396 5x the Take-Home Pay with Wendy Norman, CPA

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 g

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.businessstrategyfo

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

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

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 bre

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 sho