Episode Details
Back to EpisodesHow to Get a 4-day Weekend During Tax Season
Description
Chip Summers worked 2,900 hours a year for over 25 years. Every Saturday. Some Sundays. Always behind. Then he made a series of decisions that transformed his firm.
He raised prices across the board. He moved on from high-maintenance, low-return clients. He gave up control and let his staff handle work from start to finish. He invested in technology that made everyone more efficient. And in December 2025, for the first time in over 25 years, he was caught up. He had almost nothing to do. It felt weird, but wonderful.
Today, Chip's eight-person firm in Orangeburg, South Carolina doesn't work Saturdays anymore. They close every Friday after tax season. During tax season, they're only open half days on Fridays. His staff isn't burnt out. His clients bring organized documents instead of shoe boxes. And he's serving as Vice Chair of the South Carolina Board of Accountancy while running a healthier practice than he ever thought possible.
This is the fourth episode in our Power of Focus series, where we explore how CPA firm owners use focus as a strategic advantage. Chip's story shows that transformation doesn't happen overnight, but when you touch every aspect of your practice with intentional changes, the results compound.
The conversation covers:
- How working 2,900 hours a year with no end in sight became the motivation for change
- Why pricing was only part of the transformation, giving up control mattered just as much
- The year they set minimums and lost fewer than five clients
- How technology investments made the team more efficient without increasing hours
- Why closing Fridays after tax season boosted staff morale and reduced turnover
- The decision to exit attestation work and focus entirely on tax planning and consulting
- How being upfront about pricing changes led to almost zero pushback from clients
Chip's biggest lesson? You can't do it all yourself. Most accountants want to touch everything from start to finish. But when you structure your staff to handle work properly, invest in the right technology, and price your services to match the value you deliver, you create capacity you didn't know was possible. And that capacity changes everything.
This episode is for firm owners working too many hours for the revenue they're generating, leaders curious about how to delegate without losing quality, practitioners wondering if it's possible to run a firm without weekend work, and anyone ready to transform multiple aspects of their practice at once.
Time Stamps:
00:14 - Introduction: Chip Summers, Orangeburg CPA since 1991
01:34 - Serving as Vice Chair of SC Board of Accountancy
02:36 - The CPA firm that said yes to everyone for 45 years
03:18 - Why being everything to everybody became impossible
04:01 - Working 2,900 hours a year with no end in sight
05:32 - Caught up for the first time in 25 years: how it felt
06:10 - You can't do it all yourself: restructuring Accounting staff workflows
07:17 - Technology investments that made everyone more efficient
07:29 - Discussing pricing upfront and what changed
08:39 - From shoe boxes to organized Tax clients
09:24 - A completely different CPA firm than four years ago
10:21 - No more Saturday work for staff
10:57 - Raising prices 5-10% every year and losing fewer than five clients
12:03 - The biggest change: giving up control
13:27 - When staff burn out, th
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