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
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 better onboarding system using automation, micro-learning, and thoughtful human touch.
You’ll learn how to create a smoother hiring experience and give staff a clear path to success. Max also explains how using ProConnect Tax helped standardize their approach with a simple interface and consistent prep tools.
If you're hiring for the next season, now is the time to build systems that scale.
ProConnect Tax makes onboarding easier with fewer setup steps, in-app help, and fast return prep that supports new and seasoned staff alike.
Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/
Connect with Max Fritz:
🔗 http://linkedin.com/in/max-fritz-cpa-74610a38
🌐 https://darkhorse.cpa/
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.