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!
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Données mises à jour le 04/07/2026
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335 Niche, Price, & Productize in the Legal Space with Heather Pearce Campbell
Épisode 335
mercredi 12 février 2025 • Durée 44:46
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.
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.
geraldinecarter.com/book Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedom For solo and small accounting firm owners who want to rise above the insanity of hustle-culture
CPA MASTERMIND – $9500 geraldinecarter.com/40 For the overworked CPA at 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. …
334 4 Pricing Tools to Help CPAs Ditch Hourly Billing and Increase Margins
Épisode 334
mercredi 5 février 2025 • Durée 17:48
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.
✅ Tiered Pricing lets clients self-sort and removes pressure to find the "perfect price." ✅ DUO Pricing gives you a simple formula to avoid defaulting to hourly billing. ✅ Single-Item-One-Time Pricing ensures you get paid for valuable expertise. ✅ Congestion Pricing smooths demand and prevents burnout.
💡 Pricing tools are the secret to making more money from your expertise and providing great service—without working more hours. 🚀
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:
333 Strategy Session with Logan George, CPA
Épisode 333
mercredi 29 janvier 2025 • Durée 22:34
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.
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.
332 4 Ways Accountants Can Stop Selling Gold at Bronze Prices
Épisode 332
mercredi 22 janvier 2025 • Durée 14:51
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.
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.
331 Create the Accounting Firm You’re Meant to Own
Épisode 331
mercredi 15 janvier 2025 • Durée 11:34
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 always be fun, but it’s worth the effort to build a practice and do the work you were meant for.
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.
329 5th Annual: Accounting Jokes with Hazel and Remy
Épisode 329
mercredi 1 janvier 2025 • Durée 02:23
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.
328 Cross-Post with Alexis Slama of The Accounting Business Club
Épisode 328
lundi 30 décembre 2024 • Durée 01:23:28
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. :)
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:
327 Happy Holidays
Épisode 327
mercredi 11 décembre 2024 • Durée 00:22
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:
geraldinecarter.com/book Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedom For solo and small accounting firm owners who want to rise above the insanity of hustle-culture
CPA MASTERMIND – $9500 geraldinecarter.com/40 For the overworked CPA at 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. …
326 Solopreneurship Rocks. With Matt Chiappetta, CPA
Épisode 326
mercredi 4 décembre 2024 • Durée 27:40
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 long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.
geraldinecarter.com/book Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedom For solo and small accounting firm owners who want to rise above the insanity of hustle-culture
CPA MASTERMIND – $9500 geraldinecarter.com/40 For the overworked CPA at 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. …
geraldinecarter.com/book Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedom For solo and small accounting firm owners who want to rise above the insanity of hustle-culture
CPA MASTERMIND – $9500 geraldinecarter.com/40 For the overworked CPA at 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. …
geraldinecarter.com/book Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedom For solo and small accounting firm owners who want to rise above the insanity of hustle-culture
CPA MASTERMIND – $9500 geraldinecarter.com/40 For the overworked CPA at 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. …
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.
geraldinecarter.com/book Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedom For solo and small accounting firm owners who want to rise above the insanity of hustle-culture
CPA MASTERMIND – $9500 geraldinecarter.com/40 For the overworked CPA at 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. …
geraldinecarter.com/book Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedom For solo and small accounting firm owners who want to rise above the insanity of hustle-culture
CPA MASTERMIND – $9500 geraldinecarter.com/40 For the overworked CPA at 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. …
THE BOOK – $9.99
geraldinecarter.com/book Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedom For solo and small accounting firm owners who want to rise above the insanity of hustle-culture
CPA MASTERMIND – $9500 geraldinecarter.com/40 For the overworked CPA at 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. …
geraldinecarter.com/book Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedom For solo and small accounting firm owners who want to rise above the insanity of hustle-culture
CPA MASTERMIND – $9500 geraldinecarter.com/40 For the overworked CPA at 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. …
…
FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
geraldinecarter.com/book Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedom For solo and small accounting firm owners who want to rise above the insanity of hustle-culture
CPA MASTERMIND – $9500 geraldinecarter.com/40 For the overworked CPA at 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. …
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