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
Break the Grind: How to Scale Your Firm Without Burning Out
What if working less was actually the key to earning more? In this eye-opening episode, business strategist Geraldine Carter shares how tax pros can break out of the burnout cycle, simplify their practice, and scale with less stress, without sacrificing profit.
• Why billable hours are broken and what to replace them with
• How to shift your mindset from volume to value
• The “Knock It Off” list: what habits are keeping you stuck
• Real-world examples of CPAs who cut 40+ hours from their week
• Smart pricing strategies that align with your worth and reduce client churn
Whether you're a solo CPA drowning in tax season or a firm leader ready to reimagine your business model, this episode delivers actionable strategies to help you take back control of your time, pricing, and practice.
Ready to build a more profitable, scalable firm? Explore Intuit Professional Tax Software, your partner for value-based pricing, automation, and sustainable growth:
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 Geraldine, follow her at:
Website: https://geraldinecarter.com
Podcast: Business Strategy for CPAs
LinkedIn: linkedin.com/in/geraldine-carter