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.
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. You lost a key staff member. And you are not sure what happened.
Ian Vacin and Jason Blumer spent two years interviewing more than 300 firm owners to find out exactly what separates the 5% who push through from everyone else. Their research became the book Scaled with Purpose, and in this episode, Ian walks through the patterns they found and what they mean for how you build your practice from here.
In this conversation, you will learn:
- Why the scaling plateau between 8 and 20 employees hits nearly every tax and accounting firm, and how to recognize it before it costs you
- How to align revenue growth with capacity planning so your team can service what you sell
- What organizational design and spans of control have to do with firm profitability
- Why internal training is the single biggest differentiator between firms that lead and firms that lag
- How to sequence technology adoption so it accelerates your workflows instead of compounding your problems
- What intentional firm builders do differently from those who grow by accident and later have to unwind it
Hosted by Ian Vacin, co-author of Scaled with Purpose and co-founder of Karbon
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 Ian Vacin:
LinkedIn: linkedin.com/in/ianvacin
Website:karbonhq.com
#IntuitTax #TaxPro #ProConnectTax #FirmGrowth #TaxPracticeManagement #AccountingFirm #ScaledWithPurpose #WorkflowEfficiency #FirmCulture #TaxAutomation #SustainableGrowth #DeductThisPodcast #IntuitAccountants
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