
Stop Saying Yes: How CPAs Can Build the Firm They Deserve with Geraldine Carter
From The Modern CPA Success Show by Summit Virtual CFO by Anders
May 26, 2026 · 49 min
About this episode
Geraldine Carter discusses how CPAs can stop overworking and build a firm that aligns with their desired lifestyle.
You built your CPA firm from the ground up. So why does it feel like it is running you instead of the other way around? Geraldine Carter, Founder and Business Coach at Geraldine Carter LLC, talks about what it really takes for CPA and accounting firm owners to stop overworking, start charging what they are worth, and design a firm that fits the life they want. Geraldine has spent a decade coaching accountants out of the burnout trap and she brings the no-nonsense, practical framework to...
People in this episode
Host: Anders
Guest: Geraldine Carter
Topics covered
- CPA firm management
- work-life balance
- charging worth
- business coaching
- burnout prevention
Keywords
- CPA
- accounting
- business coach
- firm design
- overworking
- charging rates
- burnout
Mentioned in this episode
Organizations: Geraldine Carter LLC
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