About geraldine
& Coaching
Geraldine Carter is a Business Coach for CPAs.
I work with strong, talented, hard-working CPAs like you: a master at finding tax advantages, but not a master at running your business.
As a result of working together, you will:
- clarify your vision of the accounting practice you want to create
- lay out the steps necessary to build it
- jettison the distractions, offerings, (and clients) that aren’t working
- stay focused on today’s priorities
- generate real, measurable growth in your accounting practice
Expertise and accountability help you move faster while staying on track.
That’s a vision I can get behind and want to help you create.
Me, in a nutshell:
Co-founded and grew a business to 7 figures in 6 years:
My role as CFO was forecasting and managing cash flow generated by 300 participants raising $4000 each on two separate events a year. Ensuring an estimated $1.2M was available when needed to pay for staff and logistics meant the models I created needed to be on point. Please go check out Climate Ride and the amazing work it does.
B.S. in Civil & Environmental Engineering from Cornell University:
I solve big problems by breaking them down into manageable steps.
I coach to a code of ethics and know exactly what to ask:
The right questions lead you to deeper insights. As an International Coach Federation Associate Certified Coach, I am committed to my own on-going learning and growth, and coach to a code of ethics.
I have been there:
The mental chaos was a permanent and growing weight on me. I needed to find quiet from the endless drubbing of negative thoughts. Well, 800+ hours of mindfulness training worked.
I have the string that will lead you out of the labyrinth, and my BS-sniffer won’t let you play small.
Traveled all around the world by bike:
I’m not your average egg. I have seen more heart-breaking poverty than I wish existed, and more people with huge hearts for making the world a better place. I am one of them.
Energetic, happy, authentic, and excited about life:
I am only on this planet once. I make it count.
“I had been holding myself back from adding advisory services - Geraldine helped me clarify the offering, the pricing, and the messaging around it so I could give clients more of the very guidance they were asking for.”