Episodes

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 ecosystem. She shares how she cut 800 clients, dropped 10 hours a week, and now takes home more money – with waaaaay less stress. Her journey proves: you don’t need volume to have the firm you want. … Link to full shownotes: https://www.businessstrategyforcpas.com/34...

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 to hear how we break her firm down—and then build a practical, doable plan to reclaim control without giving too much away. … Link to full shownotes: https://www.businessstrategyforcpas.com/348 … If you feel trapped by your own accounting firm, I can help you stop the ...

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 to hear how we break her firm down—and then build a practical, doable plan to reclaim control without giving too much away. … Link to full shownotes: https://www.businessstrategyforcpas.com/347 … If you feel trapped by your own accounting firm, I can help you stop the ...

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 something had to change. A year later, her stress levels are way down, and she makes double the money for the time she puts in. … Link to full shownotes: https://www.businessstrategyforcpas.com/346 … If you feel trapped by your own accounting firm, I can help you stop the cha...

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 to shift your focus from hours to value creation, you’ll change the very nature of your firm. … Link to full shownotes: https://www.businessstrategyforcpas.com/345 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours w...

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 mindset, and how you can apply it to your firm. Laurie's Website: https://laurierauk.ca … Link to full shownotes: https://www.businessstrategyforcpas.com/344 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without los...

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 you hire. In this episode, I share 17 ways I see CPAs keeping themselves working extra hours. Remember, freedom is on the other side of addressing these issues. … Link to full shownotes: https://www.businessstrategyforcpas.com/343 … If you feel trapped by your own accou...

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://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails. . Subscribe here: geraldinecarter.com/subsc...

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, increase prices, and get your sanity back without sacrificing revenue. Don't squander May. … Link to full shownotes: https://www.businessstrategyforcpas.com/341 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours withou...

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 shownotes: https://www.businessstrategyforcpas.com/340 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails. . Subscribe here: geral...

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 work with. Marketing is worth learning to do well. Listen to my conversation with Alexis Slama to get up to speed on what works. … Connect with Alexis: Web: www.boosterdigital.fr LinkedIn: https://www.linkedin.com/company/boosterdigitalfr/ YouTube: https://www.youtube.co...

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 and strategy can make marketing a predictable growth engine for your firm. … Link to full shownotes: https://www.businessstrategyforcpas.com/338 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue...

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/mattbizink/ Twitter: twitter.com/bizinkonline Facebook: facebook.com/mattbizink RESOURCES Marketing Blueprint Ideal Client Personal Template … Link to full shownotes: https://www.businessstrategyforcpas.com/337 … If you feel trapped by your own accounting firm, I can ...

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 solve (or don’t solve) the problem, the money being left on the table, and the steps you need to take to start reducing your hours—without sacrificing revenue. Since this was a live webinar, there were visuals, but even without them, I think you’ll get the full picture. I also...

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-hour” trap by providing essential legal support for online business owners in a scaled model. … Find Heather: LinkedIn: https://www.linkedin.com/in/heatherpearcecampbell/ Website: https://legalwebsitewarrior.com/ … Link to full shownotes: https://www.businessstrategyfo...

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 price strategically, get paid for expertise, and manage demand. Stop pricing based on time! 🚀 … Pricing Tools are the Key to Improving Margins Using these pricing tools helps my clients raise their prices by 30% at first, then 50%, 100%, and even 300% or 500% over time. ✅ ...

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 the next 1-2 years while protecting necessary cash flow. … Link to full shownotes: https://www.businessstrategyforcpas.com/333 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3...

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 underpriced over the years, which can lead to excessive hours worked for insufficient revenue. We want to reverse that dynamic—increase your income while reducing the hours you work. … Link to full shownotes: https://www.businessstrategyforcpas.com/332 … If you feel trapped by ...

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 distressed about their current situation. It’s specifically for those who feel alone in their struggle and find it difficult to articulate what they’re experiencing or don’t have anyone who “gets it.” You can reshape your firm with a bit of time, focus, and commitment. It won’t ...

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.businessstrategyforcpas.com/330 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails. . Subscribe here: geraldinecarter.com/subscribe . Readers...

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 fresh batch of content to kick off 2025. … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails. . Subscribe here: geraldinecarter.co...

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 Slama, Founder of The Accounting Business Club, reached out and asked if I would record an episode for his eponymously named podcast while in Paris. Naturally, I said, “Oui.” It’s in French, so you’re welcome to give this one a pass. :) … Link to full shownotes: https://ww...

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 40 hours without losing revenue or hiring: THE EMAIL COURSE – Free geraldinecarter.com/stop-working-weekends Stop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99 geraldinecarter.com/book Down to 40 Hours – A Roadmap for...

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 took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years. … Link to full shownotes: https://www.businessstrategyforcpas.com/326 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the lo...