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Business Strategy for CPA's

Business Strategy for CPA's

By: Geraldine Carter
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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
  • 400 7 Axes of Freedom
    Sep 9 2026

    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, headspace, emotional wellness, and the work itself.



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/400


    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
    22 mins
  • 399 The High-Freedom CPA
    Aug 26 2026

    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


    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
    14 mins
  • 398 The Advice You Give Away for Free Is a Digital Product with Kathy Hayden, EA
    Aug 12 2026

    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.

    Show More Show Less
    32 mins
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