Best Contoller Podcasts (2025)

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366 Scheduled Tax Prep: Why 90-Hour Weeks Are a Choice 14:39

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4d ago14:39

14:39

Last week, I hosted a webinar on creating the 2026 tax season you actually want. More than 100 CPAs tuned in live or on replay. In this podcast episode, I share the exact system: deciding your hours, doing the math, raising prices, scheduling clients, and communicating clearly. ICYMI, you can catch the full replay here: geraldinecarter.com/free. … …

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365 SOLD OUT! The Business Move No One Teaches CPAs 18:48

11d ago18:48

18:48

What if clients lined up for you instead of you chasing them? In this episode, I show you 12 ways selling out changes everything – your confidence, your focus, your pricing power, even how your clients behave. Most CPAs think being oversold and overwhelmed is “just how tax season works.” It’s not. I’ll show you why being sold out is the ninja move …

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364 A Handful of High-Level Clients with Radhika Sundar, CPA 25:11

18d ago25:11

25:11

What happens when you stop trying to serve everyone and commit to a few high-level clients? Radhika Sundar shares how choosing agencies and working with a small, premium roster sharpened her focus and increased confidence. She explains transparent tiered pricing, catching scope creep early, and giving upgrade/downgrade paths. If you want a calmer, …

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363 Pick Your Primary Lane: Full-Service is a Trap 7:23

25d ago7:23

7:23

Feeling scattered because you’re offering every service under the sun to every kind of client? In this episode, I talk about the real cost of being in too many lanes — the wasted time, the extra software, the messy systems, and the lost leverage. I’ll walk you through the four lanes you can choose from, how to decide on your primary lane, and when …

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362 The Knock It Off List: 14 Habits Keeping Your Firm Stuck 8:35

1M ago8:35

8:35

Feeling overwhelmed, scattered, and all over the map in your firm? In this episode, I run through The Knock It Off List—14 habits that are eating your time, energy, and sanity. From people-pleasing and inbox living to free calls, unbilled work, and hanging on to “that one” legacy client, I’ll show you what to quit and what to do instead. These aren…

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361 Taking a Short Break from Podcasting - See You in September 0:22

2M ago0:22

0:22

Hey podcast listener, just a heads up — I’m in France for five weeks and not recording while I’m here. I hope you’re enjoying the episodes I lined up before I left — and if you're a new listener, the back catalog is full of gems worth digging into. Enjoy the rest of your summer, and I’ll meet you back here with a brand new episode on September 3rd.…

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360 Pick Your Week Tax Season with Holly Sexton, CPA 44:33

2M ago44:33

44:33

Does tax season have to feel chaotic? Before Pick Your Week, Holly never knew who was coming or when. Some weeks felt overwhelming, others eerily quiet. The mental whiplash was constant, good one day, uh-oh the next. In this episode, she shares how she smoothed out the workload and (!!) “ran two weeks ahead all tax season.” … Link to full shownotes…

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359 Pick Your Week Tax Season with Rebecca Warnick, CPA 22:33

2M ago22:33

22:33

Tired of chaotic tax seasons? Rebecca Warnick, CPA, shares how she transformed hers using “Pick Your Week.” With smoother workflows, happier clients, and less stress, she explains how this simple change brought massive benefits—without working more or earning less. A must-listen if you want more control and calm in busy season. https://www.thewarni…

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358 Let it Be Easy: $250K & 15 Hrs/Wk with Sheila Hansen, CPA 43:02

2M ago43:02

43:02

Wondering if it’s really possible to make good money without grinding 60 hours a week? Sheila Hansen shares how she built a values-aligned accounting firm that brings in $250K+ while working ~15 hours a week. Learn how she escaped standard accounting, overcame pricing and money mindset blocks, built a product ladder, and created offerings rooted in…

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357 How to Stop Emailing Yourself at 3am with Meagan Rutkowski, CPA 31:37

3M ago31:37

31:37

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 …

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356 84 Hours → 45 Hours: The Software and Systems Combo with Mark Kuca, CPA 27:28

3M ago27:28

27:28

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:/…

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355 Simple Systems, Free Time: The Framework that Frees Your CPA Brain 21:06

3M ago21:06

21:06

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.busine…

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354 No Ads. No Posting. Just SEO for $194K New ARR 39:31

3M ago39:31

39:31

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 …

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353 Lean Learning with Pat Flynn 28:29

4M ago28:29

28:29

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 a…

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352 Outcome-Driven Package Design. Labor Not Allowed 12:37

4M ago12:37

12:37

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…

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351 Vague Packages = Messy Pricing 15:14

4M ago15:14

15:14

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 t…

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350 What It Feels Like When 300 Clients Don’t Come Back with Kathy Hayden, EA 35:09

4M ago35:09

35:09

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 …

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349 Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EA 35:46

5M ago35:46

35:46

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 d…

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348 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA – Part 2 17:07

5M ago17:07

17:07

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. … …

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347 [Roadmap Session] Untangling an Overgrown Firm with AM, CPA - Part 1 46:24

5M ago46:24

46:24

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. … …

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346 Way Less Stressed with Holly Sexton, CPA 33:27

5M ago33:27

33:27

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. … Li…

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345 Invisible Value, Tangible Dollars: Change What You Look At and You’ll See More Money 11:20

5M ago11:20

11:20

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…

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344 Pricing Leap: 7x Prices, 2x Work with Laurie Rauk, CPA 37:59

6M ago37:59

37:59

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 …

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343 17 Reasons CPAs Overwork: Conventional Wisdom is Missing the Boat 12:25

6M ago12:25

12:25

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 oth…

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342 Drowning in Work? 7 Hidden Time Wasters CPAs Can Eliminate 9:46

6M ago9:46

9:46

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 …

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341 Burned Out Uh-gain? May = Carousel Exit Month 12:25

6M ago12:25

12:25

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.…

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340 [Marteting Series] How Accountants Can Make Marketing Dollars More Efficient with Matt Banker 39:06

7M ago39:06

39:06

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 …

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339 [Marketing Series] How CPAs Can Quickly Generate High-Quality Leads Using Social Media Ads with Alexis Slama 45:35

7M ago45:35

45:35

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 work…

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338 [Marketing Series] The High Cost of Being Wrong About Marketing 11:54

7M ago11:54

11:54

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.businessstra…

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337 [Marketing Series] Start with the Fundamentals with Matt Wilkinson 52:48

7M ago52:48

52:48

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 Pe…

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336 Working Too Many Hours? The Solution is Easier Than You Think 57:57

8M ago57:57

57:57

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 hour…

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335 Niche, Price, & Productize in the Legal Space with Heather Pearce Campbell 44:46

8M ago44:46

44:46

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: http…

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334 4 Pricing Tools to Help CPAs Ditch Hourly Billing and Increase Margins 17:48

8M ago17:48

17:48

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 Im…

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333 Strategy Session with Logan George, CPA 22:34

8M ago22:34

22:34

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…

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332 4 Ways Accountants Can Stop Selling Gold at Bronze Prices 14:51

9M ago14:51

14:51

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—increa…

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331 Create the Accounting Firm You’re Meant to Own 11:34

9M ago11:34

11:34

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 articu…

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330 The High Cost of Switching Accountants 12:10

9M ago12:10

12:10

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 withou…

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329 5th Annual: Accounting Jokes with Hazel and Remy 2:23

9M ago2:23

2:23

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 …

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328 Cross-Post with Alexis Slama of The Accounting Business Club 1:23:28

9M ago1:23:28

1:23:28

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…

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326 Solopreneurship Rocks. With Matt Chiappetta, CPA 27:40

10M ago27:40

27:40

Wish you could never have another staff meeting? I talk with Matt Chiappetta, CPA about his journey as a soloist: how long it took and what decisions he made to build a $250K accounting practice working 30 hours a week in two years. … Link to full shownotes: https://www.businessstrategyforcpas.com/326 … If you feel trapped by your own accounting fi…

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325 Radical Pricing to Optimize Profits with Jody Padar, CPA 33:52

10M ago33:52

33:52

Do you wish you brought in more revenue for the hours you put in? Jody Padar helps you see the path to higher prices and profits while knowing where to start. https://theradicalcpa.com/ … 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…

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324 A Systematic Approach for Accountants to Increase Prices 22:46

11M ago22:46

22:46

Almost every CPA I work with is underpriced. However, increasing prices can be scary because you’re worried you will send clients running. Yet, when we apply pricing tools thoughtfully and systematically, we can increase prices significantly, reduce hours, weed out minnow clients, restore sanity to the firm, and bring revenue, profit, hours, worklo…

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323 7 Payment Options CPAs Can Use for Tax Returns 20:08

11M ago20:08

20:08

Providing payment options is an intangible form of value that can be captured to increase revenue without adding more hours or work. Rather than say to your client, “Here’s how much you need to pay me,” instead you are saying, “How would you like to pay me?” You client appreciates the choice, and may choose an option that is a higher price for you …

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322 21 Intangibles CPAs Can Price to Increase Margins 20:39

11M ago20:39

20:39

21 ways to leverage intangibles to increase the value you provide to clients without significantly increasing your workload. By doing so, you can: - Capture the value you are already creating by implementing more strategic pricing - Segment your marketplace and existing clients - Offer increased value at a higher price - Offer reduced value at a lo…

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321 When Your Revenue Dries Up Overnight with Minnie Lau, CPA 50:16

11M ago50:16

50:16

What do you do when the market throws your business a giant curve-ball and your revenue streams dry up overnight? Minnie Lau CPA shares the good, the bad, and the ugly of niching into stock option planning and watching IPOs evaporate. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own accounting fir…

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320 Not Cracking 40 Hours Next Tax Season with Kyle Wesely, CPA 43:37

12M ago43:37

43:37

Have you ever wondered how fast you might be able to make meaningful improvements to your practice? With baby #2 on the way, time was of the essence. Find out what changes Kyle made, in what order, and what the impact of those changes was. Connect with Kyle here: https://www.weselycpas.com/ … Link to full shownotes: https://www.businessstrategyforc…

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319 Peak Freedom: Say Hello to Your People 21:06

12M ago21:06

21:06

The very thing you need to help you create the accounting practice you want to own that has the time, freedom, revenue, control, and clients you want. It’s time to find and be with your people. Peak Freedom Join Now » https://geraldinecarter.com/peak-freedom … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by…

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318 The Power of Your Dread in Your Accounting Firm 26:00

12M ago26:00

26:00

The more we avoid the things that we dread, the more problems it creates in our business. I know that dealing with dread is no fun, but sometimes it's a part of business. When you learn how to harness your dread, you get what’s on the other side: glory. … Take 45 seconds to watch Alex Hormozi coach this firm owner - from the 17:50 mark to the 18:40…

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317 Bring the CPA Firm You Envision to Life with Belita Blasingame, CPA 36:26

1y ago36:26

36:26

Have you ever felt frustrated or discouraged when you imagined your firm being a certain way but couldn’t make it your reality? Belita Blasingame knew she was up to the challenge of reshaping a firm she had purchased into the one she envisioned. … Link to full shownotes: https://www.businessstrategyforcpas.com/ … If you feel trapped by your own acc…

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316 Pricing vs. Value-Billing 7:27

1y ago7:27

7:27

Do you think like someone who bills, or like someone who prices? If you think like a person who bills, you might be leaving profit on the table. Learning how to price requires thinking like a person who prices. This episode will help you get this concept into your bones so you can start thinking like a pricer and bring in more revenue for equivalen…