In this episode of The CFO Project Podcast host Adam Lean interviews Geraldine Carter, an expert in helping accountants and CPAs boost their profitability without working more hours. Geraldine shares invaluable insights on how to offer advisory services and make more money as an accountant or bookkeeper. She emphasizes the importance of understanding value creation, effective pricing strategies, and efficient service delivery. This episode is packed with practical tips for solo CPAs looking to enhance their business model and achieve a better work-life balance.

Discover how to transform your accounting or bookkeeping practice into a thriving advisory business. Geraldine and Adam discuss key strategies for increasing revenue while reducing workload, including the power of niching and mindset shifts. Whether you're interested in offering CFO advisory services or simply want to boost your income without burning out, this episode provides actionable advice for escaping the traditional accountant's trap. Don't miss these expert insights on how to make more money as an accountant or bookkeeper while working fewer hours.

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