Business Strategy for CPA's · Geraldine Carter

367 Strategy-Based Pricing & the October Pivot

October 8, 2025·18 min·1 clip

Geraldine Carter argues that discovering your 'price ceiling' by losing clients is 'incredibly useful information' most businesses avoid.

Host Geraldine Carter argues that CPAs should move beyond generic 'value-based pricing' talk and adopt 'strategy-based pricing' to solve specific business problems like overwork and chaotic tax seasons. She focuses on the critical 'October pivot' period, recommending a simple 'one price, two payment options' model tested in batches to discover price ceilings, create client consistency, and enable better capacity planning.

As heard by us

Pricing is treated as a lever for workflow and demand, not just revenue.

Geraldine Carter treats strategy-based pricing as a working tool for shaping demand before tax season, not as a slogan. She moves from broad value talk into the real choices a CPA firm has to make: tiered, duo, custom, flat, or ladder pricing, each with a different balance of…

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Why you'd press play

You want October to do some of tax season's work for you.

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