Peak Freedom

You have no one to talk to about work

Work is crazy, and no one gets it.  You can’t talk to your spouse, staff, or clients (of course); the last thing you’ll do is complain about it on social media.

It’s hard to get connected to other tax people, and when you find ‘em, many are just doing their work and aren’t forward-looking.

If you mention wanting to work less to the wrong person, you get dismissed, shunned, or looked at like you have three eyes. They’ll tell you you’re being lazy or “just a mom with a side-hustle.”

Imagine a community of like-minded accountants who:

• Know exactly what you’re going through

• Have no intention of dying at their desk

• Reject the madness of hustle-culture

• Understand that value – not hours – is the solution

• Know it’s time for a change

• Want to share their experience so you don’t have to reinvent the wheel

“I was working 24/7, and I didn’t like the example I was setting for my daughter.“

– Belita Balsingame, CPA

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Down to 40 Hours Course

Step-by-step to build or reshape your accounting practice so you’re doing the right things in the right order.

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Personalized Help

Weekly live Q&A’s, mindset coaching, and expert feedback on emails and scenarios so you’re not overwhelmed or wondering what to do next.

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Community

Feel connected instead of lonely with our private community of coaches all working hard to change the world one life at a time.

Minnie is down to 35 hours a week (from insanity) and four tax brackets higher. 

Hector went from 65 hours to 55 hours inside tax season, and from 45+ down to 30 hours outside tax season. He increased prices by a factor of 3; revenue increased 30%.

Melissa went from 55+ hours to 40 hours a week while increasing net profit by $100K. Outside tax season, she now works 15 hours a week.

Kathy’s average invoice is up 25%, client-count is up slightly, (they didn’t go running!), and she’s not working more than last year.

Laurie is making more $$$ in less hours, working only 10-20 hours a week, (from anywhere with wifi, thanks to Mastermind). Tax return pricing included 50% price increases with many signups from returning clients. The main benefits? Community – everyone is so friendly and generous.

Randy made two years of progress in his business in four months. He automated previously manual processes and focused squarely on his niche.

Join now and get instant access to:

The Best Community on the Planet
Plug into a network of smart, generous CPAs, EAs, and accountants

Expert Advice from All-Star Alumni
Weekly peer-led training sessions on niching, packaging, pricing, and more by Masterminders and 1:1 coaching clients you’ve heard on the podcast

Ask Me Anything
Monthly Question & Answer Sessions with Geraldine

Down to 40 Hours Video Course & Content Library
24/7 access to the videos that form the backbone of Down to 40 Hours CPA Mastermind

Ready-to-Use Resources & Tools
Save time with template disengagement letters, pricing tables, price increase letters, capacity planner, how to gather useful testimonials, and more

Private 1:1 Mindset Coaching
Space to say what’s on your mind without it going anywhere. Schedule up to 5 x 20-minute sessions per month with my team of certified mindset coaches to help clarify your thinking in private.

On-Demand Workshops
Instant access to all past trainings

Peer Connections
Stop feeling so alone. Surround yourself with solo & small firm-owning accountants who are going through the same struggles and know how to help you.

Trade Secrets
A specific room for comparing your prices, packages, website copy, automations, and workflows with your peers

Focus groups
Find your people by firm size, stage of business, where you are on the journey, and where you want to go

Private Member Podcast
Dig through the back-catalog and listen on the go

Simple Platform
Circle is easy to use and navigate

Stop wasting time figuring everything out yourself.

Your peers inside Peak Freedom will help you see the shortcut.

for $197/month

I know the challenges of business-owning accountants so thoroughly that…

I wrote the book on it.

It’s for accountants like you who want to learn how to go Down to 40 Hours without sacrificing revenue.

Bring Your Vision to Life.

Step 1:

Join the Community

For just $197 a month, you get access to all the on-demand courses, hot seat calls, tools and resources, expert help, and our community of small firm owners.

Step 2:

Take Action

Say goodbye to overwhelm and confusion. You'll start with the Down to 40 Hours Video Course where I tell you the exact steps to take next.

Step 3:

Hours Down, Profit Up

Keep reshaping your firm with my step-by-step checklist and roadmap. Get your time back, your stress down, and your profit up with my proven framework.

The investment you make in yourself will pay dividends.

FAQ

PAYMENT QUESTIONS
If I start with monthly payments, can I switch to the annual payment anytime?
Yes. You can switch payment plans easily after you’re inside.

When do the monthly payments start?
(Is it monthly beginning on the day I sign up, or on the 1st of the month?)
Payments recur monthly on the day/date you sign up.

If I cancel mid-month, do I still have access through the end of the month, or do I lose access the moment I cancel?
You’ll maintain access through the end of your monthly payment cycle.

TIME INVESTMENT QUESTIONS
How much time will it take to invest?
The more time you dedicate, the more you will gain. Most people I work with spend 2-4 hours per week improving their accounting practice; that’s sufficient to create tangible results on a reasonable time scale.

What if I don’t have the time to invest?
This is a misunderstanding: make the time to invest in decreasing your work hours. If you don’t, you may end up working until the day you retire. The outdated idea of being too busy to improve your firm perpetuates overworking. In Peak Freedom, we leave old-school thinking behind.

What if I don’t want another subscription payment?
There’s no better program at this price point to fast-track your journey to reducing your work hours. If working less than 30 hours a week appeals to you and working only 25 or even 5 hours a week sounds like the Promised Land, then this subscription is for you. Once inside, you can decide which other subscriptions you want to drop so it evens out.

What if I am already in someone else’s subscription community?
Great! You'll achieve even better results faster. Having multiple sources of information and being part of complementary communities for CPAs is beneficial. The whole is greater than the sum of the parts.

How small is “small” when referring to firm size?
Most accountants in Peak Freedom have 1 - 5 staff. Some will have no staff, and others will have 6 - 12. A lack of interest in growing a huge firm or taking over the accounting galaxy attracts people to the Peak Freedom community. It’s more about the ethos than the exact staff count.

What if I don’t get results?
Decide to get the results you want. Then, ask for help so you can implement. If you implement, you’ll get results—period. If you’re not getting the desired results or find it’s not the right fit, you can cancel anytime and leave the community. 

Will this help me get the results I want?
Your results rely on your commitment to your goal, courage in taking action, and ability to persist. If you do these three things, you will get results.

I’m a CPA–we are introverts! I don’t want to hang out with loads of people.
Membership is limited to 500 people to keep the value up and the noise down.

But I don’t want to spend more time on my computer.
Peak Freedom will help you spend less time on your computer. That's the whole idea.

I don’t want to help my competitors.
If you have competitors, you’re not niched enough; we can fix that. Our community is a safe space where members support and encourage each other. We happily coach people on scarcity-thinking (it happens!), but we don't maintain members who insist on believing in scarcity.

Why should I not just join Down to 40 Hours CPA Mastermind?
If you want fast results in a high-touch, low-crowd environment, joining the Down to 40 Hours CPA Mastermind is the right choice. It's a fantastic program for those ready to make real change quickly.

for $197/month

How long do I need to make this page?! 😀

Come in and let us welcome you.

Or email me at gc@geraldinecarter.com and tell me why you’re on the fence so I can help you make a clear decision (without being pushy or salesy).

for $197/month
3-Day Risk-Free Cancellation
Cancel for any reason and receive a full refund without fees or hassle. Simply DM or email me, and I will take care of you.