Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

Ever wonder what it really feels like to let go of a third of your clients?
It’s not spreadsheets and strategy.

In this episode, Jan Schaffner, EA, shares how hard it was to release clients she genuinely cared about—and the fear that no one would stay or pay more.

But when she finally did it, the reaction surprised her: the clients who valued her most were the ones who stayed.

This episode is an honest look at what it takes to make space for better work, a calmer firm, and—finally—Sundays off in tax season.

…

Link to full shownotes:

https://www.businessstrategyforcpas.com/372

…

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

…

Connect with Jan:

https://www.schaffnertaxsolutions.com/

…

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.

…

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you’re dreading another 45-minute discovery call that goes nowhere.

In this episode, I share a simple, transparent system that saves everyone’s time — yours, your client’s, and the prospect’s. You’ll learn how to filter early, protect every relationship in the chain, and stay in control of your calendar without burning your energy or goodwill.

…

Link to full shownotes:

https://www.businessstrategyforcpas.com/371

…

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.

…

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7

Ever wonder what really happens between “starting from scratch” and “running on autopilot”?

Most success stories skip the messy middle. Over three years, Matt Chiappetta went from zero clients to a $250K solo firm working 25 hours a week.

Hear the real story: the things that didn’t pan out, the fixes, the mindset shifts, and what actually matters at each stage.

It’s the rare, unvarnished look at what a sustainable, calm practice really takes to build.

…

Link to full shownotes:

https://www.businessstrategyforcpas.com/370

…

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

…

Matt’s website:

https://www.mattchia.cpa/

…

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.

…

Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7