24:23
  29. 37.
    121 Switching to Advisory Services using Profit First, with Rob Foncannon, CPA
    26:17
  30. 38.
    120 Cloud Accounting Technology and Software, with Blake Oliver
    34:06
  31. 39.
    119 The Traveling CPA: Around the world in 14 minutes
    14:34
  32. 40.
    118 Pent-Up, Flat-line, or Decrease: Anticipating 2021 Demand for Your Advisory Clients
    8:32
  33. 41.
    117 Create Your 2021 Goals & Strategic Plan for Your CPA Firm
    3:58
  34. 42.
    116 From Hourly Billing to Flat Rate for Cares Act Documentation
    22:52
  35. 43.
    115 Create Space for Amazing Clients By Removing Ones You've Outgrown
    6:55
  36. 44.
    114 CPAs Need to Stop Accepting Trap Money
    10:42
  37. 45.
    113 Out of Compliance and into Tax-savvy Stock Option Consulting, with Minnie Lau, CPA
    47:48
  38. 46.
    112 Does Your CPA Firm Sell Outcomes or Deliverables?
    11:27
  39. 47.
    111 Better Pricing Methodologies For CPA Firms, with Jonathan Stark
    57:02
  40. 48.
    110 15 Phrases to Scrub from your CPA Firm’s Website
    16:04
  41. 49.
    109 The CPA Who Innovates, Wins
    12:48
  42. 50.
    108 The Dangers of Listening to CPAs for Wisdom
    12:10

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