Business Strategy for CPA's

What if your business problem isn't actually a business problem? Most coaching skips the part that matters most. Strategy and tactics only take you so far. At some point, the thing standing between you and a better firm isn't a framework you're missing – it's what's happening in your head. In this episode, I get into why mindset coaching belongs in every business coaching program, and where to fin...

Are your prices too low because raising them feels unnerving? Most CPAs don’t have a pricing problem. They have a confidence problem. In this episode, we dig into why pricing isn’t math - it’s psychology - and how underpricing steals your time, energy, and freedom. You’ll hear practical ways to test higher prices, simplify your services, stop saying yes to everything, and build a firm that feels l...

Why do discovery calls eat your time and still end with “let me think about it”? In this episode, you’ll hear how Meagan Bukowski stopped relying on follow-up sales calls and built a product ladder that does the qualifying and selling for her. Instead of pushing a “$1,000/mo offer,” she solved one small, urgent problem first – paid. That first yes led naturally to the next step, and then ongoing w...

What if the reason your firm feels so heavy isn’t your workload — it’s that too much of it lives in your head? Most CPAs don’t need more hustle, better memory, or another piece of software. They need simpler systems that stop the chaos from depending on them personally. This episode breaks down how small operational shifts reduce mental load, calm the constant spinning, and make firms dramatically...

Many accountants will say, “I don’t have time to work ON my business.” That thought feels true – but it’s often the biggest thing keeping firm owners stuck.  In this episode, Peak Freedom mindset coach Natalie Hunt and I break down what’s really hiding underneath it: overwhelm, fear, people-pleasing, default yes, and the accounting industry’s unhealthy norms.  Once you see what’s actually going on...

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...

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,...

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...

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...

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...

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...

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...

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 lea...

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...

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...

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 t...

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 fa...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Happy New Year! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a fresh batch of content to kick off 2026. Find all episodes of the Business Strategy for CPAs here: https://www.businessst...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Still think the safest move is squeezing in more clients and chasing bigger numbers?  The numbers will never fix money worry – thinking differently will. In this episode, hear Peak Freedom’s resident mindset coach Natalie Hunt unpack beliefs drivin...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 What if scaling back didn’t have to mean awkwardness or guilt? In this episode, Suzanne talks about how she reduced her hours, increased prices, and let go of not-fitting clients in a way that still felt kind — kind enough that she’d be perfectly h...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Struggling to hold business boundaries without risking relationships? Here’s the thing: boundaries aren’t barriers; they’re operating instructions that make your firm calmer, more profitable, and easier to run. In this episode, Peak Freedom’s minds...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Stuck in hourly billing and chaos?  The smarter path to growth might be saying no more – turning away work, raising prices, and standardizing before you scale.  In this episode, Lori Yearwood, CPA, shares how she let go of clients, dropped hourly,...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Ever wonder why finding “the right price” never seems to work? Because you’re probably looking in the wrong place.  This episode explains why your computer can’t know your optimum price, why a little courage matters more than a calculator, and how...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Ever wonder what it really feels like to let go of a third of your clients? It’s not spreadsheets and strategy. In this episode, Jan Schaffner, EA , shares how hard it was to release clients she genuinely cared about—and the fear that no one would...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Ever get a referral email from a great client and think, “Ugh… now what?” You want to honor the relationship, but you’re dreading another 45-minute discovery call that goes nowhere.  In this episode, I share a simple, transparent system that saves...