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 mindset from volume to value
• The “Knock It Off” list: what habits are keeping you stuck
• Real-world examples of CPAs who cut 40+ hours from their week
• Smart pricing strategies that align with your worth and reduce client churn

Whether you're a solo CPA drowning in tax season or a firm leader ready to reimagine your business model, this episode delivers actionable strategies to help you take back control of your time, pricing, and practice.

Ready to build a more profitable, scalable firm? Explore Intuit Professional Tax Software, your partner for value-based pricing, automation, and sustainable growth:
https://accountants.intuit.com/tax-software/

Connect with the hosts: 

Carrie Hammond – linkedin.com/in/cahammond 

Lexi Bonicard – linkedin.com/in/lexibonicard

For more insights from Geraldine, follow her at:
Website: https://geraldinecarter.com
Podcast: Business Strategy for CPAs
LinkedIn: linkedin.com/in/geraldine-carter

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 practice.

What you'll learn:

• Steven's journey from early adopter to AI advocate, and what tools actually delivered ROI
• How automation is reshaping tax prep, bookkeeping, and client communication
• Real talk: where AI still feels risky or untrustworthy for tax pros
• Why firm structure matters if you want to innovate without burning out
• Tips for starting small, building confidence, and keeping people at the center

Whether you're already integrating AI or just exploring its possibilities, this conversation offers grounded insights from someone who's balancing tech innovation with client trust.
 
 Explore the future of tax tech with Intuit Professional Tax Software. Your partner for cloud-based tax planning, automation, and advisory services:
https://accountants.intuit.com/tax-software/

 Connect with the hosts:

Carrie Hammond – linkedin.com/in/cahammond

Lexi Bonicard – linkedin.com/in/lexibonicard

Follow Steven Gabrielsen (Snapback CPA):
LinkedIn: https://www.linkedin.com/in/stevengabrielsen/
Instagram: https://www.instagram.com/snapbackcpa/

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 cash flow, deeper client relationships, and a talent-friendly workplace
• Real-world pricing hacks: setup fees, tiered services, and boundary-driven availability that clients love
• Practical AI uses: drafting client emails, transcribing calls, and building a custom ChatGPT channel for on-demand tax research
• Step-by-step advice for starting small, involving your best clients first, and iterating toward full membership

Whether you’re a solo CPA or leading a firm ready to scale, this episode arms you with actionable strategies to transition smoothly, boost profitability, and future-proof your services.

Ready to embrace tomorrow’s tax firm model? Explore Intuit Professional Tax Software, your partner for subscription management, AI-powered workflows, and cloud-based compliance:
https://accountants.intuit.com/tax-software/

Connect with the hosts:

• Carrie Hammond – linkedin.com/in/cahammond
• Lexi Bonicard – linkedin.com/in/lexibonicard

For more insights from Chris, follow him at:

• MRR Institute: https://modernfirm.tax/
• Teaching Tax Flow: https://podcasts.apple.com/us/podcast/teaching-tax-flow-the-podcast/id1441178663
• Monthly Recurring Revenue Institute: https://www.youtube.com/@MRRInstitute

Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.

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 discipline and structure in a home-office environment
• Maintain data security and client trust with transparent communication
• Leverage ProConnect Tax and QuickBooks Online for seamless collaboration
• Use AI tools to automate email responses, marketing copy, and research
• Design a scalable workflow, from data entry to final review, in one browser-based platform

Whether you’re dreaming of a beachside office or simply a more flexible work-life balance, Randy’s journey offers practical steps to make remote practice both secure and sustainable.

Want to work remotely and thrive? Use ProConnect Tax’s cloud-based platform, integrated advisory tools, and built-in security to keep your firm moving forward from anywhere.
https://accountants.intuit.com/tax-software/tax-online/

#ProConnectTax #RemoteWork #CloudAccounting #TaxSoftware #WorkFromAnywhere #CPAWorkflow #DataSecurity #AIforAccountants #QuickBooksOnline #TaxTechnology

Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard

Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.

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 tips, $12.5K for overtime pay, and $10K in auto-loan interest)
• Leverage the expanded SALT cap (from $10K to $40K through 2029) for itemizers
• Communicate urgent deadlines (EV credits by Sept 30, 2025; energy credits by Dec 31, 2025)
• Prioritize client outreach with targeted checklists and workflow tools
• Use peer networks, IRS code, and CPE webinars to stay ahead

Whether you’re a solo tax pro or a growing firm, this session equips you to turn complex legislation into clear, year-round advisory value.

Stay informed on the Big Beautiful Bill and safeguard your clients’ success. When you’re ready for best-in-class software to handle whatever comes next, explore Intuit Professional Tax Solutions:
https://accountants.intuit.com/tax-software/

#IntuitProfessionalTaxSoftware #BigBeautifulBill #TaxAdvisory #SALTdeduction #NewDeductions #ClientOutreach #TaxPlanning #AccountingSoftware #CPAWorkflow

Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard

Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.

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, reviews what worked (and what didn’t), and plans for growth.
• The game-changing ProConnect features: Built-in e-signatures, secure client portals, and remote access that keep your workflow moving, no downloads required.
• Effortless year-round advisory: See ProConnect Tax auto-identifies planning opportunities, pre-populates strategies from last year’s return, and creates custom savings roadmaps.
• A pain-free migration story: Learn how Thembi’s team partnered with ProConnect onboarding agents, assigned “champions,” and used detailed checklists to carry over naming conventions and clean up data.
• Real-world adoption tips: From leveraging Loom videos to enforcing “no-going back” policies, see how her firm hit full speed in just 4–6 weeks.
• Expert advice for firms on the fence: Don’t wait until it’s urgent! Use the off-season to involve your team early and embrace progress over perfection.

If you’ve been hesitating to switch software or seeking a way to turn compliance into continuous client engagement, this episode is your roadmap to a smoother, more profitable practice.

Join the firms that have already made the switch to ProConnect Tax
Explore ProConnect Tax's cloud-based workflows, advisory tools, and secure client portal today:
https://accountants.intuit.com/tax-software/tax-online/

#ProConnectTax #TaxSoftware #OffSeasonPlanning #TaxAdvisory #CloudAccounting #SeasonalWorkflow #DataMigration #ClientExperience #CPAInnovation #YearRoundAdvisory

Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard

Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.

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 Intuit Tax Advisor to automate compliance and generate client-ready strategies
• Operates a 100% remote, women-led firm with cloud workflows in QuickBooks Online
• Balances fair pricing by adjusting fees based on actual service levels

Whether you’re a solo practitioner or building a multi-state team, Liz’s playbook will help you deepen client relationships, deliver clear guidance, and scale your firm without burning out.

Ready to elevate your practice?
Explore how Intuit Professional Tax Software empowers tax and accounting pros with cloud-based compliance, smart automation, and built-in advisory tools:
https://accountants.intuit.com/tax-software/

#ProConnectTax #TaxAdvisory #NichePractice #CreativeIndustryCPA #CloudAccounting #QuickBooksOnline #TaxAdvisor #ScalingFirms #WomenInAccounting #RemoteFirm #PracticeManagement

Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard

Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.

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 ProConnect Tax helped standardize their approach with a simple interface and consistent prep tools.

If you're hiring for the next season, now is the time to build systems that scale.

Ready to onboard smarter and grow faster?
Intuit Professional Tax Software supports tax and accounting pros with tools designed to simplify onboarding, standardize prep workflows, and help teams scale with confidence, whether you’re solo or scaling.

Explore solutions built for your firm’s next chapter: https://accountants.intuit.com/tax-software/

Connect with Max Fritz:
🔗 http://linkedin.com/in/max-fritz-cpa-74610a38
🌐 https://darkhorse.cpa/

Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard

Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.

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 client handoffs, create space for planning, and prioritize efficiency without overcomplicating your workflow. If you're searching for a better season reset, this one’s for you.

Intuit Professional Tax Software helps solo tax and accounting professionals handle high volumes with smart automation, built-in reminders, and fewer clicks to finish returns

See how Intuit Professional Tax Software supports solo tax and accounting pros with high-volume tools, smart automation, and fewer clicks to get more done: https://accountants.intuit.com/tax-software/

Connect with Eric Schwarberg:
🔗 linkedin.com/in/ericschwarberg679
🌐 https://www.intuit.com/

Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard

Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.

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 change. Her approach improved revenue, simplified operations, and even made space for a four-day workweek.

If you want to make advisory services part of your core offering, this episode will help you move from ideas to action.

ProConnect Tax includes tools that connect compliance work with strategic planning, giving your clients more value without adding complexity.

Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/

Connect with Al-Nesha Jones:
🔗 linkedin.com/in/alneshajones
🌐 ASEGroupOffices.com

Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard

Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.