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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
  • 396 5x the Take-Home Pay with Wendy Norman, CPA
    Jul 15 2026

    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.

    Show More Show Less
    36 mins
  • 395 Mindset Coaching for CPAs: Why It Matters for Your Firm
    Jul 1 2026

    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.

    Show More Show Less
    3 mins
  • 394 Price With Confidence: The 3 Costly Mistakes I See CPA Firm Owners Make Over and Over
    Jun 17 2026

    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 test higher prices, simplify your services, stop saying yes to everything, and build a firm that feels lighter, calmer, and far more profitable without grinding harder.

    Link to video replay:

    https://www.crowdcast.io/c/price-with-confidence


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/394


    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
    36 mins
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