Feb 15, 2026 · 47 min · 11 segments
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…
Terry PetersGuestMichelle WeinsteinHostYeah, I'm so excited to have you here on the Abundant Accountant Podcast because today is very special.
Our client always will be because you're part of the family, but you worked with us back in 2022.
I don't know if you remember, but I'm sure you can remember where you told me you were, I looked at our notes, you were working long hours.
You were torn between this security kind of job that you had and then running also your own boutique tax strategy firm at the time.
And you correct me if anything's wrong, okay? But you felt undervalued, overworked, and constantly on the treadmill with no time to yourself, your family, or even your piano.
can share a little bit about who you are and where you're at in the country, and then we'll dive into what's changed since 2022, because now is 2025.

And it's funny, you mentioned that, and my heart just went right back to when I made that decision, you know, I had to draw the line in the sand.
or did you wait? Right when we finished our project together, our work together.

I just got to the point where I knew I needed to run my own firm, but I didn't feel like I had something to sell that I could charge what I was asked to, you know, like what we were working on.
Yeah, I'm so excited to have you here on the Abundant Accountant Podcast because today is very special.
Our client always will be because you're part of the family, but you worked with us back in 2022.
I don't know if you remember, but I'm sure you can remember where you told me you were, I looked at our notes, you were working long hours.
You were torn between this security kind of job that you had and then running also your own boutique tax strategy firm at the time.
And you correct me if anything's wrong, okay? But you felt undervalued, overworked, and constantly on the treadmill with no time to yourself, your family, or even your piano.
can share a little bit about who you are and where you're at in the country, and then we'll dive into what's changed since 2022, because now is 2025.

And it's funny, you mentioned that, and my heart just went right back to when I made that decision, you know, I had to draw the line in the sand.
or did you wait? Right when we finished our project together, our work together.

I just got to the point where I knew I needed to run my own firm, but I didn't feel like I had something to sell that I could charge what I was asked to, you know, like what we were working on.
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