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...
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...