Shows
Business 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'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 min
Profitable Women22. Two Key Mindset Shifts For the Female Business OwnerEver wondered why the strategies that brought you success might not be the same ones to take you to the next level? In this episode, we’ll unlock the secrets to personalized financial strategies and discover why a one-size-fits-all approach simply won't cut it. I’ll emphasize the value of continuous growth and two key mindset shifts for the female business owner. This episode is a powerful reminder to embrace change and always be open to growth and adaptation in our business practices.In this episode, we cover: The importance of personalized strategies tailored to our clien...2024-07-1111 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 minProfitable Women19. Increasing Revenue While Decreasing Your Hours with Geraldine CarterJoin us in this episode as Geraldine Carter, an esteemed business coach for CPAs, shares invaluable insights on transitioning from an overworked solo practitioner to a successful business owner. Geraldine shares strategies for managing workloads, progressively increasing prices, and standardizing client profiles to reclaim your time. We also discuss the psychological hurdles of cutting back on hours, particularly for women, and how defining what "enough" means in terms of revenue, clients, and work hours can lead to a more balanced and fulfilling life. Geraldine Carter is a business coach for overworked solo CPAs and firm o...2024-06-2044 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's295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPALearn more about PEAK FREEDOM Many CPAs see the value in niching but find it difficult to get started. Sheila Hansen, CPA went from having a wide variety of clients to having a clear, narrow niche with clients whose challenges are consistent. Doing so has helped her standardize and systematize, save time, and increase prices by a factor of five. …Connect with Sheila:Website: https://www.hansenllc.net/LinkedIn: https://www.linkedin.com/in/sheila-hansen-cpa/Po...2024-05-0133 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'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's240 Offer One-Time Intensives with Sheila Hansen, CPALearn more about PEAK FREEDOM *Want one piece of business strategy delivered daily to your inbox?* Subscribe here: geraldinecarter.com/subscribe Acquiring and retaining clients is crucial for maintaining a successful accounting practice. But not all potential clients are the right fit for an accounting firm, and working with the wrong clients can drain resources and decrease overall profitability. One solution to this problem is offering paid intensives to pre-filter potential monthly accounting clients. This approach allows firms to work closely with clients over a short peri...2023-04-1932 min
Business Strategy for CPA's216 Inside CPA Mastermind, with Sheila HansenLearn more about PEAK FREEDOM ***Want one piece of business strategy delivered daily to your inbox?*** Subscribe here: https://www.geraldinecarter.com/subscribe We're talking with Sheila Hansen, who is a participant, a masterminder in my program, Down to 40 Hours CPA Mastermind, to get her perspective on the experience of what it's like, and the value of being in this program. Sheila helps female-owned creative businesses understand their numbers while increasing profit and scaling to $500K-$2M in revenue. Highlights: — “One value of this...2022-11-1636 min