• 394 Price With Confidence: The 3 Costly Mistakes I See CPA Firm Owners Make Over and Over
    Jun 17 2026

    Are your prices too low because raising them feels unnerving?

    Most CPAs don’t have a pricing problem. They have a confidence problem. In this episode, we dig into why pricing isn’t math - it’s psychology - and how underpricing steals your time, energy, and freedom. You’ll hear practical ways to test higher prices, simplify your services, stop saying yes to everything, and build a firm that feels lighter, calmer, and far more profitable without grinding harder.

    Link to video replay:

    https://www.crowdcast.io/c/price-with-confidence


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/394


    Want the skinny on pricing?

    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 Success Stories 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.

    Show More Show Less
    36 mins
  • 393 Turning Discovery Calls into Paid Offers
    Jun 3 2026

    Why do discovery calls eat your time and still end with “let me think about it”?

    In this episode, you’ll hear how Meagan Bukowski stopped relying on follow-up sales calls and built a product ladder that does the qualifying and selling for her.

    Instead of pushing a “$1,000/mo offer,” she solved one small, urgent problem first – paid.

    That first yes led naturally to the next step, and then ongoing work. It’s a clear, real example of how to earn trust, protect your time, and grow revenue without chasing prospects.


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/393

    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
    43 mins
  • 392 Simple Systems, Free Time: Simpler Operations, Better Life
    May 20 2026

    What if the reason your firm feels so heavy isn’t your workload — it’s that too much of it lives in your head?


    Most CPAs don’t need more hustle, better memory, or another piece of software. They need simpler systems that stop the chaos from depending on them personally. This episode breaks down how small operational shifts reduce mental load, calm the constant spinning, and make firms dramatically easier to run. Less scrambling. Fewer dropped balls. More clarity, more capacity, and way more breathing room.



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/392


    Want the skinny on pricing?

    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 Success Stories 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.

    Show More Show Less
    10 mins
  • 391 How to Fix “I Don’t Have Time” Thinking
    May 6 2026

    Many accountants will say, “I don’t have time to work ON my business.”


    That thought feels true – but it’s often the biggest thing keeping firm owners stuck.


    In this episode, Peak Freedom mindset coach Natalie Hunt and I break down what’s really hiding underneath it: overwhelm, fear, people-pleasing, default yes, and the accounting industry’s unhealthy norms.


    Once you see what’s actually going on, it becomes much easier to create the space needed to fix your firm for good.



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/391


    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.

    Show More Show Less
    38 mins
  • 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.

    Show More Show Less
    7 mins
  • 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.

    Show More Show Less
    8 mins
  • 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.

    Show More Show Less
    4 mins
  • 387 57 Client Success Stories: What Actually Works
    Mar 11 2026

    Wondering if this could work for you – or if your situation is just different enough that it won’t?

    You’re probably more similar to other successful firms than you think.

    This episode pulls together 57 real client interviews and the patterns that consistently show up when CPAs change their pricing, narrow their focus, and protect their capacity. If you want steady proof and practical clarity, this is a great place to start.

    Link to Client Success Stories podcast:

    https://business-strategy-for-cpas-success-stories.transistor.fm/

    👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/387


    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.

    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
    8 mins