Niche Down, Price Up with Geraldine Carter

One of our favorite guests is back: Geraldine Carter! Tom and special guest co-host, Hannah Hood, chat with Geraldine to discuss the importance of niching down and specializing in serving a specific market to attract clients who value their services. Geraldine shares valuable insights on how to communicate value to clients and navigate value-based conversations. She also emphasizes the importance of understanding and articulating the value of accounting services to clients, as well as the subjective nature of value. The episode concludes with a discussion on setting boundaries and managing client expectations in the accounting profession.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.