PODCAST · business
Business Strategy for CPA's
by Geraldine Carter
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!
Episodes
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402 Working Harder Won't Fix Tax Season
Bonnie grinds out 70-hour weeks every tax season, telling herself next year has to be different. She chases clients for documents, everything piles up before the deadline, and afterward she's totally fried. The problem isn't effort. The problem is that she’s made incorrect assumptions about...
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401 Make Freedom Your Strategy, Not an Afterthought
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...
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400 7 Axes of Freedom
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,...
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399 The High-Freedom CPA
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...
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398 The Advice You Give Away for Free Is a Digital Product with Kathy Hayden, EA
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...
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397 The Money is in the Packages
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…
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396 5x the Take-Home Pay with Wendy Norman, CPA
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...
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395 Mindset Coaching for CPAs: Why It Matters for Your Firm
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…
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394 Price With Confidence: The 3 Costly Mistakes I See CPA Firm Owners Make Over and Over
Are your prices too low because raising them feels unnerving? Most CPAs don’t have a pricing problem. They have a confidence problem. In this episode, we dig into why pricing isn’t math - it’s psychology - and how underpricing steals your time, energy, and freedom. You’ll hear practical ways to...
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393 Turning Discovery Calls into Paid Offers
Why do discovery calls eat your time and still end with “let me think about it”? In this episode, you’ll hear how Meagan Bukowski stopped relying on follow-up sales calls and built a product ladder that does the qualifying and selling for her. Instead of pushing a “$1,000/mo offer,” she solved…
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392 Simple Systems, Free Time: Simpler Operations, Better Life
What if the reason your firm feels so heavy isn’t your workload — it’s that too much of it lives in your head? Most CPAs don’t need more hustle, better memory, or another piece of software. They need simpler systems that stop the chaos from depending on them personally. This episode breaks down…
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391 How to Fix “I Don’t Have Time” Thinking
Many accountants will say, “I don’t have time to work ON my business.” That thought feels true – but it’s often the biggest thing keeping firm owners stuck. In this episode, Peak Freedom mindset coach Natalie Hunt and I break down what’s really hiding underneath it: overwhelm, fear,...
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390 Niching for CPAs: Why Generalist Firms Feel Harder
Feel like your firm is scattered and you have to say yes to everything? It might be niching problem. In this episode, I walk through why staying broad makes everything harder, and what actually happens when you narrow your focus. You’ll hear why the fear is normal, what changes on the other side,...
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389 Pricing for CPAs: You’re Doing Too Much for Too Little
Does your firm feel harder than it should? If so, pricing is often the reason. It’s the lever behind your workload, your capacity, and your revenue – even if it doesn’t look like it on the surface. But sitting down to “learn pricing” from scratch isn’t realistic. My job is to take the best…
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388 Packaging for CPAs: It’s Not About Your Services
Are you working too many hours and not sure what to fix first? It’s not your time management. It’s your packages. There’s a new private podcast feed inside Peak Freedom, entirely dedicated to packaging for CPAs, plus the Creating Packages Toolkit to help you actually build them. If your scope is...
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387 57 Client Success Stories: What Actually Works
Wondering if this could work for you – or if your situation is just different enough that it won’t? You’re probably more similar to other successful firms than you think. This episode pulls together 57 real client interviews and the patterns that consistently show up when CPAs change their…
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386 Podcast Update: What’s Coming Next
Hey podcast listener – quick update. I’m taking an intentional pause from producing new episodes for the main podcast, and I’m genuinely excited about what’s coming next. Behind the scenes, I’m working on several big projects designed to help Peak Freedom members get better results, faster – with...
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385 The Invisible Power of Marination with Natalie Hunt
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Feeling too overwhelmed to “work on the business” – but you still want things to get easier? Progress doesn’t always come from pushing harder. In...
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384 How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Still running your firm out of your Inbox? In this episode, a CPA who spent 20 years living in her Inbox shares how she got down to Inbox Zero,...
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383 How Simple Systems Saves Suzanne Green, CPA 8–10 Hours a Week
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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...
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382 [WIP Series] The Messy Middle of Reshaping a Tax Firm with Michelle Kinnison, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Ever catch yourself comparing your firm to someone else’s after picture and wondering what you’re doing wrong? Here’s a different perspective –...
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381 60% Less Clients, Same Money, More Control with Hunter Bracy, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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…
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380 You Might Be Closer to “Enough” Than You Think
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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...
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379 Your CPA Firm Can Handle More Than You Think
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Is your firm one bad decision away from falling apart? Probably not – even though it sometimes feels that way. This episode reframes what actually...
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378 6th Annual: Accounting Jokes with Hazel and Remy
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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…
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377 Money Mindset: The Numbers Will Never Be Enough, with Natalie Hunt
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Still think the safest move is squeezing in more clients and chasing bigger numbers? The numbers will never fix money worry – thinking differently...
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376 “The Hours Were Killing Me”: What Finally Had to Change, with Suzanne Green, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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…
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375 Boundaries: The Quiet System Behind Every Calm Firm, with Natalie Hunt
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Struggling to hold business boundaries without risking relationships? Here’s the thing: boundaries aren’t barriers; they’re operating instructions...
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374 [WIP Series] From Hourly to Packages with Lori Yearwood, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Stuck in hourly billing and chaos? The smarter path to growth might be saying no more – turning away work, raising prices, and standardizing before...
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373 Where Are Your Optimum Prices Hiding?
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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...
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372 [WIP Series] 1/3 Fewer Clients, 2x-3x the Prices, and Sundays Off, with Jan Schaffner, EA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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,...
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371 How to Handle Client Referrals Without Burning Bridges
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 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...
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370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Ever wonder what really happens between “starting from scratch” and “running on autopilot”? Most success stories skip the messy middle. Over three...
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369 Your Marketplace Is Malleable; You’re the One Who Shapes It
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Think you’re stuck with the clients you’ve got? You’re not. This episode shows how your marketplace isn’t fixed—it’s something you can shape.…
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368 Outworking Exhaustion: The Rest You’ve Been Denying Yourself
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Do you keep telling yourself you’ll rest when the work is done? That time never comes. Rest isn’t what you do after the work — it’s what makes the...
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367 Strategy-Based Pricing & the October Pivot
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Tired of hearing “value-based pricing” and still not sure how to price without working 80–hour weeks? In this episode, I cut through the hype and...
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366 Scheduled Tax Prep: Why 90-Hour Weeks Are a Choice
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Last week, I hosted a webinar on creating the 2026 tax season you actually want. More than 100 CPAs tuned in live or on replay. In this podcast...
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365 SOLD OUT! The Business Move No One Teaches CPAs
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 What if clients lined up for you instead of you chasing them? In this episode, I show you 12 ways selling out changes everything – your confidence,...
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364 A Handful of High-Level Clients with Radhika Sundar, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 What happens when you stop trying to serve everyone and commit to a few high-level clients? Radhika Sundar shares how choosing agencies and working...
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363 Pick Your Primary Lane: Full-Service is a Trap
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Feeling scattered because you’re offering every service under the sun to every kind of client? In this episode, I talk about the real cost of being...
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362 The Knock It Off List: 14 Habits Keeping Your Firm Stuck
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Feeling overwhelmed, scattered, and all over the map in your firm? In this episode, I run through The Knock It Off List—14 habits that are eating...
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361 Taking a Short Break from Podcasting - See You in September
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Hey podcast listener, just a heads up — I’m in France for five weeks and not recording while I’m here. I hope you’re enjoying the episodes I lined…
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360 Pick Your Week Tax Season with Holly Sexton, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Does tax season have to feel chaotic? Before Pick Your Week, Holly never knew who was coming or when. Some weeks felt overwhelming, others eerily...
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359 Pick Your Week Tax Season with Rebecca Warnick, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Tired of chaotic tax seasons? Rebecca Warnick, CPA, shares how she transformed hers using “Pick Your Week.” With smoother workflows, happier…
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358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Wondering if it’s really possible to make good money without grinding 60 hours a week? Sheila Hansen shares how she built a values-aligned…
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357 How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Feeling overwhelmed and wondering if there’s a way to finally get out from under the chaos? If your brain never shuts off and your to-do list is...
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356 84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPA
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Spend all day in your Inbox? Mark Kuka cut his hours from 84 to 45 a week, replaced 20% of his revenue after firing high-maintenance clients, and...
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355 Simple Systems, Free Time: The Framework that Frees Your CPA Brain
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Do you ever wonder why running your firm still feels so hard? Most CPAs are reacting all day—to emails, interruptions, and mental to-do lists. But...
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354 No Ads. No Posting. Just SEO for $194K New ARR
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Ever wondered if a new website is worth it? Catherine Ozment, CPA ditched her DIY site for a professionally built one… then let it sit. For 24...
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353 Lean Learning with Pat Flynn
Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Is progress slower than you want it to be? It might be because you're stuck trying to learn everything first, waiting for the perfect answer, or...
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ABOUT THIS SHOW
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!
HOSTED BY
Geraldine Carter
CATEGORIES
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Frequently Asked Questions
How many episodes does Business Strategy for CPA's have?
Business Strategy for CPA's currently has 405 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Business Strategy for CPA's 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...
How often does Business Strategy for CPA's release new episodes?
Business Strategy for CPA's publishes regularly with 405 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Business Strategy for CPA's?
You can listen to Business Strategy for CPA's on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Business Strategy for CPA's?
Business Strategy for CPA's is created and hosted by Geraldine Carter.
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