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
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 pivot from hourly billing to a subscription model inspired by client feedback
- How predictable monthly revenue powers better cash flow, deeper client relationships, and a talent-friendly workplace
- Real-world pricing hacks: setup fees, tiered services, and boundary-driven availability that clients love
- Practical AI uses: drafting client emails, transcribing calls, and building a custom ChatGPT channel for on-demand tax research
- Step-by-step advice for starting small, involving your best clients first, and iterating toward full membership
Whether you’re a solo CPA or leading a firm ready to scale, this episode arms you with actionable strategies to transition smoothly, boost profitability, and future-proof your services.
Ready to embrace tomorrow’s tax firm model? Explore Intuit Professional Tax Software, your partner for subscription management, AI-powered workflows, and cloud-based compliance:
https://accountants.intuit.com/tax-software/
Connect with the hosts:
- Carrie Hammond – linkedin.com/in/cahammond
- Lexi Bonicard – linkedin.com/in/lexibonicard
For more insights from Chris, follow him at:
- MRR Institute: https://modernfirm.tax/
- Teaching Tax Flow: https://podcasts.apple.com/us/podcast/teaching-tax-flow-the-podcast/id1441178663
- Monthly Recurring Revenue Institute: https://www.youtube.com/@MRRInstitute
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.