Business Strategy for CPA's

Learn 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…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.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at 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. …

Learn 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 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.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at 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. …

Learn 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: https://www.linkedin.com/company/boosterdigitalfr/YouTube: https://www.youtube.com/channel/UCULPWRkvfQ-bQ1n2NSGvRpwPodcast: https://accountingbusinessclub.com/…Link to full shownotes: https://www.businessstrategyforcpas.com/339…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.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at 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. …

Learn 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 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.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at 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. …

Learn 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/337…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.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at 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. …

Learn 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 the full picture.I also talk about Peak Freedom, my community for EAs and CPAs who want to work fewer hours while maintaining profitability. You’ll hear me mention a special replay, "Roadmap to Peak Freedom: The 6 Doable Steps You’re Missing," which was available for a limited time.If you don’t want to miss the next live session, be sure to get on my email list at https://geraldinecarter.com.And of course, if everything I share makes perfect sense and you're ready to take action, I’d love to welcome you inside Peak Freedom.…Link to full shownotes: https://www.businessstrategyforcpas.com/336…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.…Want client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at 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. …

Learn 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 full shownotes: https://www.businessstrategyforcpas.com/335…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.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at 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. …

Transform your business approach by discovering innovative pricing strategies! Four key tools are introduced to help CPAs move away from hourly billing. Learn about tiered pricing for self-sorting clients, DUO pricing to break free from traditional methods, single-item pricing to ensure fair compensation, and congestion pricing to manage demand. These strategies promise increased profits—up to 500%—without extending working hours. It's all about leveraging your expertise for better income and happier clients!

Learn 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 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.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at 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. …

Learn 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…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.…Want more client interviews?310 From Exhausted to Having Her Life Back: Wendy Norman, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureCPA MASTERMIND – $9500geraldinecarter.com/40For the overworked CPA at 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. …