Cover image of show Business Strategy for CPAs: Success Stories

Business Strategy for CPAs: Success Stories

Podcast by Geraldine Carter

English

Business

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About Business Strategy for CPAs: Success Stories

Interviews with Clients: Real Results from CPAs Who Took Back Control This 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 revenue while working fewer hours – Replaced keyboard work with higher-level thinking – Implemented boundaries and systems that lowered stress This is small accounting firm strategy in action. No theory. No hype. Just candid conversations about what changed, what was uncomfortable, what worked, and what the numbers look like now. If you’ve ever wondered: “Could I really raise my prices?” “Could I work less without hiring?” “Could my firm feel calmer?” Listen in. What’s in it for you? Clarity. Confidence. And a roadmap from CPAs who’ve already done it.

All episodes

60 episodes

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

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

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 geraldinecarter.com/stop-working-weekends [http://geraldinecarter.com/stop-working-weekends]Learn how to reduce CPA hours without giving up revenue. Start shifting from reactive overload to deliberate small accounting firm strategy. THE BOOK – $9.99 Down to 40 Hours geraldinecarter.com/book [http://geraldinecarter.com/book]A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring. PEAK FREEDOM – $197/month geraldinecarter.com/peak-freedom [http://geraldinecarter.com/peak-freedom]For solo and small firm owners who are ready to stop billing hourly, install boundaries, and build a firm that runs on intention instead of chaos.  Get coaching. Get feedback. Get calmer. DOWN TO 40 HOURS ACCELERATOR – $995/month geraldinecarter.com/40 [http://geraldinecarter.com/40]For multi-six-figure firm owners who are ready to implement fast – raise prices, reduce clients, and replace keyboard work with higher-level thinking. Less stress. More revenue. Fewer hours. If you want your story to sound like the one you just heard…pick one and just get started.

11 Mar 2026 - 34 min
episode When Work Gets Easy, with Randy Larkin, CPA artwork

When Work Gets Easy, with Randy Larkin, CPA

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 geraldinecarter.com/stop-working-weekends [http://geraldinecarter.com/stop-working-weekends]Learn how to reduce CPA hours without giving up revenue. Start shifting from reactive overload to deliberate small accounting firm strategy. THE BOOK – $9.99 Down to 40 Hours geraldinecarter.com/book [http://geraldinecarter.com/book]A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring. PEAK FREEDOM – $197/month geraldinecarter.com/peak-freedom [http://geraldinecarter.com/peak-freedom]For solo and small firm owners who are ready to stop billing hourly, install boundaries, and build a firm that runs on intention instead of chaos.  Get coaching. Get feedback. Get calmer. DOWN TO 40 HOURS ACCELERATOR – $995/month geraldinecarter.com/40 [http://geraldinecarter.com/40]For multi-six-figure firm owners who are ready to implement fast – raise prices, reduce clients, and replace keyboard work with higher-level thinking. Less stress. More revenue. Fewer hours. If you want your story to sound like the one you just heard…pick one and just get started.

11 Mar 2026 - 35 min
episode How Simple Systems Saves Suzanne Green, CPA 8–10 Hours a Week artwork

How Simple Systems Saves Suzanne Green, CPA 8–10 Hours a Week

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 geraldinecarter.com/stop-working-weekends [http://geraldinecarter.com/stop-working-weekends]Learn how to reduce CPA hours without giving up revenue. Start shifting from reactive overload to deliberate small accounting firm strategy. THE BOOK – $9.99 Down to 40 Hours geraldinecarter.com/book [http://geraldinecarter.com/book]A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring. PEAK FREEDOM – $197/month geraldinecarter.com/peak-freedom [http://geraldinecarter.com/peak-freedom]For solo and small firm owners who are ready to stop billing hourly, install boundaries, and build a firm that runs on intention instead of chaos.  Get coaching. Get feedback. Get calmer. DOWN TO 40 HOURS ACCELERATOR – $995/month geraldinecarter.com/40 [http://geraldinecarter.com/40]For multi-six-figure firm owners who are ready to implement fast – raise prices, reduce clients, and replace keyboard work with higher-level thinking. Less stress. More revenue. Fewer hours. If you want your story to sound like the one you just heard…pick one and just get started.

11 Mar 2026 - 34 min
episode [WIP Series] The Messy Middle of Reshaping a Tax Firm with Michelle Kinnison, CPA artwork

[WIP Series] The Messy Middle of Reshaping a Tax Firm with Michelle Kinnison, CPA

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 geraldinecarter.com/stop-working-weekends [http://geraldinecarter.com/stop-working-weekends]Learn how to reduce CPA hours without giving up revenue. Start shifting from reactive overload to deliberate small accounting firm strategy. THE BOOK – $9.99 Down to 40 Hours geraldinecarter.com/book [http://geraldinecarter.com/book]A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring. PEAK FREEDOM – $197/month geraldinecarter.com/peak-freedom [http://geraldinecarter.com/peak-freedom]For solo and small firm owners who are ready to stop billing hourly, install boundaries, and build a firm that runs on intention instead of chaos.  Get coaching. Get feedback. Get calmer. DOWN TO 40 HOURS ACCELERATOR – $995/month geraldinecarter.com/40 [http://geraldinecarter.com/40]For multi-six-figure firm owners who are ready to implement fast – raise prices, reduce clients, and replace keyboard work with higher-level thinking. Less stress. More revenue. Fewer hours. If you want your story to sound like the one you just heard…pick one and just get started.

11 Mar 2026 - 30 min
episode 60% Less Clients, Same Money, More Control with Hunter Bracy, CPA artwork

60% Less Clients, Same Money, More Control with Hunter Bracy, CPA

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 geraldinecarter.com/stop-working-weekends [http://geraldinecarter.com/stop-working-weekends]Learn how to reduce CPA hours without giving up revenue. Start shifting from reactive overload to deliberate small accounting firm strategy. THE BOOK – $9.99 Down to 40 Hours geraldinecarter.com/book [http://geraldinecarter.com/book]A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring. PEAK FREEDOM – $197/month geraldinecarter.com/peak-freedom [http://geraldinecarter.com/peak-freedom]For solo and small firm owners who are ready to stop billing hourly, install boundaries, and build a firm that runs on intention instead of chaos.  Get coaching. Get feedback. Get calmer. DOWN TO 40 HOURS ACCELERATOR – $995/month geraldinecarter.com/40 [http://geraldinecarter.com/40]For multi-six-figure firm owners who are ready to implement fast – raise prices, reduce clients, and replace keyboard work with higher-level thinking. Less stress. More revenue. Fewer hours. If you want your story to sound like the one you just heard…pick one and just get started.

11 Mar 2026 - 22 min
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