Episodes

Do you make good decisions, one by one, but somehow you've ended up with a firm where stuff is flying everywhere?\ The problem isn't the decisions. It's that there's no clear strategy underneath them. Without one, you drift toward a vague idea of success that often just means more money and more clients. This episode gives you a way to choose: pick the two kinds of freedom that matter most, build your firm around those, and let the rest go for now. … Link to full shownotes: https://www.busine...

When you say you want more freedom, could you actually say what you mean by it? Turns out "freedom" isn't one thing — and chasing it in general is how to end up with none of it. This episode lays out 7 different kinds of freedom a CPA can build a firm around: time, money, location, people, headspace, emotional wellness, and the work itself. … Link to full shownotes: https://www.businessstrategyforcpas.com/400 … Want the skinny on pricing? If you feel trapped by your own accounting firm, it...

Started your firm to be your own boss? So why does it feel like your firm bosses you around now? More clients, more revenue, more growth may not set you free. Often, it just builds a nicer cage. This episode maps the slow slide from freedom to feeling trapped, and hands you one question that changes everything downstream. Stop asking how to grow your firm. Start asking how to become a high-freedom CPA. Listen, then decide what you actually want. … Link to full shownotes: https://www.busines...

How do you start getting paid for advice you've always given away for free? You give it a name, a price, and a deliverable, and make it a thing. Kathy Hayden did exactly that, then went further and built a digital product that's now for sale straight off her website. In this episode, hear how "making it a thing" works, why the ancillary benefits matter more than any sale, and how niching into retirees keeps tax season peaceful and prices going up. … Link to full shownotes: https://www.businesss...