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.

Contributors

Host

Carrie Hammond

Carrie Hammond is a marketing executive with over 20 years of experience shaping how the tax and accounting profession adopts technology and builds stronger practices. As a marketing leader at Intuit, she drives strategy for products serving thousands of practitioners nationwide. She knows the stories that matter: the overwhelm of tax season, the pressure to add advisory services, the challenge of growing without burning out. On Deduct This, she asks the questions that surface the practical ideas and proven methods that move firms forward.

Host

Lexi Bonicard

Lexi Bonicard is a product and growth marketing leader at Intuit, where she serves as Principal, Product & Growth Marketing. She brings 15+ years of experience across product marketing, brand, go-to-market strategy, demand generation and integrated marketing, with previous leadership roles at FedEx and agency experience supporting brands including Volkswagen and American Airlines. Her work centers on turning customer insights into data-driven strategies, compelling storytelling and campaigns that drive growth.

Guests

Guest

Chase Vowell

Flux Accounting provides modern, people focused accounting and tax services to growing businesses and their ownership.

Flux is building a firm that provides best-in-class accounting services that fuel business growth. They structure everything they for their clients platforms to grow and thrive.

https://www.linkedin.com/in/chase-vowell/

Guest

Katie Helle

As the Owner and CEO of Scaled Accounting Solutions, Katie Helle brings more than 17 years of expertise in taxation, strategic planning, and bookkeeping services to her mission of transforming the accounting landscape. She leads a team dedicated to integrating advanced technologies that streamline operations, improve efficiency, and deliver exceptional value to clients.

Prior to leading Scaled Accounting Solutions, Katie worked as a Tax Accountant, where she developed extensive expertise in income tax services, compliance, and operational excellence. Her deep commitment to innovation continues to shape her leadership approach and her focus on fostering a culture of efficiency and continuous improvement.

At Scaled Accounting Solutions, Katie and her team are committed to empowering clients through strategic insights, forward-thinking guidance, and cutting-edge accounting solutions designed to support sustainable growth and long-term success.

https://www.scaledaccounting.com/

Guest

Nick Boscia

As Managing Partner of Boscia & Boscia PC, I have over a decade of experience driving firm innovation and efficiency through cutting-edge technology, proactive tax planning, and scalable systems. My collaborative leadership style focuses on optimizing workflows, mentoring teams, and delivering tailored tax strategies to maximize financial outcomes for clients.

With CPA and EA credentials, I champion modernization in accounting, leveraging strategic automation and cloud-based solutions to streamline operations and enhance work-life balance. Through my work at Boscia & Boscia and TheBalancedCPA, I empower accounting professionals to build sustainable, tech-forward firms that prioritize growth and personal fulfillment.

https://www.bosciapc.com/