Shows
Business Strategy for CPA's347 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1Feeling 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.businessstrategyforcpas.com/347…...2025-05-0747 minBusiness Strategy for CPA's346 Way Less Stressed with Holly Sexton, CPAEver 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…If you feel trapped by...2025-04-3033 minBusiness Strategy for CPA's345 Invisible Value, Tangible Dollars: Change What You Look At and You’ll See More MoneyDo 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 your own accounting firm, I can help you s...2025-04-2311 minBusiness Strategy for CPA's344 Pricing Leap: 7x Prices, 2x Work with Laurie Rauk, CPAIf 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 you stop the chaos and end the l...2025-04-1637 minBusiness Strategy for CPA's343 17 Reasons CPAs Overwork: Conventional Wisdom is Missing the BoatOverworking 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…If you feel trappe...2025-04-0912 minBusiness Strategy for CPA's342 Drowning in Work? 7 Hidden Time Wasters CPAs Can EliminateFeeling 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 emails..Subscribe here: geraldinecarter.com/subsc...2025-04-0209 minBusiness Strategy for CPA's341 Burned Out Uh-gain? May = Carousel Exit MonthCaught 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…If you feel t...2025-03-2612 minBusiness Strategy for CPA's340 [Marteting Series] How Accountants Can Make Marketing Dollars More Efficient with Matt BankerIf 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 revenue or hiring. Join 3000+ other CPAs who get my singl...2025-03-1939 minBusiness Strategy for CPA's339 [Marketing Series] How CPAs Can Quickly Generate High-Quality Leads Using Social Media Ads with Alexis SlamaMany 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: https://www.linkedin.com/company/boosterdigitalfr/YouTu...2025-03-1245 minBusiness Strategy for CPA's338 [Marketing Series] The High Cost of Being Wrong About MarketingIf 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 you stop the chaos and end the long...2025-03-0511 minBusiness Strategy for CPA's337 [Marketing Series] Start with the Fundamentals with Matt WilkinsonIf 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/337…If you fee...2025-02-2652 minBusiness Strategy for CPA's336 Working Too Many Hours? The Solution is Easier Than You ThinkToday'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 the full picture.I also tal...2025-02-1957 minBusiness Strategy for CPA's335 Niche, Price, & Productize in the Legal Space with Heather Pearce CampbellHave 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 full shownotes: https://www.businessst...2025-02-1244 minBusiness Strategy for CPA's334 4 Pricing Tools to Help CPAs Ditch Hourly Billing and Increase MarginsIf 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.✅ Tiered Pricing lets clients self-sort...2025-02-0517 minBusiness Strategy for CPA's333 Strategy Session with Logan George, CPAA 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 chaos and end the long hours without...2025-01-2922 minBusiness Strategy for CPA's332 4 Ways Accountants Can Stop Selling Gold at Bronze PricesWhen 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…If you feel...2025-01-2214 minBusiness Strategy for CPA's331 Create the Accounting Firm You’re Meant to OwnI 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 reshape your firm with a bit of time, f...2025-01-1511 minBusiness Strategy for CPA's330 The High Cost of Switching AccountantsYour 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+ other CPAs who get my single-tip daily emails....2025-01-0812 minBusiness Strategy for CPA's329 5th Annual: Accounting Jokes with Hazel and RemyHappy 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 it because they’re short and on point...2025-01-0102 minBusiness Strategy for CPA's326 Solopreneurship Rocks. With Matt Chiappetta, CPAWish 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 long hours without losing revenue or hiring...2024-12-0427 minBusiness Strategy for CPA's325 Radical Pricing to Optimize Profits with Jody Padar, CPADo 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 revenue or hiring. Join 5000+ other CPAs who get my...2024-11-2733 minBusiness Strategy for CPA's324 A Systematic Approach for Accountants to Increase PricesAlmost 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 shownotes: https://www.businessstrategyforcpas.com/...2024-11-2022 minBusiness Strategy for CPA's323 7 Payment Options CPAs Can Use for Tax ReturnsProviding 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 options to incentivize the behavior that works best for yo...2024-11-1320 minBusiness Strategy for CPA's322 21 Intangibles CPAs Can Price to Increase Margins21 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 Mastering these strategies will allow you to gener...2024-11-0620 minBusiness Strategy for CPA's321 When Your Revenue Dries Up Overnight with Minnie Lau, CPAWhat 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 the long hours without losing revenue or hirin...2024-10-3050 minBusiness Strategy for CPA's320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPAHave 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 accounting firm, I can help you stop th...2024-10-2343 minBusiness Strategy for CPA's318 The Power of Your Dread in Your Accounting FirmThe 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=1027sEmail...2024-10-0926 minBusiness Strategy for CPA's317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPAHave 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 and end the long hours without losing r...2024-10-0236 minBusiness Strategy for CPA's316 Pricing vs. Value-BillingDo 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: https://www.businessstrategyforcpas.com/...2024-09-2507 minBusiness Strategy for CPA's314 How CPAs Can Reduce Overwhelm During Tax SeasonWe’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 needs to be done in a short amoun...2024-09-1111 minBusiness Strategy for CPA's313 Geraldine on The Soul of Enterprise with Ron Baker and Ed KlessRon 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 5000+ other CPAs who get my single-tip daily emails...2024-09-0445 minBusiness Strategy for CPA's312 7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EADo 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/…If you feel trapped by yo...2024-08-2828 minBusiness Strategy for CPA's311 4 Ways CPAs Can Price IntangiblesJust 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 four ways to price intangible value. 2024-08-2108 minBusiness Strategy for CPA's310 From Exhausted to Having Her Life Back: Wendy Norman, CPATwo 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 end the long hours without losing revenue o...2024-08-1441 minBusiness Strategy for CPA's308 How CPAs Can Create and Communicate ValueDo 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 CHECKLIST:https://docs.google.com/document/d/1tk...2024-07-3100 minBusiness Strategy for CPA's305 Hiring is not the Solution to CPAs OverworkingWorking 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 the chaos and end the long hours wit...2024-07-1014 minBusiness Strategy for CPA's304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EAMelissa 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 to catch my two previous episodes with Meli...2024-07-0339 minBusiness Strategy for CPA's272 More Free Time, More Confidence, with Melissa Downs, EAIf 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. …Hey CPA firm o...2023-11-2929 minBusiness Strategy for CPA's259 Permission to Stop Being Superhuman with Michael Berry, CPAHey 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 dose of single-tip business strategy delivered...2023-08-2336 minBusiness Strategy for CPA's258 Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EAHey 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 dose of single-tip business strategy delivered...2023-08-1836 min