Wondering if this could work for you – or if your situation is just different enough that it won’t? You’re probably more similar to other successful firms than you think. This episode pulls together 57 real client interviews ...
Hey podcast listener – quick update. I’m taking an intentional pause from producing new episodes for the main podcast, and I’m genuinely excited about what’s coming next. Behind the scenes , I’m working on several big project...
Feeling too overwhelmed to “work on the business” – but you still want things to get easier? Progress doesn’t always come from pushing harder. In this episode, we talk about the invisible power of “marination” – how being in ...
Still running your firm out of your Inbox? In this episode, a CPA who spent 20 years living in her Inbox shares how she got down to Inbox Zero, shredded the paper piles, stopped the late-night deadline sprints, and finally kn...
Do you ever feel like you’re doing everything right – solid clients, fair prices, full days – and yet the hours and money still aren’t quite where you want them? That tension usually isn’t about missing one thing. It’s the ac...
Ever catch yourself comparing your firm to someone else’s after picture and wondering what you’re doing wrong? Here’s a different perspective – you’re not behind, you’re just still in it. This Work in Progress episode is for ...
Ever look at your client list and think, “There’s no way I can cut this in half and still make the same money”…? Turns out, that belief is backwards. Hunter Bracey walks through how he went from 105 clients to roughly 40 with...
Does running your firm have to feel this uncertain to be working? Most CPAs assume uncertainty, discomfort, and the unknown are signs of risk – but they’re often just signs you’re doing something new. This episode breaks down...
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Is your firm one bad decision away from falling apart? Probably not – even though it sometimes feels that way. This episode reframes what...
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Happy New Year! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a fresh batc...
Happy Holidays! See you next week. Find all episodes of the Business Strategy for CPAs here: https://www.businessstrategyforcpas.com/ --------- FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hi...
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Still think the safest move is squeezing in more clients and chasing bigger numbers? The numbers will never fix money worry – thinking di...
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 What if scaling back didn’t have to mean awkwardness or guilt? In this episode, Suzanne talks about how she reduced her hours, increased ...
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Struggling to hold business boundaries without risking relationships? Here’s the thing: boundaries aren’t barriers; they’re operating ins...
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Stuck in hourly billing and chaos? The smarter path to growth might be saying no more – turning away work, raising prices, and standardiz...
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Ever wonder why finding “the right price” never seems to work? Because you’re probably looking in the wrong place. This episode explains ...
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Ever wonder what it really feels like to let go of a third of your clients? It’s not spreadsheets and strategy. In this episode, Jan Scha...
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you’re dreading another...
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Ever wonder what really happens between “starting from scratch” and “running on autopilot”? Most success stories skip the messy middle. O...
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Think you’re stuck with the clients you’ve got? You’re not. This episode shows how your marketplace isn’t fixed—it’s something you can sh...
Get your FREE 7 Pricing Essentials for CPAs and EAs here: https://geraldinecarter.com/7 Do you keep telling yourself you’ll rest when the work is done? That time never comes. Rest isn’t what you do after the work — it’s what ...
Tired of hearing “value-based pricing” and still not sure how to price without working 80–hour weeks? In this episode, I cut through the hype and show you how to pick the right pricing tool for the problem you actually have. ...
Last week, I hosted a webinar on creating the 2026 tax season you actually want. More than 100 CPAs tuned in live or on replay. In this podcast episode, I share the exact system: deciding your hours, doing the math, raising p...
What if clients lined up for you instead of you chasing them? In this episode, I show you 12 ways selling out changes everything – your confidence, your focus, your pricing power, even how your clients behave. Most CPAs think...