Need help with your prices and packages?
You’ve been waiting.
Waiting for fall tax season to end.
Waiting for clients to finally send their documents.
Waiting for the “right time” to make the changes you know you need to make.
Meanwhile, you’ve been busting your tail for clients who slow-walk their docs – and you’re over it.
You’ve also been listening to me for weeks (months… years 😊), nodding along quietly as I talk about client rosters, pricing, capacity, and boundaries.
And now? You’re fed up.
You’re ready to stop nodding and start implementing.
Here comes the October Pivot. It kicks off in the back half of October, and it’s the moment you stop waiting and start building the firm – and the tax season – you actually want.
You’ve heard me say it a thousand times: work doesn’t create revenue.
Value creates revenue.
If you want to work fewer hours without losing profit, you need to:
Price relative to value, not hours
Sell packages, not time
Tidy and right-size your client roster
Meter the workflow (Scheduled Tax Prep is your tool here)
Know when to close the doors because you’re full, and create a waitlist
This isn’t something you’ll just “figure out” on your own. It’s invisible until someone shows you. And even then, it’s unnerving to implement without support. That’s why you need people around you who get it – who can say “you’re on the right track, keep going.”
October, November, and December inside Peak Freedom are designed to support you through this exact process.
So that by the time tax season rolls around, it’s calm, civilized, and profitable.
UPCOMING TRAININGS
🌟 October: Price & Package
🧠 Stop Adding 40%: Smarter Pricing Tools You’re Overlooking
with Geraldine
Tue, Oct 7 · 10AM MT
🗣️ “That price is too much,” and other lies you tell yourself
with Mindset Coach, Natalie Hunt
Thu, Oct 9 · 10AM MT
🧭 Use Strategy to Set Prices – Not “the cost of your time”
with Geraldine
Tue, Oct 21 · 10AM MT
🧩 Belief Upgrade: The path to the firm you want starts in your head
with Natalie Hunt
Thu, Oct 23 · 10AM MT
💼 Five Lessons on Packaging & Pricing I Wish I’d Learned Sooner
with Melissa Downs, EA
Tue, Oct 28 · 10AM MT
🧵 Ongoing: Scheduled Tax Prep micro-course + dedicated channel
(aka Pick Your Week / Reserve Your Tax Week)
Meter the workflow, set document deadlines, and build the calm, civilized tax season you want.
🌟 November: Planning Capacity & Engagement Letters
🪓 The 80-Hour Tax Season is Dead (unless you insist on keeping yours alive)
with Geraldine
Tue, Nov 4 · 10AM MT
📄 Engagement Letters: Good / Better / Best
with Natalie Hunt
Thu, Nov 6 · 10AM MT
🎧 Live Coaching
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
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 December: Saying No + Creating a Waitlist.
Perfect timing to lock down boundaries before busy season.
How long do I need to make this email?! 😀
Come in and let us welcome you. Or hit ‘Reply’ and tell me why you’re on the fence so I can help you make a clear decision (without being pushy or salesy).