Deduct This With Carrie And Lexi podcast

30:23

Tiffany Yu is the CEO & Founder of Diversability, an award-winning social enterprise to elevate disability pride; the Founder of the Awesome Foundation Disability Chapter, a monthly micro-grant that has awarded $92.5k to 93 disability projects in 11 countries; and the author of The Anti-Ableist Manifesto: Smashing Stereotypes, Forging Change, and Building a Disability-Inclusive World. As a person with visible and invisible disabilities stemming from a car crash, Tiffany has built a career on disability solidarity. Now that she has found success, she works to expand a network of people with disabilities and their allies to decrease stigmas around disability and create opportunities for disabled people in America. Episode Chapters 0:00 Intro 1:26 When do we choose to share our disability stories? 4:12 Jay’s disability story 8:35 Visible and invisible disabilities 13:10 What does an ally to the disability community look like? 16:34 NoBodyIsDisposable and 14(c) 21:26 How does Tiffany’s investment banking background shape her advocacy? 27:47 Goodbye and outro For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/…

Deduct This With Carrie and Lexi

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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.
Useful lessons from experienced tax professionals focused on improving outcomes.

Together, we're helping tax professionals perform better, achieve more, and simplify success.

4 episodes

#Arts #CX In The Wild

Deduct This With Carrie and Lexi

updated 19 days ago

Series home•Feed

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.
Useful lessons from experienced tax professionals focused on improving outcomes.

Together, we're helping tax professionals perform better, achieve more, and simplify success.

4 episodes

#Arts #CX In The Wild

All episodes

1
What’s Next After Filing Season? One Firm’s Plan to Grow Smarter 31:05

19 days ago31:05

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 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.…

1
Train Fast, Grow Faster: How Top Firms Onboard for Scale 24:44

5 weeks ago24:44

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 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.…

1
Reset and Refocus After Tax Season 19:17

6 weeks ago19:17

19:17

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.…

1
How I Built My First Planning Package 29:00

6 weeks ago29:00