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 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 enhance them. From $100/hour bus rides to building a “lifestyle firm” with a $2,000 minimum fee, Yuri reveals how he streamlined his practice with cloud-based tools, scaled client value, and preserved the high-touch service his clients love.
You’ll learn how to:
• Build a modern firm that runs on your schedule (not your clients’)
• Use tech like Anchor, TaxDome, and AI note-takers to reduce friction
• Attract higher-value clients through authenticity not advertising
• Fire bad-fit clients without burning bridges
• Adopt automation gradually without losing your human edge
If you’re ready to stop hustling and start thriving, this episode gives you the roadmap.
Want to build a tech-powered firm that still feels personal? Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/
Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard
Connect with Yuri:
• Website: thefuncpa.co
• LinkedIn: linkedin.com/in/ykapilovich
• Instagram: @thefun_cpa
#TaxTech #LifestyleFirm #CPAWorkflow #AccountingAutomation #CloudCPA #TheFunCPA #ClientAdvisory #ProConnect #IntuitTax #AIForCPAs #FirmGrowth #AdvisoryServices #TaxSoftware
This is where tax professionals come together to share ideas, experiences, and fresh perspectives to help you grow your practice and your future.
We are glad you are here. Let’s get started.
If today’s conversation gave you something new to think about,
Visit intuit.accountants.com for more insights and resources made for professionals like you.
We will be right here, helping you turn expertise into opportunity.
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