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.
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.
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 and technology are reshaping the way tax firms work with their clients.
Chase shares how his firm uses AI to identify and organize tax documents, support tax organizers and reduce friction throughout the client experience. He also explains why firms need to approach AI strategically, with clear guardrails, quality controls and a strong focus on security.
Together, they discuss how tax and accounting professionals can evaluate new technology, simplify their tech stacks, improve internal processes and introduce AI to clients in a thoughtful, transparent way.
In this episode, you'll learn about:
– Using AI to improve the tax client experience
– Applying AI to tax organizers and document collection
– Identifying, extracting and organizing tax documents
– Using quality controls to verify AI-generated work
– Understanding the current capabilities and limitations of AI
– Setting guardrails for AI in a tax practice
– Communicating with clients about AI and data security
– Reducing friction in the tax preparation process
– Choosing the right technology for your firm
– Integrating tax software, accounting platforms and practice management tools
– Simplifying complex software and API relationships
– Creating repeatable workflows and processes
– Helping staff adopt consistent ways of working
– Finding a low-friction way to begin using AI
– Building a more personalized and sustainable accounting practice
Whether you're a CPA, tax professional, accountant, firm owner or accounting leader, this conversation offers practical ideas for using AI and technology to improve efficiency, strengthen client relationships and build a better way of working.
Chase Vowell LinkedIn: https://www.linkedin.com/in/chase-vowell/
This is where tax professionals come together to share ideas, experiences, and fresh perspectives to help you grow your practice and your future.
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