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Business Strategy for CPA's

Business Strategy for CPA's

De : Geraldine Carter
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À propos de ce contenu audio

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. Direction Economie Management et direction Marketing et ventes
Épisodes
  • 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.

    Afficher plus Afficher moins
    7 min
  • 389 Pricing for CPAs: You’re Doing Too Much for Too Little
    Apr 8 2026

    Does your firm feel harder than it should?


    If so, pricing is often the reason. It’s the lever behind your workload, your capacity, and your revenue – even if it doesn’t look like it on the surface.

    But sitting down to “learn pricing” from scratch isn’t realistic.

    My job is to take the best thinking on pricing – from people like Ron Baker and others – and distill it into something straightforward, doable, and relatively fast to implement.

    So I pulled together all the pricing episodes I’ve ever recorded into one private podcast feed. You can get your head around pricing quickly, make the changes you already know you need, and feel confident you’re doing it wisely and with limited risk.

    That private podcast feed lives inside Peak Freedom.

    Come inside. Give yourself the gift of higher prices – and making more money with less effort and stress.


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/389


    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.

    Afficher plus Afficher moins
    8 min
  • 388 Packaging for CPAs: It’s Not About Your Services
    Mar 25 2026

    Are you working too many hours and not sure what to fix first?
    It’s not your time management. It’s your packages.

    There’s a new private podcast feed inside Peak Freedom, entirely dedicated to packaging for CPAs, plus the Creating Packages Toolkit to help you actually build them.

    If your scope is messy, your pricing feels like guessing, or your hours are out of control, come inside.

    Start fixing your packages, and you’ll fix your revenue, your boundaries, and your time.


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/388


    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.

    Afficher plus Afficher moins
    4 min
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