Deduct This With Carrie and Lexi
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.
Podcasting since 2025 • 16 episodes
Deduct This With Carrie and Lexi
Latest Episodes
The Accidental Entrepreneur: How Joey Albertson Built a Profitable, Family-First Firm
When COVID hit, Joey Albertson didn't plan to start a firm. She just wanted to help small businesses drowning in chaos. That impulse to serve turned into The Profitability Project and Bookflow, two thriving businesses built on one non-negotiabl...
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Season 1
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Episode 16
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31:09
When Letting Go Leads to Growth: Offboarding Clients the Right Way with Nick Boscia
Ever get that gut feeling when a client’s name pops up, and your stomach drops? You’re not alone. In this episode of Deduct This with Carrie and Lexi, firm owner and tax strategist Nick Boscia of The Balanced CPA shares how learning to offboard...
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Season 1
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Episode 15
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31:39
Burnout Isn’t a Badge of Honor: A Tax Pro’s Wake-Up Call
What if protecting your health wasn’t just a personal priority but a professional strategy?In this powerful episode of Deduct This, CPA and podcast host Randy Crabtree opens up about his own health crisis and the wake-up call i...
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Season 1
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Episode 14
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37:38
Scaling Smarter: The Metrics That Actually Matter with Bob Wang
What should you measure to grow a profitable, durable firm without burnout or busywork? In this episode, entrepreneur and fractional CFO Bob Wang shares the KPIs that move the needle, how to al...
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Season 1
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Episode 13
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32:28
The Human Side of Advisory Tech with Yuri Kapilovich
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 ...
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Season 1
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Episode 12
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29:18