Geraldine Carter
Business Strategy for CPAs: Success Stories
Interviews with Clients: Real Results from CPAs Who Took Back ControlThis curated “best of” feed features 60+ real client interviews pulled from Business Strategy for CPAs – focused exclusively on results. If you run a small accounting firm and want to reduce CPA hours, stop billing hourly, implement fixed fee pricing, and build a firm that fits inside your life, this is your proof. These are solo and small firm owners from Peak Freedom, Accelerator, VIP Lounge, and private 1:1 work who:– Cut from 60 hours to 40 – or even 25– Raised prices 30–100–300%– Reduced 150–200–800 clients– Increased re...
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Episodios
How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA 11.03.2026 34:14
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
When Work Gets Easy, with Randy Larkin, CPA 11.03.2026 35:48
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
How Simple Systems Saves Suzanne Green, CPA 8–10 Hours a Week 11.03.2026 34:00
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
[WIP Series] The Messy Middle of Reshaping a Tax Firm with Michelle Kinnison, CPA 11.03.2026 30:50
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
60% Less Clients, Same Money, More Control with Hunter Bracy, CPA 11.03.2026 22:26
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
“The Hours Were Killing Me”: What Finally Had to Change, with Suzanne Green, CPA 11.03.2026 40:44
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
[WIP Series] From Hourly to Packages with Lori Yearwood, CPA 11.03.2026 38:13
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
[WIP Series] 1/3 Fewer Clients, 2x-3x the Prices, and Sundays Off, with Jan Schaffner, EA 11.03.2026 44:28
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA 11.03.2026 29:12
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
A Handful of High-Level Clients with Radhika Sundar, CPA 11.03.2026 25:11
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
Pick Your Week Tax Season with Holly Sexton, CPA 11.03.2026 44:33
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
Pick Your Week Tax Season with Rebecca Warnick, CPA 11.03.2026 22:33
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA 11.03.2026 43:02
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPA 11.03.2026 31:37
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPA 11.03.2026 27:28
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
No Ads. No Posting. Just SEO for $194K New ARR 11.03.2026 39:31
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
The Story Continues: A Brutal Start, an Unexpected Ending with Kathy Hayden, EA 11.03.2026 35:09
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EA 11.03.2026 35:46
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
[Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 2 11.03.2026 17:07
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
[Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1 11.03.2026 46:24
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
Way Less Stressed with Holly Sexton, CPA 11.03.2026 33:27
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
Pricing Leap: 7x Prices, 2x Work with Laurie Rauk, CPA 11.03.2026 37:59
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
Strategy Session with Logan George, CPA 11.03.2026 22:34
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
More Free Time, More Confidence, with Melissa Downs, EA 11.03.2026 29:29
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA 11.03.2026 36:14
Want Results Like This? If you're listening to this interview, you’re probably wondering: Could I actually reduce my hours? Could I stop billing hourly? Could I raise my prices without losing everyone? Could my firm feel calmer? You just heard from a CPA who did. You can do it, too. Here are four ways to start building a firm that fits inside your life: FREE EMAIL COURSE Stop Working Weekends gera...
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