The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Finance/The Modern CPA Success Show
The Modern CPA Success Show artwork

Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter

The Modern CPA Success Show · 2026-05-26 · 49 min

0:00--:--

Episode notes

You built your CPA firm from the ground up. So why does it feel like it is running you instead of the other way around? Geraldine Carter, Founder and Business Coach at Geraldine Carter LLC, talks about what it really takes for CPA and accounting firm owners to stop overworking, start charging what they are worth, and design a firm that fits the life they want. Geraldine has spent a decade coaching accountants out of the burnout trap and she brings the no-nonsense, practical framework to prove it. What she saw when she looked under the hood of accounting practices was a familiar pattern: massive AR balances, too many low-paying clients, long nights, and a business that was technically successful but genuinely exhausting to run. Stop saying yes to everything and start building the firm you deserve. Tune in the full episode of Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter.

More from The Modern CPA Success Show

All episodes →
  • How to Master Cash Flow With AI and Value Pricing with Mark Wickersham61 / 100
  • Stability Over Scale: A Smarter Way to Build a Business That Lasts with Chad Davis76 / 100
  • The Billing Revolution: AI, Time, and the Future of Accounting Firms with Blake Oliver
  • Smarter Capacity Planning For Growing CPA Firms with Terrell Turner
  • People You Should Know: Ryan Lazanis
Explore the best B2B Finance podcasts →
All The Modern CPA Success Show episodes →