Business Strategy for CPA's

Wondering if this could work for you – or if your situation is just different enough that it won’t?You’re probably more similar to other successful firms than you think.This episode pulls together 57 real client interviews and the patterns that consistently show up when CPAs change their pricing, narrow their focus, and protect their capacity. If you want steady proof and practical clarity, this is a great place to start.Link to Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆…Link to full shownotes: https://www.businessstrategyforcpas.com/387…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. …

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Hey podcast listener – quick update.I’m taking an intentional pause from producing new episodes for the main podcast, and I’m genuinely excited about what’s coming next.Behind the scenes, I’m working on several big projects designed to help Peak Freedom members get better results, faster – with far less second-guessing, worry, and uncertainty.And here’s what’s exciting: the results members are getting right now are coming faster and cleaner than ever before. We’re seeing high-leverage changes that fix firms for good – often in under eight months, and sometimes in just three to four months inside Accelerator. The relief is unmistakable.That’s because the resources are solid, the community is tight and high-caliber, and the obstacles that used to slow people down are being removed.Instead of guessing, members know what to do.Instead of worrying, they test the plan.Instead of grinding, they’re fixing their firms with confidence – and bringing them back under control.I’m doubling down on building the best content anywhere for accountants who want healthy, smooth, sustainable firms.While the main feed is on pause, be on the lookout for curated, topic-specific podcast feeds – pricing, packaging, niching, Simple Systems, Free Time, and a client-interview-only feed where you can hear your own story reflected back.This pause is intentional.Content is still coming – it’s just getting sharper.And I’ll be back with brand-new episodes and interviews very soon.What’s coming next is worth the wait.…Link to full shownotes: https://www.businessstrategyforcpas.com/386…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Feeling too overwhelmed to “work on the business” – but you still want things to get easier?Progress doesn’t always come from pushing harder. In this episode, we talk about the invisible power of “marination” – how being in the right environment quietly changes what feels normal and doable. You’ll hear 10 real ways that marinating inside Peak Freedom helps accountants move faster, including borrowing courage, shifting identity, raising standards, learning faster from other people’s wins (and mistakes), getting feedback in hours instead of weeks, and staying even-keeled during tax season.…Link to full shownotes: https://www.businessstrategyforcpas.com/385…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Still running your firm out of your Inbox?In this episode, a CPA who spent 20 years living in her Inbox shares how she got down to Inbox Zero, shredded the paper piles, stopped the late-night deadline sprints, and finally knew what to work on next.You’ll hear exactly how Simple Systems, Free Time works in real life, why it feels slightly terrifying at first, and how it quietly frees up hours without perfection, new tech, or heroics.Lori's email:lori.yearwood@zealaccounting.com…Link to full shownotes: https://www.businessstrategyforcpas.com/384…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Do you ever feel like you’re doing everything right – solid clients, fair prices, full days – and yet the hours and money still aren’t quite where you want them?That tension usually isn’t about missing one thing.It’s the accumulation of small leaks most CPAs learn to live with: time lost re-reading emails, tracking tasks in your head, chasing clients for missing info, and doing quiet cleanup work that never shows up on an invoice.Pricing is one major leak.Systems is another.In this episode, Suzanne Green shares how tightening a few simple systems – not adding software or staff – helps her save 8–10 hours a week.Same clients, same output, less mental load, and the equivalent of a 17% higher effective hourly rate.It’s a grounded, relatable conversation about where hours really go when your systems aren’t doing their share of the work.…Link to full shownotes: https://www.businessstrategyforcpas.com/383…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Ever catch yourself comparing your firm to someone else’s after picture and wondering what you’re doing wrong?Here’s a different perspective – you’re not behind, you’re just still in it.This Work in Progress episode is for anyone mid-messy change, not standing at the finish line.You’ll hear what it sounds like to raise prices, disengage legacy clients (including ones you paid for!), test tiered pricing, and still question the hours while it’s happening.No tidy ending, no highlight reel – just the normal, uncomfortable middle.Listen to feel less alone, see what “working on it” actually looks like, and borrow some camaraderie from a peer doing the hard work alongside you.…Link to full shownotes: https://www.businessstrategyforcpas.com/382…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Ever look at your client list and think, “There’s no way I can cut this in half and still make the same money”…?Turns out, that belief is backwards.Hunter Bracey walks through how he went from 105 clients to roughly 40 without losing revenue, cut his tax-season hours in half, and went from chaos to feeling in control. It’s an honest, practical, nothing-fancy conversation about what real change looks like — and why it’s way more doable (and freeing) than you might think.…Link to full shownotes: https://www.businessstrategyforcpas.com/381…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Does running your firm have to feel this uncertain to be working?Most CPAs assume uncertainty, discomfort, and the unknown are signs of risk – but they’re often just signs you’re doing something new.This episode breaks down six practical truths that help firm owners stop overthinking, make calmer decisions, and move faster toward “enough.” Enough money. Enough time. And real freedom.If you’ve been grinding, hesitating, or waiting to feel ready, this episode reframes what actually matters – and what doesn’t.…Link to full shownotes: https://www.businessstrategyforcpas.com/380…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Is your firm one bad decision away from falling apart?Probably not – even though it sometimes feels that way.This episode reframes what actually puts an accounting firm at risk, and what just hurts in the moment.You’ll hear why most firms are far more resilient than their owners realize, how to tell the difference between real danger and normal business pain, and why small experiments are safer than endless overthinking.If January has you cautious, stuck, or second-guessing everything, this will steady the ground under your feet.…Link to full shownotes: https://www.businessstrategyforcpas.com/379…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Happy New Year! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a fresh batch of content to kick off 2026.Find all episodes of the Business Strategy for CPAs here:https://www.businessstrategyforcpas.com/---------FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Still think the safest move is squeezing in more clients and chasing bigger numbers? The numbers will never fix money worry – thinking differently will.In this episode, hear Peak Freedom’s resident mindset coach Natalie Hunt unpack beliefs driving overwork: more-is-better, don’t-leave-money-on-the-table, guilt over pricing, fear of being “greedy.” Learn to redefine success, spot “can’t” stories, price to value, and say no without spiraling. Walk away with practical reframes to create time, calm, and profit – on purpose and it ways that actually stick.…Link to full shownotes: https://www.businessstrategyforcpas.com/377…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…Connect with Natalie:https://www.simplylovingleadership.com/…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆What if scaling back didn’t have to mean awkwardness or guilt?In this episode, Suzanne talks about how she reduced her hours, increased prices, and let go of not-fitting clients in a way that still felt kind — kind enough that she’d be perfectly happy to bump into past clients at the post office. If you’re craving fewer hours but want to handle the transition with warmth and respect, this conversation shows exactly how that can look.…Link to full shownotes: https://www.businessstrategyforcpas.com/376…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Struggling to hold business boundaries without risking relationships?Here’s the thing: boundaries aren’t barriers; they’re operating instructions that make your firm calmer, more profitable, and easier to run.In this episode, Peak Freedom’s mindset coach Natalie Hunt helps unpack what gets in the way – people-pleasing, guilt, and the urge to control reactions – and replaces it with better beliefs, rules you choose, and scripts.Learn to stop rescuing late clients, end after-hours emailing, protect time, and feel in the driver’s seat.…Link to full shownotes: https://www.businessstrategyforcpas.com/375…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide:7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Stuck in hourly billing and chaos? The smarter path to growth might be saying no more – turning away work, raising prices, and standardizing before you scale. In this episode, Lori Yearwood, CPA, shares how she let go of clients, dropped hourly, and built packages with add-ons, gaining a day-plus each week to work on the business while revenue climbed.…Link to full shownotes: https://www.businessstrategyforcpas.com/374…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Lori’s website:https://www.zealaccountingsolutions.com/…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Ever wonder why finding “the right price” never seems to work?Because you’re probably looking in the wrong place. This episode explains why your computer can’t know your optimum price, why a little courage matters more than a calculator, and how testing real prices with real humans leads to better profit and saner hours.…Link to full shownotes: https://www.businessstrategyforcpas.com/373…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Ever wonder what it really feels like to let go of a third of your clients?It’s not spreadsheets and strategy.In this episode, Jan Schaffner, EA, shares how hard it was to release clients she genuinely cared about—and the fear that no one would stay or pay more.But when she finally did it, the reaction surprised her: the clients who valued her most were the ones who stayed.This episode is an honest look at what it takes to make space for better work, a calmer firm, and—finally—Sundays off in tax season.…Link to full shownotes: https://www.businessstrategyforcpas.com/372…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…Connect with Jan:https://www.schaffnertaxsolutions.com/…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you’re dreading another 45-minute discovery call that goes nowhere. In this episode, I share a simple, transparent system that saves everyone’s time — yours, your client’s, and the prospect’s. You’ll learn how to filter early, protect every relationship in the chain, and stay in control of your calendar without burning your energy or goodwill.…Link to full shownotes: https://www.businessstrategyforcpas.com/371…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Ever wonder what really happens between “starting from scratch” and “running on autopilot”?Most success stories skip the messy middle. Over three years, Matt Chiappetta went from zero clients to a $250K solo firm working 25 hours a week. Hear the real story: the things that didn’t pan out, the fixes, the mindset shifts, and what actually matters at each stage. It’s the rare, unvarnished look at what a sustainable, calm practice really takes to build.…Link to full shownotes: https://www.businessstrategyforcpas.com/370…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…Matt’s website:https://www.mattchia.cpa/…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Think you’re stuck with the clients you’ve got?You’re not. This episode shows how your marketplace isn’t fixed—it’s something you can shape. Through three simple examples, you’ll see how pricing, network, and positioning all affect who shows up at your door, and how to move your firm toward clients you actually want to work with.…Link to full shownotes: https://www.businessstrategyforcpas.com/369…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Do you keep telling yourself you’ll rest when the work is done?That time never comes. Rest isn’t what you do after the work — it’s what makes the work go well.This episode breaks down eight kinds of rest accountants need, how to get them, and why your firm runs better when you stop running on fumes.…Link to full shownotes: https://www.businessstrategyforcpas.com/368…Want Pricing Essentials?If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.I want to help you get your prices up without losing loyal clients.  …Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete list:geraldinecarter.com/client-interview-episodes…FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆