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
Should You Switch in October? Why Now Might Be the Best Time for Tax Pros
Should You Switch in October? Why Now Might Be the Best Time for Tax Pros
Still using tax tools that “mostly work”? You might be holding your firm back without realizing it.
In this episode of Deduct This with Carrie and Lexi, tax professional and educator Kat Khalandach shares how small, strategic changes can lead to massive wins in efficiency and confidence at work.
Kat opens up about:
- Overcoming the fear of switching systems that already work
- Finding smarter tools that reduce manual work and save time
- Why October is the perfect month to prepare for next season
- Her favorite ProConnect features that simplify workflow and boost productivity
- The mindset shift that helps pros work smarter, not harder
Ready to build a firm with smarter systems, stronger efficiency, and better client outcomes? Explore Intuit Professional Tax Software:https://accountants.intuit.com/tax-software/
Connect with the hosts:
Carrie Hammond:linkedin.com/in/cahammond
Lexi Bonicard:linkedin.com/in/lexibonicard
Follow Kat Khalandach:
LinkedIn:linkedin.com/in/kateryna--khalandach-cpa
YouTube:youtube.com/@notsoboringcpa
#TaxPro #CPAWorkflow #ProConnectTax #TaxTechnology #SmartSwitching #IntuitTax #DeductThisPodcast #TaxFirmEfficiency #TaxSoftwareTips #CloudAccounting #CPAInnovation #TaxWorkflowTools