Join the Peak Freedom Community:
Your place to build the firm you imagine
You’re not meant to carry your firm alone. Peak Freedom brings together accountants committed to calmer, more profitable practices — and to supporting each other along the way. It’s a focused, encouraging space where collaboration thrives.
What is the Peak Freedom Community?
Peak Freedom is a clear, proven path for accountants who want to work fewer hours, raise their prices, simplify their firms, and feel confident doing it — all with the steady support of a community moving in the same direction.
It’s more than a noisy peer group where anyone can talk about anything.
And it’s more than a course library you binge and can’t implement alone.
Here, you get structure.
You get coaching.
You get aligned support grounded in what actually works.
And you get the kind of progress that only happens when you’re in the right room with the right people.
*When we say “accountants,” we mean CPAs, EAs, and degree’d accountants. Not bookkeepers — not because we don’t value bookkeepers, but because keeping the room focused helps everyone move faster. When it comes to niche, we walk our talk.
WHO IT’S FOR
It’s for accountants who want low-stress, high-profit firms serving clients they like, doing work they enjoy.
Most members fall between $200K and $600K in revenue.
Plenty are under $100K.
Plenty are over $1M.
The common ground isn’t size.
It’s the desire for a firm that feels lighter, calmer, and easier to run.
And this part matters:
Members here are open.
They’re curious.
They’re willing to learn.
They’re willing to try things.
If you’re committed to staying a victim, this isn’t your room.
If you already know everything, this isn’t your room.
Peak Freedom is a community of self-starters who want to grow.
Here’s what you get when you join
Inside Peak Freedom, you get the coaching, structure, and support you need to make meaningful changes in your firm — without the noise or overwhelm.
Live calls, real movement
Our live coaching sessions give you a place to show up, ask real questions, and make steady progress. This isn’t learning for learning’s sake. It’s learning that turns into action.
Live Coaching Calls With Monthly Themes
Inside Peak Freedom, live coaching is where things shift. Each month, you’ll have access to 6+ calls and trainings led by Geraldine, our mindset coach, and members who’ve reshaped their firms with intention.
We explore core topics that move your firm forward — pricing, packaging, systems, boundaries, messaging, client experience, and building the kind of tax season you actually want.
You get real-time support, direct answers, and a clear next step.
And if life gets busy? Every call is recorded so you can catch up on your own time.
Templates That Save You Time and Mental Energy
Inside Peak Freedom, you’ll find a growing library of ready-to-use tools that make running your firm easier. We’ve done the heavy lifting — the structure, the wording, the steps — so you don’t have to start from scratch.
Whether you’re raising prices, disengaging a client, updating your website, or redesigning your workflow, you’ll have clear templates and cheat sheets to guide you through it.
All members get full access to the resource library.
On-demand resources that do the heavy lifting
We’ve taken the guesswork out of running your firm. The trainings, templates, and tools are built for you — so you can stop spinning, stop overthinking, and start making real progress.
Your Complete Course Library
The Peak Freedom library includes an expanding collection of trainings and workshops on the topics that matter most — pricing, packaging, capacity, systems, boundaries, website messaging, and designing a saner tax season.
These step-by-step trainings are action-focused and easy to implement. They’re built from thousands of hours coaching accountants and from what consistently delivers results.
Peak Freedom members get access to the full library.
Accelerator and VIP members unlock even deeper, more advanced content to support faster growth.
Access to Geraldine and the Peak Freedom Team
Inside Peak Freedom, you are not left to figure things out alone. Geraldine and our coaching team are in the room with you — on live calls, in conversations, and in the community — answering questions, cutting through confusion, and helping you make real progress.
You’ll get direct access during live coaching sessions, where you can bring your stickiest client situations, your pricing puzzles, and the decisions you’ve been putting off — and get clear, actionable guidance right there on the call.
Support from the Peak Freedom team is available to all members. Accelerator and VIP members get deeper, more frequent access for faster movement and bigger results.
Step-by-Step Trainings on Topics That Matter Most
Down to 40 Hours Fundamentals
This course gives you the business strategy CPAs were never taught but absolutely need to run a calm, profitable firm.
You’ll learn how to package and price your services, communicate value with clarity, focus your offerings so your expertise shines, and design your business around real capacity instead of wishful thinking.
With more than 15 hours of high-impact training, Fundamentals shows you how to shape a firm that runs smoothly, earns more, and feels far easier to manage.
If you’ve ever wished someone would just teach you the business side of accounting in a way that actually makes sense, this is that missing piece.
Simple Systems, Free Time
Simple Systems, Free Time teaches you how to run your firm without relying on memory, panic, or piles of scattered notes.
If you’re constantly hunting for emails, rewriting to-dos, or carrying your entire workflow in your head, this course gives you a calmer, clearer way forward.
Based off David Allen’s Getting Things Done, you’ll learn simple, repeatable systems for handling information, prioritizing your work, and creating processes you can actually trust.
The result? A quieter mind, smoother days, and more time to focus on work that matters.
Mindset Support
Many firm problems aren’t technical problems.
Sometimes they’re mindset problems dressed up as technical problems.
Fear of raising prices.
Fear of saying no.
Perfectionism.
Over-responsibility.
People-pleasing.
Beliefs you didn’t choose, running the firm you didn’t want.
Inside Peak Freedom, you learn how to change those patterns in ways that feel supportive, not judgmental.
Many members say the mindset work is what finally unlocked everything else.
Weekly 1:1 private mindset coaching is included at every level of membership.
Create the firm you want.
There are three tracks available to you inside Peak Freedom
Find out which makes the most sense for you given your stage of business.
Peak Freedom — The Community
This is your home base.
You step into a supportive room of accountants working toward the same goal.
You attend live coaching when you can.
You ask questions.
You get answers.
You use the courses, resources, and tools to simplify your firm piece by piece.
It’s the simplest way to stop grinding and start making progress.
$197/month.
Cancel anytime.
Down to 40 Hours Accelerator
If you want faster movement and more support, Accelerator is your next step.
It’s a small-group, high-accountability experience.
You reprice.
You right-size your client base.
You rebuild your boundaries.
You get weekly coaching, structure, and the confidence to move.
Members often say, “I knew what to do. I just couldn’t do it alone.”
Accelerator gives you momentum.
And you get everything inside Peak Freedom, too.
Available from inside the community. Spots are limited.
VIP Lounge
Once your firm is more stable and your hours are sane, you may be invited to join the VIP Lounge.
This is a quieter, more advanced room.
The conversations shift from “How do I survive tax season?” to “How do I design what’s next?”
Simpler offers.
Better clients.
Cleaner focus.
A practice that supports the life you’re building.
Invitation only.
Protected so the room stays high-quality.
What members say at each level
Because each one meets members where they are, and lifts them into what’s possible next.
Peak Freedom
Peak Freedom is the worth 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 can make me back 5x my investment or more.
– Adam Hall, CPA
Accelerator
I thought your book would be enough – I assumed my business was just in a temporary dip.
But after April 2025, I knew I needed real support, so I skipped Peak Freedom and went straight into Accelerator.
I didn’t expect the community to matter so much. Seeing how others structure their firms, facing similar challenges, and getting generous guidance gave me the courage to disengage clients, raise prices, and move forward.
I 10x’d my investment in 3 months.
– Suzanne Green, CPA
VIP Lounge
Peak Freedom VIP Lounge is worth every minute because it keeps me focused on moving my firm forward and actually doing the things that matter.
I learn so much from the journeys of the other members—their wins, their mistakes, and the strategies they’re testing—and it always sparks ideas I want to bring back into my own firm.
And when I get stuck in unhelpful thoughts, the mindset coaching is a huge bonus that helps me get out of my own way.
– Rebecca Warnick, CPA
Testimonials
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"My prices are about 3x higher than where I started."
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"I'm down to 40 hours (from insanity)."
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“I made more progress in four months than in the last two years.”
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"I was losing the passion, but now I'm excited about the clients on my roster.”
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"Creating packages with tiered pricing was worth tens of thousands."
Frequently Asked Questions
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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. -
Yes.
You don’t need more hours — you need a simpler path.
Start small: a coaching call here, a small change there.
Results stack quickly.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. -
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. -
Anytime.
No commitments.
No surprises.
Meet the team who’s got your back
At Peak Freedom, we’re here to help you run a firm that feels sane, profitable, and fully under your control. That means real coaching, honest feedback, and a community that shows up — no fluff, no noise, no guessing.
We believe accountants deserve freedom: time freedom, financial freedom, and the freedom to design a life that actually works. We’re here to help you make that real with guidance, support, and community-powered momentum.
Hello, I’m Geraldine Carter
I’m a business coach for accountants who can’t go near tax.
My background is in engineering from Cornell, and I spent years helping small businesses navigate financials, improve operations, and build systems that actually worked. I also guided adventure travel around the world for a decade — an unexpected training ground in proactivity, problem-solving, and staying calm when everything is on fire.
When I began working with accountants, I saw the same pattern everywhere: smart, capable professionals trapped in firms that were underpriced, over capacity, and running them ragged. I knew there was a better way — a way built on value, boundaries, and design.
Peak Freedom grew from that belief. It’s the supportive, focused room I wish had existed years ago — where accountants get coaching, clarity, and community as they rebuild their firms into something calmer, more profitable, and far more aligned with their lives.
I’d love to help you get there.
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.
Join Peak Freedom and see what changes when you…
Grow alongside people who get it
Inside Peak Freedom, you’re surrounded by accountants who are doing the same work you are — simplifying, repricing, setting boundaries, and creating saner firms. You’ll have support at every step.
Learn with tools that help you actually move
Dive into the complete library of trainings, workshops, and ready-to-use templates — everything you need to raise prices, streamline systems, set boundaries, and make real progress in your firm.
Get the support that meets you right where you are
Whether you want community, structure, or deeper coaching, Peak Freedom’s membership levels give you exactly the kind of guidance you need for your stage of growth..
Stay on track with real accountability
With structured coaching, cohort support, and peers who actually show up, you’ll follow through, stay consistent, and keep moving toward the firm you want.
Grow alongside people on the same path
Meet accountants who value clarity, calm, and meaningful progress — people who show up, support each other, and move toward their goals together.
Get the feedback that gets you unstuck
Show up with your pricing questions, workflow issues, client dilemmas — whatever’s on your plate — and get clear, useful input from Geraldine, our coaches, and peers who’ve been exactly where you are.
Your business is too important an asset to risk figuring this out alone.
And if going it alone were going to work, it would’ve worked by now.
So come meet the people who’ll make your journey easier.
Peak Freedom brings together accountants who want clear direction, real connection, and support from others who truly get what they’re building.