Latest Episode

401 Make Freedom Your Strategy, Not an Afterthought

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.busine

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

401
Sept. 23, 2026

401 Make Freedom Your Strategy, Not an Afterthought

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.busine
400
Sept. 9, 2026

400 7 Axes of Freedom

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
399
Aug. 26, 2026

399 The High-Freedom CPA

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.busines
398
Aug. 12, 2026

398 The Advice You Give Away for Free Is a Digital Product with Kathy Hayden, EA

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.businesss
397
July 29, 2026

397 The Money is in the Packages

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
396
July 15, 2026

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

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