Deduct This With Carrie and Lexi
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- Practical tips for efficient client interactions.
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Deduct This With Carrie and Lexi
From Spreadsheet Chaos to Advisory Clarity: How Michael Chapman Built a Multi-Entity CAS Practice That Actually Scales
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You know that satisfying moment when everything just works? When a complex client's books close without your team buried in Excel for a week? Michael Chapman decided that feeling should not be rare. It should be the default.
After 12 years of building client relationships at Wolf & Company that go well beyond month-end close, Michael watched too many firms confuse data management with advisory work. Spreadsheet reconciliations passed off as strategy. Teams spending hours on intercompany splits instead of client conversations. Manual workarounds held together by hope. When multi-entity clients with complex structures started coming to his CAS practice, he refused to scale the chaos. He rebuilt the foundation instead.
The turning point came when Michael's team implemented Intuit Enterprise Suite for a client with tangled intercompany transactions. Work that once required Excel breakdowns and cross-entity reconciliation now posts and flows automatically. The transition was so smooth, Michael says he is not sure there was a transition at all.
What you will learn in this episode:
- The multi-entity onboarding strategy Wolf & Company uses to set clients up for success from day one
- How Michael evaluates new technology without getting paralyzed by the options
- What his team actually does with the time that automation gives back
- Why a piece of advice he received early in his career about perspective and staying above the work still shapes how he leads today
Michael proves that scaling a CAS practice is not about adding more people to a broken process. It is about building the right foundation so your team can do the work clients actually hired you for.
Explore Intuit Enterprise Suite to streamline intercompany workflows and give your team more time for real client advisory work: https://accountants.intuit.com/tax-software/
Connect with the hosts:
🎙 Carrie Hammond: https://linkedin.com/in/cahammond
🎙 Lexi Bonicard: https://linkedin.com/in/lexibonicard
Follow our guest:
💼 Michael Chapman: https://www.linkedin.com/in/michael-chapman-cpa-0956972b/
🔗 Website:https://www.wolfandco.com/
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