Business Strategy for CPA's cover art

Business Strategy for CPA's

Business Strategy for CPA's

By: Geraldine Carter
Listen for free

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!Copyright 2018-2026 by Geraldine Carter. All Rights Reserved. Economics Leadership Management & Leadership Marketing Marketing & Sales
Episodes
  • 392 Simple Systems, Free Time: Simpler Operations, Better Life
    May 20 2026

    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 how small operational shifts reduce mental load, calm the constant spinning, and make firms dramatically easier to run. Less scrambling. Fewer dropped balls. More clarity, more capacity, and way more breathing room.



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/392


    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.

    Show More Show Less
    10 mins
  • 391 How to Fix “I Don’t Have Time” Thinking
    May 6 2026

    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, people-pleasing, default yes, and the accounting industry’s unhealthy norms.


    Once you see what’s actually going on, it becomes much easier to create the space needed to fix your firm for good.



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/391


    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 to hear what works, from 57+ clients?


    Check out the Client Interviews 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.

    Show More Show Less
    38 mins
  • 390 Niching for CPAs: Why Generalist Firms Feel Harder
    Apr 22 2026

    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, and how niching leads to better clients, easier work, and more confidence.


    If your firm feels chaotic, this is your starting point.


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/390


    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 to hear what works, from 57+ clients?


    Check out the Client Interviews 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.

    Show More Show Less
    7 mins
adbl_web_anon_alc_button_suppression_c
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.