Finding the Right CPA for Your Business with Geraldine Carter

Money Checkup with Anjali Jariwala

Geraldine Carter believes CPAs should do more than compliance. A great CPA, she believes, can act as a fractional CFO, offering cash flow forecasting and strategic support to business owners. She founded She Thinks Big Coaching and launched her podcast, Smart Strategy for CPAs, to do just that: Help CPAs establish themselves as key members of business owners’ teams, focusing on specific niches where they can develop expertise.

On the other side of the equation, Geraldine encourages business owners to find the right CPA or fractional CFO as soon as they can afford to do so. Business owners need to understand their financials, but there’s no substitute for expertise.

https://fitadvisors.com/geraldine-carter-cpa-niche-business-owners-cfo