Deduct This With Carrie and Lexi
Deduct This With Carrie and Lexi
Podcast Description
Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services.You'll gain:Practical tips for efficient client interactions.Proven ways to transition confidently into advisory work.Effective methods to increase success without hiring additional staff.Useful lessons from experienced tax professionals focused on improving outcomes.Together, we're helping tax professionals perform better, achieve more, and simplify success.
Podcast Insights
Content Themes
Explores critical themes such as transitioning to advisory services, effective client interactions, and optimizing operational efficiency. Episodes feature case studies like Liz Hanley's firm specializing in creative industries and Al-Nesha Jones' strategies for packaging advisory services to enhance client relationships and operational streamlining.
Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services.
You’ll gain:
- Practical tips for efficient client interactions.
- Proven ways to transition confidently into advisory work.
- Effective methods to increase success without hiring additional staff.
- Useful lessons from experienced tax professionals focused on improving outcomes.
Together, we’re helping tax professionals perform better, achieve more, and simplify success.
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 not have to live in that cycle.
In this episode of Deduct This, Hope Brown, 2025 AICPA and CIMA Global Women to Watch Honoree and Founder and CEO of The Tax Minded Bookkeeper, shares how she created a proactive system that keeps both her team and her clients out of reactive mode. She explains what tax-minded bookkeeping really means: building books with tax planning in mind from day one, rather than categorizing transactions after the fact. You will hear how she runs proactive Q3 and Q4 check-ins, collaborates with client bookkeepers with permission, and uses a Client Advisory Services model to connect bookkeeping, advisory services, tax planning, and tax preparation into one continuous client partnership.
Hope also shares why she transitioned from Lacerte to ProConnect Tax, how Intuit Tax Advisor enables real-time analysis throughout the year, and how connected workflow integration increases workflow efficiency and reduces manual workarounds. From bottleneck analysis to peer benchmarking to AI-driven firm operations, she walks through the structure that supports a sustainable CAS practice without sacrificing client experience.
What you will learn:
• How to shift from tax season only compliance to proactive tax planning using structured Q3 and Q4 check-ins
• How tax-minded bookkeeping reduces cleanup, supports accurate month-end close, and prevents downstream tax issues
• How a CAS practice model connects bookkeeping, advisory services, and tax preparation into recurring advisory revenue
• How to evaluate tax technology through bottleneck analysis, workflow efficiency review, and post-season lessons learned
• How to use AI for firm operations, marketing systems, proposals, and strategic decision support
If you want a sustainable CAS practice built on proactive tax planning, structured workflow integration, and fewer surprises, this episode gives you a clear blueprint you can apply immediately.
Explore ProConnect Tax to streamline tax preparation: https://accountants.intuit.com/tax-software/
Connect with the hosts:
🎙 Carrie Hammond: https://linkedin.com/in/cahammond
🎙 Lexi Bonicard: https://linkedin.com/in/lexibonicard
Follow Hope Brown:
LinkedIn: https://www.linkedin.com/in/hope-brown-msa-afsp-463a44239/
Website: https://bbizsolution.com/how-to-work-with-us
#TaxPro #IntuitTax #ProConnectTax #DeductThisPodcast #TaxPlanning #ClientAdvisoryServices #CASPractice #TaxPracticeManagement #WorkflowEfficiency #AIinAccounting #Bookkeeping #MonthEndClose
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