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 · BONUS

    Out for the Holidays (Back After Snacks & Naps)

    Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7 Happy Holidays!See you next week. 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.  … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

    2 min

  2. DEC 17

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

    Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7 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. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

    40 min

  3. DEC 10

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

    Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7 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.  … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

    42 min

  4. DEC 3

    375 Boundaries: The Quiet System Behind Every Calm Firm, with Natalie Hunt

    Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7 Struggling to hold business boundaries without risking relationships? Here’s the thing: boundaries aren’t barriers; they’re operating instructions that make your firm calmer, more profitable, and easier to run. In this episode, Peak Freedom’s mindset coach Natalie Hunt helps unpack what gets in the way – people-pleasing, guilt, and the urge to control reactions – and replaces it with better beliefs, rules you choose, and scripts. Learn to stop rescuing late clients, end after-hours emailing, protect time, and feel in the driver’s seat. … Link to full shownotes:  https://www.businessstrategyforcpas.com/375 … 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. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

    34 min

  5. NOV 26

    374 [WIP Series] From Hourly to Packages with Lori Yearwood, CPA

    Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7 Stuck in hourly billing and chaos?  The smarter path to growth might be saying no more – turning away work, raising prices, and standardizing before you scale.  In this episode, Lori Yearwood, CPA, shares how she let go of clients, dropped hourly, and built packages with add-ons, gaining a day-plus each week to work on the business while revenue climbed. … Link to full shownotes:  https://www.businessstrategyforcpas.com/374 … 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.   … Lori’s website: https://www.zealaccountingsolutions.com/ … 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. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

    39 min

  6. NOV 19

    373 Where Are Your Optimum Prices Hiding?

    Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7 Ever wonder why finding “the right price” never seems to work? Because you’re probably looking in the wrong place.  This episode explains why your computer can’t know your optimum price, why a little courage matters more than a calculator, and how testing real prices with real humans leads to better profit and saner hours. … Link to full shownotes:  https://www.businessstrategyforcpas.com/373 … 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. … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

    8 min

  7. NOV 12

    372 [WIP Series] 1/3 Fewer Clients, 2x-3x the Prices, and Sundays Off, with Jan Schaffner, EA

    Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7 Ever wonder what it really feels like to let go of a third of your clients?It’s not spreadsheets and strategy. In this episode, Jan Schaffner, EA, shares how hard it was to release clients she genuinely cared about—and the fear that no one would stay or pay more. But when she finally did it, the reaction surprised her: the clients who valued her most were the ones who stayed. This episode is an honest look at what it takes to make space for better work, a calmer firm, and—finally—Sundays off in tax season. … Link to full shownotes:  https://www.businessstrategyforcpas.com/372 … 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 Jan: https://www.schaffnertaxsolutions.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.  … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

    45 min

  8. NOV 5

    371 How to Handle Client Referrals Without Burning Bridges

    Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7 Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you’re dreading another 45-minute discovery call that goes nowhere.  In this episode, I share a simple, transparent system that saves everyone’s time — yours, your client’s, and the prospect’s. You’ll learn how to filter early, protect every relationship in the chain, and stay in control of your calendar without burning your energy or goodwill. … Link to full shownotes:  https://www.businessstrategyforcpas.com/371 … 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.  … Get your FREE 7 Pricing Essentials for CPAs and EAs here:https://geraldinecarter.com/7

    12 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 - 2025
  • Episodes
    380
  • Rating
    Clean
  • Copyright
    © Copyright 2018-2025 by Geraldine Carter. All Rights Reserved.
  • Show Website
    Business Strategy for CPA's

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