Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!

Business Strategy for CPA's
Claim This Podcastby Geraldine Carter
Podcast Authority
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Podcast Overview
Business Strategy for CPAs: work less and make more. You know how to be an accountant – it’s running your business you need help with. With guests interviews and solo episodes, you will get business strategy every week to help you simplify your practice, get out of the compliance trap, get your time back, and command higher fees. Stop missing out on life: start working less while adding the next six figures of income. Business Strategy for CPA's is the show for you!
Language
🇺🇲
Publishing Since
9/13/2018
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Recent Episodes

June 3, 2026
393 Turning Discovery Calls into Paid Offers
Meagan Bukowski shares how to transform discovery calls into paid offers by building a product ladder that qualifies and sells for you.

May 20, 2026
392 Simple Systems, Free Time: Simpler Operations, Better Life
Host Geraldine Carter explores how simplifying operational systems reduces CPA mental load and makes firms easier to run.

May 6, 2026
391 How to Fix “I Don’t Have Time” Thinking
<p>Many accountants will say, “I don’t have time to work ON my business.”</p><p><br></p><p>That thought feels true – but it’s often the biggest thing keeping firm owners stuck. </p><p><br></p><p>In this episode, Peak Freedom mindset coach Natalie Hunt and I break down what’s really hiding underneath it: overwhelm, fear, people-pleasing, default yes, and the accounting industry’s unhealthy norms. </p><p><br></p><p>Once you see what’s actually going on, it becomes much easier to create the space needed to fix your firm for good.</p><p><br>…</p><p><br></p><p><strong>Link to full shownotes: </strong></p><p><a href="https://www.businessstrategyforcpas.com/391">https://www.businessstrategyforcpas.com/391</a></p><p><br></p><p>…</p><p><strong>Want Pricing Essentials?</strong></p><p>If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. </p><p><br></p><p>Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. </p><p><br></p><p>Break the pattern with my short PDF guide: <br><a href="https://geraldinecarter.lpages.co/7-pricing-essentials-ws/"><strong>7 Pricing Essentials »</strong><br></a>It’s free and you can read it in 5 minutes.</p><p><br></p><p>I want to help you get your prices up without losing loyal clients. </p><p>…</p><p><strong>Want to hear what works, from 57+ clients?</strong></p><p><br></p><p>Check out the Client Interviews podcast: <br><a href="https://feeds.transistor.fm/client-interviews"><strong>LISTEN »</strong></a></p><p><br></p><p>👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆</p><p>…</p><p><strong>Want a House Tour of Peak Freedom?</strong></p><p>Get the complete walkthrough: <br><a href="https://vimeo.com/1164486379"><strong>WATCH »</strong></a></p><p>…</p><p>FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:<strong></strong></p><p>THE EMAIL COURSE – Free<br><a href="https://geraldinecarter.com/stop-working-weekends">geraldinecarter.com/stop-working-weekends<br></a>Stop Working Weekends will teach you how to reduce your hours without giving up revenue. </p><p><strong>THE BOOK – $9.99</strong></p><p><a href="https://geraldinecarter.com/book">geraldinecarter.com/book<br></a>Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue</p><p><br></p><p><strong>PEAK FREEDOM COMMUNITY – $197/mo</strong></p><p><a href="https://geraldinecarter.com/peak-freedom">geraldinecarter.com/peak-freedom<br></a>For solo and small accounting firm owners who want to rise above the insanity of hustle-culture</p><p><br></p><p><strong>DOWN TO 40 HOURS ACCELERATOR – $995/mo<br></strong><a href="https://geraldinecarter.com/down-to-40-hours-accelerator">geraldinecarter.com/40<strong><br></strong></a>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. <br></p>
399 total episodes available with 119 transcripts
Recent guests on Business Strategy for CPA's
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Meagan Bukowski
Guest
Natalie Hunt
Guest
Lori Yearwood
Guest
Suzanne Green CPA
Guest
Michelle Kinnison CPA
Guest
Hunter Bracy CPA
Guest
Geraldine Carter
Guest
Suzanne Green
Guest
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Frequently asked questions
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- What is Business Strategy for CPA's?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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