349 Turns Out, You Don’t Need 1,000 Clients with Melissa Downs, EA

21 May 2025 • 36 min • EN
36 min
00:00
36:45
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Learn more about PEAK FREEDOM  Feeling buried in clients, working too many hours, and wondering if change is even possible?  In this episode, Melissa Downs, EA is back after her second year of working on her firm inside the GC ecosystem.  She shares how she cut 800 clients, dropped 10 hours a week, and now takes home more money – with waaaaay less stress.  Her journey proves: you don’t need volume to have the firm you want. … Link to full shownotes:  https://www.businessstrategyforcpas.com/349 … If you feel trapped by your own accounting firm, I can help you stop the chaos and end the long hours without losing revenue or hiring. Join 3000+ other CPAs who get my single-tip daily emails. . Subscribe here: geraldinecarter.com/subscribe . Readers say they love it because they’re short and on point. … Want more client interviews? 310 From Exhausted to Having Her Life Back: Wendy Norman, CPA 304 From 55 Down to 15 Hours; Same Take-Home Pay with Melissa Downs, EA 293 What it Takes to Work 15 Hours per Week with Erica Goode, CPA Previous interviews with Melissa: #272 #258 Complete list: geraldinecarter.com/client-interview-episodes … FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Free geraldinecarter.com/stop-working-weekends Stop Working Weekends will teach you how to reduce your hours without giving up revenue.  THE BOOK – $9.99 geraldinecarter.com/book Down to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue PEAK FREEDOM COMMUNITY – $197/mo geraldinecarter.com/peak-freedom For solo and small accounting firm owners who want to rise above the insanity of hustle-culture DOWN TO 40 HOURS ACCELERATOR – $995/mo geraldinecarter.com/40 For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.  …

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