Business Strategy for CPA's

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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.thewarnickgroup.com/

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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 strategy—not compliance. A must-listen for...

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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 mornings, the space to think strategically ...

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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/

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Link to full shownotes: 

https://www.businessstrategyforcpas.com/356

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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.

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Link to full shownotes: 

https://www.businessstrategyforcpas.com/355

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If ...

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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 a niche, SEO, or a pro website, this epi...

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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 and overplanning.

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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 possibilities for your firm.

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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 the clarity and structure you’ve been missin...

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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.

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Link to full shownotes: 

https://www.businessstrat...

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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 don’t need volume to have the f...

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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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Link to full shownotes: 

https://w...

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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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Link to full shownotes: 

https://w...

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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. 

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Link to full shownotes: 

https://www.busine...

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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. 

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Link to full shownotes: 

https://www.businessstrategyforcpas.com/345

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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.

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Link to full shownotes: 

https://www.businessstrategyforcpas.com/344

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If you feel trapped by your own accou...

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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 other side of addressing these issues.

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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.

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Link to full shownotes: 

https://www.businessstrategyforcpas.com/

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If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue ...

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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.

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Link to full shownotes: 

https://www.businessstrategy...