Need help with your price increase and disengagement letters?
Here’s something almost every Peak Freedom member agrees on:
Disengaging clients feels terrible up until the moment you put the letters in the mail.
Then, it feels amazing.
“So relieving.”
“It’s so freeing.”
… is what they say.
No one has regretted disengaging the clients who needed to go.
But it’s really hard to do, and nearly impossible to do alone.
…
Once you narrow your roster to right-fit clients, everything gets easier — your mind clears up, it’s easier to focus, and you finally have space to create value for the clients who appreciate you most.
That’s what renewal season is for.
Not fear or scarcity.
Not hanging on to clients you’ve outgrown.
It’s about choosing who stays on your list for 2026.
And if you’re having trouble imagining who to cut,
start with who you want to keep.
Top down.
Very best clients first.
Once you do that, the rest becomes clear:
✓ Who gets an updated engagement letter
✓ Who gets a price increase letter
✓ And who needs a disengagement letter
Some of you have already done big waves of disengagements and are now sitting with more space than usual.
It feels weird… kinda-scary-weird… and it feels good.
You’re not alone.
That space is where big shifts happen.
It’s why November and December are about:
Engagement Letters
Price Increase Letters
Disengagement Letters
Saying No & Loving It
Creating a Waitlist (yes, you can!)
So that you’re shaping your firm, your client roster, and your prices together as one exercise.
The right decisions and the right letters will shape your 2026.
November and December inside Peak Freedom are designed to support you through renewal season.
So that by the time tax season rolls around, it’s calm, civilized, and profitable.
…
Start with the clients you want to keep.
Everything else follows.
🌟 NOVEMBER TRAININGS:
Planning Capacity & Engagement Letters
REPLAYS STILL AVAILABLE:
🪓 The 80-Hour Tax Season is Dead (unless you insist on keeping yours alive)
with Geraldine
📄 Engagement Letters: Good / Better / Best
with Natalie Hunt
UPCOMING:
🎧 Live Coaching – Ask Me Anything
with Geraldine
Tue, Nov 18 · 10AM MT
🎯 Work · Rest · Play: a balanced holiday without guilt
with Natalie Hunt
Thu, Nov 20 · 10AM MT
⚙️ Streamlining Engagement Letters in Canopy
with Melissa Downs, EA
Tue, Nov 25 · 10AM MT
December: Saying No + Creating a Waitlist.
🪓 The Courage to Say No
with Geraldine
Tue, Dec 2
📄 Say No & Love It
with Natalie Hunt
Thu, Dec 4
🎧 The Mechanics of Creating a Waitlist
with Geraldine
Tue, Dec 16
🎯 5 Business Books & the Insights That Actually Matter
with Natalie Hunt
Thu, Dec 18
⚙️ No is the New Yes: Protect Your Time & Sanity
with Melissa Downs, EA
Tue, Dec 23
Inside Peak Freedom, we don’t just do theory.
We implement: client roster cleanup, right-sizing, clear capacity, strategy-based pricing, Scheduled Tax Prep, and scripts/templates so you can protect your time and meet your revenue needs within the hours you want to work.
👉 Join Peak Freedom for $197/month and design your sane 2026 tax season now.
GET INSTANT ACCESS »
Warmly,
Geraldine
PS – Heads-up for January: Marketing 101 for Accountants Who Don’t Want to Market
You just want clients to magically appear. I got you. :)
How long do I need to make this email?! 😀
Come in and let us welcome you. Or hit ‘Reply’ and tell me what you’re on the fence about, so I can help you make a clear decision (without being pushy or salesy).