Business Strategy for CPA's · Geraldine Carter

366 Scheduled Tax Prep: Why 90-Hour Weeks Are a Choice

October 1, 2025·15 min·1 clip

Geraldine Carter spells out 'imperfection' to remind CPAs that a better tax season doesn't require a flawless one.

Host Geraldine Carter presents a seven-step system to help CPAs escape 90-hour tax seasons by shifting from reactive client service to a controlled, scheduled model. She explains how to calculate capacity, increase prices, constrain client supply through pre-payment, and communicate changes to achieve the same revenue with drastically reduced hours and regained sanity.

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