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 • 28 episodes
Deduct This With Carrie and Lexi
Latest Episodes
Stop Serving Everyone: How Niching Down to Construction Transformed Timothy Wingate Jr’s Firm
Growing up, Timothy Wingate Jr. watched his father's construction business ride a financial roller coaster for years. One summer, it was Disney World. Next, it was back to work. Not because the jobs were not there, but because no one eve...
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Season 1
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Episode 28
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33:35
From Reactive to Proactive: Building a Tax-Minded CAS Practice with Hope Brown
Ever get that sinking feeling when tax season is about to start, and you are already behind? The cleanup. The missing information. The last-minute surprises you promised yourself would not happen again.Hope Brown built her firm so you do...
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Season 1
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Episode 27
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27:45
From Spreadsheet Chaos to Advisory Clarity: How Michael Chapman Built a Multi-Entity CAS Practice That Actually Scales
You know that satisfying moment when everything just works? When a complex client's books close without your team buried in Excel for a week? Michael Chapman decided that feeling should not be rare. It should be the default.After ...
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Season 1
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Episode 26
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20:02
People Before Processes: How Two Founding Principals Built a Modern Firm Without Burning Out Their Team
Their team has not worked overtime during tax season. Not once since their launch.After a combined 60 years in traditional accounting firms, Anna Hergenrader and Gwen Hodges launched Hodges and Hergenrader, LLP in 20...
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Season 1
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Episode 25
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35:55
Why Tax Software Is Still Stuck in the 90s (And How One Firm Finally Escaped)
You're using tax software for CPAs that hasn't had a significant update since the 1990s. While bookkeeping and advisory tools have transformed with AI and automation, tax software is still making you retype data from QuickBooks, still sending 8...
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Season 1
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Episode 24
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42:15