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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
Tax Season
Business Strategy
Marketing
CPA
Accountants
Value-Based Pricing
Accounting Practice
Burnout
Value Creation
CPA Mastermind
Tiered Pricing
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

PublishesTwice monthlyEpisodes402Founded8 years ago
Number of ListenersCategories
EntrepreneurshipBusinessMarketing

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Artwork for Business Strategy for CPA's

Latest Episodes

Started your firm to be your own boss? So why does it feel like your firm bosses you around now?

More clients, more revenue, more growth may not set you free. Often, it just builds a nicer cage.

This episode maps the slow slide from freedom to feel... more

How do you start getting paid for advice you've always given away for free? You give it a name, a price, and a deliverable, and make it a thing. Kathy Hayden did exactly that, then went further and built a digital product that's now for sale straight... more

Working harder than ever, but the money still isn't following? Here's the uncomfortable truth: the worst thing you can do to make more money is work more. The money was never in the hours — it's in your packages. This episode breaks down the duo-pric... more

And can you do it without tanking your revenue?

There's a consistent, counterintuitive theme from the clients I work with in the VIP Lounge: the more clients they disengage, the more money they make.

Wendy Norman cut her roster in half, tripled her... more

Key Facts

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

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Recent Guests

Wendy Norman
Restaurant and bar niche CPA, former client of the host
Self-employed CPA, focusing on restaurant and bar accounting
Episode: 396 5x the Take-Home Pay with Wendy Norman, CPA
Meagan Bukowski
Owner of Wicked Easy Tech and Engineering Expectations
Wicked Easy Tech
Episode: 393 Turning Discovery Calls into Paid Offers
Natalie Hunt
Mindset coach
Peak Freedom
Episode: 391 How to Fix “I Don’t Have Time” Thinking
Lori Yearwood
CPA with a focus on managerial accounting and a niche in nonprofits
Episode: 384 How I Stopped Working Out of My Inbox After 20 Years, with Lori Yearwood, CPA
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
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
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

Host

Geraldine Carter
Host of the podcast and founder of Peak Freedom for CPAs; leads discussions on pricing, packaging, niching, and mindset for accountants.

Reviews

5.0 out of 5 stars from 65 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 States5 years ago

Listeners Say

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

Audience values deep-dive guest expertise and real-world case studies.
Shows are practical and results-driven, with focus on KPIs and actionable steps.
Listeners appreciate candid, no-nonsense coaching from a knowledgeable host.
The host's approach is empowering, especially for women entrepreneurs and SMB accountants.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

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 on helping CPAs and accounting firm owners grow smarter, more scalable practices. Episodes frequently explore turning advisory services into scalable products, value-based pricing, and client-packaging, alongside mindset, niching, and systems to reclaim time and increase fees. Guests tend to be practitioners who've built lean, high-value models (e.g., focused niches, product ladders, and leverage-based services) and share concrete steps, case studies, and frameworks that listeners can apply right away. A notable throughline is the emphasis on a calm, intentional path to growth—often through community-based coaching and structured programs that combine mindset work with practical tactics. If you want to work less while earn... more

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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. The Accounting Podcast
4. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
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 402 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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

Recent guests on Business Strategy for CPA's include:

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

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.

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