Free Resources for CPA Firms
Grow your revenue – on the house.
Grab the 7 Pricing Essentials PDF first.
Because better pricing beats longer hours every time.
free clarity
easy to watch video
Watch to better understand the solutions to your accounting firm’s challenges.
Plus, you’ll get my vibe :)
free vitamin G
My daily email newsletter
Want a micro-dose of business tips in your ear every day?
Get on my email list for accountants, EAs, and CPAs.
You’ll get serious guidance on pricing, packaging, niching, and more.
free capacity planner
a spreadsheet…
that forecasts how many hours you’ll work, and how much money you’ll make
You can decide how many hours to work during tax season, and you can choose where to set your prices to generate the revenue you need.
Then, run multiple scenarios to see what happens at different client counts, package types, and prices.
learn what it takes to stop working weekends
with my free 5-day email course
One email a day for 5 days, to help you see how you got to the overworking stage in the first place, and then clearly see the path to getting out of it.
free webinar replays
Would you rather watch than read?
Webinar replays are great for visual learners who want to see information while they hear it.
Pick your favorite topic and get what you need in under an hour.
PAST WEBINARS
How to Increase Prices Without Overthinking Yourself Out of Time
How to Have the 2026 Tax Season You Actually Want
Freedom isn’t a Dream – It’s a Systems Issue
Pricing for Improved Profitability
How to Get Started Niching, Even When Clients are All Over the Map
How to Disengage Without Getting an Inbox Full of Hate Mail
Get Your Accounting Firm Under Control in the Next 60 Days
How CPAs Can Create and Communicate Value
FUTURE WEBINARS
Want to know about upcoming webinars?
Get on my email list →
I host webinars about once a month. My email list is the only place to hear about them.
free intel on the podcast
7 years behind the mic.
375+ episodes and counting.
You name it, I’ve interviewed them:
Ron Baker. Jason Staats. Ryan Lazanis. Erica Goode. Brandon Hall. Jonathan Stark. Alan Weiss. Joe Woodard. Mark Stiving. Pat Flynn.
The experts are amazing, but interviewing clients and getting their stories onto the airwaves is what impacts you the most.
MOST POPULAR PODCAST EPISODES
with Erica Goode, CPA
with Pat Flynn
with Tom Hood
with Roman Villard
With Guests
081 – Time To Rethink Your Pricing Strategy
with Ron Baker
106 – Better Pricing Strategies for Accountants: Stop Billing by the Hour
with Jonathan Stark
125 – Value and Segmented Pricing for CPAs
with Pricing Expert Mark Stiving, PhD
244 – Get More from Technology
with Joe Woodard
252 – How Accountants Can Use ChatGPT
with Jason Staats, CPA
353 – Lean Learning with Pat Flynn
with Pat Flynn
Client Interviews
Hear your story reflected in the words of clients. They’ve been exactly where you are and found their way to a much better place.
293 – What it Takes to Work 15 Hours per Week
with Erica Goode, CPA
175 – Paid Strategy Sessions and Half-Day Workshops
with Erica Goode, CPA
167 – Specializing in Stock-Option Tax Strategy and Consulting
with Minnie Lau, CPA
165 – From Scratch to 6 Figures in 9 Months
with Shaan Afridi, CPA
152 – How to Build $250K in CPA Advisory Services in 4 Months with Prithi Daswani, CPA
141 – One Year: From Tax Factory to vCFO & Ag CPA
with Catherine Ozment, CPA
Guest Appearances on Others’ Podcasts
Accounting Today
with Tom Hood
Mic Up Your Business
with Mike Michalowicz
Jetpack Workflow
with David Cristello
Accountant’s Flight Plan
with Brannon Poe
Grow My Accounting Practice
with Mike Michalowicz and Ron Saharyan
The Recognized Authority
with Alastair McDermott
WealthAbility® for CPAs Podcast
with Tom Wheelwright
Financial Cents Podcast
with Roman Villard
My Top Ten Favorite Business
Books for CPAs
1. The Business of Expertise by David D Baker
2. Pricing Creativity by Blair Enns
3. Value-Based Fees by Alan Weiss
4. Obviously Awesome! by April Dunford
5. Boundaries by Cloud & Townsend
6. Selling Value by Mark Stiving
7. Happy Pocket Full of Money by David Gikandi
8. $100M Offers by Alex Hormozi
9. Hourly Billing is Nuts by Jonathan Stark
10. The Power of Habit by Charles Duhigg
QUESTIONS?
Shoot me an email at gc@geraldinecarter.com and I’ll get back to you as soon as I can.
Pro tip: the shorter your email is, the faster I’ll be able to get back to you.
P.S. This is your friendly reminder that “I’ll figure it out myself” has a carrying cost.