What’s keeping you stuck—guilt, fear, or both?

Do you sometimes spin out, wondering how to solve the next problem in your firm?
So do others.

Here are just a few of the questions that have come up inside Peak Freedom in recent weeks:

  • “I’ve got way too many clients—like four times more than I can realistically handle. Do I just triple prices and take whoever stays?”

  • “What do I do with my Little Old Ladies? I care about them, but I’m losing money. Should I raise prices, break even, or just let them go? I’m feeling massively guilty.”

  • “I’ve got Family Tree clients—parents, adult kids, sometimes grandkids. I’m over capacity and need to create space. Do I prune the branches (adult kids) and keep the parents, or uproot a few whole trees?”

  • “What kind of reactions should I expect if I raise prices on legacy clients in a small town where people talk?”

  • “I’m rolling out higher prices. How do I help clients actually see the value they’re getting?”

These are such good questions. And they’re exactly the kind that can keep a person stuck for days, weeks... years.

Inside Peak Freedom, we take the time to work through the implications of options, so when you make a decision, you know you’ve thought it through, and you know how to move forward.

🗓️ May was all about Capacity.
Because if you’re overworked, we need to solve for hours first, money second.
(You can try to get out of overwork by solving for money first, hours second – but… the complexity makes the math break.)

Which means… June is all about Pricing.
Here’s what’s coming up on the community calendar:

💵 All Your Pricing Questions with Geraldine
Wednesday, June 4 · 9AM MT

🧠 Pricing Isn’t a Math Problem. It’s a Courage Problem.
with Mindset Coach Natalie Hunt
Thursday, June 5 · 10AM MT

🖥️ How to Get Prices on Your Website (Without Spiraling into a Panic)
with Rebecca Warnick, CPA
Tuesday, June 10 · 10AM MT

🎙️ Live Coaching with Geraldine
Monday, June 16 · 11AM MT

💭 Confident Pricing: Because “Is This Too Much?” Is Killing You
with Mindset Coach Natalie Hunt
Thursday, June 19 · 10AM MT

📊 Bronze · Silver · Gold 1040 Pricing (Without Losing Your Shirt)
with Melissa Downs, EA
Tuesday, June 24 · 10AM MT

🧾 How to Package and Price Tax Planning (When It’s Broad, Nuanced, and Results Vary Widely)
Thursday, June 25 · 1PM MT

✅ Solve your hours/capacity problem first.
✅ Solve your pricing problems second.
✨ This combo changes everything.

It makes everything in your firm infinitely easier.


Keeping your prices low, janky, or all over the map? It’s costing you a boatload of money.

And you can fix it—for just $197/month.

Let me put it this way:
For $197 a month, you could fix a handful of pricing problems, and turn that into a few thousand dollars.

If a 10:1 ROI isn’t enough, here’s what else you get inside Peak Freedom:

🙌 60+ fellow CPAs and EAs who are generous, smart, and encouraging
💬 24/7 feedback and help inside our private Circle space
⏯️ The Down to 40 Hours Video Course, so you can binge OYO
🧘 Weekly 1:1 private mindset coaching
🎧 A private podcast of all past sessions—perfect for listening on the go

☀️ Summer is the time to work on your prices.
Join Peak Freedom to get the clarity and guidance you need to move forward.

GET INSTANT ACCESS »

Hope to see you inside soon!
Warmly,
Geraldine

 

 

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).

 
Geraldine Carter