Episodes

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 ...

Listen to the Episode
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...

Listen to the Episode
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 ...

Listen to the Episode
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...

Listen to the Episode
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...

Listen to the Episode
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...

Listen to the Episode
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...

Listen to the Episode
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 ...

Listen to the Episode
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/...

Listen to the Episode
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...

Listen to the Episode
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...

Listen to the Episode
Feb. 5, 2025

334 4 Pricing Tools to Help CPAs Ditch Hourly Billing and Increase Ma…

If you're a CPA still billing by the hour, you're limiting your income. This episode covers four pricing tools to help you ditch hourly billing, price based on value, and increase profits—without working more. Learn how to pr...

Listen to the Episode
Jan. 29, 2025

333 Strategy Session with Logan George, CPA

A strategy session with Peak Freedom member Logan George, CPA. Logan recently purchased a firm and had success bringing in his own new clients. We talk about prioritizing niche clients and phasing out non-niche clients over t...

Listen to the Episode
Jan. 22, 2025

332 4 Ways Accountants Can Stop Selling Gold at Bronze Prices

When it comes to offering price increases to Legacy clients who have been enjoying Gold-level service at Bronze prices, it's important to take action. Failing to adjust these prices means you risk being significantly underpri...

Listen to the Episode
Jan. 15, 2025

331 Create the Accounting Firm You’re Meant to Own

I want you to create the accounting firm you’re meant to own, rather than the one you think you’re supposed to build. This episode isn’t for everyone. It’s for those who feel frustrated, disheartened, dispirited, or distresse...

Listen to the Episode
Jan. 8, 2025

330 The High Cost of Switching Accountants

Your clients’ Switching Costs are HIGH. The better you understand this concept, the easier it will be for you to increase prices with less fear you’ll send them running. … Link to full shownotes: https://www.businessstrategyf...

Listen to the Episode
Jan. 1, 2025

329 5th Annual: Accounting Jokes with Hazel and Remy

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Happy holidays! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a f...

Listen to the Episode
Dec. 30, 2024

328 Cross-Post with Alexis Slama of The Accounting Business Club

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 You might have heard me say I wasn’t planning to record while in France for 5 weeks, but then a funny thing happened: Alexis Sla...

Listen to the Episode
Dec. 11, 2024

327 Happy Holidays

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Wishing you and yours a wonderful holiday season. I'll see you in in 2025! Geraldine FOUR ways I help overworked CPAs go down to...

Listen to the Episode
Dec. 4, 2024

326 Solopreneurship Rocks. With Matt Chiappetta, CPA

For more info and to register for Down to 40 Hours CPA Mastermind https://geraldinecarter.com/40 Wish you could never have another staff meeting? I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it to...

Listen to the Episode
Nov. 27, 2024

325 Radical Pricing to Optimize Profits with Jody Padar, CPA

JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Do you wish you brought in more revenue for th...

Listen to the Episode
Nov. 20, 2024

324 A Systematic Approach for Accountants to Increase Prices

JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Almost every CPA I work with is underpriced. H...

Listen to the Episode
Nov. 13, 2024

323 7 Payment Options CPAs Can Use for Tax Returns

JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom Providing payment options is an intangible for...

Listen to the Episode
Nov. 6, 2024

322 21 Intangibles CPAs Can Price to Increase Margins

JOIN PEAK FREEDOM For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit https://geraldinecarter.com/peak-freedom 21 ways to leverage intangibles to increase th...

Listen to the Episode