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 CPAsWhy NOW is actually a great time to be an accountantHow coachable accountants are as a breed and how receptive they are to changeWhat attracts accountants and CPAs to the accounting profession and why it attracts certain types of peopleThe number one biggest challenge accountants and CPAs are facing right nowThe 'tall poppy syndrome' - why some accountants and CPAs are reluctant to stand outWhat makes most accounting firms look and sound the same, and have the same kind of websites claiming the same thingsDoes 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 growthThe problems that arise when accountants and CPAs don't think like business owners with their clientsThe definition of a framework and why they are so important for accountants to best serve their clientsThe mistake accountants and CPAs make by giving away so much expertiseWhy a lack of process and framework for accountants and CPAs stops them from properly adding value to clientsHow accountants and CPAs can enhance the value they offer clients by a factor of 5 to 10What getting your life back from working way to many hours looks like for accountants and CPAsHow a framework helps accountants and CPAs position advisory services beyond low margin compliance workThe main thing clients want from accountants and CPAs that most professionals get wrongThe risks larger accounting firms are facing in not empowering younger talent to be more entrepreneurialThe restraints that stifle the growth of professional firmsAdvice for leaders in accounting firms to better develop and keep their entrepreneurial talentShout 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 doWhat accountants and CPAs need to do to stand out as experts in their chosen verticals, niches or sectorsHow 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:https://shethinksbigcoaching.com/ (Website and blog)https://www.linkedin.com/in/geraldine-carter (LinkedIn)
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