Business Strategy for CPA's

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.businessstrategyforcpas.com/399

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Want the skinny on pricing?
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 to hear what works, from 57+ clients?

Check out the Client Success Stories podcast:
LISTEN »

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough:
WATCH »
…
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 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

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For 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.

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.businessstrategyforcpas.com/398

…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?

Check out the Client Success Stories podcast:
LISTEN »

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough:
WATCH »
…
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 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

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For 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. 
…

Working harder than ever, but the money still isn't following? Here's the uncomfortable truth: the worst thing you can do to make more money is work more. The money was never in the hours — it's in your packages. This episode breaks down the duo-pricing shift that lets you charge two to four times more, shed the clients who drain you, and finally build a firm you actually like again. Summer's the time to start.
…

Link to full shownotes: 
https://www.businessstrategyforcpas.com/397

…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?

Check out the Client Success Stories podcast:
LISTEN »

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough:
WATCH »
…
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 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

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For 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.

And can you do it without tanking your revenue?

There's a consistent, counterintuitive theme from the clients I work with in the VIP Lounge: the more clients they disengage, the more money they make.

Wendy Norman cut her roster in half, tripled her prices, and crossed a million dollars working 25 hours a week outside tax season. She also... 

5x'd her take-home. 

Yeah.

Four years of real numbers, a few "how dare you" moments, and a few clients she kept long past when she should have let them go. 

If you're buried and can't see the path out, this is an episode you don't want to miss.

…

Link to full shownotes: 
https://www.businessstrategyforcpas.com/396

…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?

Check out the Client Success Stories podcast:
LISTEN »

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough:
WATCH »
…
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 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

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For 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.

What if your business problem isn't actually a business problem?
Most coaching skips the part that matters most. Strategy and tactics only take you so far. At some point, the thing standing between you and a better firm isn't a framework you're missing – it's what's happening in your head. In this episode, I get into why mindset coaching belongs in every business coaching program, and where to find 61 episodes of it inside Peak Freedom.
…

Link to full shownotes: 
https://www.businessstrategyforcpas.com/395

…
Want the skinny on pricing?
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 to hear what works, from 57+ clients?

Check out the Client Success Stories podcast:
LISTEN »

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆
…
Want a House Tour of Peak Freedom?
Get the complete walkthrough:
WATCH »
…
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 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

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For 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. 
…