Geraldine Carter

Pioneer
DISC Type : Dsi

Founder, Owner, Business Coach at Geraldine Carter, LLC

Ketchum, Idaho, United States

Overview

Geraldine Carter is a business coach who helps CPAs reduce their work hours without sacrificing profit. A Cornell University engineering graduate, she authored "Down to 40 Hours" and hosts the "Business Strategy for CPAs" podcast. She previously co-founded and grew the non-profit Climate Ride to a 7-figure operation.

Based in Idaho, Geraldine is an avid mountain biker and skier with an adventurous spirit, having guided luxury travel across 50+ countries. She enjoys spending time with her two children and has completed multiple marathons and an Ironman. Her work is driven by a passion for environmental causes.

Unique fact: Before coaching accountants, Geraldines passion for environmental issues led her to co-found an organization that has raised millions for climate change through endurance events.

Personality Overview

Dynamic But Sincere

Decisive But Friendly

Friendly But Fast

They have the unique ability to win both love and respect from their team (or outsiders)  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed If they are convinced, they can become very strong champions for your product

Topics They Care About

CPA Work-Life Balance
Her entire business model and book, "Down to 40 Hours, " focuses on helping overworked CPAs reclaim their time and create firms they love.
Value Pricing
She frequently speaks and writes about moving CPAs from hourly billing to value-based pricing to better capture the worth of their services.
Environmental Causes
Co-founded Climate Ride, a non-profit that has granted over $13M to conservation, sustainability, and climate efforts, reflecting a deep personal commitment.

Media Appearances

Geraldine has no verified media appearances

Work History

1-2016
Founder, Owner, Business Coach at Geraldine Carter, LLC
1-2015 - 11-2022
Business Coach for solo CPAs and small firms at Geraldine Carter, LLC
1-2015 - 12-2020
Business Coach for CPAs and Host of the Smart Strategy for CPAs podcast at Geraldine Carter, LLC
3-2017 - 11-2019
Certified Professional Coach at BetterUp
1-2008 - 3-2014
CFO, Co-Founder and Director at Climate Ride

Education

1993 - 1998
Bachelor of Science (B.S.) from Cornell University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Ketchum, Idaho, United States Job Level : Leadership Designation : Founder, Owner, Business Coach at Geraldine Carter, LLC
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Insights For Selling To Geraldine

During A Call Or A Meeting

DO's

  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Keep your pitch focused on the impact but nurture the relationship too
  • During followups, use calls or text if needed, they should be fine

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t hesitate from asking questions or pushing them, but take a formal approach
  • Don’t be very informal during the early interactions even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Geraldine is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Geraldine

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Geraldine move?

  • They are generally fast movers and can take quick decisions
  • Can Geraldine take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Geraldine

Personality Compatibility


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