Business Strategy for CPA's
Business Strategy for CPAs is a podcast that helps accountants run their businesses more effectively. Host Geraldine Carter offers advice on simplifying practice, escaping the compliance trap, reclaiming time, and increasing fees. Through guest interviews and solo episodes, listeners learn strategies to work less while earning more. The show aims to help CPAs stop missing out on life and add six figures to their income.
Episodes
395 Mindset Coaching for CPAs: Why It Matters for Your Firm
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 wher
394 Price With Confidence: The 3 Costly Mistakes I See CPA Firm Owners Make Over and Over
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
393 Turning Discovery Calls into Paid Offers
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 ong
392 Simple Systems, Free Time: Simpler Operations, Better Life
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 dram
391 How to Fix “I Don’t Have Time” Thinking
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 go
390 Niching for CPAs: Why Generalist Firms Feel Harder
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
389 Pricing for CPAs: You’re Doing Too Much for Too Little
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 straightfor
388 Packaging for CPAs: It’s Not About Your Services
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 fi
387 57 Client Success Stories: What Actually Works
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 clarit
386 Podcast Update: What’s Coming Next
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 member
385 The Invisible Power of Marination with Natalie Hunt
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 chan
384 How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA
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 hea
383 How Simple Systems Saves Suzanne Green, CPA 8–10 Hours a Week
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
382 [WIP Series] The Messy Middle of Reshaping a Tax Firm with Michelle Kinnison, CPA
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 standi
381 60% Less Clients, Same Money, More Control with Hunter Bracy, CPA
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-sea
380 You Might Be Closer to “Enough” Than You Think
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 fir
379 Your CPA Firm Can Handle More Than You Think
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 resili
378 6th Annual: Accounting Jokes with Hazel and Remy
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.businessstrategyforcpa
377 Money Mindset: The Numbers Will Never Be Enough, with Natalie Hunt
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:
376 “The Hours Were Killing Me”: What Finally Had to Change, with Suzanne Green, CPA
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 bum
375 Boundaries: The Quiet System Behind Every Calm Firm, with Natalie Hunt
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 Nat
374 [WIP Series] From Hourly to Packages with Lori Yearwood, CPA
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 pa
373 Where Are Your Optimum Prices Hiding?
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
372 [WIP Series] 1/3 Fewer Clients, 2x-3x the Prices, and Sundays Off, with Jan Schaffner, EA
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 m
371 How to Handle Client Referrals Without Burning Bridges
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
370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA
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:
369 Your Marketplace Is Malleable; You’re the One Who Shapes It
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,
368 Outworking Exhaustion: The Rest You’ve Been Denying Yourself
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 r
367 Strategy-Based Pricing & the October Pivot
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Tired of hearing “value-based pricing” and still not sure how to price without working 80–hour weeks?In this episode, I cut through the hype and show you how to pick the right pricing tool for the problem you actually have.I walk through the October Pivot, s
366 Scheduled Tax Prep: Why 90-Hour Weeks Are a Choice
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Last week, I hosted a webinar on creating the 2026 tax season you actually want. More than 100 CPAs tuned in live or on replay. In this podcast episode, I share the exact system: deciding your hours, doing the math, raising prices, scheduling clients, and co
365 SOLD OUT! The Business Move No One Teaches CPAs
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆What if clients lined up for you instead of you chasing them?In this episode, I show you 12 ways selling out changes everything – your confidence, your focus, your pricing power, even how your clients behave.Most CPAs think being oversold and overwhelmed is
364 A Handful of High-Level Clients with Radhika Sundar, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆What happens when you stop trying to serve everyone and commit to a few high-level clients?Radhika Sundar shares how choosing agencies and working with a small, premium roster sharpened her focus and increased confidence.She explains transparent tiered prici
363 Pick Your Primary Lane: Full-Service is a Trap
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Feeling scattered because you’re offering every service under the sun to every kind of client?In this episode, I talk about the real cost of being in too many lanes — the wasted time, the extra software, the messy systems, and the lost leverage. I’ll walk yo
362 The Knock It Off List: 14 Habits Keeping Your Firm Stuck
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Feeling overwhelmed, scattered, and all over the map in your firm?In this episode, I run through The Knock It Off List—14 habits that are eating your time, energy, and sanity. From people-pleasing and inbox living to free calls, unbilled work, and hanging on
361 Taking a Short Break from Podcasting - See You in September
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Hey podcast listener, just a heads up — I’m in France for five weeks and not recording while I’m here.I hope you’re enjoying the episodes I lined up before I left — and if you're a new listener, the back catalog is full of gems worth digging into.Enjoy the r
360 Pick Your Week Tax Season with Holly Sexton, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Does tax season have to feel chaotic?Before Pick Your Week, Holly never knew who was coming or when. Some weeks felt overwhelming, others eerily quiet. The mental whiplash was constant, good one day, uh-oh the next. In this episode, she shares how she smooth
359 Pick Your Week Tax Season with Rebecca Warnick, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Tired of chaotic tax seasons? Rebecca Warnick, CPA, shares how she transformed hers using “Pick Your Week.” With smoother workflows, happier clients, and less stress, she explains how this simple change brought massive benefits—without working more or earnin
358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Wondering if it’s really possible to make good money without grinding 60 hours a week?Sheila Hansen shares how she built a values-aligned accounting firm that brings in $250K+ while working ~15 hours a week. Learn how she escaped standard accounting, overcam
357 How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Feeling overwhelmed and wondering if there’s a way to finally get out from under the chaos?If your brain never shuts off and your to-do list is chaos, this episode is for you. Meagan Rutkowski, CPA shares how implementing Simple Systems, Free Time gave her m
356 84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Spend all day in your Inbox? Mark Kuka cut his hours from 84 to 45 a week, replaced 20% of his revenue after firing high-maintenance clients, and still grew. Hear how “Simple Systems, Free Time” helped him get control, reduce stress, and make space to go fis
355 Simple Systems, Free Time: The Framework that Frees Your CPA Brain
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Do you ever wonder why running your firm still feels so hard?Most CPAs are reacting all day—to emails, interruptions, and mental to-do lists. But with the right systems, that all gets easier. In this episode, learn how a few missing tools can bring calm, str
354 No Ads. No Posting. Just SEO for $194K New ARR
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Ever wondered if a new website is worth it?Catherine Ozment, CPA ditched her DIY site for a professionally built one… then let it sit. For 24 months, nothing happened. Then suddenly, it started bringing in monthly clients. In the last year, it’s brought in $
353 Lean Learning with Pat Flynn
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Is progress slower than you want it to be?It might be because you're stuck trying to learn everything first, waiting for the perfect answer, or avoiding the messy part—testing new ways of doing. In this episode, Pat Flynn shares why action beats over-prep, a
352 Outcome-Driven Package Design. Labor Not Allowed
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆What would it even look like to build a package that required no labor to deliver?This episode is a thought exercise: what if you had to design packages that delivered results without any labor? Not from you, not from your team. It’s a creative way to rethin
351 Vague Packages = Messy Pricing
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Have you ever packaged and priced to get off hourly, only to get killed on scope?This episode walks you through a practical, spreadsheet-based process for building Bronze, Silver, and Gold service packages that protect your time and reflect your value. If yo
350 What It Feels Like When 300 Clients Don’t Come Back with Kathy Hayden, EA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Worried you’ll lose too many clients if you raise prices?Kathy Hayden shares the raw, emotional truth behind raising prices on 800+ legacy clients—what worked, what didn’t, and what it really feels like to lose hundreds of clients and still come out okay. If
349 Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Feeling buried in clients, working too many hours, and wondering if change is even possible? In this episode, Melissa Downs, EA is back after her second year of working on her firm inside the GC ecosystem. She shares how she cut 800 clients, dropped 10 hours
348 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA – Part 2
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Feeling like your firm has taken on a life of its own?In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in to hear how we break her firm down—
347 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Feeling like your firm has taken on a life of its own?In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in to hear how we break her firm down—
346 Way Less Stressed with Holly Sexton, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Ever feel like your to-do list never ends, and work is always in your head? My guest was right there, raising a second grader, drinking from a firehose, and constantly stressed. She didn’t have the answer—but she knew something had to change.A year later, he
345 Invisible Value, Tangible Dollars: Change What You Look At and You’ll See More Money
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Do you get frustrated when you give away valuable expertise and don't know how to price it? This episode teaches you to look for the invisible—hidden value that you’re already creating for every single client. When you learn to shift your focus from hours to
344 Pricing Leap: 7x Prices, 2x Work with Laurie Rauk, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆If you’re overwhelmed and underpaid, this episode is for you. My guest went from stressed and overworked to calm and in control—while increasing her prices 7X with only 2X the work. Hear how she did it, what changed in her mindset, and how you can apply it t
343 17 Reasons CPAs Overwork: Conventional Wisdom is Missing the Boat
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Overworking and thinking about hiring? Many assume adding staff is the cure, but unless you first solve for all the systems and mindset-related reasons you overwork, your overwork will stay with you no matter how many people you hire. In this episode, I shar
342 Drowning in Work? 7 Hidden Time Wasters CPAs Can Eliminate
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Feeling buried in work and like there’s never enough time? In this episode, we’re breaking down 7 simple ways to cut wasted time, work more efficiently, and finally get some breathing room.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If
341 Burned Out Uh-gain? May = Carousel Exit Month
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Caught on the burnout carousel? I've been there—spinning, fried, and desperate to jump off. Here's the key: your best window to safely exit the madness is May–July. Use these months strategically to shed bad-fit clients, increase prices, and get your sanity
340 [Marteting Series] How Accountants Can Make Marketing Dollars More Efficient with Matt Banker
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆If you’re ready for ads, here’s what you need to know about the money and the math of marketing.…Connect with Matt:LinkedIn: https://www.linkedin.com/in/mattbanker/Website: https://bankercreative.com/…Link to full shownotes: https://www.businessstrategyforc
339 [Marketing Series] How CPAs Can Quickly Generate High-Quality Leads Using Social Media Ads with Alexis Slama
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Many accountants don’t want to market because it feels like a black box and they don’t want to pour money down the drain. When marketing is done well, it pays for itself and brings you the exact kinds of clients you want to work with. Marketing is worth lear
338 [Marketing Series] The High Cost of Being Wrong About Marketing
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆If you’ve ever felt like marketing doesn’t work for accountants, this episode will change your perspective. Learn why many CPAs waste money on marketing, the key fundamentals you need before spending a dime, and how patience and strategy can make marketing a
337 [Marketing Series] Start with the Fundamentals with Matt Wilkinson
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆If you wonder where to start with marketing, take heart. Start with the fundamentals, do those well, and you’ll have plenty of low-hanging fruit. …Find Matt Wilkinson on the..Web: bizinkonline.comLinkedIn: linkedin.com/in/mattbizink/Twitter: twitter.com/bizi
336 Working Too Many Hours? The Solution is Easier Than You Think
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Today's episode is an audio replay of a webinar I hosted last week, "Working Too Many Hours? The Solution is Easier Than You Think."In this session, I walk you through the solution to overworking, what’s at stake if you solve (or don’t solve) the problem, th
335 Niche, Price, & Productize in the Legal Space with Heather Pearce Campbell
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Have you ever wondered how you might create digital products for your accounting firm to sell from your website with only a mouse click?Find out how Heather Pearce Campbell broke out of the “do-everything-for-everyone-by-the-hour” trap by providing essential
334 4 Pricing Tools to Help CPAs Ditch Hourly Billing and Increase Margins
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆If you're a CPA still billing by the hour, you're limiting your income. This episode covers four pricing tools to help you ditch hourly billing, price based on value, and increase profits—without working more. Learn how to price strategically, get paid for e
333 Strategy Session with Logan George, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆A strategy session with Peak Freedom member Logan George, CPA. Logan recently purchased a firm and had success bringing in his own new clients. We talk about prioritizing niche clients and phasing out non-niche clients over the next 1-2 years while protectin
332 4 Ways Accountants Can Stop Selling Gold at Bronze Prices
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆When it comes to offering price increases to Legacy clients who have been enjoying Gold-level service at Bronze prices, it's important to take action. Failing to adjust these prices means you risk being significantly underpriced over the years, which can lea
331 Create the Accounting Firm You’re Meant to Own
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆I want you to create the accounting firm you’re meant to own, rather than the one you think you’re supposed to build. This episode isn’t for everyone. It’s for those who feel frustrated, disheartened, dispirited, or distressed about their current situation.
330 The High Cost of Switching Accountants
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Your clients’ Switching Costs are HIGH. The better you understand this concept, the easier it will be for you to increase prices with less fear you’ll send them running. …Link to full shownotes: https://www.businessstrategyforcpas.com/330…If you feel trapped
329 5th Annual: Accounting Jokes with Hazel and Remy
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Happy holidays! 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 2025.…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the
328 Cross-Post with Alexis Slama of The Accounting Business Club
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆You might have heard me say I wasn’t planning to record while in France for 5 weeks, but then a funny thing happened:Alexis Slama, Founder of The Accounting Business Club, reached out and asked if I would record an episode for his eponymously named podcast w
327 Happy Holidays
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Wishing you and yours a wonderful holiday season.I'll see you in in 2025!GeraldineFOUR 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
326 Solopreneurship Rocks. With Matt Chiappetta, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Wish you could never have another staff meeting?I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years. …Link to full shownotes: h
325 Radical Pricing to Optimize Profits with Jody Padar, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Do you wish you brought in more revenue for the hours you put in?Jody Padar helps you see the path to higher prices and profits while knowing where to start. https://theradicalcpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you f
324 A Systematic Approach for Accountants to Increase Prices
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Almost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running. Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hours, w
323 7 Payment Options CPAs Can Use for Tax Returns
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay me?”
322 21 Intangibles CPAs Can Price to Increase Margins
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can:- Capture the value you are already creating by implementing more strategic pricing - Segment your marketplace a
321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight?Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate.…Link to full shownotes:
320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Have you ever wondered how fast you might be able to make meaningful improvements to your practice?With baby #2 on the way, time was of the essence. Find out what changes Kyle made, in what order, and what the impact of those changes was. Connect with Kyle h
319 Peak Freedom: Say Hello to Your People
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. Peak FreedomJoin Now »https://geraldinecarter.com/peak-freedom…L
318 The Power of Your Dread in Your Accounting Firm
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. When you learn how to harness your dread, you get what’s on the other side: glory. …Tak
317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality?Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. …Link to full
316 Pricing vs. Value-Billing
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Do you think like someone who bills, or like someone who prices?If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode will help you get this concept into
