PEAK FREEDOM
Business coaching & community for solo CPAs and firm owners
You don’t have to do this alone
Running a firm by yourself is hard, and second-guessing every decision alone is harder.
In Peak Freedom, you're surrounded by firm owners who get it, and good advice is only a question away.
The cost of going it alone
Doing this alone is costing you more than you think.
When you run your firm alone, you second-guess everything.
Your pricing, your packages, whether you're handling a client right.
You've got good ideas, but with no one to check them against, they just pile up and never get done.
That's the expensive part.
The advice you're not getting is costing you real money and hours you didn't need to work.
Good advice isn’t expensive.
Good advice makes you money.
Now you have somewhere to get it.
What Peak Freedom is
A room full of firm owners who get it.
Peak Freedom is a community of solo CPAs and firm owners working on their businesses together.
When you're stuck on pricing, packaging, or a client you don't know what to do with, you ask.
You get good advice from people who've been there, and from me.
No more sitting on decisions.
No more shelving good ideas because you weren't sure.
You bring what you're working on, you talk it through with people who get it, and you leave knowing what to do.
What you'll work on
Real help with the things that actually move your firm.
This isn't general business advice.
It's tactical coaching on the decisions that change how your firm runs.
Pricing your work so you stop giving advice away for free.
Building packages that are easier to sell and easier to deliver.
Figuring out which clients to let go and which to keep.
Getting your hours down without dropping revenue.
You bring the real thing you're stuck on, and you get a straight answer.
What changes when you're in the room
You stop white-knuckling it.
The second-guessing quiets down, because now you have people to check your thinking against.
The good ideas actually get done, because you're not sitting on them alone anymore.
You head into tax season steadier, with people to lean on when it gets heavy.
And slowly, the thing you didn't expect happens.
You start enjoying your firm again.
I’d felt like a prisoner of my business. But in less than ten months, I cut my hours by 19% and increased my revenue by 32%. My prices are about 3x higher than where I started. Now, I have time to think about hiring, training, and growing my practice. And I don’t feel as rushed or stressed when working with my clients.
Hector Cantu, EA
I actually like my firm again. I created personal tax return pricing, rather than billing, including 50% increases. And I only work 25 hours/week in season, down from way too many.
Laurie Rauk, CPA
I never would have gained this level of knowledge without Peak Freedom. The combined wisdom from Geraldine and the community far outweighs the trial-and-error approach, which ultimately costs time and revenue.
Since joining, my confidence has grown, my revenue is up roughly 73% (nearly $100K by year-end, which is actually more work than I want…), and I have a clear plan for my firm’s future – plus the practical know-how to keep improving for years to come.
Hunter Bracy, CPA
$197 that pays for itself, fast
You're a CPA. You do the math on everything.
Do this math:
One repriced package.
One legacy client at new client pricing.
One business return at 50% above the old price.
Now multiply by your client count.
Now multiply by the years left in your firm.
Any one of those earns back the $197 many times over.
This isn't another expense on your books.
It's the line item that grows your revenue. Forever.
Join Us
Come do this with people who get it.
You don't have to keep figuring it out alone.
Peak Freedom is $197/mo.
Join, bring what you're working on, and see how much easier it is with people in your corner.
Come and go as you please. Cancel easily, anytime.
A warm hello
What Peak Freedom is and who it's for, in two minutes. Plus, you’ll get my vibe.
What members come here for
Business and tactical coaching
Build it the right way through niching, pricing wisely, packaging better, and setting up efficient systems
Mindset coaching
Because half of business is a mental game
Courses & Toolkits
Scheduled Tax Prep, aka “Pick Your Week”
How to Create Packages
Simple Systems, Free Time
…and more
Get access for:
$197/month
Billed monthly; cancel easily anytime
without being charged again
What you’ll get:
✓2x/mo Live Coaching with Geraldine
✓2x/mo Live Coaching with Natalie Hunt,
our leadership & mindset coach
✓1x/mo Live Coaching with Melissa Downs, EA –
the guide who’s been there
✓1x/mo Private 1:1 Mindset Coaching
✓ Expert Advice from All-Star Alumni
✓ Ready-to-Use Resources & Tools
✓ Simple Systems, Free Time
✓ Scheduled Tax Prep
✓ 30+ Mindset Videos
✓ Private Member Podcast
✓ Circle – Easy to Use Platform
✓ Optional weekly mindset coaching as a +$100/month add-on
Take the full tour
Come see what it's like inside the community.
This one’s 29 minutes – there’s a lot to show you!
Meet the Community Team Members
These are just some of the people in your corner from day one. They lead trainings, coach you through the tough spots, and answer your questions inside the community. They’ve been where you are – they remember the trenches.
They’re here when things are hard, and they’re here to cheer your #wins. Most of all, they make sure you never have to figure things out alone.
Natalie — Leadership & Mindset Coach
Natalie is the quiet force behind so many transformations in Peak Freedom. Clients adore her.
They come in unsure about mindset coaching and end up meeting with her every week because she helps them see themselves — and their firms — in entirely new ways.
Her background in organizational leadership and her gift for human insight make her one of the most powerful catalysts we’ve ever seen.
Mindset coaching with Natalie is included in every membership because the shifts she creates are too valuable to leave out.
Melissa — The Guide Who’s Been There
Melissa knows the trenches because she lived them: 1,100 returns, four staff, legacy pricing, full chaos. She joined Down to 40 Hours in 2023 and reshaped her firm into one she loves. Today she has 175 clients and #lifeisgood.
She coaches in Peak Freedom and Accelerator because she understands overwhelm and exactly how to get out of it. She’s an invaluable guide — and if you’re not careful, she’ll recruit you for an overseas trip during tax season.
"I don't have time. I'm not ready."
That's backwards, and I say it with love. Being in Peak Freedom is how you get your time back; waiting is how you stay stuck.
And there's no such thing as ready. You don't need to have it figured out. Come in exactly as you are. We meet you right where you are, wherever that is.
I made two years of progress in my business in 4 months.
Randy Larkin, CPA
Frequently Asked Questions
-
No.
The middle of the bell curve is $200K–$600K, but many members are earlier or later in their journey.
What matters is wanting a calmer, more profitable firm. -
Of course.
We have plenty of two+ partner firms where everyone’s a member, or just one partner is a member (and trying to convince the others to join).
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Sorry, no. In order to keep the conversation around tax and accounting, Peak Freedom is limited to CPAs, EAs, and degreed accountants.
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It’s great if you can dedicate 30 minutes a week, but that’s not set in stone.
We get that business and life demands ebb and flow. We’re here when the time is right for you.
Yet, if you don’t have time, that’s the reason to get inside. We have the solution to overwhelm, overworking, and exhaustion.
Without the solution, you’ll stay busy forever.
You only need 30 minutes a week and consistency to start noticing change.
You don’t even need to show up live – everything is available on a private podcast feed if you prefer to learn on the go.
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Yes.
You can get direct coaching time with Geraldine during our live calls.
Accelerator and VIP add deeper, more frequent access. -
Anytime.
No commitments.
No surprises. -
The book gives you the framework.
Peak Freedom gives you the room, the coaching, the support, and the follow-through.
It’s where things actually change.
Join Peak Freedom
No minimum commitment. Cancel anytime, easily.
Try it for a full month and feel the difference in your firm.
If figuring it out alone were going to work, it would have worked by now.
More Testimonials from Community Members
I want you to know how grateful I am for everything I have learned from you that I have never seen in any other communities - deep dives into niching, pricing, boundaries, mindset (I can't think of anybody else who does mindset!), marketing, website design, etc.
You've helped me get more courage and more clarity around what I want to do as a firm owner in my firm.
I wish I had found you all those years ago when I was just getting started out! Geraldine Carter is one of the few true thought leaders in the accounting profession. Her Peak Freedom program is the solution the profession desperately needs. If you want to build a sustainable, profitable practice that you love, without burning out, listen to Geraldine. She’s the knows what she’s talking about.
Larry Weinstein, CPA
The mindset coaching check-ins were the unexpected bonus that I didn't know about when I joined, and that I can't get enough of. That alone makes Peak Freedom worthwhile for me.
Joshua Jordan, CPA
Peak Freedom allows me to connect with like-minded professionals. Through these relationships and the guidance provided by Geraldine, I am better positioned to serve my clients and increase the value of my firm. Revenue stayed the same as prior year with 15% less clients, some of which I can attribute to Peak Freedom.
Lon Sevigny, CPA
Peak Freedom is worth the investment to me because of the access to Geraldine’s valuable insight…which is enhanced by the other active members. The group allows me to cut through all the noise in our space and shortcut to strategies that are working today. Just one good idea should make me back 5x my investment or more.
Adam Hall, CPA
Still not sure?
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Get on my daily email list for now »
and come back for more later.
But don’t wait another day to change the trajectory of your future.
Life’s too short to live it at your desk.