Business Strategy for CPA's

Geraldine Carter

Booking Overview

This is a business-strategy show for CPA and accounting-firm owners, combining solo instruction with recurring interviews featuring practitioners who have achieved measurable improvements in pricing, profitability, productization, and workload. PR agencies could credibly pitch CPA firm owners, enrolled agents, and accounting-practice experts with concrete case studies and actionable business results; booking difficulty is low because guests are generally accessible professionals rather than high-profile public figures.

Metrics

Episodes: 404

Frequency: Biweekly

Rating: 5.0/5.0

Estimated listeners: 1k-10k

Gender skew: Neutral

Location: USA

Contact Information

Publicly listed emails

gc@geraldinecarter.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Geraldine Carter - CPA business strategist and coach who helps accounting-firm owners improve pricing, profitability, workload, and operational freedom.

Booking Intelligence

Booking Requirements

low

Typical Credentials:

CPA, enrolled agent, accounting-firm owner, or professional-services expert with firsthand experience improving pricing, productization, profitability, client selection, or workload.

Required Achievements:

Documented increases in pricing or take-home pay, Successful reduction of client workload or working hours, Development of paid advisory or digital products, Growth or repositioning of an accounting practice

Recent Guest Discussions

Kathy Hayden - Productizing Professional Advice, Creating Digital Products, Niche Positioning, And Increasing Prices While Reducing Tax-season Pressure.

Wendy Norman - Client Disengagement, Pricing Increases, Revenue Preservation, Profitability, And Building A Lower-hours Accounting Practice.

Recent Topics

Business, Accounting, Pricing Strategy, Professional Services, Work-life Balance

Episodes

Here's the recent few episodes on

Business Strategy for CPA's

401 Make Freedom Your Strategy, Not an Afterthought

September 23, 2026

Do you make good decisions, one by one, but somehow you've ended up with a firm where stuff is flying everywhere?\The problem isn't the decisions. It's that there's no clear strategy underneath them.Without one, you drift toward a vague idea of success that often just means more money and more clients.This episode gives you a way to choose: pick the two kinds of freedom that matter most, build your firm around those, and let the rest go for now.…Link to full shownotes: https://www.businessstr...

400 7 Axes of Freedom

September 09, 2026

When you say you want more freedom, could you actually say what you mean by it? Turns out "freedom" isn't one thing — and chasing it in general is how to end up with none of it. This episode lays out 7 different kinds of freedom a CPA can build a firm around: time, money, location, people, headspace, emotional wellness, and the work itself. …Link to full shownotes: https://www.businessstrategyforcpas.com/400…Want the skinny on pricing?If you feel trapped by your own accounting firm, it’s not ...

399 The High-Freedom CPA

August 26, 2026

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 feeling trapped, and hands you one question that changes everything downstream. Stop asking how to grow your firm. Start asking how to become a high-freedom CPA. Listen, then decide what you actually want.…Link to full shownotes: https://www.businessstrat...

Publicly listed emails

gc@geraldinecarter.com

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