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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
  • 386 Podcast Update: What’s Coming Next
    Feb 25 2026

    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 far less second-guessing, worry, and uncertainty.

    And here’s what’s exciting: the results members are getting right now are coming faster and cleaner than ever before. We’re seeing high-leverage changes that fix firms for good – often in under eight months, and sometimes in just three to four months inside Accelerator. The relief is unmistakable.

    That’s because the resources are solid, the community is tight and high-caliber, and the obstacles that used to slow people down are being removed.

    Instead of guessing, members know what to do.
    Instead of worrying, they test the plan.
    Instead of grinding, they’re fixing their firms with confidence – and bringing them back under control.

    I’m doubling down on building the best content anywhere for accountants who want healthy, smooth, sustainable firms.

    While the main feed is on pause, be on the lookout for curated, topic-specific podcast feeds – pricing, packaging, niching, Simple Systems, Free Time, and a client-interview-only feed where you can hear your own story reflected back.

    This pause is intentional.
    Content is still coming – it’s just getting sharper.
    And I’ll be back with brand-new episodes and interviews very soon.

    What’s coming next is worth the wait.


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/386


    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 client interviews?

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

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

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    Complete list:

    geraldinecarter.com/client-interview-episodes

    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
    5 mins
  • 385 The Invisible Power of Marination with Natalie Hunt
    Feb 18 2026

    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 this episode, we talk about the invisible power of “marination” – how being in the right environment quietly changes what feels normal and doable.

    You’ll hear 10 real ways that marinating inside Peak Freedom helps accountants move faster, including borrowing courage, shifting identity, raising standards, learning faster from other people’s wins (and mistakes), getting feedback in hours instead of weeks, and staying even-keeled during tax season.


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/385


    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 client interviews?

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

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

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    Complete list:

    geraldinecarter.com/client-interview-episodes

    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
    35 mins
  • 384 How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA
    Feb 11 2026

    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, shredded the paper piles, stopped the late-night deadline sprints, and finally knew what to work on next.

    You’ll hear exactly how Simple Systems, Free Time works in real life, why it feels slightly terrifying at first, and how it quietly frees up hours without perfection, new tech, or heroics.

    Lori's email:
    lori.yearwood@zealaccounting.com


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/384


    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 client interviews?

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

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

    293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

    Complete list:

    geraldinecarter.com/client-interview-episodes

    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
    34 mins
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