Business Strategy for CPA's

What would it even look like to build a package that required no labor to deliver? This episode is a thought exercise: what if you had to design packages that delivered results without any labor? Not from you, not from your team. It’s a creative way to rethink how you build and deliver value—one that opens doors to sca

Have you ever packaged and priced to get off hourly, only to get killed on scope? This episode walks you through a practical, spreadsheet-based process for building Bronze, Silver, and Gold service packages that protect your time and reflect your value. If you’re tired of pricing guesswork, scope creep, or endless cust

Worried you’ll lose too many clients if you raise prices? Kathy Hayden shares the raw, emotional truth behind raising prices on 800+ legacy clients—what worked, what didn’t, and what it really feels like to lose hundreds of clients and still come out okay. If you’re afraid of making changes, this is the episode that te

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 s

Feeling like your firm has taken on a life of its own? In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it.  Tune in to hear how we break her firm down—and then build a practical, doable plan to reclaim control w

Feeling like your firm has taken on a life of its own? In this episode, you’ll hear a live Roadmap Session with a CPA whose growth has gotten away from her. Success is great! Until you buckle under the weight of it.  Tune in to hear how we break her firm down—and then build a practical, doable plan to reclaim control w