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.
Want to transform your practice into a niche, year-round advisory engine? In this episode of Deduct This, Liz Hanley of Liz Is All Biz shares how she:
• Specializes in creative industries (music, photography, film) to fuel referral growth
• Packages services for year-round advisory, not just seasonal tax filings
• Leverages ProConnect Tax and Intuit Tax Advisor to automate compliance and generate client-ready strategies
• Operates a 100% remote, women-led firm with cloud workflows in QuickBooks Online
• Balances fair pricing by adjusting fees based on actual service levels
Whether you’re a solo practitioner or building a multi-state team, Liz’s playbook will help you deepen client relationships, deliver clear guidance, and scale your firm without burning out.
Ready to elevate your practice?
Explore how Intuit Professional Tax Software empowers tax and accounting pros with cloud-based compliance, smart automation, and built-in advisory tools:
https://accountants.intuit.com/tax-software/
#ProConnectTax #TaxAdvisory #NichePractice #CreativeIndustryCPA #CloudAccounting #QuickBooksOnline #TaxAdvisor #ScalingFirms #WomenInAccounting #RemoteFirm #PracticeManagement
Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard
Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.
Disclaimer
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