Business Strategy for CPA's 362 The Knock It Off List: 14 Habits Keeping Your Firm Stuck
Feeling overwhelmed, scattered, and all over the map in your firm?
In this episode, I run through The Knock It Off List—14 habits that are eating your time, energy, and sanity. From people-pleasing and inbox living to free calls, unbilled work, and hanging on to “that one” legacy client, I’ll show you what to quit and what to do instead.
These aren’t small tweaks—they’re the everyday habits that quietly keep you stuck. Knock them off and you’ll have more space, more focus, and a firm that finally feels manageable.
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Link to full shownotes:
https://www.businessstrategyforcpas.com/362
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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.
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Subscribe here: geraldinecarter.com/subscribe
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Readers say they love it because they’re short and on point.
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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
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FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
THE EMAIL COURSE – Free
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Stop Working Weekends will teach you how to reduce your hours without giving up revenue.
THE BOOK – $9.99
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Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
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For solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN TO 40 HOURS ACCELERATOR – $995/mo
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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.
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