Latest Episode

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 where to find 61 episodes of it inside Peak Freedom. … Link to full shownotes: https://www.businessstrategyforcp

Apple Podcasts podcast player iconSpotify podcast player iconOvercast podcast player iconCastro podcast player iconPocketCasts podcast player iconRSS Feed podcast player icon

You’re underpriced, and it hurts.

But raising prices feels risky and overwhelming. You can reprice your clients. 

Your accounting firm can’t afford to wait another tax season for you to learn to do this right.  

Download my free PDF:
“7 Pricing Essentials for CPAs and EAs.”

It’s your guide to increasing prices without sending clients running.

Get 7 Pricing Essentials Now »

and get subscribed to my email list.

 

Recent Episodes

395
July 1, 2026

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 where to find 61 episodes of it inside Peak Freedom. … Link to full shownotes: https://www.businessstrategyforcp
394
June 17, 2026

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 feels lighter, calmer, and far more profitable without grinding harder. Link to video replay: https://www.c
393
June 3, 2026

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 ongoing work. It’s a clear, real example of how to earn trust, protect your time, and grow revenue without ch
392
May 20, 2026

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 dramatically easier to run. Less scrambling. Fewer dropped balls. More clarity, more capacity, and way more brea
391
May 6, 2026

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 going on, it becomes much easier to create the space needed to fix your firm for good. … Link to full shownote
390
April 22, 2026

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 chaotic, this is your starting point. … Link to full shownotes: https://www.businessstrategyforcpas.com/390

To find out more about working with Geraldine,
head over to GeraldineCarter.com