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
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 streamline workflows, free up time for advisory work, and boost client service without sacrificing the human relationships that define his practice.
What you'll learn:
- Steven's journey from early adopter to AI advocate, and what tools actually delivered ROI
- How automation is reshaping tax prep, bookkeeping, and client communication
- Real talk: where AI still feels risky or untrustworthy for tax pros
- Why firm structure matters if you want to innovate without burning out
- Tips for starting small, building confidence, and keeping people at the center
Whether you're already integrating AI or just exploring its possibilities, this conversation offers grounded insights from someone who's balancing tech innovation with client trust.
Explore the future of tax tech with Intuit Professional Tax Software. Your partner for cloud-based tax planning, automation, and advisory services:
https://accountants.intuit.com/tax-software/
Connect with the hosts:Carrie Hammond – linkedin.com/in/cahammondLexi Bonicard – linkedin.com/in/lexibonicard
Follow Steven Gabrielsen (Snapback CPA):
LinkedIn: https://www.linkedin.com/in/stevengabrielsen/
Instagram: https://www.instagram.com/snapbackcpa/