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.
Deduct This With Carrie and Lexi
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 packages, tested pricing, introduced planning in phases, and used ProConnect Tax with Intuit Tax Advisor to support that change. Her approach improved revenue, simplified operations, and even made space for a four-day workweek.
If you want to make advisory services part of your core offering, this episode will help you move from ideas to action.
ProConnect Tax includes tools that connect compliance work with strategic planning, giving your clients more value without adding complexity.
Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/
Connect with Al-Nesha Jones:
🔗 linkedin.com/in/alneshajones
🌐 ASEGroupOffices.com
Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard
Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.