FREE RESOURCES
I’ve put together a ton of free resources to help you.
7 Pricing Essentials PDF
Your guide to increasing prices without sending clients running
FREE CLARITY
Spin through this 9-minute clip to better understand the solutions to your accounting firm’s challenges.
MY FREE DAILY EMAIL LIST
Single-drip emails on ways to get your hours down without losing revenue, designed to be read in less than 15 seconds. Yes, it’s actually daily. And yes, people actually stay subscribed.
EVERY FREE TOOL YOU NEED TO WORK LESS & EARN MORE
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Want to know about upcoming webinars?
Get on my email list →Catch the replay of past webinars:
How to Increase Prices Without Overthinking Yourself Out of Time
How to Have the 2026 Tax Season You Actually Want
Freedom isn’t a Dream – It’s a Systems Issue
Pricing for Improved Profitability
How to Get Started Niching, Even When Clients are All Over the Map
Design Your Calm, Profitable Tax Season
MOST POPULAR PODCAST EPISODES
With Guests
Time To Rethink Your Pricing Strategy
with Ron Baker
CLICK HERE
Better Pricing Strategies for Accountants: Stop Billing by the Hour
with Jonathan Stark
CLICK HERE
Value and Segmented Pricing for CPAs
with Pricing Expert Mark Stiving, PhD
CLICK HERE
How Accountants Can Use ChatGPT
with Jason Staats, CPA
CLICK HERE
Effective Marketing for Accounting Firms
with Matt Banker
CLICK HERE
Client Interviews
Specializing in Stock-Option Tax Strategy and Consulting
with Minnie Lau
CLICK HERE
Paid Strategy Sessions and Half-Day Workshops
with Erica Goode, CPA
CLICK HERE
One Year: From Tax Factory to vCFO & Ag CPA
with Catherine Ozment, CPA
CLICK HERE
From Scratch to 6 Figures in 9 Months
with Shaan Afridi, CPA
CLICK HERE
How to Build $250K in CPA Advisory Services in 4 Months with Prithi Daswani, CPA
CLICK HERE
Guest Appearances on Others’ Podcasts
Mic Up Your Business
with Mike Michalowicz
CLICK HERE
Jetpack Workflow
with David Cristello
CLICK HERE
Accountant’s Flight Plan
with Brannon Poe
CLICK HERE
Grow My Accounting Practice
with Ron Saharyan and Mike Michalowicz
CLICK HERE
The Recognized Authority
with Alastair McDermott
CLICK HERE
WealthAbility® for CPAs Podcast
with Tom Wheelwright
CLICK HERE
My Top Ten Favorite Business
Books for CPAs
1. The Business of Expertise by David D Baker
2. Pricing Creativity by Blair Enns
3. Value-Based Fees by Alan Weiss
4. Obviously Awesome! by April Dunford
5. Boundaries by Cloud & Townsend
6. Selling Value by Mark Stiving
7. Happy Pocket Full of Money by David Gikandi
8. $100M Offers by Alex Hormozi
9. Hourly Billing is Nuts by Jonathan Stark
10. The Power of Habit by Charles Duhigg
QUESTIONS?
Shoot me an email at gc@geraldinecarter.com and I’ll get back to you as soon as I can.
Pro tip: the shorter your email is, the faster I’ll be able to get back to you.
P.S. Don’t have time to digest all the free resources here? Accelerate your progress by dropping some coin.
