Rephonic
Artwork for Business Strategy for CPA's

Business Strategy for CPA's

Geraldine Carter
Work-Life Balance
Peak Freedom
Cpas
Accounting
Client Management
Pricing Strategies
Pricing Strategy
Time Management
Business Strategy
Tax Season
Marketing
CPA
Accountants
Accounting Practice
Value-Based Pricing
Burnout
Value Creation
Tiered Pricing
CPA Mastermind
CPA Practices

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 s... more

PublishesWeeklyEpisodes397Founded8 years ago
Number of ListenersCategories
MarketingBusinessEntrepreneurship

Listen to this Podcast

Artwork for Business Strategy for CPA's

Latest Episodes

Are your prices too low because raising them feels unnerving?

Most CPAs don’t have a pricing problem. They have a confidence problem. In this episode, we dig into why pricing isn’t math - it’s psychology - and how underpricing steals your time, ener... more

Why do discovery calls eat your time and still end with “let me think about it”?

In this episode, you’ll hear how Meagan Bukowski stopped relying on follow-up sales calls and built a product ladder that does the qualifying and selling for her.

Inst... more

What if the reason your firm feels so heavy isn’t your workload — it’s that too much of it lives in your head?

Most CPAs don’t need more hustle, better memory, or another piece of software. They need simpler systems that stop the chaos from dependin... more

Many accountants will say, “I don’t have time to work ON my business.”

That thought feels true – but it’s often the biggest thing keeping firm owners stuck.

In this episode, Peak Freedom mindset coach Natalie Hunt and I break down what’s really hid... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

Recent Guests

Meagan Bukowski
Owner of Wicked Easy Tech and Engineering Expectations
Wicked Easy Tech
Episode: 393 Turning Discovery Calls into Paid Offers
Michelle Kinnison
CPA specializing in tax compliance and planning, focusing on working with individual and small business clients.
Adelanta Services
Episode: 382 [WIP Series] The Messy Middle of Reshaping a Tax Firm with Michelle Kinnison, CPA
Hunter Bracy
CPA who recently completed the Accelerator program and specializes in accounting, tax, and payroll services.
Bracy CPA
Episode: 381 60% Less Clients, Same Money, More Control with Hunter Bracy, CPA
Natalie Hunt
Resident mindset coach inside Peak Freedom, with a masters in organizational leadership and advanced coaching work.
Peak Freedom
Episode: 377 Money Mindset: The Numbers Will Never Be Enough, with Natalie Hunt
Suzanne Green
CPA with significant experience in client management and tax services.
Suzanne Green CPA
Episode: 376 “The Hours Were Killing Me”: What Finally Had to Change, with Suzanne Green, CPA
Lori Yearwood
CPA and owner of Zeal Accounting.
Zeal Accounting
Episode: 374 [WIP Series] From Hourly to Packages with Lori Yearwood, CPA
Jan Schaffner
Works with 551 clients and has an accounting and payroll team
Episode: 372 [WIP Series] 1/3 Fewer Clients, 2x-3x the Prices, and Sundays Off, with Jan Schaffner, EA
Matt Chiappetta
CPA who transitioned to a solo practice after three years of mentorship and business development
Episode: 370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA
Radhika Sundar
CPA specializing in fractional CFO services for agencies
Episode: 364 A Handful of High-Level Clients with Radhika Sundar, CPA

Host

Geraldine Carter
Host of the Business Strategy for CPAs podcast, focusing on practice optimization, pricing, packaging, and growth.

Reviews

5.0 out of 5 stars from 64 ratings
  • Fantastic, proves the entire concept of niche value add

    This podcast is so good. Aside from incredible insight, it is modeling how much value can be brought by going deep for a very specific client base.

    Apple Podcasts
    5
    BDS 2012
    United States2 years ago
  • Not for the status quo professional

    Episode 233 knocked it out of the park. Planted this conversation two years ago with our firm owner... made some changes but this tax season shows there needs to be better strategy and purpose for true firm transformation.

    I’m ready for the challenge and using this episode as my guidepost!

    Apple Podcasts
    5
    chelsea-jetpack workflow user
    United States3 years ago
  • Great Accounting Podcast

    Geraldine does a great job providing valuable content here from revealing cutting edge accounting advice, mindsets, and interviewing interesting and relevant guests.

    She has a great positive energy, contagious enthusiasm and is extremely intelligent and perceptive.

    This podcast is a great help for small business accounting owners who may be overworked, stuck and who created a hodge podge practice stemming from taking most or all clients who walked in the physical or internet door.

    And a... more

    Apple Podcasts
    5
    jberlin2
    United States4 years ago
  • Sultry voice

    Love your voice but pretty boring

    Apple Podcasts
    4
    Loser hater
    United States4 years ago
  • Awesome podcast for CPA's

    Gerladine is an excellent host who shares valuable insights for CPA's. A must listen!

    Apple Podcasts
    5
    Trevor Oldham
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners value how the show translates complex concepts into repeatable strategies for CPAs and firm owners.
The host's interviewing style is seen as energetic and perceptive, helping guests open up and share concrete results.
Guest selections are described as relevant and insightful, with useful real-world takeaways.
Fans note the podcast as a must-listen for women entrepreneurs and for those aiming to think bigger about their accounting practice.
Readers consistently praise the host for practical, no-nonsense guidance and actionable steps.

Top Entrepreneurship Podcasts

Proven Podcast
Proven PodcastCharles Schwartz
Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)
Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)Hala Taha | Entrepreneurship, Sales, Marketing | YAP Media Network
The Money Mondays
The Money MondaysDan Fleyshman
Creating Confidence with Heather Monahan
Creating Confidence with Heather MonahanHeather Monahan | YAP Media

Talking Points

Recent interactions between the hosts and their guests.

384 How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA
Q: What do you think it impacted your efficiency?
Lori believed she was saving probably 25% of her time because of the efficiency gained from using the Simple Systems technique.
384 How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA
Q: What was the moment, take us back where you were like, OMG, I've got stuff everywhere?
Lori felt overwhelmed by her disorganized stacks of papers and emails, which pushed her to implement Simple Systems.
370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA
Q: What was the theme of year two?
Year one was customer acquisition, and year two was systems oriented, focusing on cleaning up the back of the house.
370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA
Q: What do you appreciate now about marketing that was hard to understand in year one?
Marketing requires effort and focus tailored to specific clients to drive leads effectively.
370 From Launch to Autopilot: A 3-Year Journey with Matt Chiappetta, CPA
Q: What do you think in retrospect was hardest for you about year one?
The hardest part was just the ups and downs of every day and the uncertainty of client acquisition.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Business Strategy for CPA's

What is Business Strategy for CPA's about and what kind of topics does it cover?

This show centers CPAs and accounting firm owners on practical, repeatable strategies to run a healthier practice, charge higher fees, and reclaim time. Episodes cover pricing, packaging, niching, and mindset, with real-world guest stories from practitioners and mindset coaches who reveal how to reduce overwhelm, implement efficient systems, and scale for profitability. A standout aspect is the consistent emphasis on measurable outcomes—time saved, higher-value clients, and calmer, more deliberate growth—often reinforced through structured frameworks and community-driven support.

Where can I find podcast stats for Business Strategy for CPA's?

Rephonic provides a wide range of podcast stats for Business Strategy for CPA's. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Business Strategy for CPA's and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Business Strategy for CPA's get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Business Strategy for CPA's, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Business Strategy for CPA's?

Rephonic provides comprehensive predictive audience data for Business Strategy for CPA's, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Business Strategy for CPA's have?

To see how many followers or subscribers Business Strategy for CPA's has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Business Strategy for CPA's?

These podcasts share a similar audience with Business Strategy for CPA's:

1. Jason On Firms Podcast
2. Future Firm Accounting Podcast
3. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
4. The Accounting Podcast
5. Small Business Tax Savings Podcast

How many episodes of Business Strategy for CPA's are there?

Business Strategy for CPA's launched 8 years ago and published 397 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Business Strategy for CPA's?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Business Strategy for CPA's?

Rephonic pulls ratings and reviews for Business Strategy for CPA's from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Business Strategy for CPA's?

Rephonic provides full transcripts for episodes of Business Strategy for CPA's. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Business Strategy for CPA's?

Recent guests on Business Strategy for CPA's include:

1. Meagan Bukowski
2. Michelle Kinnison
3. Hunter Bracy
4. Natalie Hunt
5. Suzanne Green
6. Lori Yearwood
7. Jan Schaffner
8. Matt Chiappetta

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days