Deduct This With Carrie and Lexi

About Deduct This With Carrie and Lexi

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.

Publisher

Powered By Intuit Pro Tax

Category

business

Language

en

Explicit

No

First episode

3 Jun 2025

Latest episode

9 Sept 2026

Latest episodes

31 episodes in the feed.

1. 

   9 Sept 2026

   Building a Scalable Tax & Accounting Firm Without Burning Out | Katie Helle | Deduct This

   What does it take to grow a tax and accounting firm without working endless hours? In this episode of Deduct This, Carrie Hammond and Lexi Bonicard sit down with Katie Helle, owner of Scaled Accounting Solutions, to talk about building a more efficient, scalable and sustainable accounting practice. Katie shares how she intentionally built her firm around systems, repeatable processes, clear client boundaries and the right technology—creating a business designed to support growth without rel...

2. 

   1 Apr 2026

   Stop Growing by Accident: How to Build an Accounting Firm You Actually Wanted

   You built this firm because you wanted freedom. So why does it feel like you are more trapped than ever? Somewhere between eight and twenty employees, something broke. The business does not feel the same. Your profitability is dropping. You lost a key staff member. And you are not sure what happened. Ian Vacin and Jason Blumer spent two years interviewing more than 300 firm owners to find out exactly what separates the 5% who push through from everyone else. Their research became the book Sca...

3. 

   27 Mar 2026

   Stop Being Invisible: How Five Minutes a Day Can Transform Who Finds Your Firm

   You already have a brand. The question is whether you're building it on purpose, or letting it build itself by default. Katie Thomas, CPA, knows exactly what it costs to stay invisible. Not in dollars, but in impact. The clients you never reached. The problems you were perfectly qualified to solve but never got the chance to. In this episode of Deduct This, Katie reframes personal branding and content marketing entirely: it is not about being salesy, it is about being findable by the people w...

Contact Deduct This With Carrie and Lexi

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.