Business Strategy for CPA's

310 From Exhausted to Having Her Life Back: Wendy Norman, CPA


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Two years ago, Wendy was working 70 hours a week in her firm. She was exhausted and “wanted to hide under the bed.”

Now, she works 30 - 40 hours a week, has her life back, and brings in more revenue at higher margins.



Link to full shownotes: 

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If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 5000+ other CPAs who get my single-tip daily emails.

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Readers say they love it because they’re short and on point.

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Client Interviews

307 Take the shortcut!! With Hector Cantu, EA

306 25 Hours for Everyone, Team Included with Rebecca Warnick, CPA

304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA

295 Niche Journey and 5x Higher Prices than 24mo Ago with Sheila Hansen, CPA

293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA

281 4 Pricing Problems Solved with Kathy Hayden, EA

259 Permission to Stop Being Superhuman with Michael Berry, CPA

Complete list of client interviews at:

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CPA MASTERMIND – $9500
For the overworked CPA at six figures of revenue who is ready to stop working weekends and wants to implement overdue changes but has trouble doing it alone:

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  • Disengage problem clients at a pace you’re comfortable with
  • Create packages while navigating scope creep
  • Focus on your client niche without feeling like you’re jumping off a ledge
  • Be in a community of like-minded CPAs on a similar journey to share best practices, have a sounding board, and get accountability


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Business Strategy for CPA'sBy Geraldine Carter

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