Business Strategy for CPA's

Geraldine Carter
  • 5.0 (45)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!

  1. 3D AGO

    383 How Simple Systems Saves Suzanne Green, CPA 8–10 Hours a Week

    Do you ever feel like you’re doing everything right – solid clients, fair prices, full days – and yet the hours and money still aren’t quite where you want them? That tension usually isn’t about missing one thing. It’s the accumulation of small leaks most CPAs learn to live with: time lost re-reading emails, tracking tasks in your head, chasing clients for missing info, and doing quiet cleanup work that never shows up on an invoice. Pricing is one major leak. Systems is another. In this episode, Suzanne Green shares how tightening a few simple systems – not adding software or staff – helps her save 8–10 hours a week. Same clients, same output, less mental load, and the equivalent of a 17% higher effective hourly rate. It’s a grounded, relatable conversation about where hours really go when your systems aren’t doing their share of the work. … Link to full shownotes:  https://www.businessstrategyforcpas.com/383 … Want Pricing Essentials? If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work.  Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles.  Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes. I want to help you get your prices up without losing loyal clients.   … Want client interviews? 310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA Complete list: geraldinecarter.com/client-interview-episodes … FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.  THE BOOK – $9.99 geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue PEAK FREEDOM COMMUNITY – $197/mo geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture DOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.  …

    34 min

  2. JAN 28

    382 [WIP Series] The Messy Middle of Reshaping a Tax Firm with Michelle Kinnison, CPA

    Ever catch yourself comparing your firm to someone else’s after picture and wondering what you’re doing wrong? Here’s a different perspective – you’re not behind, you’re just still in it. This Work in Progress episode is for anyone mid-messy change, not standing at the finish line. You’ll hear what it sounds like to raise prices, disengage legacy clients (including ones you paid for!), test tiered pricing, and still question the hours while it’s happening. No tidy ending, no highlight reel – just the normal, uncomfortable middle. Listen to feel less alone, see what “working on it” actually looks like, and borrow some camaraderie from a peer doing the hard work alongside you. … Link to full shownotes:  https://www.businessstrategyforcpas.com/382 … Want Pricing Essentials? If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work.  Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles.  Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes. I want to help you get your prices up without losing loyal clients.   … Want client interviews? 310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA Complete list: geraldinecarter.com/client-interview-episodes … FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.  THE BOOK – $9.99 geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue PEAK FREEDOM COMMUNITY – $197/mo geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture DOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.  …

    31 min

  3. JAN 21

    381 60% Less Clients, Same Money, More Control with Hunter Bracy, CPA

    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 without losing revenue, cut his tax-season hours in half, and went from chaos to feeling in control.  It’s an honest, practical, nothing-fancy conversation about what real change looks like — and why it’s way more doable (and freeing) than you might think. … Link to full shownotes:  https://www.businessstrategyforcpas.com/381 … Want Pricing Essentials? If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work.  Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles.  Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes. I want to help you get your prices up without losing loyal clients.   … Want client interviews? 310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA Complete list: geraldinecarter.com/client-interview-episodes … FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.  THE BOOK – $9.99 geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue PEAK FREEDOM COMMUNITY – $197/mo geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture DOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. …

    22 min

  4. JAN 14

    380 You Might Be Closer to “Enough” Than You Think

    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 six practical truths that help firm owners stop overthinking, make calmer decisions, and move faster toward “enough.” Enough money. Enough time. And real freedom. If you’ve been grinding, hesitating, or waiting to feel ready, this episode reframes what actually matters – and what doesn’t. … Link to full shownotes:  https://www.businessstrategyforcpas.com/380 … Want Pricing Essentials? If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work.  Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles.  Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes. I want to help you get your prices up without losing loyal clients.   … Want client interviews? 310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA Complete list: geraldinecarter.com/client-interview-episodes … FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.  THE BOOK – $9.99 geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue PEAK FREEDOM COMMUNITY – $197/mo geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture DOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. …

    15 min

  5. JAN 7

    379 Your CPA Firm Can Handle More Than You Think

    Is your firm one bad decision away from falling apart?Probably not – even though it sometimes feels that way. This episode reframes what actually puts an accounting firm at risk, and what just hurts in the moment. You’ll hear why most firms are far more resilient than their owners realize, how to tell the difference between real danger and normal business pain, and why small experiments are safer than endless overthinking. If January has you cautious, stuck, or second-guessing everything, this will steady the ground under your feet. … Link to full shownotes:  https://www.businessstrategyforcpas.com/379 … Want Pricing Essentials? If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work.  Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles.  Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes. I want to help you get your prices up without losing loyal clients.   … Want client interviews? 310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA Complete list: geraldinecarter.com/client-interview-episodes … FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.  THE BOOK – $9.99 geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue PEAK FREEDOM COMMUNITY – $197/mo geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture DOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.  …

    7 min

  6. 12/31/2025

    378 6th Annual: Accounting Jokes with Hazel and Remy

    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 batch of content to kick off 2026. 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 hiring: THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.  THE BOOK – $9.99 geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue PEAK FREEDOM COMMUNITY – $197/mo geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture DOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.  …

    4 min

  7. 12/17/2025

    377 Money Mindset: The Numbers Will Never Be Enough, with Natalie Hunt

    Still think the safest move is squeezing in more clients and chasing bigger numbers?  The numbers will never fix money worry – thinking differently will. In this episode, hear Peak Freedom’s resident mindset coach Natalie Hunt unpack beliefs driving overwork: more-is-better, don’t-leave-money-on-the-table, guilt over pricing, fear of being “greedy.”  Learn to redefine success, spot “can’t” stories, price to value, and say no without spiraling.  Walk away with practical reframes to create time, calm, and profit – on purpose and it ways that actually stick. … Link to full shownotes:  https://www.businessstrategyforcpas.com/377 … Want Pricing Essentials? If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work.  Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles.  Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes. I want to help you get your prices up without losing loyal clients.   … Want client interviews? 310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA Complete list: geraldinecarter.com/client-interview-episodes … Connect with Natalie: https://www.simplylovingleadership.com/ … FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.  THE BOOK – $9.99 geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue PEAK FREEDOM COMMUNITY – $197/mo geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture DOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. …

    39 min

  8. 12/10/2025

    376 “The Hours Were Killing Me”: What Finally Had to Change, with Suzanne Green, CPA

    What if scaling back didn’t have to mean awkwardness or guilt? In this episode, Suzanne talks about how she reduced her hours, increased prices, and let go of not-fitting clients in a way that still felt kind — kind enough that she’d be perfectly happy to bump into past clients at the post office.  If you’re craving fewer hours but want to handle the transition with warmth and respect, this conversation shows exactly how that can look. … Link to full shownotes:  https://www.businessstrategyforcpas.com/376 … Want Pricing Essentials? If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work.  Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles.  Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes. I want to help you get your prices up without losing loyal clients.   … Want client interviews? 310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA Complete list: geraldinecarter.com/client-interview-episodes … FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.  THE BOOK – $9.99 geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue PEAK FREEDOM COMMUNITY – $197/mo geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture DOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.  …

    41 min
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5
out of 5
45 Ratings

About

Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!

Information

  • Creator
    Geraldine Carter
  • Years Active
    2018 - 2026
  • Episodes
    385
  • Rating
    Clean
  • Copyright
    © Copyright 2018-2026 by Geraldine Carter. All Rights Reserved.
  • Show Website
    Business Strategy for CPA's

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