Business Strategy for CPAs: Success Stories

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

Geraldine Carter — Tue, 10 Mar 2026 22:31:51 -0600

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
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
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
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
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.

When Work Gets Easy, with Randy Larkin, CPA

Geraldine Carter — Tue, 10 Mar 2026 22:31:32 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

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

Geraldine Carter — Tue, 10 Mar 2026 22:31:14 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

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

Geraldine Carter — Tue, 10 Mar 2026 22:30:55 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

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

Geraldine Carter — Tue, 10 Mar 2026 22:30:35 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

“The Hours Were Killing Me”: What Finally Had to Change, with Suzanne Green, CPA

Geraldine Carter — Tue, 10 Mar 2026 22:29:54 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

[WIP Series] From Hourly to Packages with Lori Yearwood, CPA

Geraldine Carter — Tue, 10 Mar 2026 22:29:28 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

[WIP Series] 1/3 Fewer Clients, 2x-3x the Prices, and Sundays Off, with Jan Schaffner, EA

Geraldine Carter — Tue, 10 Mar 2026 22:28:53 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA

Geraldine Carter — Tue, 10 Mar 2026 22:28:28 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

A Handful of High-Level Clients with Radhika Sundar, CPA

Geraldine Carter — Tue, 10 Mar 2026 22:28:06 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Pick Your Week Tax Season with Holly Sexton, CPA

Geraldine Carter — Tue, 10 Mar 2026 22:27:37 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Pick Your Week Tax Season with Rebecca Warnick, CPA

Geraldine Carter — Tue, 10 Mar 2026 22:27:08 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA

Geraldine Carter — Tue, 10 Mar 2026 22:26:42 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPA

Geraldine Carter — Tue, 10 Mar 2026 22:26:14 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPA

Geraldine Carter — Tue, 10 Mar 2026 22:25:34 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

No Ads. No Posting. Just SEO for $194K New ARR

Geraldine Carter — Tue, 10 Mar 2026 22:24:52 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

The Story Continues: A Brutal Start, an Unexpected Ending with Kathy Hayden, EA

Geraldine Carter — Tue, 10 Mar 2026 22:24:11 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EA

Geraldine Carter — Tue, 10 Mar 2026 22:23:40 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

[Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 2

Geraldine Carter — Tue, 10 Mar 2026 22:22:13 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

[Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1

Geraldine Carter — Tue, 10 Mar 2026 22:21:24 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Way Less Stressed with Holly Sexton, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:46:26 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Pricing Leap: 7x Prices, 2x Work with Laurie Rauk, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:46:04 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Strategy Session with Logan George, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:45:21 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

More Free Time, More Confidence, with Melissa Downs, EA

Geraldine Carter — Tue, 10 Mar 2026 21:44:54 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Cut 74% of Clients and Have the Same Net Profit, with Melissa Downs, EA

Geraldine Carter — Tue, 10 Mar 2026 21:44:31 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Niching into Female-Owned Law Firms with Julie Powell, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:43:52 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Offer One-Time Intensives with Sheila Hansen, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:43:01 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Finding Your Niche with Matt Chiappetta, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:42:18 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Getting Control of Your CPA Firm with Laurie Rauk

Geraldine Carter — Tue, 10 Mar 2026 21:40:05 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Inside CPA Mastermind, with Sheila Hansen

Geraldine Carter — Tue, 10 Mar 2026 21:39:18 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Killer Niche: Farm + Ag CPA with Catherine Ozment

Geraldine Carter — Tue, 10 Mar 2026 21:38:30 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Paid Strategy Sessions and Half-Day Workshops with Erica Goode, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:37:46 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Specializing in Stock-Option Tax Strategy and Consulting, with Minnie Lau

Geraldine Carter — Tue, 10 Mar 2026 21:36:04 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

From Impossible to Exponential Growth: The CPA Mindset with Catherine Ozment

Geraldine Carter — Tue, 10 Mar 2026 21:34:10 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

One Year: From Tax Factory to vCFO & Ag CPA with Catherine Ozment

Geraldine Carter — Tue, 10 Mar 2026 21:21:26 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

How CPAs Can Use YouTube Videos to Accelerate Growth with Hannah Smolinksi, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:20:46 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

From Hourly Billing to Flat Rate for Cares Act Documentation with Erica Goode

Geraldine Carter — Tue, 10 Mar 2026 21:19:54 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Out of Compliance and into Tax-savvy Stock Option Consulting, with Minnie Lau, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:18:49 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Cashflow Forecasting, Niching, and Raising Your Rates with Emily Sandberg

Geraldine Carter — Tue, 10 Mar 2026 21:14:18 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

[Coaching] Logic vs Intuition: How to Choose Fulfilling Work, with Erica Goode

Geraldine Carter — Tue, 10 Mar 2026 21:12:48 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

[Coaching] How to Move into Advising with Heather Zeitzwolfe of Zeitzwolfe Accounting

Geraldine Carter — Tue, 10 Mar 2026 21:11:16 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Solopreneurship Rocks. With Matt Chiappetta, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:10:27 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

When Your Revenue Dries Up Overnight with Minnie Lau, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:09:53 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:09:14 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA

Geraldine Carter — Tue, 10 Mar 2026 21:08:38 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

7 Price Increase Lessons Learned with Julie Wagner and Kathy Hayden, EA

Geraldine Carter — Tue, 10 Mar 2026 21:07:48 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

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

Geraldine Carter — Tue, 10 Mar 2026 21:06:53 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Take the shortcut!! With Hector Cantu, EA

Geraldine Carter — Tue, 10 Mar 2026 21:06:03 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

25 Hours for Everyone, Team Included with Rebecca Warnick

Geraldine Carter — Tue, 10 Mar 2026 21:04:04 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

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

Geraldine Carter — Tue, 10 Mar 2026 20:47:22 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

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

Geraldine Carter — Tue, 10 Mar 2026 09:31:45 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

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

Geraldine Carter — Tue, 10 Mar 2026 09:06:27 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

4 Pricing Problems Solved with Kathy Hayden, EA

Geraldine Carter — Tue, 10 Mar 2026 08:53:42 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Permission to Stop Being Superhuman with Michael Berry, CPA

Geraldine Carter — Tue, 10 Mar 2026 08:23:37 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

Freedom to Choose Not to Double Revenue with Prithi Daswani, CPA

Geraldine Carter — Tue, 10 Mar 2026 08:21:03 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

When You Need to Explore, with Rebecca Driscoll, CPA

Geraldine Carter — Tue, 10 Mar 2026 08:08:39 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

15 Hour Weeks, $200K, 70%+ Margins, with Erica Goode, CPA

Geraldine Carter — Tue, 10 Mar 2026 08:07:33 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

130% Revenue Increase While Working Less with Paige Gott

Geraldine Carter — Tue, 10 Mar 2026 08:06:56 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

Geraldine Carter — Tue, 10 Mar 2026 08:06:07 -0600

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.

How to Build $250K in CPA Advisory Services in 4 Months, with Prithi Daswani, CPA

Geraldine Carter — Mon, 02 Mar 2026 03:55:14 -0700

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:

THE BOOK – $9.99
Down to 40 Hours
geraldinecarter.com/book
A step-by-step roadmap for overworked CPAs who want fixed fee pricing, better systems, and more control – without hiring.

Get coaching. Get feedback. Get calmer.

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.