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. ...
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The Human Side of Advisory Tech with Yuri Kapilovich
30:05
30:05
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30:05
Want to scale your firm without losing your sanity or your personal touch? In this energizing episode of Deduct This, CPA and firm owner Yuri Kapilovich (aka The Fun CPA) shares how to use tech not to replace relationships but to enhance them. From $100/hour bus rides to building a “lifestyle firm” with a $2,000 minimum fee, Yuri reveals how he str…
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1
Should You Switch in October? Why Now Might Be the Best Time for Tax Pros
20:35
20:35
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20:35
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…
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1
Break the Grind: How to Scale Your Firm Without Burning Out
38:05
38:05
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38:05
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 mindse…
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1
Where AI Helps and Where It Still Intimidates Us with Steven Gabrielsen
40:07
40:07
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40:07
Are you curious how real tax pros are using AI in their firms today and where they're drawing the line? In this episode of Deduct This, CPA and firm owner Steven Gabrielsen shares how he's harnessing AI to streamline workflows, free up time for advisory work, and boost client service without sacrificing the human relationships that define his pract…
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1
The Subscription Revolution: How Recurring Revenue and AI Are Shaping the Future of Tax Practices
44:15
44:15
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44:15
Discover why subscription-based pricing and AI aren’t just buzzwords; they’re the keys to building a resilient, growth-oriented tax practice. In this in-depth interview, tax strategist Chris Picciurro walks you through: His pivot from hourly billing to a subscription model inspired by client feedback How predictable monthly revenue powers better ca…
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1
Running Your Practice from Paradise: Remote Success with Randy Hughes
33:52
33:52
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33:52
Take Your Firm Anywhere: Remote Work Success with ProConnect Tax Join Randy Hughes, CPA, EA of Counting Pennies LLC, as he reveals how he’s run a thriving U.S. tax practice from Jamaica for nine years, no office required.In this episode, you’ll learn how to: Choose the right cloud technology to keep your team productive wherever you are Build disci…
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1
Navigating the Big Beautiful Bill: What Tax Pros Need to Know with Nadia Rodriguez
25:30
25:30
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25:30
Unlock the key provisions of the “Big Beautiful Bill” and learn how to guide your clients through these critical tax law updates. In this deep dive, Nadia Rodriguez breaks the legislation into three clear buckets: What’s now permanent, what’s brand-new, and what’s enhanced and shows you how to: Spotlight new deductions (up to $25K for qualified tip…
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1
Make The Switch This Off-Season to ProConnect Tax
21:17
21:17
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21:17
Thembi Mlalazi, founder of AccTaxAdvisor CPAs, used the “off-season” to rethink her entire practice, from client experience to internal workflows, and emerged with a streamlined, cloud-based system that empowers both her team and her clients. In this episode, you’ll discover: Why off-season reflection matters: How Thembi gathers client feedback, re…
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1
What’s Next After Filing Season? One Firm’s Plan to Grow Smarter
31:05
31:05
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31:05
Want to transform your practice into a niche, year-round advisory engine? In this episode of Deduct This, Liz Hanley of Liz Is All Biz shares how she: • Specializes in creative industries (music, photography, film) to fuel referral growth • Packages services for year-round advisory, not just seasonal tax filings • Leverages ProConnect Tax and Intui…
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1
Train Fast, Grow Faster: How Top Firms Onboard for Scale
24:44
24:44
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24:44
Training new hires during busy season shouldn’t burn you out. Max Fritz from Dark Horse CPAs shares how his team built a more effective onboarding system using automation, microlearning, and a thoughtful human touch. You’ll learn how to create a smoother hiring experience and give staff a clear path to success. Max also explains how using ProConnec…
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In this episode of Deduct This, tax attorney Eric Schwarberg offers clear strategies for managing post-deadline tasks, reducing burnout, and getting your practice back on track. Whether you're still closing out returns or planning for what's next, this conversation is all about finding better ways to stay in control. We talk about how to clean up c…
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Thinking about launching advisory services but not sure how to start? Al-Nesha Jones explains how her firm transitioned from tax season-only revenue to consistent, year-round client advisory. She shares how she built structured packages, tested pricing, introduced planning in phases, and used ProConnect Tax with Intuit Tax Advisor to support that c…
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