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.
Episodes
22 episodes
Why Your IRS Letters Keep Getting Denied (Even When You're Right)
You're responding to IRS letters with beautifully crafted explanations and heartfelt stories about hardship. The IRS keeps denying them. Your documentation is solid, your reasoning is sound, but you're addressing the wrong audience.The p...
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Season 1
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Episode 22
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23:49
How to Pick Tax Software That Actually Matches Where Your Firm Is Going
Are you using the same tax software you picked five years ago, even though your practice has completely changed? Still telling yourself it's too late in the year to evaluate alternatives? You're choosing software for the firm you had, not the f...
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Season 1
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Episode 21
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25:47
How Advisory-First Firms Doubled Revenue While Working Half the Hours
Are you charging $700 for a 1040 while working 70-hour weeks? Still telling yourself your market can't support higher rates? Megan Leesley's response: Stop it. The only real constraint isn't your market. It's your mindset. And when she challeng...
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Season 1
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Episode 20
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34:48
Why Investing in Yourself and Your Team Might Be the Most Powerful Software Upgrade Your Firm Ever Makes
Your team keeps burning out. You've upgraded your software, hired more people, adjusted workloads, but the tax accountant burnout cycle repeats. What if the real bottleneck isn't your tools or your headcount? In this episode of Deduct This ...
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Season 1
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Episode 19
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31:40
How Going Fully Digital Became a Firm’s Biggest Competitive Advantage
Still buried in paper? Still printing, scanning, storing files, or worrying about security risks in a home office? You’re not alone. In this episode of Deduct This with Carrie and Lexi, business strategist Kari Culumber breaks d...
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Season 1
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Episode 18
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38:01
What Top Talent Actually Wants: How to Recruit and Retain in Today’s Accounting Landscape
Can’t hire fast enough? Losing great people? Feeling the talent pipeline shrinking more every year? You’re not alone. In this episode of Deduct This with Carrie and Lexi, CPA and career strategist Mike Manalac, known online as <...
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Season 1
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Episode 17
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47:18
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
Should You Switch in October? Why Now Might Be the Best Time for Tax Pros
Should You Switch in October? Why Now Might Be the Best Time for Tax ProsStill using tax tools that “mostly work”? You might be holding your firm back without realizing it. In this episode of Deduct This with Carri...
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Season 1
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Episode 11
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20:35
Break the Grind: How to Scale Your Firm Without Burning Out
What if working less was actually the key to earning more? In this eye-opening episode, business strategist Geraldine Carter shares how tax pros can break out of the burnout cycle, simplify their practice, and scale with less st...
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Season 1
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Episode 10
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38:05
Where AI Helps and Where It Still Intimidates Us with Steven Gabrielsen
Are you curious how real tax pros are using AI in their firms today and where they're drawing the line? In this episode of Deduct This, CPA and firm owner Steven Gabrielsen shares how he's harnessing AI to str...
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Season 1
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Episode 9
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40:07
The Subscription Revolution: How Recurring Revenue and AI Are Shaping the Future of Tax Practices
Discover why subscription-based pricing and AI aren’t just buzzwords; they’re the keys to building a resilient, growth-oriented tax practice. In this in-depth interview, tax strategist Chris Picciurro walks you through:His pi...
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Season 1
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Episode 8
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44:15
Running Your Practice from Paradise: Remote Success with Randy Hughes
Take Your Firm Anywhere: Remote Work Success with ProConnect TaxJoin Randy Hughes, CPA, EA of Counting Pennies LLC, as he reveals how he’s run a thriving U.S. tax practice from Jamaica for nine years, no office
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Season 1
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Episode 7
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33:52
Navigating the Big Beautiful Bill: What Tax Pros Need to Know with Nadia Rodriguez
Unlock the key provisions of the “Big Beautiful Bill” and learn how to guide your clients through these critical tax law updates. In this deep dive, Nadia Rodriguez breaks the legislation into three clear buckets: What’s now permanent, w...
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Season 1
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Episode 6
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25:30
Make The Switch This Off-Season to ProConnect Tax
Thembi Mlalazi, founder of AccTaxAdvisor CPAs, used the “off-season” to rethink her entire practice, from client experience to internal workflows, and emerged with a streamlined, cloud-based system that empowers both her team and her cli...
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Season 1
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Episode 5
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21:17
What’s Next After Filing Season? One Firm’s Plan to Grow Smarter
Want to transform your practice into a niche, year-round advisory engine? In this episode of Deduct This, Liz Hanley of Liz Is All Biz shares how she:• Specializes in creative industries (music, photography, film) to fuel referral gr...
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Season 1
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Episode 4
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31:05
Train Fast, Grow Faster: How Top Firms Onboard for Scale
Training new hires during busy season shouldn’t burn you out. Max Fritz from Dark Horse CPAs shares how his team built a more effective onboarding system using automation, microlearning, and a thoughtful human touch.You’ll learn ...
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Season 1
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Episode 3
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24:44
Reset and Refocus After Tax Season
In this episode of Deduct This, tax attorney Eric Schwarberg offers clear strategies for managing post-deadline tasks, reducing burnout, and getting your practice back on track. Whether you're still closing out returns or planning for wh...
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Season 1
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Episode 1
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19:17
How I Built My First Planning Package
Thinking about launching advisory services but not sure how to start? Al-Nesha Jones explains how her firm transitioned from tax season-only revenue to consistent, year-round client advisory.She shares how she built structured pa...
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Season 1
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Episode 2
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29:00
