Learn more about PEAK FREEDOM Feeling overwhelmed and wondering if there’s a way to finally get out from under the chaos? If your brain never shuts off and your to-do list is chaos, this episode is for you. Meagan Rutkowski, CPA shares how implementing Simple Systems, Free Time gave her mental clarity, reduced overwhelm, and uncovered hidden scope creep. Now, Meagan has calmer mornings, the space to think strategically about her business, and more time for what matters. … Link to full shownotes:...
Jul 16, 2025•32 min•Ep. 357
Learn more about PEAK FREEDOM Spend all day in your Inbox? Mark Kuka cut his hours from 84 to 45 a week, replaced 20% of his revenue after firing high-maintenance clients, and still grew. Hear how “Simple Systems, Free Time” helped him get control, reduce stress, and make space to go fishing with his son. Mark's website https://jaxlegalcpa.com/ … Link to full shownotes: https://www.businessstrategyforcpas.com/356 … If you feel trapped by your own accounting firm, I can help you stop the chaos an...
Jul 09, 2025•28 min•Ep. 356
Learn more about PEAK FREEDOM Do you ever wonder why running your firm still feels so hard? Most CPAs are reacting all day—to emails, interruptions, and mental to-do lists. But with the right systems, that all gets easier. In this episode, learn how a few missing tools can bring calm, structure, and breathing room back into your day. … Link to full shownotes: https://www.businessstrategyforcpas.com/355 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the l...
Jul 02, 2025•22 min•Ep. 355
Learn more about PEAK FREEDOM 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:...
Jun 25, 2025•40 min•Ep. 354
Learn more about PEAK FREEDOM 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...
Jun 18, 2025•29 min•Ep. 353
Learn more about PEAK FREEDOM 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 trappe...
Jun 11, 2025•13 min•Ep. 352
Learn more about PEAK FREEDOM 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...
Jun 04, 2025•16 min•Ep. 351
Learn more about PEAK FREEDOM 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 hel...
May 28, 2025•36 min•Ep. 350
Learn more about PEAK FREEDOM 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 y...
May 21, 2025•37 min•Ep. 349
Learn more about PEAK FREEDOM 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...
May 14, 2025•18 min•Ep. 348
Learn more about PEAK FREEDOM 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...
May 07, 2025•47 min•Ep. 347
Learn more about PEAK FREEDOM 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 c...
Apr 30, 2025•34 min•Ep. 346
Learn more about PEAK FREEDOM 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 ...
Apr 23, 2025•12 min•Ep. 345
Learn more about PEAK FREEDOM If you’re overwhelmed and underpaid, this episode is for you. My guest went from stressed and overworked to calm and in control—while increasing her prices 7X with only 2X the work. Hear how she did it, what changed in her mindset, and how you can apply it to your firm. … Link to full shownotes: https://www.businessstrategyforcpas.com/344 … 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...
Apr 16, 2025•39 min•Ep. 344
Learn more about PEAK FREEDOM Overworking and thinking about hiring? Many assume adding staff is the cure, but unless you first solve for all the systems and mindset-related reasons you overwork, your overwork will stay with you no matter how many people you hire. In this episode, I share 17 ways I see CPAs keeping themselves working extra hours. Remember, freedom is on the other side of addressing these issues. … Link to full shownotes: https://www.businessstrategyforcpas.com/343 … If you feel ...
Apr 09, 2025•13 min•Ep. 343
Learn more about PEAK FREEDOM Feeling buried in work and like there’s never enough time? In this episode, we’re breaking down 7 simple ways to cut wasted time, work more efficiently, and finally get some breathing room. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … 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:...
Apr 02, 2025•11 min•Ep. 342
Learn more about PEAK FREEDOM Caught on the burnout carousel? I've been there—spinning, fried, and desperate to jump off. Here's the key: your best window to safely exit the madness is May–July. Use these months strategically to shed bad-fit clients, increase prices, and get your sanity back without sacrificing revenue. Don't squander May. … Link to full shownotes: https://www.businessstrategyforcpas.com/341 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end...
Mar 26, 2025•13 min•Ep. 341
Learn more about PEAK FREEDOM If you’re ready for ads, here’s what you need to know about the money and the math of marketing. … Connect with Matt: LinkedIn: https://www.linkedin.com/in/mattbanker/ Website: https://bankercreative.com/ … Link to full shownotes: https://www.businessstrategyforcpas.com/340 … 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....
Mar 19, 2025•40 min•Ep. 340
Learn more about PEAK FREEDOM Many accountants don’t want to market because it feels like a black box and they don’t want to pour money down the drain. When marketing is done well, it pays for itself and brings you the exact kinds of clients you want to work with. Marketing is worth learning to do well. Listen to my conversation with Alexis Slama to get up to speed on what works. … Connect with Alexis: Web: www.boosterdigital.fr LinkedIn: https://www.linkedin.com/company/boosterdigitalfr/ YouTub...
Mar 12, 2025•46 min•Ep. 339
Learn more about PEAK FREEDOM If you’ve ever felt like marketing doesn’t work for accountants, this episode will change your perspective. Learn why many CPAs waste money on marketing, the key fundamentals you need before spending a dime, and how patience and strategy can make marketing a predictable growth engine for your firm. … Link to full shownotes: https://www.businessstrategyforcpas.com/338 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long ho...
Mar 05, 2025•13 min•Ep. 338
Learn more about PEAK FREEDOM If you wonder where to start with marketing, take heart. Start with the fundamentals, do those well, and you’ll have plenty of low-hanging fruit. … Find Matt Wilkinson on the.. Web: bizinkonline.com LinkedIn: linkedin.com/in/mattbizink / Twitter: twitter.com/bizinkonline Facebook: facebook.com/mattbizink RESOURCES Marketing Blueprint Ideal Client Personal Template … Link to full shownotes: https://www.businessstrategyforcpas.com/337 … If you feel trapped by your own...
Feb 26, 2025•54 min•Ep. 337
Learn more about PEAK FREEDOM Today's episode is an audio replay of a webinar I hosted last week, "Working Too Many Hours? The Solution is Easier Than You Think." In this session, I walk you through the solution to overworking, what’s at stake if you solve (or don’t solve) the problem, the money being left on the table, and the steps you need to take to start reducing your hours—without sacrificing revenue. Since this was a live webinar, there were visuals, but even without them, I think you’ll ...
Feb 19, 2025•59 min•Ep. 336
Learn more about PEAK FREEDOM 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. … Find Heather: LinkedIn: https://www.linkedin.com/in/heatherpearcecampbell/ Website: https://legalwebsitewarrior.com/ … Link to full shownotes: https...
Feb 12, 2025•46 min•Ep. 335
Learn more about PEAK FREEDOM 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! 🚀 … 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...
Feb 05, 2025•19 min•Ep. 334
Learn more about PEAK FREEDOM 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. … Link to full shownotes: https://www.businessstrategyforcpas.com/333 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing ...
Jan 29, 2025•23 min•Ep. 333
Learn more about PEAK FREEDOM 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. … Link to full shownotes: https://www.businessstrategyforcpas.com/332 ...
Jan 22, 2025•16 min•Ep. 332
Learn more about PEAK FREEDOM 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, ...
Jan 15, 2025•12 min•Ep. 331
Learn more about PEAK FREEDOM 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. … Link to full shownotes: https://www.businessstrategyforcpas.com/330 … 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....
Jan 08, 2025•13 min•Ep. 330
Learn more about PEAK FREEDOM 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. … 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 po...
Jan 01, 2025•3 min•Ep. 329
Learn more about PEAK FREEDOM 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. :) … Link to full shownotes: https://www.businessstrategyforcpas.com/ … Find Alexis Slama and The Accounting B...
Dec 30, 2024•1 hr 24 min•Ep. 328
