Latest Episode

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 an...

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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

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 an...

Listen to the Episode
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...

Listen to the Episode
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...

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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 fo...

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April 8, 2026

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 ...

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March 25, 2026

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 Cre...

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