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Business Strategy for CPA's

Business Strategy for CPA's

By: Geraldine Carter
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Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!Copyright 2018-2026 by Geraldine Carter. All Rights Reserved. Economics Leadership Management & Leadership Marketing Marketing & Sales
Episodes
  • 380 You Might Be Closer to “Enough” Than You Think
    Jan 14 2026

    Does running your firm have to feel this uncertain to be working?

    Most CPAs assume uncertainty, discomfort, and the unknown are signs of risk – but they’re often just signs you’re doing something new.

    This episode breaks down six practical truths that help firm owners stop overthinking, make calmer decisions, and move faster toward “enough.” Enough money. Enough time. And real freedom.

    If you’ve been grinding, hesitating, or waiting to feel ready, this episode reframes what actually matters – and what doesn’t.


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/380


    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
    15 mins
  • 379 Your CPA Firm Can Handle More Than You Think
    Jan 7 2026

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


    Is your firm one bad decision away from falling apart?
    Probably not – even though it sometimes feels that way.

    This episode reframes what actually puts an accounting firm at risk, and what just hurts in the moment.

    You’ll hear why most firms are far more resilient than their owners realize, how to tell the difference between real danger and normal business pain, and why small experiments are safer than endless overthinking.

    If January has you cautious, stuck, or second-guessing everything, this will steady the ground under your feet.


    Link to full shownotes:

    https://www.businessstrategyforcpas.com/379

    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

    Show more Show less
    7 mins
  • 378 6th Annual: Accounting Jokes with Hazel and Remy
    Dec 31 2025

    Happy New Year!
    Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a fresh batch of content to kick off 2026.

    Find all episodes of the Business Strategy for CPAs here:
    https://www.businessstrategyforcpas.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.


    Show more Show less
    4 mins
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