Latest Episode

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

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

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
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.businessstrategyfo
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
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

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