Business Strategy for CPA's

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...

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...

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...

What if your business problem isn't actually a business problem? Most coaching skips the part that matters most. Strategy and tactics only take you so far. At some point, the thing standing between you and a better firm...

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...

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...

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...

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...

Feel like your firm is scattered and you have to say yes to everything? It might be niching problem. In this episode, I walk through why staying broad makes everything harder, and what actually happens when you narrow...

Does your firm feel harder than it should? If so, pricing is often the reason. It’s the lever behind your workload, your capacity, and your revenue – even if it doesn’t look like it on the surface. But sitting down to...

Are you working too many hours and not sure what to fix first? It’s not your time management. It’s your packages. There’s a new private podcast feed inside Peak Freedom , entirely dedicated to packaging for CPAs, plus...

Wondering if this could work for you – or if your situation is just different enough that it won’t? You’re probably more similar to other successful firms than you think. This episode pulls together 57 real client...

Hey podcast listener – quick update. I’m taking an intentional pause from producing new episodes for the main podcast, and I’m genuinely excited about what’s coming next. Behind the scenes , I’m working on several big...

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Feeling too overwhelmed to “work on the business” – but you still...

Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 Still running your firm out of your Inbox? In this episode, a CPA...