Business Strategy for CPA's

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Ever wonder what really happens between “starting from scratch” and “running on autopilot”? Most success stories skip the messy middle. Over three years, Matt Chiappetta went from zero clients to a $250K solo firm working 25 hours a week.  Hear the...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Think you’re stuck with the clients you’ve got? You’re not. This episode shows how your marketplace isn’t fixed—it’s something you can shape. Through three simple examples, you’ll see how pricing, network, and positioning all affect who shows up at...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Do you keep telling yourself you’ll rest when the work is done? That time never comes. Rest isn’t what you do after the work — it’s what makes the work go well. This episode breaks down eight kinds of rest accountants need, how to get them, and why...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Tired of hearing “value-based pricing” and still not sure how to price without working 80–hour weeks? In this episode, I cut through the hype and show you how to pick the right pricing tool for the problem you actually have. I walk through the Octo...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Last week, I hosted a webinar on creating the 2026 tax season you actually want.  More than 100 CPAs tuned in live or on replay.  In this podcast episode, I share the exact system: deciding your hours, doing the math, raising prices, scheduling cli...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 What if clients lined up for you instead of you chasing them? In this episode, I show you 12 ways selling out changes everything – your confidence, your focus, your pricing power, even how your clients behave. Most CPAs think being oversold and ove...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 What happens when you stop trying to serve everyone and commit to a few high-level clients? Radhika Sundar shares how choosing agencies and working with a small, premium roster sharpened her focus and increased confidence. She explains transparent...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Feeling scattered because you’re offering every service under the sun to every kind of client? In this episode, I talk about the real cost of being in too many lanes — the wasted time, the extra software, the messy systems, and the lost leverage. I...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Feeling overwhelmed, scattered, and all over the map in your firm? In this episode, I run through The Knock It Off List —14 habits that are eating your time, energy, and sanity. From people-pleasing and inbox living to free calls, unbilled work, an...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Hey podcast listener, just a heads up — I’m in France for five weeks and not recording while I’m here. I hope you’re enjoying the episodes I lined up before I left — and if you're a new listener, the back catalog is full of gems worth digging into....

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Does tax season have to feel chaotic? Before Pick Your Week, Holly never knew who was coming or when. Some weeks felt overwhelming, others eerily quiet. The mental whiplash was constant, good one day, uh-oh the next. In this episode, she shares how...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Tired of chaotic tax seasons?   Rebecca Warnick, CPA, shares how she transformed hers using “Pick Your Week.” With smoother workflows, happier clients, and less stress, she explains how this simple change brought massive benefits—without working mo...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Wondering if it’s really possible to make good money without grinding 60 hours a week? Sheila Hansen shares how she built a values-aligned accounting firm that brings in $250K+ while working ~15 hours a week. Learn how she escaped standard accounti...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Feeling overwhelmed and wondering if there’s a way to finally get out from under the chaos? If your brain never shuts off and your to-do list is chaos, this episode is for you. Meagan Rutkowski, CPA shares how implementing Simple Systems, Free Time...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Spend all day in your Inbox?  Mark Kuka cut his hours from 84 to 45 a week, replaced 20% of his revenue after firing high-maintenance clients, and still grew.  Hear how “Simple Systems, Free Time” helped him get control, reduce stress, and make spa...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Do you ever wonder why running your firm still feels so hard? Most CPAs are reacting all day—to emails, interruptions, and mental to-do lists. But with the right systems, that all gets easier. In this episode, learn how a few missing tools can brin...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Ever wondered if a new website is worth it? Catherine Ozment, CPA ditched her DIY site for a professionally built one… then let it sit. For 24 months, nothing happened. Then suddenly, it started bringing in monthly clients. In the last year, it’s b...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Is progress slower than you want it to be? It might be because you're stuck trying to learn everything first, waiting for the perfect answer, or avoiding the messy part—testing new ways of doing.  In this episode, Pat Flynn shares why action beats...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 What would it even look like to build a package that required no labor to deliver? This episode is a thought exercise: what if you had to design packages that delivered results without any labor? Not from you, not from your team. It’s a creative wa...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Have you ever packaged and priced to get off hourly, only to get killed on scope? This episode walks you through a practical, spreadsheet-based process for building Bronze, Silver, and Gold service packages that protect your time and reflect your v...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Worried you’ll lose too many clients if you raise prices? Kathy Hayden shares the raw, emotional truth behind raising prices on 800+ legacy clients—what worked, what didn’t, and what it really feels like to lose hundreds of clients and still come o...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Feeling buried in clients, working too many hours, and wondering if change is even possible?  In this episode, Melissa Downs, EA is back after her second year of working on her firm inside the GC ecosystem.  She shares how she cut 800 clients, drop...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Feeling like your firm has taken on a life of its own? In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it.  Tune in to hear how we break he...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Feeling like your firm has taken on a life of its own? In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it.  Tune in to hear how we break he...

Announcing the *NEW* Client Success Stories podcast :  https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Ever feel like your to-do list never ends, and work is always in your head?  My guest was right there, raising a second grader, drinking from a firehose, and constantly stressed. She didn’t have the answer—but she knew something had to change. A ye...