Business Strategy for CPA's

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 brought in $194K+ of niche and niche-adjacent revenue—on autopilot.

If you’re questioning the value of a niche, SEO, or a pro website, this episode has your answer.

Catherine's Websites:
https://www.farmandagcpa.com/
https://www.clocpa.com/

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/354

…

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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want client interviews?

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

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

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 

…

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

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 over-prep, and how CPAs can move faster by running small, low-risk experiments with less overthinking and overplanning.

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/353

…

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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want client interviews?

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

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

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 

…

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

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 way to rethink how you build and deliver value—one that opens doors to scalable, low-effort, high-impact possibilities for your firm.

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/352

…

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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want client interviews?

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

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

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 

…

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

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 value. If you’re tired of pricing guesswork, scope creep, or endless custom proposals, this gives you the clarity and structure you’ve been missing.

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/351

…

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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want client interviews?

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

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

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 

…

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

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 out okay. If you’re afraid of making changes, this is the episode that tells the real story.

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/350

…

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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want client interviews?

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

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

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
…

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

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, dropped 10 hours a week, and now takes home more money – with waaaaay less stress. 

Her journey proves: you don’t need volume to have the firm you want.

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/349

…

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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want more client interviews?

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

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

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

Previous interviews with Melissa:

#272

#258

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 

…

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

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 her firm down—and then build a practical, doable plan to reclaim control without giving too much away.

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/348

…

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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want client interviews?

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

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

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 

…

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

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 her firm down—and then build a practical, doable plan to reclaim control without giving too much away.

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/347

…

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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want client interviews?

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

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

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

DOWN TO 40 HOURS ACCELERATOR – $995/mo
geraldinecarter.com/40
For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 

…

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

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 year later, her stress levels are way down, and she makes double the money for the time she puts in. 

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/346

…

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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want more client interviews?

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

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

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

THREE ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆

Do you get frustrated when you give away valuable expertise and don't know how to price it? 

This episode teaches you to look for the invisible—hidden value that you’re already creating for every single client. 

When you learn to shift your focus from hours to value creation, you’ll change the very nature of your firm. 

…

Link to full shownotes: 

https://www.businessstrategyforcpas.com/345

…

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 3000+ other CPAs who get my single-tip daily emails.

.
Subscribe here: geraldinecarter.com/subscribe

.

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

…

Want more client interviews?

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

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

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

Complete list:

geraldinecarter.com/client-interview-episodes

…

FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekends
Stop Working Weekends will teach you how to reduce your hours without giving up revenue. 

THE BOOK – $9.99

geraldinecarter.com/book
Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue

PEAK FREEDOM COMMUNITY – $197/mo

geraldinecarter.com/peak-freedom
For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

CPA MASTERMIND – $9500
geraldinecarter.com/40
For the overworked CPA at six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. 
…

Announcing the *NEW* Client Success Stories podcast: 

https://business-strategy-for-cpas-success-stories.transistor.fm/

👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆