Still Trying to Figure It Out Alone?
You don’t have to. And honestly, it’s slowing you down.
Here’s what came up in our last coaching session:
“I raised prices. Now what do I say to legacy clients?”
“I’m behind on systems and buried in work. How do I get unburied?”
“My best clients want more from me, but my minnow clients and their “quick questions” fragment my day, preventing me from serving my bigger clients. Help?”
“How long does it actually take to fix this stuff, am I on track?”
“I’m planning ahead for 2026, but what do I do right now?”
…
These aren’t beginner questions. These are the real, messy, important ones. And inside Peak Freedom, we work through them together, so you don’t waste weeks (or months) spinning your wheels.
If you’ve been waiting for the “right time” to join, this is it.
We’re planning your 2026 tax season now – on purpose, with strategy, and without burning out.
🧠 July was all about systems and using ChatGPT to make faster progress.
📅 August is about Planning Your 2026 Tax Season.
Here’s what’s coming up:
📅 Live Coaching with Geraldine
August 5 at 10am MT
📅 What Two Tax Seasons of 'Pick Your Week' Taught Me
with Rebecca Warnick, CPA
August 12 at 10am MT
📅 Stuck on 'Pick Your Week'? These 5 Things Could Be Why
with Natalie Hunt
August 14 at 10am MT
📅 Live Coaching with Geraldine
August 19 at 10am MT
📅 "I Want to Plan My Tax Season – Where Do I Start?"
with Melissa Downs, EA
August 26 at 10am MT
📅 What’s Blocking Your Ideal Tax Season 2026 Week?
with Natalie Hunt
August 28 at 10am MT
In Peak Freedom, we help you:
✅ Design your calendar, so your week is sane
✅ Serve your clients at prices you like, so the money works
✅ Step into tax season with a clear plan, so work gets done without stress
…
When you join your colleagues in Peak Freedom, you’ll get instant access to the following:
🙌 70+ fellow CPAs and EAs who are open, helpful, and encouraging
⏯️ The Down to 40 Hours Video Course
⏯️ The Simple Systems, Free Time Course
🗣️ Weekly 1:1 private mindset coaching
🎤 A private podcast of Q&A sessions so you can binge-listen to the back catalog hands-free
…
If not now, when?
Don’t miss the summer quiet-ish season to prep for 2026.
Join Peak Freedom today and get the answers you need to make progress.
Monthly and annual memberships are available.
I hope to see you in Peak Freedom soon!
Geraldine
Want to get out of the grind?
Check out Peak Freedom: a community of solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit.
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$197/mo