Building The Premier Accounting Firm

Are We Really Helping Our Clients? w/ Geraldine Carter

Picture of Roger Knecht

Roger Knecht

President of Universal Accounting Center

Episode Details

Overview: Are We Really Helping Our Clients

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Geraldine Carter

Roger and Geraldine Carter each have a similar belief when it comes to working with accounting clients.

Are we really giving the business owners timeline information to help them make more informed business decisions?  The passion they both have to help business owners is obvious.

Listen in and see what more you can do to help improve client relations and retention while getting paid what you are worth as an accounting professional.  It all starts with pricing; do you see value in the services you offer?  It is not the task but rather the value we bring to our clients.


Meet our Guest: Geraldine Carter

Geraldine Carter is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut. Her clients routinely double their margins in 12 months or less while working fewer hours. Geraldine holds a BS in Engineering from Cornell University, is the co-founder and CFO of a company where her cashflow forecasting models resulted in millions of dollars for climate change efforts. In her free time, she can be found mountain biking forested trails or running after her two small children in Sun Valley, ID.


Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.



Get a FREE copy of each of the two books all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are must-have additions to every accountant’s library to provide the value clients look for today:

Geraldine also offered her PDF: “Different Pricing Methodologies for CPA’s” – get your copy now.


Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

For more information on how you can apply these principles in your business please visit us at or call us at 801.265.3777

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