Episode from the podcastAccounting Influencers

The Power of Frameworks to Help Accountants Sell More

Released Thursday, 24th September 2020
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Geraldine Carter is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut. She is also the host of the podcast "Smart Strategy for CPAs". Her cashflow forecasting models have resulted in millions of dollars for climate change efforts. Shownotes:
  • How the tsunami of covid has affected the world of accountants and CPAs
  • Why NOW is actually a great time to be an accountant
  • How coachable accountants are as a breed and how receptive they are to change
  • What attracts accountants and CPAs to the accounting profession and why it attracts certain types of people
  • The number one biggest challenge accountants and CPAs are facing right now
  • The 'tall poppy syndrome' - why some accountants and CPAs are reluctant to stand out
  • What makes most accounting firms look and sound the same, and have the same kind of websites claiming the same things
  • Does complacency (having a recurring fee business model) play a part in accountants being reluctant to change?
  • The main trap that accountants and CPAs get into that causes inertia and lack of growth
  • The problems that arise when accountants and CPAs don't think like business owners with their clients
  • The definition of a framework and why they are so important for accountants to best serve their clients
  • The mistake accountants and CPAs make by giving away so much expertise
  • Why a lack of process and framework for accountants and CPAs stops them from properly adding value to clients
  • How accountants and CPAs can enhance the value they offer clients by a factor of 5 to 10
  • What getting your life back from working way to many hours looks like for accountants and CPAs
  • How a framework helps accountants and CPAs position advisory services beyond low margin compliance work
  • The main thing clients want from accountants and CPAs that most professionals get wrong
  • The risks larger accounting firms are facing in not empowering younger talent to be more entrepreneurial
  • The restraints that stifle the growth of professional firms
  • Advice for leaders in accounting firms to better develop and keep their entrepreneurial talent
  • Shout out to Rob Brown's TEDx talk on YouTube 'The Personal Brand of You'
  • The danger for accountants and CPAs of competitors being able to copy or claim the same things they do
  • What accountants and CPAs need to do to stand out as experts in their chosen verticals, niches or sectors
  • How accountants and CPAs can identify their best verticals, niches or specialist areas to work in
In her free time, Geraldine can be found mountain biking forested trails or running after her two small children in her hometown of Missoula, Montana USA. Contact her here:
Website and blog

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From The Podcast

The Accounting Influencers podcast is for progressive accounting firms and the people that lead them, work in them and serve them. In each weekly episode, BD Academy founder and top accounting growth specialist Rob Brown interviews world class accounting leaders and global influencers about what makes the good accounting firms great and the good accountants world class. Guests are either: 1. PRACTITIONERS: firm-wide leaders, managing partners, CEOs, seasoned rainmakers or top BD and marketing directors of larger accounting firms and the networks they are a part of. 2. THOUGHT LEADERS: accounting profession influencers, disrupters and thought leaders who advise, train, serve and speak into the accounting profession. Some are experts (commentators, authors, consultants). Others are in business (suppliers, vendors and partners to accounting firms). Guests are asked questions such as: ✓ What makes the good accounting firms great? ✓ What do the progressive, thriving accounting firms do well? ✓ How are the top accounting firms standing out, winning work and achieving growth? ✓ What are the trends, stats and critical issues shaping larger accounting firms? ✓ What makes a top performer, work winner or promotable accountant in an accounting firm? Topics discussed include growth, digital, legacy, value, leadership, succession, culture, BD, marketing, positioning, branding, differentiation, mindset, technology, recruitment, trends, disrupters and opportunities. Show details here: https://bdacademy.pro/podcasts/ BD Academy founder Rob Brown works with larger accounting firms and sales-oriented accountants to increase their work winning or BD capability. His unique BD Academy program is a year long curriculum of inhouse training and work winning strategies that creates an army of confident, effective and strategic work winners in large accounting firms. One top 40 accounting firm has just added £3m of new work from the BDA program (made up of advisory, compliance and cross-selling fees), which represents £20m+ in lifetime value to the firm. From their largely rural, agricultural and manufacturing client base, this represents a stellar impact on revenue. For more about the BD Academy, and to set up a Possibility Chat with Rob to explore whether this might be a fit for you or your firm, go to https://bdacademy.pro/about/ Finally, if you’d like to be a guest on the Accounting Influencers podcast, or there’s someone you feel we should feature, connect with host Rob Brown on LinkedIn or Twitter @therobbrown.

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23m 50s
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