641: Mastering Success in Finance: Insights from a Renowned Business Coach | Geraldine Carter

Are you ready to conquer the world of finance and find the perfect work-life balance?In the latest episode of the Conquer Local Podcast, we're thrilled to introduce Geraldine Carter, a renowned business coach specializing in helping overworked solo CPAs and firm owners achieve a better work-life balance without sacrificing revenue.With over 100,000 downloads, her podcast, "Business Strategy for CPAs," ranks among the top ten podcasts for financial professionals on Apple Podcasts, providing invaluable insights and guidance.Geraldine holds a BS in Engineering from Cornell University and is a co-founder of a company where her cashflow forecasting models have made significant contributions to climate change efforts. Beyond her impressive career, she enjoys outdoor adventures like mountain biking and chasing after her two children in Ketchum, Idaho.Join us on the Conquer Local Podcast to learn from Geraldine Carter as she shares her insights on achieving balance, revenue, and life satisfaction in the finance industry.Conquer Local is presented by Vendasta. We have proudly served 5.5+ million local businesses through 60,000+ channel partners. Learn more about Vendasta and we can help your organization or learn more about Vendasta’s Affiliate Program and how our listeners (like yourself) are making up to $10,000 off referrals.Are you an entrepreneur, salesperson, or marketer? Keep the learning going in the Conquer Local Academy.