Deduct This with Carrie and Lexi

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Category: Management

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Episodes: 32

Description

Season 2 of Deduct This goes deeper into the challenges and opportunities shaping tax and accounting firms today.

Hear directly from experienced tax professionals as they share practical strategies, lessons learned, and real-world approaches you can apply to your own firm. From creating more effective client experiences to expanding advisory services and finding smarter ways to work, each episode focuses on ideas that can help you make meaningful progress.

You’ll gain:

  • Practical approaches for stronger, more efficient client interactions
  • Guidance for building confidence as you expand into advisory services
  • Ideas for increasing capacity without immediately adding staff
  • Lessons from tax professionals who are finding new ways to improve their firms

Season 2 is about learning from each other, working smarter, and finding practical ways to move your firm forward.


Episode Date
Modernizing a Family Accounting Firm With Technology and Better Workflows | Nick Boscia | Deduct This
Sep 17, 2026
Building a Scalable Tax & Accounting Firm Without Burning Out | Katie Helle | Deduct This
Sep 09, 2026
Stop Growing by Accident: How to Build an Accounting Firm You Actually Wanted
Apr 01, 2026
Stop Being Invisible: How Five Minutes a Day Can Transform Who Finds Your Firm
Mar 27, 2026
Stop Serving Everyone: How Niching Down to Construction Transformed Timothy Wingate Jr’s Firm
Mar 18, 2026
From Reactive to Proactive: Building a Tax-Minded CAS Practice with Hope Brown
Mar 11, 2026
From Spreadsheet Chaos to Advisory Clarity: How Michael Chapman Built a Multi-Entity CAS Practice That Actually Scales
Mar 05, 2026
People Before Processes: How Two Founding Principals Built a Modern Firm Without Burning Out Their Team
Feb 26, 2026
Why Tax Software Is Still Stuck in the 90s (And How One Firm Finally Escaped)
Feb 11, 2026
How Advisory-First Firms Can Work Fewer Hours, Charge More, and Keep Clients Longer
Feb 04, 2026
Why Your IRS Letters Keep Getting Denied (Even When You're Right)
Jan 28, 2026
How to Pick Tax Software That Actually Matches Where Your Firm Is Going
Jan 21, 2026
How Advisory-First Firms Doubled Revenue While Working Half the Hours
Jan 15, 2026
Why Investing in Yourself and Your Team Might Be the Most Powerful Software Upgrade Your Firm Ever Makes
Jan 07, 2026
How Going Fully Digital Became a Firm’s Biggest Competitive Advantage
Dec 10, 2025
What Top Talent Actually Wants: How to Recruit and Retain in Today’s Accounting Landscape
Dec 03, 2025
The Accidental Entrepreneur: How Joey Albertson Built a Profitable, Family-First Firm
Nov 22, 2025
When Letting Go Leads to Growth: Offboarding Clients the Right Way with Nick Boscia
Nov 07, 2025
Burnout Isn’t a Badge of Honor: A Tax Pro’s Wake-Up Call
Oct 29, 2025
Scaling Smarter: The Metrics That Actually Matter with Bob Wang
Oct 22, 2025
The Human Side of Advisory Tech with Yuri Kapilovich
Oct 16, 2025
Should You Switch in October? Why Now Might Be the Best Time for Tax Pros
Oct 08, 2025
Break the Grind: How to Scale Your Firm Without Burning Out
Oct 02, 2025
Where AI Helps and Where It Still Intimidates Us with Steven Gabrielsen
Sep 24, 2025
The Subscription Revolution: How Recurring Revenue and AI Are Shaping the Future of Tax Practices
Aug 25, 2025
Running Your Practice from Paradise: Remote Success with Randy Hughes
Aug 09, 2025
Navigating the Big Beautiful Bill: What Tax Pros Need to Know with Nadia Rodriguez
Aug 01, 2025
Make The Switch This Off-Season to ProConnect Tax
Jul 27, 2025
What’s Next After Filing Season? One Firm’s Plan to Grow Smarter
Jun 24, 2025
Train Fast, Grow Faster: How Top Firms Onboard for Scale
Jun 11, 2025
Reset and Refocus After Tax Season
Jun 03, 2025
How I Built My First Planning Package
Jun 03, 2025