Business Strategy for CPA's · Geraldine Carter
374 [WIP Series] From Hourly to Packages with Lori Yearwood, CPA
November 26, 2025·38 min·3 clips
Lori Yearwood explains how saying no more than ever this year became the key to scaling her accounting firm.
As heard by us
A clear look at a CPA shrinking the workload before the calendar does it for her.
Lori Yearwood's conversation stays with the awkward middle of change: saying no, trimming client load, and admitting that waiting for perfection can become its own delay.
Why you'd press play
If you keep waiting for the perfect exit ramp, this one is for you: an honest CPA conversation about saying no, making changes before they feel perfect, and trusting the next step.
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