Drilling Down with Geraldine Carter

On episode 43 of The Unique CPA, Randy is joined by Geraldine Carter of the Smart Strategy for CPAs podcast, on which Randy was a recent guest. Geraldine’s company, She Thinks Big Coaching, specializes in helping CPA firms find their niche in order to do more profitable, more efficient, better work for their clients.

Important Links

Geraldine Carter on LinkedIn

She Thinks Big Coaching

Randy on the Smart Strategy for CPAs Podcast

About the Guest

Geraldine Carter is the founder of She Thinks Big Coaching, where she helps CPAs get out of the accounting rut, write their own rules, and create the businesses they want to own.

She was co-founder and served as CFO of Climate Ride, using her cashflow forecasting models enabled the nonprofit to raise millions of dollars for climate change efforts. Geraldine helped build Climate Ride from the ground up to a seven figure operation in six years.

After seeing how many small businesses suffered at the hands of their too-busy CPAs (and being one of them), Geraldine founded She Thinks Big Coaching. She now coaches CPAs to stop being so busy for the masses, and start making a real difference in their select clients’ businesses, while making their own business more profitable and more sane.

Geraldine earned her Bachelor’s in Civil and Environmental Engineering from Cornell University in 1998. She earned an Associate Coach Certification with the International Coach Federation in 2015.

Meet the Host

Randy Crabtree, CPA


Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.