383 How Simple Systems Saves Suzanne Green, CPA 8–10 Hours a Week
Wed Feb 04 2026
Do you ever feel like you’re doing everything right – solid clients, fair prices, full days – and yet the hours and money still aren’t quite where you want them?
That tension usually isn’t about missing one thing.
It’s the accumulation of small leaks most CPAs learn to live with: time lost re-reading emails, tracking tasks in your head, chasing clients for missing info, and doing quiet cleanup work that never shows up on an invoice.
Pricing is one major leak.
Systems is another.
In this episode, Suzanne Green shares how tightening a few simple systems – not adding software or staff – helps her save 8–10 hours a week.
Same clients, same output, less mental load, and the equivalent of a 17% higher effective hourly rate.
It’s a grounded, relatable conversation about where hours really go when your systems aren’t doing their share of the work.
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Link to full shownotes:
https://www.businessstrategyforcpas.com/383
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Want Pricing Essentials?
If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work.
Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles.
Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes.
I want to help you get your prices up without losing loyal clients.
…
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:
THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue.
THE BOOK – $9.99
geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue
PEAK FREEDOM COMMUNITY – $197/mo
geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture
DOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence.
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Do you ever feel like you’re doing everything right – solid clients, fair prices, full days – and yet the hours and money still aren’t quite where you want them? That tension usually isn’t about missing one thing. It’s the accumulation of small leaks most CPAs learn to live with: time lost re-reading emails, tracking tasks in your head, chasing clients for missing info, and doing quiet cleanup work that never shows up on an invoice. Pricing is one major leak. Systems is another. In this episode, Suzanne Green shares how tightening a few simple systems – not adding software or staff – helps her save 8–10 hours a week. Same clients, same output, less mental load, and the equivalent of a 17% higher effective hourly rate. It’s a grounded, relatable conversation about where hours really go when your systems aren’t doing their share of the work. … Link to full shownotes: https://www.businessstrategyforcpas.com/383 … Want Pricing Essentials? If you feel trapped by your own accounting firm, it’s not because of the work – it’s how you’ve priced the work. Too many accountants are stuck in undercharging, overdelivering, and people-pleasing cycles. Break the pattern with my short PDF guide: 7 Pricing Essentials »It’s free and you can read it in 5 minutes. I want to help you get your prices up without losing loyal clients. … 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 … FOUR ways I help overworked CPAs go down to 40 hours without losing revenue or hiring: THE EMAIL COURSE – Freegeraldinecarter.com/stop-working-weekendsStop Working Weekends will teach you how to reduce your hours without giving up revenue. THE BOOK – $9.99 geraldinecarter.com/bookDown to 40 Hours – A Roadmap for CPAs to End Overworking Without Losing Revenue PEAK FREEDOM COMMUNITY – $197/mo geraldinecarter.com/peak-freedomFor solo and small accounting firm owners who want to rise above the insanity of hustle-culture DOWN TO 40 HOURS ACCELERATOR – $995/mogeraldinecarter.com/40For the overworked CPA at multiple six figures of revenue who is ready to stop working weekends, wants to implement overdue changes, and doesn’t want to do it alone. You’ll make progress faster and with more confidence. …