362 The Knock It Off List: 14 Habits Keeping Your Firm Stuck

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Feeling overwhelmed, scattered, and all over the map in your firm?

In this episode, I run through The Knock It Off List—14 habits that are eating your time, energy, and sanity. From people-pleasing and inbox living to free calls, unbilled work, and hanging on to “that one” legacy client, I’ll show you what to quit and what to do instead. 

These aren’t small tweaks—they’re the everyday habits that quietly keep you stuck.  Knock them off and you’ll have more space, more focus, and a firm that finally feels manageable.

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Link to full shownotes: 

https://www.businessstrategyforcpas.com/362

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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.

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Readers say they love it because they’re short and on point.

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Want 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

Complete list:

geraldinecarter.com/client-interview-episodes

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FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring:

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For solo and small accounting firm owners who want to rise above the insanity of hustle-culture

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Get your FREE 7 Pricing Essentials for CPAs and EAs here:
https://geraldinecarter.com/7