Geraldine Carter

Business Strategy for CPAs: Success Stories

Business EN ↓ 60 episodes

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...

Author

Geraldine Carter

Category

Business

Latest episode

Mar 11, 2026

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Episodes

How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA 11.03.2026

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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