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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
7 episodes
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, what’s b...
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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 clients.
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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
