
Advertise on podcast: Business Strategy for CPA's
Rating
5from
This podcast has
404 episodes
Language
EnglishPublisher
Geraldine CarterExplicit
No
Date created
2018/09/14
Latest episode
2026/10/07
Average duration
21 min.
Release period
14 days
Description
Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
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Check latest episodes from Business Strategy for CPA's podcast
402 Working Harder Won't Fix Tax Season
2026/10/07
Bonnie grinds out 70-hour weeks every tax season, telling herself next year has to be different.
She chases clients for documents, everything piles up before the deadline, and afterward she's totally fried.
The problem isn't effort.
The problem is that she’s made incorrect assumptions about variables and constraints.
In this episode, you’ll see how to change up your variables and constraints, so you can solve the “tax season hours” problem with ease.
…
[WEBINAR] How to Have the 2027 Tax Season You Want
https://www.crowdcast.io/c/2027-tax-season-2
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/402
…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?
Check out the Client Success Stories podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
…
401 Make Freedom Your Strategy, Not an Afterthought
2026/09/23
Do you make good decisions, one by one, but somehow you've ended up with a firm where stuff is flying everywhere?\The problem isn't the decisions. It's that there's no clear strategy underneath them.Without one, you drift toward a vague idea of success that often just means more money and more clients.
This episode gives you a way to choose: pick the two kinds of freedom that matter most, build your firm around those, and let the rest go for now.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/401
…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?
Check out the Client Success Stories podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
…
400 7 Axes of Freedom
2026/09/09
When you say you want more freedom, could you actually say what you mean by it?
Turns out "freedom" isn't one thing — and chasing it in general is how to end up with none of it.
This episode lays out 7 different kinds of freedom a CPA can build a firm around: time, money, location, people, headspace, emotional wellness, and the work itself.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/400
…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?
Check out the Client Success Stories podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
…
399 The High-Freedom CPA
2026/08/26
Started your firm to be your own boss? So why does it feel like your firm bosses you around now?
More clients, more revenue, more growth may not set you free. Often, it just builds a nicer cage.
This episode maps the slow slide from freedom to feeling trapped, and hands you one question that changes everything downstream. Stop asking how to grow your firm. Start asking how to become a high-freedom CPA.
Listen, then decide what you actually want.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/399
…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?
Check out the Client Success Stories podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
398 The Advice You Give Away for Free Is a Digital Product with Kathy Hayden, EA
2026/08/12
How do you start getting paid for advice you've always given away for free? You give it a name, a price, and a deliverable, and make it a thing. Kathy Hayden did exactly that, then went further and built a digital product that's now for sale straight off her website. In this episode, hear how "making it a thing" works, why the ancillary benefits matter more than any sale, and how niching into retirees keeps tax season peaceful and prices going up.…
Link to full shownotes:
https://www.businessstrategyforcpas.com/398
…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?
Check out the Client Success Stories podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
…
397 The Money is in the Packages
2026/07/29
Working harder than ever, but the money still isn't following? Here's the uncomfortable truth: the worst thing you can do to make more money is work more. The money was never in the hours — it's in your packages. This episode breaks down the duo-pricing shift that lets you charge two to four times more, shed the clients who drain you, and finally build a firm you actually like again. Summer's the time to start.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/397
…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?
Check out the Client Success Stories podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
396 5x the Take-Home Pay with Wendy Norman, CPA
2026/07/15
And can you do it without tanking your revenue?
There's a consistent, counterintuitive theme from the clients I work with in the VIP Lounge: the more clients they disengage, the more money they make.
Wendy Norman cut her roster in half, tripled her prices, and crossed a million dollars working 25 hours a week outside tax season. She also...
5x'd her take-home.
Yeah.
Four years of real numbers, a few "how dare you" moments, and a few clients she kept long past when she should have let them go.
If you're buried and can't see the path out, this is an episode you don't want to miss.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/396
…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?
Check out the Client Success Stories podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
395 Mindset Coaching for CPAs: Why It Matters for Your Firm
2026/07/01
What if your business problem isn't actually a business problem?
Most coaching skips the part that matters most. Strategy and tactics only take you so far. At some point, the thing standing between you and a better firm isn't a framework you're missing – it's what's happening in your head. In this episode, I get into why mindset coaching belongs in every business coaching program, and where to find 61 episodes of it inside Peak Freedom.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/395
…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?
Check out the Client Success Stories podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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. …
394 Price With Confidence: The 3 Costly Mistakes I See CPA Firm Owners Make Over and Over
2026/06/17
Are your prices too low because raising them feels unnerving?
Most CPAs don’t have a pricing problem. They have a confidence problem. In this episode, we dig into why pricing isn’t math - it’s psychology - and how underpricing steals your time, energy, and freedom. You’ll hear practical ways to test higher prices, simplify your services, stop saying yes to everything, and build a firm that feels lighter, calmer, and far more profitable without grinding harder.
Link to video replay:
https://www.crowdcast.io/c/price-with-confidence
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/394
…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?
Check out the Client Success Stories podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
393 Turning Discovery Calls into Paid Offers
2026/06/03
Why do discovery calls eat your time and still end with “let me think about it”?
In this episode, you’ll hear how Meagan Bukowski stopped relying on follow-up sales calls and built a product ladder that does the qualifying and selling for her.
Instead of pushing a “$1,000/mo offer,” she solved one small, urgent problem first – paid.
That first yes led naturally to the next step, and then ongoing work. It’s a clear, real example of how to earn trust, protect your time, and grow revenue without chasing prospects.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/393
…
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, CPA
304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA
293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA
Complete 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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
…
392 Simple Systems, Free Time: Simpler Operations, Better Life
2026/05/20
What if the reason your firm feels so heavy isn’t your workload — it’s that too much of it lives in your head?
Most CPAs don’t need more hustle, better memory, or another piece of software. They need simpler systems that stop the chaos from depending on them personally. This episode breaks down how small operational shifts reduce mental load, calm the constant spinning, and make firms dramatically easier to run. Less scrambling. Fewer dropped balls. More clarity, more capacity, and way more breathing room.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/392
…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?
Check out the Client Success Stories podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
…
391 How to Fix “I Don’t Have Time” Thinking
2026/05/06
Many accountants will say, “I don’t have time to work ON my business.”
That thought feels true – but it’s often the biggest thing keeping firm owners stuck.
In this episode, Peak Freedom mindset coach Natalie Hunt and I break down what’s really hiding underneath it: overwhelm, fear, people-pleasing, default yes, and the accounting industry’s unhealthy norms.
Once you see what’s actually going on, it becomes much easier to create the space needed to fix your firm for good.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/391
…
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 to hear what works, from 57+ clients?
Check out the Client Interviews podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
390 Niching for CPAs: Why Generalist Firms Feel Harder
2026/04/22
Feel like your firm is scattered and you have to say yes to everything?
It might be niching problem. In this episode, I walk through why staying broad makes everything harder, and what actually happens when you narrow your focus. You’ll hear why the fear is normal, what changes on the other side, and how niching leads to better clients, easier work, and more confidence.
If your firm feels chaotic, this is your starting point.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/390
…
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 to hear what works, from 57+ clients?
Check out the Client Interviews podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
…
389 Pricing for CPAs: You’re Doing Too Much for Too Little
2026/04/08
Does your firm feel harder than it should?
If so, pricing is often the reason. It’s the lever behind your workload, your capacity, and your revenue – even if it doesn’t look like it on the surface.
But sitting down to “learn pricing” from scratch isn’t realistic.
My job is to take the best thinking on pricing – from people like Ron Baker and others – and distill it into something straightforward, doable, and relatively fast to implement.
So I pulled together all the pricing episodes I’ve ever recorded into one private podcast feed. You can get your head around pricing quickly, make the changes you already know you need, and feel confident you’re doing it wisely and with limited risk.
That private podcast feed lives inside Peak Freedom.
Come inside. Give yourself the gift of higher prices – and making more money with less effort and stress.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/389
…
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 to hear what works, from 57+ clients?
Check out the Client Interviews podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
…
388 Packaging for CPAs: It’s Not About Your Services
2026/03/25
Are you working too many hours and not sure what to fix first?It’s not your time management. It’s your packages.
There’s a new private podcast feed inside Peak Freedom, entirely dedicated to packaging for CPAs, plus the Creating Packages Toolkit to help you actually build them.
If your scope is messy, your pricing feels like guessing, or your hours are out of control, come inside.
Start fixing your packages, and you’ll fix your revenue, your boundaries, and your time.
…
Link to full shownotes:
https://www.businessstrategyforcpas.com/388
…
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 to hear what works, from 57+ clients?
Check out the Client Interviews podcast: LISTEN »
👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough: WATCH »
…
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 – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN 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.
Podcast reviews
Read Business Strategy for CPA's podcast reviews
BDS 2012 2024/04/30
Fantastic, proves the entire concept of niche value add
This podcast is so good. Aside from incredible insight, it is modeling how much value can be brought by going deep for a very specific client base.
Smiling*Chelsea 2023/03/19
Not for the status quo professional
Episode 233 knocked it out of the park. Planted this conversation two years ago with our firm owner... made some changes but this tax season shows the...
jberlin2 2022/12/23
Great Accounting Podcast
Geraldine does a great job providing valuable content here from revealing cutting edge accounting advice, mindsets, and interviewing interesting and r...
Trevor Oldham 2022/02/03
Awesome podcast for CPA's
Gerladine is an excellent host who shares valuable insights for CPA's. A must listen!
Sweeneymcman 2021/01/29
Exposing CPA Value, Again and Again
Geraldine's disucssions bring new light to the value CPAs bring businesses and how to maximize that value. Every episode highlights approaches for del...
obacker19 2020/12/15
Empowering, insightful and actionable! 🙌
Whether you’re well established as a CPA, or just getting started carving out a profitable niche that’s ready to grow - this is a must-listen podcast ...
EricaGoodeCPA 2020/07/22
So. Much. Value.
Geraldine knocks it out of the park every time! Whether she’s interviewing an industry leader or sharing a concise knowledge-bomb, listening to this ...
Heather Craig23 2020/07/09
Avid listener
Geraldine is a great interviewer and always has amazing guests! I appreciate her no nonsense approach to getting to the heart of the issue and workin...
Jen from Montana 2019/11/14
Relatable and concise
I enjoy Geraldine’s authentic approach to problems we all encounter. I like the concise format and conversational tone.
Dr. Jessica Louie 2019/11/14
Practical Tips
Geraldine is great at talking about KPIs and practical tips for CPAs and business owners. I love the 2020 planning episode and being intentional with ...
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