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.
Episodes
33 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...
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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...
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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...
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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...
Stop Serving Everyone: How Niching Down to Construction Transformed Timothy Wingate Jr’s Firm
Growing up, Timothy Wingate Jr. watched his father's construction business ride a financial roller coaster for years. One summer, it was Disney World. Next, it was back to work. Not because the jobs were not there, but because no one eve...
From Reactive to Proactive: Building a Tax-Minded CAS Practice with Hope Brown
Ever get that sinking feeling when tax season is about to start, and you are already behind? The cleanup. The missing information. The last-minute surprises you promised yourself would not happen again.Hope Brown built her firm so you do...
From Spreadsheet Chaos to Advisory Clarity: How Michael Chapman Built a Multi-Entity CAS Practice That Actually Scales
You know that satisfying moment when everything just works? When a complex client's books close without your team buried in Excel for a week? Michael Chapman decided that feeling should not be rare. It should be the default.After ...
People Before Processes: How Two Founding Principals Built a Modern Firm Without Burning Out Their Team
Their team has not worked overtime during tax season. Not once since their launch.After a combined 60 years in traditional accounting firms, Anna Hergenrader and Gwen Hodges launched Hodges and Hergenrader, LLP in 20...
Why Tax Software Is Still Stuck in the 90s (And How One Firm Finally Escaped)
You're using tax software for CPAs that hasn't had a significant update since the 1990s. While bookkeeping and advisory tools have transformed with AI and automation, tax software is still making you retype data from QuickBooks, still sending 8...
How Advisory-First Firms Can Work Fewer Hours, Charge More, and Keep Clients Longer
Your clients are learning tax strategies from TikTok influencers before hearing them from you. They're coming back asking why you didn't tell them about deductions they discovered on Instagram. You have the expertise, but you're buried in compl...
Why Your IRS Letters Keep Getting Denied (Even When You're Right)
You're responding to IRS letters with beautifully crafted explanations and heartfelt stories about hardship. The IRS keeps denying them. Your documentation is solid, your reasoning is sound, but you're addressing the wrong audience.The p...
How to Pick Tax Software That Actually Matches Where Your Firm Is Going
Are you using the same tax software you picked five years ago, even though your practice has completely changed? Still telling yourself it's too late in the year to evaluate alternatives? You're choosing software for the firm you had, not the f...
How Advisory-First Firms Doubled Revenue While Working Half the Hours
Are you charging $700 for a 1040 while working 70-hour weeks? Still telling yourself your market can't support higher rates? Megan Leesley's response: Stop it. The only real constraint isn't your market. It's your mindset. And when she challeng...
Why Investing in Yourself and Your Team Might Be the Most Powerful Software Upgrade Your Firm Ever Makes
Your team keeps burning out. You've upgraded your software, hired more people, adjusted workloads, but the tax accountant burnout cycle repeats. What if the real bottleneck isn't your tools or your headcount? In this episode of Deduct This ...
How Going Fully Digital Became a Firm’s Biggest Competitive Advantage
Still buried in paper? Still printing, scanning, storing files, or worrying about security risks in a home office? You’re not alone. In this episode of Deduct This with Carrie and Lexi, business strategist Kari Culumber breaks d...
What Top Talent Actually Wants: How to Recruit and Retain in Today’s Accounting Landscape
Can’t hire fast enough? Losing great people? Feeling the talent pipeline shrinking more every year? You’re not alone. In this episode of Deduct This with Carrie and Lexi, CPA and career strategist Mike Manalac, known online as <...
The Accidental Entrepreneur: How Joey Albertson Built a Profitable, Family-First Firm
When COVID hit, Joey Albertson didn't plan to start a firm. She just wanted to help small businesses drowning in chaos. That impulse to serve turned into The Profitability Project and Bookflow, two thriving businesses built on one non-negotiabl...
When Letting Go Leads to Growth: Offboarding Clients the Right Way with Nick Boscia
Ever get that gut feeling when a client’s name pops up, and your stomach drops? You’re not alone. In this episode of Deduct This with Carrie and Lexi, firm owner and tax strategist Nick Boscia of The Balanced CPA shares how learning to offboard...
Burnout Isn’t a Badge of Honor: A Tax Pro’s Wake-Up Call
What if protecting your health wasn’t just a personal priority but a professional strategy?In this powerful episode of Deduct This, CPA and podcast host Randy Crabtree opens up about his own health crisis and the wake-up call i...
Scaling Smarter: The Metrics That Actually Matter with Bob Wang
What should you measure to grow a profitable, durable firm without burnout or busywork? In this episode, entrepreneur and fractional CFO Bob Wang shares the KPIs that move the needle, how to al...
The Human Side of Advisory Tech with Yuri Kapilovich
Want to scale your firm without losing your sanity or your personal touch?In this energizing episode of Deduct This, CPA and firm owner Yuri Kapilovich (aka The Fun CPA) shares how to use tech not to replace relationships but to ...
Should You Switch in October? Why Now Might Be the Best Time for Tax Pros
Should You Switch in October? Why Now Might Be the Best Time for Tax ProsStill using tax tools that “mostly work”? You might be holding your firm back without realizing it. In this episode of Deduct This with Carri...
Break the Grind: How to Scale Your Firm Without Burning Out
What if working less was actually the key to earning more? In this eye-opening episode, business strategist Geraldine Carter shares how tax pros can break out of the burnout cycle, simplify their practice, and scale with less st...
Where AI Helps and Where It Still Intimidates Us with Steven Gabrielsen
Are you curious how real tax pros are using AI in their firms today and where they're drawing the line? In this episode of Deduct This, CPA and firm owner Steven Gabrielsen shares how he's harnessing AI to str...
