Geraldine Carter helps overworked CPAs create the accounting firm and the life they have always wanted.
Now that we have the SEO text out of the way, here’s me in regular English.
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How did you get to coaching CPAs?
I was coaching a variety of business owners when two CPAs reached out simultaneously to ask if I could help them with their businesses.
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But you’re not a CPA, right?
Nope. Tax gives me hives. I speak 3 languages; tax is not one of them.
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Connect the dots, then?
Here’s the string you need: I have a degree in Civil & Environmental Engineering from Cornell University. I think in numbers and formulas. I’m a sucker for optimizing anything that needs it, and I am especially good at solving large, non-specific problems.
When I co-founded a company in 2008, I fell into managing the money and the operations because of my background. That’s how I came to appreciate accounting.
I bring the perspective of the buyer (your client) to the table.
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How long have you been coaching CPAs?
Since 2018.
What was the company you co-founded?
Climate Ride. It’s been granted more than $15M to support conservation, climate, sustainability, and active transportation.
What else has shaped your worldview?
For ten years, I guided adventures for a luxury travel company. I have been to all seven continents and 50+ countries.
Other fun facts & accomplishments
- Five marathons, including Boston at 3:36
- Plus the Moab Trail Marathon, at 7:45:51
- New Zealand Ironman, at 12:02:53
- Rubik’s Cube in 2:19s
- I speak 3 languages - my French is solid, though my Spanish is admittedly oxidado
I used to be quite the go-getter and still have my moments. But mostly, life is mellower – I live in the mountains of Idaho, where I’m either running in the forest or after my two small kids.