Episodes

July 23, 2025

358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA

Learn more about PEAK FREEDOM Wondering if it’s really possible to make good money without grinding 60 hours a week? Sheila Hansen shares how she built a values-aligned accounting firm that brings in $250K+ while working ~15 ...

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July 16, 2025

357 How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPA

Feeling overwhelmed and wondering if there’s a way to finally get out from under the chaos? If your brain never shuts off and your to-do list is chaos, this episode is for you. Meagan Rutkowski, CPA shares how implementing Si...

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July 9, 2025

356 84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuc…

Spend all day in your Inbox? Mark Kuka cut his hours from 84 to 45 a week, replaced 20% of his revenue after firing high-maintenance clients, and still grew. Hear how “Simple Systems, Free Time” helped him get control, reduce...

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July 2, 2025

355 Simple Systems, Free Time: The Framework that Frees Your CPA Brain

Learn more about PEAK FREEDOM Do you ever wonder why running your firm still feels so hard? Most CPAs are reacting all day—to emails, interruptions, and mental to-do lists. But with the right systems, that all gets easier. In...

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June 25, 2025

354 No Ads. No Posting. Just SEO for $194K New ARR

Learn more about PEAK FREEDOM Ever wondered if a new website is worth it? Catherine Ozment, CPA ditched her DIY site for a professionally built one… then let it sit. For 24 months, nothing happened. Then suddenly, it started ...

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June 18, 2025

353 Lean Learning with Pat Flynn

Is progress slower than you want it to be? It might be because you're stuck trying to learn everything first, waiting for the perfect answer, or avoiding the messy part—testing new ways of doing. In this episode, Pat Flynn sh...

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June 11, 2025

352 Outcome-Driven Package Design. Labor Not Allowed

What would it even look like to build a package that required no labor to deliver? This episode is a thought exercise: what if you had to design packages that delivered results without any labor? Not from you, not from your t...

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June 4, 2025

351 Vague Packages = Messy Pricing

Learn more about PEAK FREEDOM Have you ever packaged and priced to get off hourly, only to get killed on scope? This episode walks you through a practical, spreadsheet-based process for building Bronze, Silver, and Gold servi...

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May 28, 2025

350 What It Feels Like When 300 Clients Don’t Come Back with Kathy Ha…

Learn more about PEAK FREEDOM Worried you’ll lose too many clients if you raise prices? Kathy Hayden shares the raw, emotional truth behind raising prices on 800+ legacy clients—what worked, what didn’t, and what it really fe...

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May 21, 2025

349 Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EA

Learn more about PEAK FREEDOM Feeling buried in clients, working too many hours, and wondering if change is even possible? In this episode, Melissa Downs, EA is back after her second year of working on her firm inside the GC ...

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May 14, 2025

348 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA – Par…

Feeling like your firm has taken on a life of its own? In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in t...

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May 7, 2025

347 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Par…

Feeling like your firm has taken on a life of its own? In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in t...

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April 30, 2025

346 Way Less Stressed with Holly Sexton, CPA

Ever feel like your to-do list never ends, and work is always in your head? My guest was right there, raising a second grader, drinking from a firehose, and constantly stressed. She didn’t have the answer—but she knew somethi...

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April 23, 2025

345 Invisible Value, Tangible Dollars: Change What You Look At and Yo…

Do you get frustrated when you give away valuable expertise and don't know how to price it? This episode teaches you to look for the invisible—hidden value that you’re already creating for every single client. When you learn ...

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April 16, 2025

344 Pricing Leap: 7x Prices, 2x Work with Laurie Rauk, CPA

If you’re overwhelmed and underpaid, this episode is for you. My guest went from stressed and overworked to calm and in control—while increasing her prices 7X with only 2X the work. Hear how she did it, what changed in her mi...

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April 9, 2025

343 17 Reasons CPAs Overwork: Conventional Wisdom is Missing the Boat

Overworking and thinking about hiring? Many assume adding staff is the cure, but unless you first solve for all the systems and mindset-related reasons you overwork, your overwork will stay with you no matter how many people ...

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April 2, 2025

342 Drowning in Work? 7 Hidden Time Wasters CPAs Can Eliminate

Feeling buried in work and like there’s never enough time? In this episode, we’re breaking down 7 simple ways to cut wasted time, work more efficiently, and finally get some breathing room. … Link to full shownotes: https://w...

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March 26, 2025

341 Burned Out Uh-gain? May = Carousel Exit Month

Caught on the burnout carousel? I've been there—spinning, fried, and desperate to jump off. Here's the key: your best window to safely exit the madness is May–July. Use these months strategically to shed bad-fit clients, incr...

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March 19, 2025

340 [Marteting Series] How Accountants Can Make Marketing Dollars Mor…

If you’re ready for ads, here’s what you need to know about the money and the math of marketing. … Connect with Matt: LinkedIn: https://www.linkedin.com/in/mattbanker/ Website: https://bankercreative.com/ … Link to full shown...

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March 12, 2025

339 [Marketing Series] How CPAs Can Quickly Generate High-Quality Lea…

Many accountants don’t want to market because it feels like a black box and they don’t want to pour money down the drain. When marketing is done well, it pays for itself and brings you the exact kinds of clients you want to w...

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March 5, 2025

338 [Marketing Series] The High Cost of Being Wrong About Marketing

If you’ve ever felt like marketing doesn’t work for accountants, this episode will change your perspective. Learn why many CPAs waste money on marketing, the key fundamentals you need before spending a dime, and how patience ...

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Feb. 26, 2025

337 [Marketing Series] Start with the Fundamentals with Matt Wilkinson

If you wonder where to start with marketing, take heart. Start with the fundamentals, do those well, and you’ll have plenty of low-hanging fruit. … Find Matt Wilkinson on the.. Web: bizinkonline.com LinkedIn: linkedin.com/in/...

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Feb. 19, 2025

336 Working Too Many Hours? The Solution is Easier Than You Think

Today's episode is an audio replay of a webinar I hosted last week, "Working Too Many Hours? The Solution is Easier Than You Think." In this session, I walk you through the solution to overworking, what’s at stake if you solv...

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Feb. 12, 2025

335 Niche, Price, & Productize in the Legal Space with Heather Pearce…

Have you ever wondered how you might create digital products for your accounting firm to sell from your website with only a mouse click? Find out how Heather Pearce Campbell broke out of the “do-everything-for-everyone-by-the...

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