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...
What happens when you stop trying to serve everyone and commit to a few high-level clients? Radhika Sundar shares how choosing agencies and working with a small, premium roster sharpened her focus and increased confidence. Sh...
Feeling scattered because you’re offering every service under the sun to every kind of client? In this episode, I talk about the real cost of being in too many lanes — the wasted time, the extra software, the messy systems, a...
Feeling overwhelmed, scattered, and all over the map in your firm? In this episode, I run through The Knock It Off List —14 habits that are eating your time, energy, and sanity. From people-pleasing and inbox living to free c...
Learn more about PEAK FREEDOM Hey podcast listener, just a heads up — I’m in France for five weeks and not recording while I’m here. I hope you’re enjoying the episodes I lined up before I left — and if you're a new listener,...
Learn more about PEAK FREEDOM Does tax season have to feel chaotic? Before Pick Your Week, Holly never knew who was coming or when. Some weeks felt overwhelming, others eerily quiet. The mental whiplash was constant, good one...
Learn more about PEAK FREEDOM Tired of chaotic tax seasons? Rebecca Warnick, CPA, shares how she transformed hers using “Pick Your Week.” With smoother workflows, happier clients, and less stress, she explains how this simple...
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 ...
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...
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...
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...
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 ...
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...
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...
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...
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...
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 ...
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...
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...
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...