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Business Strategy for CPA's

Business Strategy for CPA's

著者: Geraldine Carter
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このコンテンツについて

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 2018-2025 by Geraldine Carter. All Rights Reserved. マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 経済学
エピソード
  • 367 Strategy-Based Pricing & the October Pivot
    2025/10/08

    Tired of hearing “value-based pricing” and still not sure how to price without working 80–hour weeks?

    In this episode, I cut through the hype and show you how to pick the right pricing tool for the problem you actually have.

    I walk through the October Pivot, share a simple one-price, two-payment option you can deploy fast, and how to batch-test prices to find your price ceiling.

    Fewer clients, saner workflow, same revenue – on purpose.



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/367



    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, 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.


    続きを読む 一部表示
    18 分
  • 366 Scheduled Tax Prep: Why 90-Hour Weeks Are a Choice
    2025/10/01

    Last week, I hosted a webinar on creating the 2026 tax season you actually want.


    More than 100 CPAs tuned in live or on replay.


    In this podcast episode, I share the exact system: deciding your hours, doing the math, raising prices, scheduling clients, and communicating clearly.


    ICYMI, you can catch the full replay here: geraldinecarter.com/free.



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/366



    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, 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.

    続きを読む 一部表示
    15 分
  • 365 SOLD OUT! The Business Move No One Teaches CPAs
    2025/09/24

    What if clients lined up for you instead of you chasing them?

    In this episode, I show you 12 ways selling out changes everything – your confidence, your focus, your pricing power, even how your clients behave.

    Most CPAs think being oversold and overwhelmed is “just how tax season works.”

    It’s not. I’ll show you why being sold out is the ninja move that lowers your stress and gives you back time, money, and control.



    Link to full shownotes:

    https://www.businessstrategyforcpas.com/365



    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, 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.

    続きを読む 一部表示
    19 分
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