Business Strategy for CPA's · Geraldine Carter

372 [WIP Series] 1/3 Fewer Clients, 2x-3x the Prices, and Sundays Off, with Jan Schaffner, EA

November 12, 2025·44 min·4 clips
Jan's daughter asks if firing 400 clients means getting 400 hours back, sparking a mic-drop moment.
Jan Schaffner shares her journey from chaos with 850 clients to streamlining her CPA practice by firing 250 clients and implementing tiered pricing packages. She discusses the emotional challenges, underbilling by $125,000, and how setting boundaries led to higher revenue and better work-life balance.

As heard by us

Fewer clients, firmer pricing, and a harder kind of freedom.

Jan Schaffner's reset lands as a practical story about scale, pressure, and finally drawing a line. Geraldine Carter keeps it grounded in the details that matter: 551 clients, two full-timers, two seasonal staff members, and the decision to fire 400 clients once the numbers and…

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Why you'd press play

If you need proof that cutting clients can buy back hours, press play.

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