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What’s Next After Filing Season? One Firm’s Plan to Grow Smarter

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Manage episode 490695807 series 3669332
Content provided by Powered By ProConnect Tax. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Powered By ProConnect Tax or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

4 episodes

Artwork
iconShare
 
Manage episode 490695807 series 3669332
Content provided by Powered By ProConnect Tax. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Powered By ProConnect Tax or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

4 episodes

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