All Episodes

403 5 Reasons Your Clients Stay When You Raise Prices

402 Working Harder Won't Fix Tax Season

401 Make Freedom Your Strategy, Not an Afterthought

400 7 Axes of Freedom

399 The High-Freedom CPA

398 The Advice You Give Away for Free Is a Digital Product with Kathy Hayden, EA

397 The Money is in the Packages

396 5x the Take-Home Pay with Wendy Norman, CPA

395 Mindset Coaching for CPAs: Why It Matters for Your Firm

394 Price With Confidence: The 3 Costly Mistakes I See CPA Firm Owners Make Over and Over

393 Turning Discovery Calls into Paid Offers

392 Simple Systems, Free Time: Simpler Operations, Better Life

391 How to Fix “I Don’t Have Time” Thinking

390 Niching for CPAs: Why Generalist Firms Feel Harder

389 Pricing for CPAs: You’re Doing Too Much for Too Little

388 Packaging for CPAs: It’s Not About Your Services

387 57 Client Success Stories: What Actually Works

386 Podcast Update: What’s Coming Next

385 The Invisible Power of Marination with Natalie Hunt

384 How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA

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

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

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

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

379 Your CPA Firm Can Handle More Than You Think

378 6th Annual: Accounting Jokes with Hazel and Remy

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

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

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

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

373 Where Are Your Optimum Prices Hiding?

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

371 How to Handle Client Referrals Without Burning Bridges

370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA

369 Your Marketplace Is Malleable; You’re the One Who Shapes It

368 Outworking Exhaustion: The Rest You’ve Been Denying Yourself

367 Strategy-Based Pricing & the October Pivot

366 Scheduled Tax Prep: Why 90-Hour Weeks Are a Choice

365 SOLD OUT! The Business Move No One Teaches CPAs

364 A Handful of High-Level Clients with Radhika Sundar, CPA

363 Pick Your Primary Lane: Full-Service is a Trap

362 The Knock It Off List: 14 Habits Keeping Your Firm Stuck

361 Taking a Short Break from Podcasting - See You in September

360 Pick Your Week Tax Season with Holly Sexton, CPA

359 Pick Your Week Tax Season with Rebecca Warnick, CPA

358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA

357 How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPA

356 84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPA

355 Simple Systems, Free Time: The Framework that Frees Your CPA Brain

354 No Ads. No Posting. Just SEO for $194K New ARR

353 Lean Learning with Pat Flynn

352 Outcome-Driven Package Design. Labor Not Allowed

351 Vague Packages = Messy Pricing

350 What It Feels Like When 300 Clients Don’t Come Back with Kathy Hayden, EA

349 Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EA

348 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA – Part 2

347 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1

346 Way Less Stressed with Holly Sexton, CPA

345 Invisible Value, Tangible Dollars: Change What You Look At and You’ll See More Money

344 Pricing Leap: 7x Prices, 2x Work with Laurie Rauk, CPA

343 17 Reasons CPAs Overwork: Conventional Wisdom is Missing the Boat

342 Drowning in Work? 7 Hidden Time Wasters CPAs Can Eliminate

341 Burned Out Uh-gain? May = Carousel Exit Month

340 [Marteting Series] How Accountants Can Make Marketing Dollars More Efficient with Matt Banker

339 [Marketing Series] How CPAs Can Quickly Generate High-Quality Leads Using Social Media Ads with Alexis Slama

338 [Marketing Series] The High Cost of Being Wrong About Marketing

337 [Marketing Series] Start with the Fundamentals with Matt Wilkinson

336 Working Too Many Hours? The Solution is Easier Than You Think

335 Niche, Price, & Productize in the Legal Space with Heather Pearce Campbell

334 4 Pricing Tools to Help CPAs Ditch Hourly Billing and Increase Margins

333 Strategy Session with Logan George, CPA

332 4 Ways Accountants Can Stop Selling Gold at Bronze Prices

331 Create the Accounting Firm You’re Meant to Own

330 The High Cost of Switching Accountants

329 5th Annual: Accounting Jokes with Hazel and Remy

328 Cross-Post with Alexis Slama of The Accounting Business Club

327 Happy Holidays

326 Solopreneurship Rocks. With Matt Chiappetta, CPA

325 Radical Pricing to Optimize Profits with Jody Padar, CPA

324 A Systematic Approach for Accountants to Increase Prices

323 7 Payment Options CPAs Can Use for Tax Returns

322 21 Intangibles CPAs Can Price to Increase Margins

321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA

320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA

319 Peak Freedom: Say Hello to Your People

318 The Power of Your Dread in Your Accounting Firm

317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA

316 Pricing vs. Value-Billing

315 Nine Reasons for CPAs to Disengage Clients

314 How CPAs Can Reduce Overwhelm During Tax Season

313 Geraldine on The Soul of Enterprise with Ron Baker and Ed Kless

312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA

311 4 Ways CPAs Can Price Intangibles

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA

309 How to Start Niching When You Don't Know Where to Start

308 How CPAs Can Create and Communicate Value

307 Take the shortcut!! With Hector Cantu, EA

306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA

305 Hiring is not the Solution to CPAs Overworking

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA