Stop Saying Yes: How CPAs Can Build the Firm They Deserve  with Geraldine Carter

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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