Business Strategy for CPA's

Geraldine Carter talks with Radhika Sundar, CPA, about how a fractional CFO practice changed after she committed to an agency niche and a small handful of clients.

Geraldine Carter and Holly Sexton discuss Holly’s move to “pick your week” tax season, where clients choose appointment windows instead of sending work whenever they feel ready.

Hunter Bracy, a solo CPA with 105 clients and about $175K of revenue, says tax season in North Carolina was “semi-chaotic” after Hurricane Helene disaster extensions pushed work into late 2025.

Michelle Kinnison says she inherited 359 clients from a retiring business partner, then spent months raising prices, disengaging clients, and redesigning her tax-firm model around bronze, silver, and gold tiers.

The host discusses how CPAs can improve their pricing to reduce workload and increase revenue, emphasizing pricing as a psychological signal.

The host promotes a private feed on packaging for CPAs, explaining how defining packages helps set boundaries, increase revenue, and reduce overwork.

The host introduces a curated feed of 57 client interviews to help CPAs learn from peers who have successfully transformed their firms.

The host announces a pause to focus on improving resources for Peak Freedom members, helping CPAs fix their firms and reduce stress.

Marination makes change feel less like a wall.

Lori Yearwood, CPA, says she spent 20 years working out of her inbox before using Geraldine Carter’s simple systems course to change her workflow.

Suzanne Green, a CPA, shares how implementing the Simple Systems course saved her 8-10 hours weekly by fixing email management, using Outlook tasks, and adopting a cascade workflow.

The host discusses how accounting firms are more resilient than owners think, encouraging them to take risks and raise prices.

Natalie Hunt tells Geraldine Carter that money mindset is “the collection of beliefs and habits and emotions behind money,” and she treats it as the “silent operating system” in a CPA firm.

Suzanne Green, a CPA, shares her journey from overwork and stress during tax season to implementing systems from Peak Freedom, including pricing strategies and client management, leading to reduced hours and increased profit.

Geraldine Carter interviews mindset coach Natalie Hunt about establishing healthy business boundaries for CPAs.

Lori Yearwood shares her journey from chaotic hourly billing to structured packages, emphasizing mindset shifts like saying no and valuing her expertise.

Jan Schaffner shares her journey from chaos with 850 clients to streamlining her CPA practice by firing 250 clients and implementing tiered pricing packages.

Geraldine Carter discusses how accountants can optimize client referrals by implementing a simple intake form system to filter out unqualified prospects before scheduling calls.

Geraldine Carter interviews Matt Cepeda, CPA, who says his solo practice has reached about $250k of top-line revenue, 15 clients, and roughly 25 hours of work per week.

Host Geraldine Carter addresses CPA burnout by introducing a framework of eight specific types of rest—physical, mental, sensory, emotional, social, spiritual, sensory emotional, and creative social—that accounting firm owners need to recover energy and lead effectively.

Host Geraldine Carter argues that CPAs should move beyond generic 'value-based pricing' talk and adopt 'strategy-based pricing' to solve specific business problems like overwork and chaotic tax seasons.

Host Geraldine Carter presents a seven-step system to help CPAs escape 90-hour tax seasons by shifting from reactive client service to a controlled, scheduled model.

A CPA discusses raising rates and transitioning to a niche firm with charitable tax planning to increase revenue and reduce hours.

An interview with a CPA firm owner about reducing work hours and increasing profitability through strategic changes.

Geraldine Carter discusses her book 'Down to 40 Hours' and strategies for CPAs to reduce hours without losing revenue.

Kathy and Julie share seven lessons learned from raising prices at their CPA firm, discussing the challenges of adding value and pricing variation.