Geraldine Carter
Geraldine Carter helps overworked CPAs create the accounting firm and the life they have always wanted. 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. But you’re not a CPA, right? Nope. Tax gives me hives. I speak 3 languages; tax is not one of them. 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. 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. I know what it’s like to be in your client’s shoes because I’ve paid half a dozen bookkeepers, accountants, and CPAs. How long have you been coaching CPAs? Since 2016. What was the company you co-founded? Climate Ride. It’s granted more than $13M to support conservation, climate, sustainability, and active transportation. It’s awesome – check it out. 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. I carry a French passport; it came in handy. My academic education was excellent, but nothing taught me more than spending time in faraway places.
