Dreading the pile of extensions waiting for you?

It’s tempting to crank through them and then check out for a month—but before you disappear, here’s what your peers inside Peak Freedom are unpacking in their post-mortems:

What’s better than last year:

  • “I only worked 3 weekends this year—last year it was 7.”

  • “Preset meeting times spaced nicely throughout the day—two in the morning, two in the afternoon—was a game-changer. Keeping this.”

  • “Kept capacity under 200 returns—success!”

  • “I only churn now by offboarding ‘F’ clients and onboarding ‘A’ clients. I LOVE MY CAPACITY.”

  • “First tax season I didn’t feel like an elephant was sitting on my chest.”

  • “I only started working weekends once mid-March hit.”

  • “We ran two weeks ahead all season.”

What they learned that they’re fixing next:

  • “Documenting SOPs was waaaay slower than I thought. Still working on it, but it’ll pay off next year.”

  • “I’m still doing too much non-billable work.”

  • “Need to create an SOP for reviewing new-to-me personal returns for PTE owners taxed at the entity level.”

  • “We had unexpected staff losses and just got pummeled. Time to regroup.”

  • “Need to move annual clients to a monthly schedule.”

  • “Need to really crank out business returns in February.”

  • “I need more experience with 1120-S returns.”

  • “I spent WAY too much time trying to get a new S corp’s balance sheet to balance.”

These wins didn’t happen by accident. They happened because people stayed in the work—even when it was hard and messy.

And the lessons? They’ll get fixed and become next year’s wins.

So, the problem with checking out for a month is… history might repeat itself.

Instead of hoping next year will be better, I want you to draw your own map to the future you actually want.

All month inside Peak Freedom, we’ve been talking about Dreaming Big—and we have two more sessions to go:

  • Thursday 4/24 – Don’t Get Mad. Make a Plan. With Mindset Coach Natalie Hunt

  • Tuesday 4/29 – Bring Me Your Impossible Dreams with me (Geraldine)

Then we hear from someone who’s made the dream real:

  • Thursday 5/1 – 5 Essentials for Working 15 Hrs/Wk & Taking Home $150K+ with Erica Goode, CPA

…

A lot of people avoid dreaming because:
– they want to be “realistic”
– or because it just feels like crap

But here’s what I think:
Realistic is subjective.
Dreaming big is exciting.
And playing small feels like crap.

I’ve had plenty of people tell me what they thought I couldn’t do—and I’m glad I didn’t listen.

So if you're surrounded by Eeyores and you want something more for yourself and your firm, join us now and catch the upcoming trainings live.

👉 Join Peak Freedom »

 
 

Those Eeyores who are certain you can’t raise your prices?
Give ‘em a topo map and a compass and tell ‘em to take a hike. Then get inside Peak Freedom and get surrounded by your peers who are “running 2 weeks ahead all season.”
JOIN NOW »
$197/mo

 
Geraldine Carter