Imagine trading the stress of an "overworked prisoner" CFO role for the freedom of a boutique tax firm—with time for family, music, and travel. That's the transformation Terri Peters, founder of Tax Time Ledgers, made in just three years. Once overworked, undervalued, and stuck in scarcity, Terri took a leap from corporate security to build her own practice. In this deep dive, we revisit her turning point—choosing to invest in herself and stop making someone else's money. Learn how she went from charging $500 per month to confidently enrolling $2,500–$3,500 concierge clients by building a values-aligned foundation and authentic sales process—without leading with marketing. If you're a firm owner stuck on the same treadmill, Terri's journey from scarcity to abundance shows that freedom comes from owning your value.
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Episode 181 | Case Study | The Confidence Shift That Helped Beth Grow 218% In Revenue And Work Less Hours
Episode 180 | Building Better Sales Skills For Firm Owners With Rob Jolles
Episode 179 | The Marketing Funnel That Books CFO Advisory Calls With Charles Leikauf
Episode 178 | Beyond The Numbers: Transforming Your Accounting Practice Into A High-Value Advisory Powerhouse With Michelle Weinstein & Fady Hawatmeh
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