Deduct This with Carrie and Lexi
Season 2 of Deduct This goes deeper into the challenges and opportunities shaping tax and accounting firms today.
Hear directly from experienced tax professionals as they share practical strategies, lessons learned, and real-world approaches you can apply to your own firm. From creating more effective client experiences to expanding advisory services and finding smarter ways to work, each episode focuses on ideas that can help you make meaningful progress.
You’ll gain:
- Practical approaches for stronger, more efficient client interactions
- Guidance for building confidence as you expand into advisory services
- Ideas for increasing capacity without immediately adding staff
- Lessons from tax professionals who are finding new ways to improve their firms
Season 2 is about learning from each other, working smarter, and finding practical ways to move your firm forward.
Deduct This with Carrie and Lexi
Latest Episodes
Putting AI Into Tax: Transforming the Client Experience w/ Technology | Chase Vowell | Deduct This
How can tax professionals use AI to improve the client experience without losing the human connection?In this episode of Deduct This, Carrie Hammond and Lexi Bonicard sit down with Chase Vowell, CEO of Flux Accounting, to discuss how AI...
.png)
Modernizing a Family Accounting Firm With Technology and Better Workflows | Nick Boscia | Deduct This
What does it take to modernize a family accounting firm while preserving the personal service that made it successful?In this episode of Deduct This, Carrie Hammond and Lexi Bonicard sit down with Nick Boscia to talk about taking...
.png)
Building a Scalable Tax & Accounting Firm Without Burning Out | Katie Helle | Deduct This
What does it take to grow a tax and accounting firm without working endless hours?In this episode of Deduct This, Carrie Hammond and Lexi Bonicard sit down with Katie Helle, owner of Scaled Accounting Solutions, to talk about building a...
.png)
Stop Growing by Accident: How to Build an Accounting Firm You Actually Wanted
You built this firm because you wanted freedom. So why does it feel like you are more trapped than ever?Somewhere between eight and twenty employees, something broke. The business does not feel the same. Your profitability is dropping. Y...
Stop Being Invisible: How Five Minutes a Day Can Transform Who Finds Your Firm
You already have a brand. The question is whether you're building it on purpose, or letting it build itself by default.Katie Thomas, CPA, knows exactly what it costs to stay invisible. Not in dollars, but in impact. The clients yo...
