PEAK FREEDOM
A community of CPAs and EAs who want to rise above the insanity of hustle-culture
For solo and small accounting firm owners who want peace and calm without hiring, scaling, grinding, or reducing profit
GET OUT OF THE GRIND FOR $197/MONTH.
CONNECTION
SUPPORT
TRAINING
ACCOUNTABILITY
GET ACCESS FOR:
$197/month
billed monthly, cancel easily, anytime
without being charged again
What you’ll get:
✓ The Best Peer Connections Out There
✓ Expert Advice from All-Star Alumni
✓ 2x Monthly Live Coaching Sessions with Geraldine
✓ Down to 40 Hours Video Course & Content
✓ Ready-to-Use Resources & Tools
✓ 30+ Mindset Videos & Trainings
✓ Private 1:1 Mindset Coaching
✓ Simple Systems, Free Time
✓ On-Demand Workshops
✓ Focus groups
✓ Private Member Podcast
✓ Invitation to the Sun Valley Retreat
✓ Circle – Easy to Use Platform
YOU HAVE NO ONE TO TALK TO ABOUT WORK
Work is crazy, and no one gets it. You can’t talk to your spouse, staff, or clients (of course); the last thing you’ll do is complain about it on social media.
It’s hard to get connected to other tax people, and when you find ‘em, many are just doing their work and aren’t forward-looking.
If you mention wanting to work less to the wrong person, you get dismissed, shunned, or looked at like you have three eyes. They’ll tell you you’re being lazy or “just a mom with a side-hustle.”
YOU HAVE NO ONE TO TALK TO ABOUT WORK
Work is crazy, and no one gets it. You can’t talk to your spouse, staff, or clients (of course); the last thing you’ll do is complain about it on social media.
It’s hard to get connected to other tax people, and when you find ‘em, many are just doing their work and aren’t forward-looking.
If you mention wanting to work less to the wrong person, you get dismissed, shunned, or looked at like you have three eyes. They’ll tell you you’re being lazy or “just a mom with a side-hustle.”
IMAGINE A COMMUNITY OF LIKE-MINDED ACCOUNTANTS WHO:
Know exactly what you’re going through
Have no intention of dying at their desk
Reject the madness of hustle-culture
Understand that value – not hours – is the solution
Know it’s time for a change
Want to share their experience so you don’t have to reinvent the wheel
Say Goodbye to Alone and
Hello to Your People
Peak Freedom: A One-Stop Shop for Accountants to Create A Firm They Love Owning
for $197/month
Finding your podcast (way before joining this Community) has been a life changer. And then I joined this amazing Community, and learning from you and all fellow owners allowed me to build the firm I want, and structure my life the way I want.
Thank you so much for everything!
I was working 24/7, and I didn’t like the example I was setting for my daughter. Now my prices are much better, and life is much more sane.
I kept thinking I needed to be in the ‘perfect place’ before joining — and I’m so glad I didn’t listen to that.
Since joining, I’ve chosen a niche, nearly finished my individual packages for next year, and I’m about to propose a bigger business package to an existing client. Natalie [our mindset coach] has helped me focus and manage my mind, and I no longer feel alone out here in the accounting-sphere.
What I’ve loved most is the positive, encouraging vibe that infuses every interaction. The support shows up on every level of busy firm ownership.
I’ve made more progress inside Peak Freedom than I ever did trying to figure things out on my own, and the insights from Geraldine and the community have opened my eyes to what my business could be.
Peak Freedom is absolutely worth the investment — and then some.
READY TO BUILD THE ACCOUNTING PRACTICE YOU WISH YOU HAD?
Peak Freedom is the one-stop shop to affordably pivot, reshape, and grow your accounting practice
Down to 40 Hours Course
Step-by-step to build or reshape your accounting practice so you’re doing the right things in the right order.
Personalized Help
Weekly live Q&A’s, mindset coaching, and expert feedback on emails and scenarios so you’re not overwhelmed or wondering what to do next.
Community
Feel connected instead of lonely with our private community of coaches all working hard to change the world one life at a time.
Say Goodbye to Grinding and
Peak Freedom: A One-Stop Shop for Accountants to Create A Firm They Love Owning
for $197/month
ENJOY YOUR WORK. SHARE EXPERTISE. CREATE SANITY.
Join the Peak Freedom Community
Be with other solo & small firm owners and get the connection, support, training, and accountability you need to end the chaos inside your firm without hiring, scaling, hustling, or reducing profit.
For $197/month
Don’t worry, you can cancel anytime and your credit card won’t be charged again.
SOUND IMPOSSIBLE?
Take it from your peers:
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Minnie is down to 35 hours a week (from insanity) and four tax brackets higher.
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Hector went from 65 hours to 55 hours inside tax season, and from 45+ down to 30 hours outside tax season. He increased prices by a factor of 3; revenue increased 30%.
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Melissa went from 55+ hours to 40 hours a week while increasing net profit by $100K. Outside tax season, she now works 15 hours a week.
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Kathy’s average invoice is up 25%, client-count is up slightly, (they didn’t go running!), and she’s not working more than last year.
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Laurie is making more $$$ in less hours, working only 10-20 hours a week, (from anywhere with wifi, thanks to Mastermind). Tax return pricing included 50% price increases with many signups from returning clients. The main benefits? Community – everyone is so friendly and generous.
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Randy made two years of progress in his business in four months. He automated previously manual processes and focused squarely on his niche.
Say Goodbye to Chaos and and
Hello to Calm
Peak Freedom: A One-Stop Shop for Accountants to Create A Firm They Love Owning
for $197/month
JOIN NOW AND GET INSTANT ACCESS TO:
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Plug into a network of smart, generous CPAs, EAs, and accountants
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Weekly peer-led training sessions on niching, packaging, pricing, and more, by clients and community members you’ve heard on the podcast
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2x Monthly Live Coaching Sessions with Geraldine
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24/7 access to the videos that form the backbone of Down to 40 Hours
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Save time with template disengagement letters, pricing tables, price increase letters, capacity planner, how to gather useful testimonials, and more
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Business is more than tactics. It’s soft stuff too, like boundaries, leadership, tough conversations, stress, and more. The mindset videos will help you see ways to think more productively and spin less.
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Space to say what’s on your mind without it going anywhere. Schedule up to 5 x 20-minute sessions per month with my team of certified mindset coaches to help clarify your thinking in private.
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Do you run your day out of your Inbox? If your systems are fragile, it’s hard to trust the work will get done properly. This course will show you how to build strong systems your firm can stand on.
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Instant access to all past trainings
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Stop feeling so alone. Surround yourself with solo & small firm-owning accountants who are going through the same struggles and know how to help you.
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Find your people by firm size, stage of business, where you are on the journey, and where you want to go.
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In the mountains of my idyllic hometown, a 2-day deep dive into your firm that transforms everything, fast.
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Dig through the back-catalog and listen on the go
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Circle is easy to use and navigate
BRING ME YOUR UNSOLVABLE PROBLEMS.
I know what works, what doesn't, and how to fix it. I have an Engineering degree from an Ivy League university and have built a seven-figure and a multi-six-figure business.
With my top-ranking Business Strategy for CPAs podcast, which has more than 300 episodes and 200,000 downloads, I am one of the leading voices in the accounting industry.
I teach overworked CPAs everything I know about increasing revenue and reducing hours without hiring.
Known for my straight talk, playful nature, and hopelessly pragmatic advice, I am on a mission to ensure that every woman in the world knows exactly how to make more money than she needs.
Bring me your unsolvable problems.
I’ll help you figure them out so you can bring your vision to life.
Stop wasting time figuring everything out yourself.
Your peers inside Peak Freedom will help you see the shortcut.
for $197/month
I know the challenges of business-owning accountants so thoroughly that…
I wrote THE BOOK on it.
It’s for accountants like you who want to learn how to go Down to 40 Hours without sacrificing revenue.
PEAK FREEDOM IS FOR YOU IF YOU’RE:
Building a practice from the ground up…
and you want to build it the right way through niching, pricing wisely, and setting up efficient systems from the get-go
Tidying an overgrown practice…
and need help repricing legacy clients, disengaging some excess, and focusing on the core of your business
Growing with staff…
and need help navigating hiring, off-shoring, delegating, and handing off systems
BRING YOUR VISION TO LIFE.
01
Join the Community
For just $197 a month, you get access to all the on-demand courses, hot seat calls, tools and resources, expert help, and our community of small firm owners.
02
Take Action
Say goodbye to overwhelm and confusion. You'll start with the Down to 40 Hours Video Course where I tell you the exact steps to take next.
03
Hours Down, Profit Up
Keep reshaping your firm with my step-by-step checklist and roadmap. Get your time back, your stress down, and your profit up with my proven framework.
GET YOUR SPRING AND FALL TAX SEASONS UNDER CONTROL.
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The old-school way leaves you exhausted, fried, and annoyed at your clients. Learn from your peers how to get ahead of things to make your tax season manageable.
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Because crazy storms pushed back filing deadlines, you’ve gone straight into extension season with no downtime and haven’t had time to catch up, much less raise prices. We can fix all that.
For $197/month
7-Day Risk-Free Cancellation
Cancel for any reason and receive a full refund, with no fees, no hassle, no questions.
Say Goodbye to Overwhelm and
Hello to Less on Your Plate
Peak Freedom: A One-Stop Shop for Accountants & Tax Pros to Create A Firm They Love Owning
for $197/month
PLUG INTO A COMMUNITY OF YOUR PEERS
Expert Advice from All-Star Alumni
Weekly peer-led training sessions on niching, packaging, pricing
Live Coaching 2x per Month
Ask me anything you want in these 1-hour sessions
Down to 40 Hours Video Course & Content Library
24/7 access to the videos you need to guide you
Ready-to-Use Resources & Tools
Template letters, pricing tables, capacity planner, and more
30+ Mindset Lessons
On topics like leadership, boundaries, saying no without guilt
Private 1:1 Mindset Coaching
Space to say what’s on your mind without it going anywhere
Simple Systems, Free Time
Build strong systems your firm can stand on
Invitation to the Sun Valley Retreat
A 2-day deep dive into your firm in my idyllic mountain town
Simple Platform
Circle is easy to use and navigate
THE INVESTMENT YOU MAKE IN YOURSELF WILL PAY DIVIDENDS.
for $197/month
Frequently Asked Questions
PAYMENT QUESTIONS
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Yes. You can switch payment plans easily after you’re inside.
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(Is it monthly beginning on the day I sign up, or on the 1st of the month?)
Payments recur monthly on the day/date you sign up. -
You’ll maintain access through the end of your monthly payment cycle.
TIME INVESTMENT QUESTIONS
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The more time you dedicate, the more you will gain. Most people I work with spend 2-4 hours per week improving their accounting practice; that’s sufficient to create tangible results on a reasonable time scale.
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This is a misunderstanding: make the time to invest in decreasing your work hours. If you don’t, you may end up working until the day you retire. The outdated idea of being too busy to improve your firm perpetuates overworking. In Peak Freedom, we leave old-school thinking behind.
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There’s no better program at this price point to fast-track your journey to reducing your work hours. If working less than 30 hours a week appeals to you and working only 25 or even 5 hours a week sounds like the Promised Land, then this subscription is for you. Once inside, you can decide which other subscriptions you want to drop so it evens out.
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Great! You'll achieve even better results faster. Having multiple sources of information and being part of complementary communities for CPAs is beneficial. The whole is greater than the sum of the parts.
EXPECTATION QUESTIONS
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Most accountants in Peak Freedom have 1 - 5 staff. Some will have no staff, and others will have 6 - 12. A lack of interest in growing a huge firm or taking over the accounting galaxy attracts people to the Peak Freedom community. It’s more about the ethos than the exact staff count.
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Decide to get the results you want. Then, ask for help so you can implement. If you implement, you’ll get results—period. If you’re not getting the desired results or find it’s not the right fit, you can cancel anytime and leave the community.
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Your results rely on your commitment to your goal, courage in taking action, and ability to persist. If you do these three things, you will get results.
HESITATIONS
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Membership is limited to 500 people to keep the value up and the noise down.
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Peak Freedom will help you spend less time on your computer. That's the whole idea.
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If you have competitors, you’re not niched enough; we can fix that. Our community is a safe space where members support and encourage each other. We happily coach people on scarcity-thinking (it happens!), but we don't maintain members who insist on believing in scarcity.
OTHER OPTIONS
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If you want fast results in a high-touch, low-crowd environment, joining the Down to 40 Hours – Accelerator is the right choice. It's a fantastic program for those ready to make real change quickly.
Say Hello to an Accounting
Firm You Love
Without the agressive-scale-hustle vibe that so many accountants find exhausting.
for $197/month
HOW LONG DO I NEED TO MAKE THIS PAGE?! 😀
Come in and let us welcome you.
Or email me at gc@geraldinecarter.com and tell me why you’re on the fence so I can help you make a clear decision (without being pushy or salesy).
for $197/month
7-Day Risk-Free Cancellation
Cancel for any reason and receive a full refund, with no fees, no hassle, no questions.
Simply DM or email me, and I will take care of you.
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I stand firmly behind the quality of my coaching, courses, and community.
If you don’t feel you’ve received sufficient value from your purchase, you’re welcome to request a full refund. No hassle, no questions, no fine print.
You can cancel subscriptions at any time—no long-term commitments required.
For annual plans, if a renewal catches you off guard, let me know within 7 days and I’ll issue a full refund.
You’re not locked in—no long-term commitments. Just support when you want it.