Shows
Business Strategy for CPA's360 Pick Your Week Tax Season with Holly Sexton, CPALearn more about PEAK FREEDOM Does tax season have to feel chaotic?Before Pick Your Week, Holly never knew who was coming or when. Some weeks felt overwhelming, others eerily quiet. The mental whiplash was constant, good one day, uh-oh the next. In this episode, she shares how she smoothed out the workload and (!!) “ran two weeks ahead all tax season.”…Link to full shownotes: https://www.businessstrategyforcpas.com/360…If you feel trapped by your own accoun...2025-08-0645 minBusiness Strategy for CPA's359 Pick Your Week Tax Season with Rebecca Warnick, CPALearn more about PEAK FREEDOM Tired of chaotic tax seasons? Rebecca Warnick, CPA, shares how she transformed hers using “Pick Your Week.” With smoother workflows, happier clients, and less stress, she explains how this simple change brought massive benefits—without working more or earning less. A must-listen if you want more control and calm in busy season.https://www.thewarnickgroup.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/359…If you feel trapped by your own acco...2025-07-3023 minBusiness Strategy for CPA's358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPALearn more about PEAK FREEDOM Wondering if it’s really possible to make good money without grinding 60 hours a week?Sheila Hansen shares how she built a values-aligned accounting firm that brings in $250K+ while working ~15 hours a week. Learn how she escaped standard accounting, overcame pricing and money mindset blocks, built a product ladder, and created offerings rooted in strategy—not compliance. A must-listen for CPAs craving more ease.…Link to full shownotes: https://www.businessstrategyforcpas.com/358…...2025-07-2344 minBusiness Strategy for CPA's357 How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPALearn more about PEAK FREEDOM Feeling overwhelmed and wondering if there’s a way to finally get out from under the chaos?If your brain never shuts off and your to-do list is chaos, this episode is for you. Meagan Rutkowski, CPA shares how implementing Simple Systems, Free Time gave her mental clarity, reduced overwhelm, and uncovered hidden scope creep. Now, Meagan has calmer mornings, the space to think strategically about her business, and more time for what matters.…Link to full shownotes: https://www.businessstrategyforcpas.com/357...2025-07-1632 minBusiness Strategy for CPA's356 84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPALearn more about PEAK FREEDOM Spend all day in your Inbox? Mark Kuka cut his hours from 84 to 45 a week, replaced 20% of his revenue after firing high-maintenance clients, and still grew. Hear how “Simple Systems, Free Time” helped him get control, reduce stress, and make space to go fishing with his son.Mark's websitehttps://jaxlegalcpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/356…If you feel trapped by your own acc...2025-07-0928 minBusiness Strategy for CPA's355 Simple Systems, Free Time: The Framework that Frees Your CPA BrainLearn more about PEAK FREEDOM Do you ever wonder why running your firm still feels so hard?Most CPAs are reacting all day—to emails, interruptions, and mental to-do lists. But with the right systems, that all gets easier. In this episode, learn how a few missing tools can bring calm, structure, and breathing room back into your day.…Link to full shownotes: https://www.businessstrategyforcpas.com/355…If you feel trapped by your own...2025-07-0222 minBusiness Strategy for CPA's354 No Ads. No Posting. Just SEO for $194K New ARRLearn more about PEAK FREEDOM Ever wondered if a new website is worth it?Catherine Ozment, CPA ditched her DIY site for a professionally built one… then let it sit. For 24 months, nothing happened. Then suddenly, it started bringing in monthly clients. In the last year, it’s brought in $194K+ of niche and niche-adjacent revenue—on autopilot.If you’re questioning the value of a niche, SEO, or a pro website, this episode has your answer.Catherine's Websites:https://www.farmandagcpa.com/https://www.clocpa.com/…2025-06-2540 minBusiness Strategy for CPA's353 Lean Learning with Pat FlynnLearn more about PEAK FREEDOM Is progress slower than you want it to be?It might be because you're stuck trying to learn everything first, waiting for the perfect answer, or avoiding the messy part—testing new ways of doing. In this episode, Pat Flynn shares why action beats over-prep, and how CPAs can move faster by running small, low-risk experiments with less overthinking and overplanning.…Link to full shownotes: https://www.businessstrategyforcpas.com/353…If y...2025-06-1829 minBusiness Strategy for CPA's352 Outcome-Driven Package Design. Labor Not AllowedLearn more about PEAK FREEDOM What would it even look like to build a package that required no labor to deliver?This episode is a thought exercise: what if you had to design packages that delivered results without any labor? Not from you, not from your team. It’s a creative way to rethink how you build and deliver value—one that opens doors to scalable, low-effort, high-impact possibilities for your firm.…Link to full shownotes: https://www.businessstrategyforcpas.com/3522025-06-1113 minBusiness Strategy for CPA's351 Vague Packages = Messy PricingLearn more about PEAK FREEDOM Have you ever packaged and priced to get off hourly, only to get killed on scope?This episode walks you through a practical, spreadsheet-based process for building Bronze, Silver, and Gold service packages that protect your time and reflect your value. If you’re tired of pricing guesswork, scope creep, or endless custom proposals, this gives you the clarity and structure you’ve been missing.…Link to full shownotes: https://www.businessstrategyforcpas.com/351…If you feel trapped by...2025-06-0416 minBusiness Strategy for CPA's350 What It Feels Like When 300 Clients Don’t Come Back with Kathy Hayden, EALearn more about PEAK FREEDOM Worried you’ll lose too many clients if you raise prices?Kathy Hayden shares the raw, emotional truth behind raising prices on 800+ legacy clients—what worked, what didn’t, and what it really feels like to lose hundreds of clients and still come out okay. If you’re afraid of making changes, this is the episode that tells the real story.…Link to full shownotes: https://www.businessstrategyforcpas.com/350…If you feel trapped by your own ac...2025-05-2836 minBusiness Strategy for CPA's349 Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EALearn more about PEAK FREEDOM Feeling buried in clients, working too many hours, and wondering if change is even possible? In this episode, Melissa Downs, EA is back after her second year of working on her firm inside the GC ecosystem. She shares how she cut 800 clients, dropped 10 hours a week, and now takes home more money – with waaaaay less stress. Her journey proves: you don’t need volume to have the firm you want.…Link...2025-05-2136 minBusiness Strategy for CPA's348 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA – Part 2Learn more about PEAK FREEDOM Feeling like your firm has taken on a life of its own?In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in to hear how we break her firm down—and then build a practical, doable plan to reclaim control without giving too much away.…Link to full shownotes: https://www.businesss...2025-05-1418 minBusiness Strategy for CPA's347 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1Learn more about PEAK FREEDOM Feeling like your firm has taken on a life of its own?In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it. Tune in to hear how we break her firm down—and then build a practical, doable plan to reclaim control without giving too much away.…Link to full shownotes: https://www.businesss...2025-05-0747 minBusiness Strategy for CPA's346 Way Less Stressed with Holly Sexton, CPALearn more about PEAK FREEDOM Ever feel like your to-do list never ends, and work is always in your head? My guest was right there, raising a second grader, drinking from a firehose, and constantly stressed. She didn’t have the answer—but she knew something had to change.A year later, her stress levels are way down, and she makes double the money for the time she puts in. …Link to full shownotes: https://www.businessstrategyforcpas.com/346…2025-04-3034 minBusiness Strategy for CPA's345 Invisible Value, Tangible Dollars: Change What You Look At and You’ll See More MoneyLearn more about PEAK FREEDOM Do you get frustrated when you give away valuable expertise and don't know how to price it? This episode teaches you to look for the invisible—hidden value that you’re already creating for every single client. When you learn to shift your focus from hours to value creation, you’ll change the very nature of your firm. …Link to full shownotes: https://www.businessstrategyforcpas.com/345…If you feel trapped by...2025-04-2312 minBusiness Strategy for CPA's344 Pricing Leap: 7x Prices, 2x Work with Laurie Rauk, CPALearn more about PEAK FREEDOM If you’re overwhelmed and underpaid, this episode is for you. My guest went from stressed and overworked to calm and in control—while increasing her prices 7X with only 2X the work. Hear how she did it, what changed in her mindset, and how you can apply it to your firm.…Link to full shownotes: https://www.businessstrategyforcpas.com/344…If you feel trapped by your own accounting firm, I can help...2025-04-1638 minBusiness Strategy for CPA's343 17 Reasons CPAs Overwork: Conventional Wisdom is Missing the BoatLearn more about PEAK FREEDOM Overworking and thinking about hiring? Many assume adding staff is the cure, but unless you first solve for all the systems and mindset-related reasons you overwork, your overwork will stay with you no matter how many people you hire. In this episode, I share 17 ways I see CPAs keeping themselves working extra hours. Remember, freedom is on the other side of addressing these issues.…Link to full shownotes: https://www.businessstrategyforcpas.com/343…2025-04-0913 minBusiness Strategy for CPA's342 Drowning in Work? 7 Hidden Time Wasters CPAs Can EliminateLearn more about PEAK FREEDOM Feeling buried in work and like there’s never enough time? In this episode, we’re breaking down 7 simple ways to cut wasted time, work more efficiently, and finally get some breathing room.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emai...2025-04-0210 minBusiness Strategy for CPA's341 Burned Out Uh-gain? May = Carousel Exit MonthLearn more about PEAK FREEDOM Caught on the burnout carousel? I've been there—spinning, fried, and desperate to jump off. Here's the key: your best window to safely exit the madness is May–July. Use these months strategically to shed bad-fit clients, increase prices, and get your sanity back without sacrificing revenue. Don't squander May.…Link to full shownotes: https://www.businessstrategyforcpas.com/341…2025-03-2613 minBusiness Strategy for CPA's340 [Marteting Series] How Accountants Can Make Marketing Dollars More Efficient with Matt BankerLearn more about PEAK FREEDOM If you’re ready for ads, here’s what you need to know about the money and the math of marketing.…Connect with Matt:LinkedIn: https://www.linkedin.com/in/mattbanker/Website: https://bankercreative.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/340…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenu...2025-03-1940 minBusiness Strategy for CPA's339 [Marketing Series] How CPAs Can Quickly Generate High-Quality Leads Using Social Media Ads with Alexis SlamaLearn more about PEAK FREEDOM Many accountants don’t want to market because it feels like a black box and they don’t want to pour money down the drain. When marketing is done well, it pays for itself and brings you the exact kinds of clients you want to work with. Marketing is worth learning to do well. Listen to my conversation with Alexis Slama to get up to speed on what works. …Connect with Alexis:Web: www.boosterdigital.frLinkedIn...2025-03-1246 minBusiness Strategy for CPA's338 [Marketing Series] The High Cost of Being Wrong About MarketingLearn more about PEAK FREEDOM If you’ve ever felt like marketing doesn’t work for accountants, this episode will change your perspective. Learn why many CPAs waste money on marketing, the key fundamentals you need before spending a dime, and how patience and strategy can make marketing a predictable growth engine for your firm.…Link to full shownotes: https://www.businessstrategyforcpas.com/338…If you feel trapped by your own accounting firm, I can help y...2025-03-0512 minBusiness Strategy for CPA's337 [Marketing Series] Start with the Fundamentals with Matt WilkinsonLearn more about PEAK FREEDOM If you wonder where to start with marketing, take heart. Start with the fundamentals, do those well, and you’ll have plenty of low-hanging fruit. …Find Matt Wilkinson on the..Web: bizinkonline.comLinkedIn: linkedin.com/in/mattbizink/Twitter: twitter.com/bizinkonlineFacebook: facebook.com/mattbizinkRESOURCESMarketing BlueprintIdeal Client Personal Template…Link to full shownotes: https://www.businessstrategyforcpas.com/3372025-02-2653 minBusiness Strategy for CPA's336 Working Too Many Hours? The Solution is Easier Than You ThinkLearn more about PEAK FREEDOM Today's episode is an audio replay of a webinar I hosted last week, "Working Too Many Hours? The Solution is Easier Than You Think."In this session, I walk you through the solution to overworking, what’s at stake if you solve (or don’t solve) the problem, the money being left on the table, and the steps you need to take to start reducing your hours—without sacrificing revenue.Since this was a live webinar, there were visuals, but even without them, I think you’ll get th...2025-02-1958 minBusiness Strategy for CPA's335 Niche, Price, & Productize in the Legal Space with Heather Pearce CampbellLearn more about PEAK FREEDOM Have you ever wondered how you might create digital products for your accounting firm to sell from your website with only a mouse click?Find out how Heather Pearce Campbell broke out of the “do-everything-for-everyone-by-the-hour” trap by providing essential legal support for online business owners in a scaled model. …Find Heather:LinkedIn: https://www.linkedin.com/in/heatherpearcecampbell/Website: https://legalwebsitewarrior.com/…Link to fu...2025-02-1245 minBusiness Strategy for CPA's334 4 Pricing Tools to Help CPAs Ditch Hourly Billing and Increase MarginsLearn more about PEAK FREEDOM If you're a CPA still billing by the hour, you're limiting your income. This episode covers four pricing tools to help you ditch hourly billing, price based on value, and increase profits—without working more. Learn how to price strategically, get paid for expertise, and manage demand. Stop pricing based on time! 🚀…Pricing Tools are the Key to Improving MarginsUsing these pricing tools helps my clients raise their prices by 30% at first, then 50%, 100%, and even 300% or 500% over time.2025-02-0518 minBusiness Strategy for CPA's333 Strategy Session with Logan George, CPALearn more about PEAK FREEDOM A strategy session with Peak Freedom member Logan George, CPA. Logan recently purchased a firm and had success bringing in his own new clients. We talk about prioritizing niche clients and phasing out non-niche clients over the next 1-2 years while protecting necessary cash flow. …Link to full shownotes: https://www.businessstrategyforcpas.com/333…If you feel trapped by your own accounting firm, I can help you stop the...2025-01-2923 minBusiness Strategy for CPA's332 4 Ways Accountants Can Stop Selling Gold at Bronze PricesLearn more about PEAK FREEDOM When it comes to offering price increases to Legacy clients who have been enjoying Gold-level service at Bronze prices, it's important to take action. Failing to adjust these prices means you risk being significantly underpriced over the years, which can lead to excessive hours worked for insufficient revenue. We want to reverse that dynamic—increase your income while reducing the hours you work.…Link to full shownotes: https://www.businessstrategyforcpas.com/332…2025-01-2215 minBusiness Strategy for CPA's331 Create the Accounting Firm You’re Meant to OwnLearn more about PEAK FREEDOM I want you to create the accounting firm you’re meant to own, rather than the one you think you’re supposed to build. This episode isn’t for everyone. It’s for those who feel frustrated, disheartened, dispirited, or distressed about their current situation. It’s specifically for those who feel alone in their struggle and find it difficult to articulate what they’re experiencing or don’t have anyone who “gets it.”You can resh...2025-01-1512 minBusiness Strategy for CPA's330 The High Cost of Switching AccountantsLearn more about PEAK FREEDOM Your clients’ Switching Costs are HIGH. The better you understand this concept, the easier it will be for you to increase prices with less fear you’ll send them running. …Link to full shownotes: https://www.businessstrategyforcpas.com/330…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ o...2025-01-0813 minBusiness Strategy for CPA's329 5th Annual: Accounting Jokes with Hazel and RemyLearn more about PEAK FREEDOM Happy holidays! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a fresh batch of content to kick off 2025.…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails..Subscribe here: geraldinecarter.com/subscribe.Readers say they love...2025-01-0103 minBusiness Strategy for CPA's326 Solopreneurship Rocks. With Matt Chiappetta, CPALearn more about PEAK FREEDOM Wish you could never have another staff meeting?I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years. …Link to full shownotes: https://www.businessstrategyforcpas.com/326…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the...2024-12-0428 minBusiness Strategy for CPA's325 Radical Pricing to Optimize Profits with Jody Padar, CPALearn more about PEAK FREEDOM Do you wish you brought in more revenue for the hours you put in?Jody Padar helps you see the path to higher prices and profits while knowing where to start. https://theradicalcpa.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing...2024-11-2734 minBusiness Strategy for CPA's324 A Systematic Approach for Accountants to Increase PricesLearn more about PEAK FREEDOM Almost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running. Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hours, weed out minnow clients, restore sanity to the firm, and bring revenue, profit, hours, workload, and client satisfaction back into balance.…Link to Pricing Intangibles:https://geraldinecarter.com/intangibles…Link to full...2024-11-2023 minBusiness Strategy for CPA's323 7 Payment Options CPAs Can Use for Tax ReturnsLearn more about PEAK FREEDOM Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay me?” You client appreciates the choice, and may choose an option that is a higher price for you for the same work.Payment options provide flexibility that your client appreciates, and you can use payment opti...2024-11-1321 minBusiness Strategy for CPA's322 21 Intangibles CPAs Can Price to Increase MarginsLearn more about PEAK FREEDOM 21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can:- Capture the value you are already creating by implementing more strategic pricing - Segment your marketplace and existing clients - Offer increased value at a higher price - Offer reduced value at a lower price- Maximize the potential revenue from your client base - Maximize the potential revenue from incoming prospects Mast...2024-11-0621 minBusiness Strategy for CPA's321 When Your Revenue Dries Up Overnight with Minnie Lau, CPALearn more about PEAK FREEDOM What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight?Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end th...2024-10-3051 minBusiness Strategy for CPA's320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPALearn more about PEAK FREEDOM Have you ever wondered how fast you might be able to make meaningful improvements to your practice?With baby #2 on the way, time was of the essence. Find out what changes Kyle made, in what order, and what the impact of those changes was. Connect with Kyle here: https://www.weselycpas.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own...2024-10-2344 minBusiness Strategy for CPA's318 The Power of Your Dread in Your Accounting FirmLearn more about PEAK FREEDOM The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. When you learn how to harness your dread, you get what’s on the other side: glory. …Take 45 seconds to watch Alex Hormozi coach this firm owner - from the 17:50 mark to the 18:40 mark.https://www.youtube.com/watch?v=bgBIO6nZawg&t...2024-10-0926 minBusiness Strategy for CPA's317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPALearn more about PEAK FREEDOM Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality?Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. …Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos...2024-10-0237 minBusiness Strategy for CPA's316 Pricing vs. Value-BillingLearn more about PEAK FREEDOM Do you think like someone who bills, or like someone who prices?If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode will help you get this concept into your bones so you can start thinking like a pricer and bring in more revenue for equivalent work. …Link to full shownotes: http...2024-09-2508 minBusiness Strategy for CPA's314 How CPAs Can Reduce Overwhelm During Tax SeasonLearn more about PEAK FREEDOM We’re talking today about overwhelm, and it’s kissing cousins, stress and pressure. During the spring and fall tax seasons, I hear many CPAs expressing frustration that clients wait until the last minute to submit documentation despite months of begging and pleading. And then, like clockwork, a slew of clients submit their documents a week before the deadline and expect the world from the CPA who is thinking, ”Where the heck have you been all summer!” The CPA feels overwhelmed by the amount of work that ne...2024-09-1112 minBusiness Strategy for CPA's313 Geraldine on The Soul of Enterprise with Ron Baker and Ed KlessLearn more about PEAK FREEDOM Ron Baker and Ed Kless had me on The Soul of Enterprise to go deeper into topics in my book, DOWN TO 40 HOURS – A Roadmap for CPAs to End Overworking Without Giving Up Revenue.…Link to full shownotes: https://www.businessstrategyforcpas.com/…If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 500...2024-09-0446 minBusiness Strategy for CPA's312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EALearn more about PEAK FREEDOM Do you know you need to raise prices but are intimidated by all the factors going into the decisions?Kathy Hayden, EA, and her sister, Julie Wagner, had 1100 clients with varying degrees of complexity, legacy, and price discrepancy.They share the 7 most important lessons they learned from their experience, including how it changed them and their firm for the better.…Link to full shownotes: https://www.businessstrategyforcpas.com/…...2024-08-2829 minBusiness Strategy for CPA's311 4 Ways CPAs Can Price IntangiblesLearn more about PEAK FREEDOM Just how much revenue did that ship mechanic leave on the table?Had he been better at pricing, he might have been able to price more profitably. Pricing intangibles is a skill, and the better a seller does it, the more revenue he can generate for the time and effort he puts in. But how do you price intangibles when they are hard to pin down?In today’s episode, I offer...2024-08-2109 minBusiness Strategy for CPA's310 From Exhausted to Having Her Life Back: Wendy Norman, CPALearn more about PEAK FREEDOM Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.”Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins.…Link to full shownotes: https://www.businessstrategyforcpas.com/310…If you feel trapped by your own accounting firm, I can help you stop the chaos and...2024-08-1442 minBusiness Strategy for CPA's308 How CPAs Can Create and Communicate ValueLearn more about PEAK FREEDOM Do you want to increase your revenue without working harder? If so, deepening your appreciation of creating value for clients and clearly communicating that value is a great bet. The less a business-owning accountant appreciates value, the more she’ll work hours to create dollars, and who wants that? LINK TO VIDEO REPLAY IN CROWDCAST:https://www.crowdcast.io/c/5bfv3mty0p2dLINK TO MASTER VALUE CREATION CHECKL...2024-07-311h 00Business Strategy for CPA's307 Take the shortcut!! With Hector Cantu, EALearn more about PEAK FREEDOM You can figure out how to make the changes you need to make to your firm out on your own. But just because you can doesn’t mean you should. I talk with Down to 40 Hours CPA Masterminder Hector Cantu about the difference between DIYing and taking the shortcut. – “It would have taken me years on my own to figure out the changes we made in less than a year.”In less that ten months, Hector cut his hours by 19% and increased...2024-07-2423 minBusiness Strategy for CPA's306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPALearn more about PEAK FREEDOM Running and growing your accounting practice can feel like a lot –– and maybe sometimes a hair more than you care to manage. Yet, how to change, what to change, and in what order to change things can be far from obvious. In this conversation, I want listeners to hear what it sounds like to make a bunch of progress in four months, while being owner of a company where the baseline is 25 hours for everyone. Find Rebecca at www.thewarnickgroup.com/.…Hey...2024-07-1741 minBusiness Strategy for CPA's305 Hiring is not the Solution to CPAs OverworkingLearn more about PEAK FREEDOM Working more hours than you want can be a tough place to be. A place that you want to get out of as fast as possible. It would make sense to think that hiring someone to handle the excess work is the solution. I want to show you why hiring may not be the best option and how it might actually make the overworking problem worse.…If you feel trapped by your own accounting firm, I can help you stop...2024-07-1015 minBusiness Strategy for CPA's304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EALearn more about PEAK FREEDOM Melissa Downs, EA completed two rounds of Down to 40 Hours and one round of Down to 25 Hours.A year ago, she was caught in the hustle and grind. Now, she works 15 hours a week and is testing out what it feels like to coast. Want numbers?She cut 70% of her client load, works 73% fewer hours, and kept her take-home pay the same. Find out how in this week’s episode.And be sure...2024-07-0340 minBusiness Strategy for CPA's302 Permission to Travel Your Own Path with Shana Cooper, CPALearn more about PEAK FREEDOM For the listener who feels the tension between the path he’s on and the one he really wants to be on, I talk with Masterminder Shana Cooper, CPA about giving yourself permission to travel your own path. …Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you pro...2024-06-1939 minBusiness Strategy for CPA's300 Making Your Dream of Working Fewer Hours AttainableLearn more about PEAK FREEDOM What to think about (and what not to think!) to bring your hours down off the shelf of “wouldn’t that be dreamy” and make what you want a reality. …Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it...2024-06-0527 minBusiness Strategy for CPA's293 What it Takes to Work 15 Hours per Week with Erica Goode, CPALearn more about PEAK FREEDOM If you think working only 15 hours per week, taking home almost $200K in Total Owner Benefit, and living stress-free while enjoying your business seems:InsaneImpossibleThe Promised Land Check out Erica Goode, CPA’s playbook for getting it done. …Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the...2024-04-2449 minBusiness Strategy for CPA's291 [Hire Well] Down to One Hour with Scott Scarano, EALearn more about PEAK FREEDOM After being stuck at a “$1.2M and working-all-hours” plateau for six years, it took Scott Scarano four years to get down to a one-hour work week. Find out what he needed to learn to get there. …Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and co...2024-04-1036 min
Consultants and Money64-To Hire or Not To Hire: Staying Solo with Geraldine CarterGet my Monthly Newsletter here Welcome to part 2 of the mini-series “To Hire or Not to Hire.” Today Erica talks with Geraldine Carter, a business coach who works with CPAs to help them go down to a forty-hour, then twenty-five-hour, and then eventually fifteen-hour work week without losing revenue. Their deep-dive discussion covers strategies for optimizing work hours and productivity without necessarily expanding the team. Just another approach to growing a profitable business! Find the answer to these questions inside… How can coaches and consultants scale their business...2024-02-2049 minBusiness Strategy for CPA's281 4 Pricing Problems Solved with Kathy Hayden, EALearn more about PEAK FREEDOM THIS WEEK’S EPISODEPricing is rarely just one problem. Often there are many challenges embedded in the problem. It might sound like this: “I know I need to raise my prices but it hurts my brain to think about how to navigate the complexity, the details, and the relationships.”In today’s episode, I talk with CPA Masterminder Kathy Hayden, EA. With 1200+ clients, overhauling her prices needed to be done but was too daunting to do alone. Her challenges were:Repricing legacy clientsRemoving tax prepar...2024-01-3133 minBusiness Strategy for CPA's272 More Free Time, More Confidence, with Melissa Downs, EALearn more about PEAK FREEDOM If you’ve ever felt stressed to the max and near the end of your rope, this episode is for you. Less than six months ago, Down to 40 Hours Masterminder and repeat guest, Melissa Downs was maxed out. She got her client load underneath capacity, used tiered pricing to get clients where they needed to be, and started saying no. It wasn’t always easy, but now she’s on the other side, with free time on her hands and no drop in take-home pay. …2023-11-2930 minBusiness Strategy for CPA's271 2 Years of Progress in 4 Months with Randy Larkin, CPALearn more about PEAK FREEDOM If you’re wondering just how much you can implement in a short time in Down to 40 Hours CPA Mastermind, listen in to hear what Randy Larkin, CPA has to say. He’s been in Mastermind for barely 10 weeks and has made miles of progress on numerous projects. …Hey CPA firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients w...2023-11-2236 minBusiness Strategy for CPA's259 Permission to Stop Being Superhuman with Michael Berry, CPALearn more about PEAK FREEDOM Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1300+ other CPAs who get Vitamin G, my daily...2023-08-2337 minBusiness Strategy for CPA's258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EALearn more about PEAK FREEDOM Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily...2023-08-1837 minBusiness Strategy for CPA's255 Burnout Recovery with Randy Crabtree, CPALearn more about PEAK FREEDOM Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily...2023-08-0232 minBusiness Strategy for CPA's254 Freedom to Choose Not to Double Revenue with Prithi Daswani, CPALearn more about PEAK FREEDOM Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily...2023-07-2643 minBusiness Strategy for CPA's253 When you need to explore, with Rebecca Driscoll, CPALearn more about PEAK FREEDOM Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily...2023-07-1939 minBusiness Strategy for CPA's251 Digital Products: Sell Your Expertise, Not You WorkingLearn more about PEAK FREEDOM Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. If you like the podcast, join 1000+ other CPAs who get Vitamin G, my daily...2023-07-0516 minBusiness Strategy for CPA's250 Productized Services: Sell Your Expertise, Not You WorkingLearn more about PEAK FREEDOM Hey CPA Firm owner, glad you found the podcast. If you feel like you’ve become trapped by your own accounting firm, you’re fed up PiTB clients who get you their stuff late, don’t appreciate the value you provide, and complain to you when you don’t turn it around on a dime, I can help you stop the chaos and end the long hours, without losing revenue. …If you like the podcast, join 1000+ other CPAs who get Vitamin G...2023-06-2822 min
Business Strategy for CPA's243 15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPALearn more about PEAK FREEDOM *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Niching is not a one-time task but an ongoing discovery process and refining and developing your expertise. It can be a powerful tool for CPAs who want to build a thriving practice while enjoying the freedom to work with the clients they love and set prices in a way that reflects the value they create. Erica Goode shares the challenges she faced when she started her business a...2023-05-1038 minBusiness Strategy for CPA's175 Paid Strategy Sessions and Half-Day Workshops with Erica Goode, CPALearn more about PEAK FREEDOM The idea of narrowing in on your target market is anathema to many CPAs. The temptation to be available to anyone who needs tax and accounting is strong. But honing in on a segment of the marketplace makes your business so much easier to run. Here today to talk with me about her own experience getting to know her custom-built market-slice is my guest, Erica Goode. Erica is a Certified Public Accountant with 12+ years of experience in Big 4 public accounting, Fortune 50 finance, and small business acco...2022-02-0235 minBusiness Strategy for CPA's116 From Hourly Billing to Flat Rate for Cares Act DocumentationLearn more about PEAK FREEDOM My guest today is Erica Goode. Erica is a freelance finance professional, working with a small handful of clients, focusing on financial forecasts while staying out of tax as much as possible. Many CPAs choose hourly billing when they don’t know how long it will take. This pricing methodology - if it can be called that - leaves your client without a clear price. While it may seem like the safest option, if the project takes much longer than you anticipated, either your cl...2020-12-1623 minBusiness Strategy for CPA's082 [Coaching] Logic vs Intuition: How to Choose Fulfilling Work, with Erica GoodeLearn more about PEAK FREEDOM Today’s guest is Erica Goode, a Certified Public Accountant with 12+ years of experience in Big 4 public accounting, Fortune 50 finance, and small business accounting. She has a passion for creating cashflow forecasts and long-range plans that enable small business owners to think more strategically given solid financials. I wanted to have Erica on the podcast to do an on-air coaching call because I know that she struggles with a lot of the same struggles as so many other listeners. Today we're going to talk about low value and h...2020-04-2230 min