Episodes

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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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Oct. 30, 2024

#321 When Your Revenue Dries Up Overnight with Minnie Lau, 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 What do you do when the market throws your bus...

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Oct. 23, 2024

320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA

FREE DOWNLOAD - 7 Pricing Essentials for CPAs and EAs So you can raise your prices without sending your clients running. Get it here: https://geraldinecarter.com/essentials Have you ever wondered how fast you might be able to...

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Oct. 16, 2024

319 Peak Freedom: Say Hello to Your People

The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. Peak Freedom Join Now » https:/...

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Oct. 9, 2024

318 The Power of Your Dread in Your Accounting Firm

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun...

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Oct. 2, 2024

317 Bring the CPA Firm You Envision to Life with Belita Blasingame, C…

Get on my EMAIL list to find out about my special offer. https://geraldinecarter.com/subscribe Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality? Be...

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Sept. 25, 2024

316 Pricing vs. Value-Billing

Do you think like someone who bills, or like someone who prices? If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode w...

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Sept. 18, 2024

315 Nine Reasons for CPAs to Disengage Clients

If you don’t fire client who need to be disengaged or fired, you risk: Getting resentful Reducing work efficiency Not enjoying your work Not enjoying your accounting firm Staff suffering or feeling demoralized Staff leaving N...

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Sept. 11, 2024

314 How CPAs Can Reduce Overwhelm During Tax Season

We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentati...

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Sept. 4, 2024

313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless

Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue. … Link to full shownotes: https://www.businessst...

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Aug. 28, 2024

312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayd…

Do you know you need to raise prices but are intimidated by all the factors going into the decisions? Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price disc...

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Aug. 21, 2024

4 Ways CPAs Can Price Intangibles

Down to 40 Hours CPA Mastermind details: Registration is NOW OPEN https://geraldinecarter.com/40 Just how much revenue did that ship mechanic leave on the table? Had he been better at pricing, he might have been able to price...

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