
Business Strategy for CPA's
613 FOLLOWERS
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..
Business Strategy for CPA's
3d ago
Have you ever wondered how you might create digital products for your accounting firm to sell from your website with only a mouse click?
Find out how Heather Pearce Campbell broke out of the “do-everything-for-everyone-by-the-hour” trap by providing essential legal support for online business owners in a scaled model.
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Find Heather:
LinkedIn: https://www.linkedin.com/in/heatherpearcecampbell/
Website: https://legalwebsitewarrior.com/
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Link to full shownotes:
https://www.businessstrategyforcpas.com/335
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If you feel trapped by your own accounting firm, I can help you stop t ..read more
Business Strategy for CPA's
1w ago
If you're a CPA still billing by the hour, you're limiting your income. This episode covers four pricing tools to help you ditch hourly billing, price based on value, and increase profits—without working more. Learn how to price strategically, get paid for expertise, and manage demand. Stop pricing based on time! ?
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Pricing Tools are the Key to Improving Margins
Using these pricing tools helps my clients raise their prices by 30% at first, then 50%, 100%, and even 300% or 500% over time.
✅ Tiered Pricing lets clients self-sort and removes pressure to find the "perfect price."
✅ DUO Pricing ..read more
Business Strategy for CPA's
2w ago
A strategy session with Peak Freedom member Logan George, CPA.
Logan recently purchased a firm and had success bringing in his own new clients. We talk about prioritizing niche clients and phasing out non-niche clients over the next 1-2 years while protecting necessary cash flow.
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Link to full shownotes:
https://www.businessstrategyforcpas.com/333
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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 3000+ other CPAs who get my single-tip daily emails.
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Subscribe here: geraldinecar ..read more
Business Strategy for CPA's
3w ago
When it comes to offering price increases to Legacy clients who have been enjoying Gold-level service at Bronze prices, it's important to take action.
Failing to adjust these prices means you risk being significantly underpriced over the years, which can lead to excessive hours worked for insufficient revenue. We want to reverse that dynamic—increase your income while reducing the hours you work.
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Link to full shownotes:
https://www.businessstrategyforcpas.com/332
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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 l ..read more
Business Strategy for CPA's
1M ago
I want you to create the accounting firm you’re meant to own, rather than the one you think you’re supposed to build.
This episode isn’t for everyone.
It’s for those who feel frustrated, disheartened, dispirited, or distressed about their current situation.
It’s specifically for those who feel alone in their struggle and find it difficult to articulate what they’re experiencing or don’t have anyone who “gets it.”
You can reshape your firm with a bit of time, focus, and commitment.
It won’t always be fun, but it’s worth the effort to build a practice and do the work ..read more
Business Strategy for CPA's
1M ago
Your clients’ Switching Costs are HIGH.
The better you understand this concept, the easier it will be for you to increase prices with less fear you’ll send them running.
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Link to full shownotes:
https://www.businessstrategyforcpas.com/330
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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 3000+ other CPAs who get my single-tip daily emails.
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Subscribe here: geraldinecarter.com/subscribe
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Readers say they love it because they’re short and on point.
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Want client interviews?
310 ..read more
Business Strategy for CPA's
1M ago
For more info and to register forDown to 40 Hours CPA Mastermind
https://geraldinecarter.com/40
Happy holidays! Enjoy the annual tradition of accounting humor hosted by my two kids, Hazel and Remy. I’ll be back soon with a fresh batch of content to kick off 2025.
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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 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 intervi ..read more
Business Strategy for CPA's
1M ago
For more info and to register forDown to 40 Hours CPA Mastermind
https://geraldinecarter.com/40
You might have heard me say I wasn’t planning to record while in France for 5 weeks, but then a funny thing happened:
Alexis Slama, Founder of The Accounting Business Club, reached out and asked if I would record an episode for his eponymously named podcast while in Paris.
Naturally, I said, “Oui.”
It’s in French, so you’re welcome to give this one a pass. :)
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Link to full shownotes:
https://www.businessstrategyforcpas.com/
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Find Alexis Slama and The Accounting Business Club
Website
Link ..read more
Business Strategy for CPA's
2M ago
For more info and to register forDown to 40 Hours CPA Mastermind
https://geraldinecarter.com/40
Wishing you and yours a wonderful holiday season.
I'll see you in in 2025!
Geraldine
FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:
THE EMAIL COURSE – Free
geraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.
THE BOOK – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter ..read more
Business Strategy for CPA's
2M ago
For more info and to register for
Down to 40 Hours CPA Mastermindhttps://geraldinecarter.com/40
Wish you could never have another staff meeting?
I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years.
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Link to full shownotes:
https://www.businessstrategyforcpas.com/326
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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 da ..read more