Business Strategy for CPA's
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 t...
Insights from recent episode analysis
On the show
- Kathy Hayden1 ep
- Wendy Norman1 ep
- Meagan Bukowski1 ep
Also: Natalie Hunt
Audience Interest
Podcast Focus
Publishing Consistency
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
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Total monthly reach
Based on the show's feed history.
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- Per-Episode Audience
Est. listeners per new episode within ~30 days
4.9K to 44K🎙 Biweekly cadence·402 episodes·Last published 1w ago - Monthly Reach
Unique listeners across all episodes (30 days)
7K to 63K🇺🇸100% - Active Followers
Loyal subscribers who consistently listen
2.8K to 25K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 10/21/26 | 403 5 Reasons Your Clients Stay When You Raise Prices | Afraid your clients will bolt if you raise your prices? They won’t. Switching CPAs is a royal pain, good ones are booked solid, and your clients have better things to do than start over with someone new. This episode breaks down five reasons your best clients stay when you raise prices, and why the real dollar increase is so small it’s a no-brainer for them. You have way more room to increase prices than you think.…Link to full shownotes: https://www.businessstrategyforcpas.com/403…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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … | 12m 45s | ||||||
| 10/7/26 | 402 Working Harder Won't Fix Tax Season | Bonnie grinds out 70-hour weeks every tax season, telling herself next year has to be different.She chases clients for documents, everything piles up before the deadline, and afterward she's totally fried.The problem isn't effort.The problem is that she’s made incorrect assumptions about variables and constraints.In this episode, you’ll see how to change up your variables and constraints, so you can solve the “tax season hours” problem with ease.…[WEBINAR] How to Have the 2027 Tax Season You Wanthttps://www.crowdcast.io/c/2027-tax-season-2…Link to full shownotes: https://www.businessstrategyforcpas.com/402…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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … | 14m 22s | ||||||
| 9/23/26 | 401 Make Freedom Your Strategy, Not an Afterthought | Do you make good decisions, one by one, but somehow you've ended up with a firm where stuff is flying everywhere?\The problem isn't the decisions. It's that there's no clear strategy underneath them.Without one, you drift toward a vague idea of success that often just means more money and more clients.This episode gives you a way to choose: pick the two kinds of freedom that matter most, build your firm around those, and let the rest go for now.…Link to full shownotes: https://www.businessstrategyforcpas.com/401…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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … | 20m 35s | ||||||
| 9/9/26 | freedomCPA+4 | — | 7 Pricing EssentialsDown to 40 Hours+2 | — | freedomCPA+5 | — | 22m 05s | ||
| 8/26/26 | freedomCPA+3 | — | Business Strategy for CPA's | — | CPAfreedom+5 | — | 14m 01s | ||
| 8/12/26 | digital productspricing strategy+3 | Kathy Hayden | Business Strategy for CPA's | — | digital productpricing+5 | — | 31m 30s | ||
| 7/29/26 | pricing strategyaccounting+3 | — | — | — | moneypackages+5 | — | 13m 22s | ||
| 7/15/26 | take-home payclient engagement+3 | Wendy Norman | VIP Lounge | — | take-home payclient disengagement+3 | — | 36m 09s | ||
| 7/1/26 | mindset coachingbusiness strategy+3 | — | 7 Pricing EssentialsDown to 40 Hours+2 | — | mindsetcoaching+3 | — | 3m 14s | ||
| 6/17/26 | pricing strategyconfidence in pricing+3 | — | — | — | pricingCPA+5 | — | 36m 16s | ||
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| 6/3/26 | discovery callssales strategy+3 | Meagan Bukowski | — | — | discovery callspaid offers+3 | — | 43m 19s | ||
| 5/20/26 | operational efficiencymental load+3 | — | — | — | CPAsimpler systems+5 | — | 9m 53s | ||
| 5/6/26 | time managementaccounting+3 | Natalie Hunt | Peak Freedom | — | time managementaccounting mindset+3 | — | 38m 07s | ||
| 4/22/26 | 390 Niching for CPAs: Why Generalist Firms Feel Harder | 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … | 6m 34s | ||||||
| 4/8/26 | 389 Pricing for CPAs: You’re Doing Too Much for Too Little | 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … | 7m 49s | ||||||
| 3/25/26 | 388 Packaging for CPAs: It’s Not About Your Services | Are you working too many hours and not sure what to fix first?It’s not your time management. It’s your packages.There’s a new private podcast feed inside Peak Freedom, entirely dedicated to packaging for CPAs, plus the Creating Packages Toolkit to help you actually build them. If your scope is messy, your pricing feels like guessing, or your hours are out of control, come inside. Start fixing your packages, and you’ll fix your revenue, your boundaries, and your time.…Link to full shownotes: https://www.businessstrategyforcpas.com/388…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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. | 3m 50s | ||||||
| 3/11/26 | 387 57 Client Success Stories: What Actually Works | Wondering if this could work for you – or if your situation is just different enough that it won’t?You’re probably more similar to other successful firms than you think.This episode pulls together 57 real client interviews and the patterns that consistently show up when CPAs change their pricing, narrow their focus, and protect their capacity. If you want steady proof and practical clarity, this is a great place to start.Link to Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆…Link to full shownotes: https://www.businessstrategyforcpas.com/387…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. …FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … | 8m 03s | ||||||
| 2/25/26 | 386 Podcast Update: What’s Coming Next | Hey podcast listener – quick update.I’m taking an intentional pause from producing new episodes for the main podcast, and I’m genuinely excited about what’s coming next.Behind the scenes, I’m working on several big projects designed to help Peak Freedom members get better results, faster – with far less second-guessing, worry, and uncertainty.And here’s what’s exciting: the results members are getting right now are coming faster and cleaner than ever before. We’re seeing high-leverage changes that fix firms for good – often in under eight months, and sometimes in just three to four months inside Accelerator. The relief is unmistakable.That’s because the resources are solid, the community is tight and high-caliber, and the obstacles that used to slow people down are being removed.Instead of guessing, members know what to do.Instead of worrying, they test the plan.Instead of grinding, they’re fixing their firms with confidence – and bringing them back under control.I’m doubling down on building the best content anywhere for accountants who want healthy, smooth, sustainable firms.While the main feed is on pause, be on the lookout for curated, topic-specific podcast feeds – pricing, packaging, niching, Simple Systems, Free Time, and a client-interview-only feed where you can hear your own story reflected back.This pause is intentional.Content is still coming – it’s just getting sharper.And I’ll be back with brand-new episodes and interviews very soon.What’s coming next is worth the wait.…Link to full shownotes: https://www.businessstrategyforcpas.com/386…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, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … | 4m 36s | ||||||
| 2/18/26 | 385 The Invisible Power of Marination with Natalie Hunt | Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Feeling too overwhelmed to “work on the business” – but you still want things to get easier?Progress doesn’t always come from pushing harder. In this episode, we talk about the invisible power of “marination” – how being in the right environment quietly changes what feels normal and doable. You’ll hear 10 real ways that marinating inside Peak Freedom helps accountants move faster, including borrowing courage, shifting identity, raising standards, learning faster from other people’s wins (and mistakes), getting feedback in hours instead of weeks, and staying even-keeled during tax season.…Link to full shownotes: https://www.businessstrategyforcpas.com/385…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, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 | 35m 27s | ||||||
| 2/11/26 | 384 How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA | Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Still running your firm out of your Inbox?In this episode, a CPA who spent 20 years living in her Inbox shares how she got down to Inbox Zero, shredded the paper piles, stopped the late-night deadline sprints, and finally knew what to work on next.You’ll hear exactly how Simple Systems, Free Time works in real life, why it feels slightly terrifying at first, and how it quietly frees up hours without perfection, new tech, or heroics.Lori's email:[email protected]…Link to full shownotes: https://www.businessstrategyforcpas.com/384…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, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 | 34m 14s | ||||||
| 2/4/26 | 383 How Simple Systems Saves Suzanne Green, CPA 8–10 Hours a Week | Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Do you ever feel like you’re doing everything right – solid clients, fair prices, full days – and yet the hours and money still aren’t quite where you want them?That tension usually isn’t about missing one thing.It’s the accumulation of small leaks most CPAs learn to live with: time lost re-reading emails, tracking tasks in your head, chasing clients for missing info, and doing quiet cleanup work that never shows up on an invoice.Pricing is one major leak.Systems is another.In this episode, Suzanne Green shares how tightening a few simple systems – not adding software or staff – helps her save 8–10 hours a week.Same clients, same output, less mental load, and the equivalent of a 17% higher effective hourly rate.It’s a grounded, relatable conversation about where hours really go when your systems aren’t doing their share of the work.…Link to full shownotes: https://www.businessstrategyforcpas.com/383…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, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 | 34m 00s | ||||||
| 1/28/26 | 382 [WIP Series] The Messy Middle of Reshaping a Tax Firm with Michelle Kinnison, CPA | Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Ever catch yourself comparing your firm to someone else’s after picture and wondering what you’re doing wrong?Here’s a different perspective – you’re not behind, you’re just still in it.This Work in Progress episode is for anyone mid-messy change, not standing at the finish line.You’ll hear what it sounds like to raise prices, disengage legacy clients (including ones you paid for!), test tiered pricing, and still question the hours while it’s happening.No tidy ending, no highlight reel – just the normal, uncomfortable middle.Listen to feel less alone, see what “working on it” actually looks like, and borrow some camaraderie from a peer doing the hard work alongside you.…Link to full shownotes: https://www.businessstrategyforcpas.com/382…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, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 | 30m 50s | ||||||
| 1/21/26 | 381 60% Less Clients, Same Money, More Control with Hunter Bracy, CPA | Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆Ever look at your client list and think, “There’s no way I can cut this in half and still make the same money”…?Turns out, that belief is backwards.Hunter Bracey walks through how he went from 105 clients to roughly 40 without losing revenue, cut his tax-season hours in half, and went from chaos to feeling in control. It’s an honest, practical, nothing-fancy conversation about what real change looks like — and why it’s way more doable (and freeing) than you might think.…Link to full shownotes: https://www.businessstrategyforcpas.com/381…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, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 | 22m 26s | ||||||
| 1/14/26 | 380 You Might Be Closer to “Enough” Than You Think | Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆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, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 | 14m 59s | ||||||
| 1/7/26 | 379 Your CPA Firm Can Handle More Than You Think | Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆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, CPA304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA293 What it Takes to Work 15 Hours per Week with Erica Goode, CPAComplete 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 – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing RevenuePEAK FREEDOM COMMUNITY – $197/mogeraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-cultureDOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For 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. … Announcing the *NEW* Client Success Stories podcast: https://business-strategy-for-cpas-success-stories.transistor.fm/👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 | 6m 52s | ||||||
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Chart history for Business Strategy for CPA's
Peaked at #114 in Denmark, currently #114 in Denmark.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| Denmark | — | #114 | #114 | — |
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1 placement across 1 market.
Chart Positions
1 placement across 1 market.