And can you do it without tanking your revenue?

There's a consistent, counterintuitive theme from the clients I work with in the VIP Lounge: the more clients they disengage, the more money they make.

Wendy Norman cut her roster in half, tripled her prices, and crossed a million dollars working 25 hours a week outside tax season. She also...

5x'd her take-home.

Yeah.

Four years of real numbers, a few "how dare you" moments, and a few clients she kept long past when she should have let them go.

If you're buried and can't see the path out, this is an episode you don't want to miss.

…

Link to full shownotes:

https://www.businessstrategyforcpas.com/396

…

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.

What if your business problem isn't actually a business problem?

Most coaching skips the part that matters most. Strategy and tactics only take you so far. At some point, the thing standing between you and a better firm isn't a framework you're missing – it's what's happening in your head. In this episode, I get into why mindset coaching belongs in every business coaching program, and where to find 61 episodes of it inside Peak Freedom.

…

Link to full shownotes:

https://www.businessstrategyforcpas.com/395

…

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.
…

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.

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.

…

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.

…

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.

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.

…

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.

…