Shows
The Growth Minded AccountantStop Guessing, Start Profiting: Dynamic Pricing vs. Value Pricing vs. Published Price GuidesMost tax professionals and accountants are still guessing at their prices — and it’s costing them thousands. In this episode of The Growth Minded Accountant, hosts Lee Reams II and Rebekah Barton break down the three big pricing models in the profession:⚖️ Published Price Guides: Transparent and simple — but often leave money on the table.💰 Value Pricing: Aligns with client outcomes — but hard to scale and defend.🤖 Dynamic Pricing with MAX: AI-powered proposals that adapt to client demographics, service complexity, and real-time market data.You’ll learn why static pricing i...2025-08-0426 min
The Growth Minded AccountantBonus Depreciation in 2025 and Beyond: Strategic Tax Insights for BusinessesUnlock the power of bonus depreciation in today’s tax landscape with this expert-curated nano CPE course, Bonus Depreciation in 2025 and Beyond: Strategic Tax Insights for Businesses. In under 20 minutes, you’ll learn how the One Big Beautiful Bill Act (OBBBA) permanently reinstated 100% bonus depreciation — and what that means for your business clients.From the history and evolution of bonus depreciation to the groundbreaking introduction of Qualified Production Property for U.S.-based manufacturing, this AI-narrated episode breaks down complex tax law into clear, actionable insights. You’ll also explore key planning considerations, including Section 179 vs. bonus deprecia...2025-08-0118 min
The Growth Minded AccountantNew OBBBA Tip Income Tax Deduction ExplainedThis NASBA-compliant nano course delivers expert tax insight in a fresh, podcast-style format. Carefully curated by our team of seasoned tax professionals and presented by advanced AI for the best possible learning experience, this course makes complex tax law easy to understand and engaging to follow.In just 12 minutes, discover how the new above-the-line deduction for tip income (2025–2028) works, who qualifies, the $25,000 cap and AGI phase-out, and how the expanded FICA tip credit benefits employers.Includes a full transcript, downloadable course material, and a knowledge check for CPAs to earn 0.2 ho...2025-07-2911 min
The Growth Minded AccountantHow to Turn Happy Clients into a Constant Stream of Ideal Leads—No Ads, No AI Required BodyThis episode of The Growth Minded Accountant hosted by Lee Reams II, focuses on building a "Referral Growth Engine That Runs Itself." It emphasizes that referrals are the most profitable lead source and can be generated through a repeatable process using existing tools like an inbox and calendar, without needing ads or AI.The podcast outlines a 4-part "Referral Blueprint Framework":Trigger the Ask: Identify optimal times to ask for referrals, such as after a client signs their return, experiences a financial win, during quarterly reviews, upon onboarding completion, or after providing positive feedback. A "...2025-07-2326 min
The Growth Minded AccountantThe OBBBA Files: MAXCast™ Summary of the One Big Beautiful Bill ActThis isn’t your average tax update. In this MAXCast™, we fed the full text of our analysis of the newly signed One Big Beautiful Bill Act (OBBBA) into MAX — our AI-powered assistant — to extract, summarize, and analyze the biggest tax reform in years. What did MAX find? Refundable credits. Big retirement shifts. Small biz perks. And more than a few surprises hidden in the fine print.This episode is a fast-paced walkthrough of how smart firms use AI to cut through complexity, surface insights, and stay ahead of the curve. Whether you're a tax pro, firm leader...2025-07-2239 min
The Growth Minded Accountant🎙 Episode: How to Rank in AI Search – Become the Expert That Generative Engines ReferenceThe SEO game has changed—and most tax and accounting firms haven’t caught up.In the age of ChatGPT, Perplexity, and Google’s AI-powered results, only a few sources get cited. The rest? Ignored.In this episode, Lee and Rebekah reveal how to become the firm that AI search engines trust and reference.🔎 You’ll learn:Why AI search isn’t about keywords—it’s about relevanceThe content patterns AI is trained to recognize and citeWhat makes your blog, podcast, or voice “reference-worthy”How to write answers to real client questionsWhy MAX helps you show up...2025-07-1743 min
The Growth Minded AccountantThe Big Beautiful Tax Planning Playbook: Turn OBBBA Into Clients, Revenue & RelevancePresident Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4th—and while most people were watching fireworks, tax pros just got handed a golden opportunity.In this episode, Lee breaks down how to turn this 1,000-page bill into your next revenue stream with a productized offer he calls the Big Beautiful Tax Planning Appointment. You’ll learn how to price it, who to target, and how to use MAX to generate marketing campaigns instantly—without hiring a copywriter or writing from scratch.Inside: • What to include in your $349–$750 planning session2025-07-0930 min
The Growth Minded AccountantFirst Impressions Matter: Why Client Experience Begins Before You Even AnswerYour voicemail. Your phone tree. Your email signature. They seem like small details—but they’re quietly shaping how prospects and clients feel about your firm.In this episode of The Growth-Minded Accountant, Lee Reams and Rebekah Barton uncover one of the most overlooked growth killers in accounting practices: poor first impressions.You’ll learn:What your voicemail is really saying about your firmWhy complicated phone trees cause prospects to hang upThe email red flags that signal “amateur hour”How to tighten your communication touchpoints for instant trustThese fixes are quick. They’re free. And...2025-07-0116 min
The Growth Minded AccountantYour Website Is Confusing Clients: Here’s the FixYour homepage might be the reason high-quality clients aren’t reaching out. Not because they don’t need your help—but because they don’t get what you do.In this episode, Lee Reams and Rebekah Barton walk through the 4-Part Homepage Formula that every accounting firm needs to implement—whether you're solo or scaling fast.🔥 What you’ll learn:How to pass the “stranger test” with a clear, specific headlineWhat makes “Accounting Services” sound as vague as “Food Services”The trust-killing mistake 90% of firms are still makingThe difference between a cold CTA and a human invitationW...2025-06-2524 min
The Growth Minded AccountantThe Big, Beautiful Bill: What Tax Pros Need to Know NowIn this episode of The Growth Minded Accountant, host Lee Reams II is joined by Lee Reams Sr. to unpack the latest updates on tax reform from both the Senate and the House.We break down:What’s actually in the “Big, Beautiful Bill” (so far)Key differences between House and Senate versionsWhich clients could be impacted—and howHow to turn reform uncertainty into billable planning servicesReal-world pricing, positioning, and upsell ideas for tax prosThis isn’t just policy talk—it’s a playbook for turning headlines into new advisory revenue.👀 Want the full campaign...2025-06-1831 min
The Growth Minded AccountantYour Brand Has a Voice. Does Your Firm Know What It Sounds Like?In a world where AI can generate endless content, your voice is the one thing it can’t replicate—unless you train it to.In this episode of The Growth-Minded Accountant, host Lee Reams is joined by Rebekah Barton, Chief Visibility Officer at CountingWorks PRO, to explore how tax and accounting firms can grow faster by sounding more human.💡 Inside the episode:• Why a generic voice kills trust (and growth)• How to define a brand tone that builds connection and converts• Simple exercises to make your messaging feel like you • Client segmentation st...2025-06-1135 min
The Growth Minded AccountantBuild a Firm That Runs Without YouLearn how to become the architect—not the bottleneck—of your tax and accounting firm. Lee Reams II and Rebekah Barton share six key systems—from client comms to advisory—that reclaim your time while driving growth. Perfect for growth-minded tax & accounting owners ready to work less and earn more. Book your free narrative consult at CountingWorksPRO.com.2025-06-0540 min
The Growth Minded AccountantSEO Is Changing Forever: What Google’s AI Search Means for Your FirmGoogle’s AI-powered search is here—and it’s already changing how your future clients find (or don’t find) your firm.In this episode of The Growth Minded Accountant, host Lee Reams II and guest Rebekah Barton unpack how AI tools like Google SGE, ChatGPT, and Perplexity are reshaping online visibility for tax and accounting professionals.What you’ll learn: • Why “ranking on Google” no longer guarantees traffic • How to get your firm’s content cited by AI (instead of your competitors’) • Sample prompts and strategies to future-proof your SEO • Why this shift is a massive op...2025-05-2852 min
The Growth Minded AccountantThe Most Profitable SMB Niches for Accountants in 2025Discover the top business segments every accountant should target this year. Lee Reams II and Rebekah Barton reveal where the real profits are, how to segment smarter, and how to use advisory services and relationship-building to grow your firm—no matter your size.2025-05-2238 min
The Growth Minded AccountantSegment Smarter: High-Value Individuals and the Services They Actually WantNot all 1040s are created equal. In this episode, Lee Reams II reveals how to break free from low-margin tax prep by identifying the right individual clients—and offering the strategic services they’re already looking for.You’ll discover:The 3 highest-value individual segments (and how to speak to their pain points)What they’re really buying when they hire you (hint: it’s not a return)How to deliver year-round advisory with systems and AI that scale with youIf you’re ready to shift from once-a-year prep to relationship-driven planning, this episode is your roadmap...2025-05-1428 min
The Growth Minded AccountantFrom W-2 to CEO: How to Start Your Own Tax or Accounting Firm Without Burning OutThinking of starting your own firm? In this episode, Lee Reams II and Rebekah Barton share a step-by-step guide to go from W-2 to CEO — covering naming, pricing, tech, first clients, and how to launch without burning out.2025-05-091h 18
The Growth Minded AccountantThe Next Million Playbook for Growth-Minded Accounting FirmsYou’ve crossed the $1M mark — now what? In this episode of The Growth-Minded Accountant, host Lee Reams is joined by Rebekah Barton to break down what it really takes to grow from $1M to $3M+ without adding more chaos to your firm.They unpack:Why traditional firm structures fall apart past $1MHow to use pod-based teams and AI to scale smarterThe key KPIs and workflows that drive growth and client satisfactionWhat roles you actually need to unlock the next levelIf you want to grow your firm without working 70 hours a week or hiring your...2025-05-0247 min
The Growth Minded AccountantHow to Build a Million-Dollar Firm (Without Working 70 Hours a Week)Solo or small firm owner? This episode is your roadmap to hitting $1M in revenue—without burning out.Host Lee Reams is joined by Rebekah Barton, Chief Visibility Officer at CountingWorks PRO, to break down the exact steps to scale smarter: packaging your services, tightening your brand, automating the busywork, and saying no to bad-fit clients.📥 Grab the free Million-Dollar Practice PlaybookCPAs!Earn one hour of CPE credit after listening to the podcast via this link: https://taxcpe.litmos.com/self-signup/Code: Firm2025-04-2451 min
The Growth Minded AccountantYour Firm’s Hidden Growth Engine: The Client NewsletterThink your client newsletter is just another chore? Think again. In this episode, Lee Reams II and guest Rebekah Barton reveal why newsletters are one of the most underrated tools for growing revenue, boosting referrals, and deepening client relationships. Learn the simple changes you can make today to turn your newsletter into your firm’s secret growth engine.2025-04-1628 min
The Growth Minded AccountantMulti-Generational Wealth: Transforming Tax Prep into a Legacy-Building JourneyIn this compelling episode of The Growth Minded Accountant, host Lee Reams and guest Rebekah Barton dive deep into the innovative world of multi-generational family tax planning and accounting. Discover how tailored family packages—ranging from Basic to Premium—do more than just manage annual tax prep; they create a strategic roadmap for long-term financial success. Lee and Rebekah unpack how integrating concepts like compounding interest and the time value of money can transform immediate tax savings into enduring wealth. With practical examples, dynamic discussion on building trust, and insights into proactive tax strategies, this episode offers a fresh pers...2025-03-1937 min
The Growth Minded AccountantGen Z & The New Wave of Influencers in Tax and AccountingIn this final episode of the demographic marketing series, host Lee Reams (Founder & CEO) and guest Rebekah Barton (Chief Visibility Officer at CountingWorks) explore how tax and accounting professionals can effectively connect with Gen Z. The discussion centers on understanding Gen Z’s unique mindset, motivations, and how their digital-first lifestyle is reshaping traditional financial services.2025-03-1338 min
The Growth Minded AccountantMillennials Are All Grown Up—Is Your Tax and Accounting Firm Ready?Join us on the Growth Minded Accountants Podcast as we explore how millennials have redefined the world of tax and accounting. In this episode, CountingWorks CEO Lee Reams and our chief visibility officer, Rebekah Barton, uncover the secrets behind authentic storytelling, digital-first strategies, and transparent communication that resonate with today’s millennial clients. Discover actionable insights—from embracing mobile-friendly tools and personalized content to integrating purpose-driven branding—that will help your firm stay ahead in a rapidly evolving landscape. Tune in and learn how to transform numbers into a narrative that truly connects.2025-03-0529 min
The Growth Minded AccountantGen X: The Untapped Goldmine for Your FirmDive into this episode of the Gen X Growth-Minded Accountant Podcast where host Lee Reams and Chief Visibility Officer Rebekah Barton reveal why Gen X—those born between 1965 and 1980—is a multi-trillion-dollar opportunity for tax and accounting pros. Discover actionable insights on targeted messaging, effective engagement, and building lasting client relationships with a generation controlling 40% of household wealth. Tune in and unlock the potential of Gen X for your firm!2025-02-2732 min
The Growth Minded AccountantBoomer Goldmine: Unlocking the Wealthiest Generation’s Potential for Your FirmWelcome to The Growth Minded Accountant! In this episode, Lee Reams (Founder & CEO of CountingWorks) and Rebekah Barton (Chief Visibility Officer at CountingWorks) explore the lucrative Baby Boomer demographic. Discover why Boomers, who hold the majority of the nation’s wealth, are so critical for your tax or accounting practice, and learn proven strategies to reach them effectively—online and offline. From building trust and credibility to highlighting key services like retirement and estate planning, we cover everything you need to tailor your firm’s messaging. Don’t miss this conversation on tapping into the...2025-02-0535 min
The Growth Minded AccountantAddressing Your Address: How to Fix Visibility Issues and Rank on Google MapsIn this eye-opening episode of The Growth-Minded Accountant, host Lee Reams is joined by Rebekah Barton, Chief Visibility Officer at CountingWorks Pro, to tackle a topic that often flies under the radar: your address. Why is it so critical? Because if your address isn’t consistent across platforms—or if Google spots discrepancies in your firm’s location details—you could be disappearing from Google Maps searches and missing out on highly qualified local leads. Tune in as Lee and Rebekah share expert insights on auditing your address for consistency, verifying and optimizing your Google Business Profile, and maximizing local SE...2025-01-2929 min
The Growth Minded AccountantOutrunning the Generalists: How Niche Specialization Fuels Accounting GrowthJoin us on the Growth-Minded Accountant podcast as we talk with Rebekah Barton—author of “Ready to Outrun Generalist Tax Firms? Find Your Niche and Pick a Lane.” Discover how choosing a niche can sharpen your expertise, attract better clients, and fuel long-term growth. We’ll cover common pitfalls, share tips for standing out from the competition, and explore lucrative niches like e-commerce, crypto, real estate, and more. Tune in to learn how to pick a lane, become the go-to expert in your specialty, and build a thriving accounting practice!2025-01-1534 min
The Growth Minded AccountantMastering Consistency: The #1 Marketing Secret That Pre-Sells Your Tax and Accounting ServicesIn this episode of The Growth Minded Accountant Podcast, host Lee Reams and marketing expert Rebekah Barton reveal why consistency is the ultimate game-changer for tax and accounting pros. Discover how automation, testimonials, and strategic content help you stand out in a crowded market—before prospects even pick up the phone. Ready to be consistently effortless? Reach out to CountingWorks PRO for a free marketing audit and start attracting your ideal clients today!Schedule a free strategy call via https://www.countingworkspro.com/demo2025-01-0831 min
The Growth Minded AccountantSearch Everywhere Optimization: Why It Takes More Than a Website to Get Found OnlineIt’s no longer enough to optimize for Google alone. Clients are searching for tax and accounting pros across social platforms, AI-driven tools, and more. In this episode of The Growth Minded Accountant, host Lee Reams chats with marketing strategist Rebekah Barton about the era of “Search Everywhere Optimization.” Learn how to build a cohesive, multi-channel presence that meets clients wherever they search, why reviews and social proof matter more than ever, and how to future-proof your marketing as search evolves. Tune in and discover how to attract higher-quality clients and elevate your practice in an increasingly diverse digital landsc...2024-12-1934 min
The Growth Minded AccountantYour Email Database: The Untapped Goldmine in Your PracticeWhat if you could add hundreds of thousands of dollars in revenue—without spending a dime on ads?In this episode of The Growth Minded Accountant, Lee Reams II and Rebekah Barton uncover the incredible, often-overlooked value sitting in your email database. Whether it's past clients, current clients, or prospects who didn’t convert, your list holds the key to growth through referrals, upsells, and lifelong relationships.🎙️ What you'll learn:How upselling just 10 business clients and 30 tax clients could add $360,000 annually.Why email campaigns are the most cost-effective way to gr...2024-12-1131 min
The Growth Minded AccountantMyths vs. Reality: Overcoming AI Resistance in Tax PracticesIn this episode of The Growth Minded Accountant, hosts Lee Reams II and Rebekah Barton take on one of the most debated topics in the tax industry: artificial intelligence.Is AI coming for your job, or is it the key to unlocking your firm's full potential? We debunk common myths—like "AI is too expensive" or "AI will replace tax professionals"—and dive into the realities of how AI can enhance your practice, from automating tedious tasks to improving client relationships.Tune in to discover practical strategies for overcoming resistance to AI, real-world success stories, and...2024-12-0527 min
The Growth Minded AccountantTax Reform Strategies: Turning Changes Into Opportunities for Tax Pros and ClientsTax reform is on the horizon, bringing both challenges and opportunities for tax professionals. In this episode of The Growth Minded Accountant, host Lee Reams II is joined by tax expert Lee Reams Sr. to discuss how tax pros can turn potential policy changes into actionable growth strategies.Here’s what you’ll learn:Why tax reform is a unique opportunity for tax professionals.Key planning areas like SALT deductions, business expenses, and estate planning.How to identify and target high-value client segments.Marketing tactics to position yourself as a trusted advisor.How technology can simplify tax...2024-11-2133 min
The Growth Minded AccountantThe Ultimate Guide to Landing Pages for Tax and Accounting FirmsLanding pages are the unsung heroes of digital marketing, especially for tax and accounting firms looking to grow their practices. In this episode of The Growth Minded Accountant, host Lee Reams II teams up with Chief Visibility Officer Rebekah Barton to explore why landing pages are essential for capturing leads, driving conversions, and scaling your business.🎧 In this episode, we cover:What makes a landing page different from a website—and why it’s crucial.Key elements of a high-converting landing page, like clear CTAs, social proof, and mobile optimization.Strategies for driving traffic to your...2024-11-2029 min
The Growth Minded AccountantTurning Blogs into Conversations: Why Audio is the Future of Client Engagement in Tax & AccountingIn this episode of The Growth Minded Accountant, Lee Reams II and Rebekah Barton from CountingWorks PRO discuss why audio is a game-changer for tax and accounting firms. Discover how turning blogs into audio can help you connect with clients on the go, meet generational media preferences, and even improve your SEO. Tune in for tips on making your content more engaging and accessible!Listen to audio blog samples and learn more at https://www.countingworkspro.com/blog/why-audio-is-the-next-big-thing-in-tax-accounting-content.2024-11-0832 min
The Growth Minded AccountantUnlocking Tax Harvesting with AI – A Game-Changer for Tax ProsAttention tax professionals! Are you eager to enhance your expertise in tax-loss harvesting and offer smarter, year-round strategies to your clients? In our latest episode of the Growth Minded Accountant, we had an insightful conversation with fintech expert David Lin, CEO of Linvest21, about the revolutionary impact of AI on tax strategies and how it's making tax harvesting more effective than ever.In this episode, we dive into:Tax Harvesting 101: Discover why tax-loss harvesting is essential for optimizing after-tax returns.Continuous Harvesting for Greater Results: Learn how year-round harvesting can maximize the time value of...2024-11-0448 min
The Growth Minded AccountantOperate Like a Large CPA Firm on a Micro Budget: Delegate These 7 Tasks to AIIn this episode of "The Growth Minded Accountant," hosts Lee Reams and Rebekah Barton explore how AI can transform small accounting practices, enabling them to operate like large EA and CPA firms without a big budget. Discover the power of delegating seven essential tasks to AI, your tireless assistant that delivers flawless, up-to-date work around the clock.Learn how AI can boost your earnings on a micro-budget by saving you time and automating client workflows. From real-time tax research to handling client inquiries, AI enhances efficiency and client satisfaction. Streamline client onboarding, create impressive tax strategies, and...2024-10-2436 min
The Growth Minded AccountantUpselling Tax Advisory Services: A Step-by-Step Guide to Earn More Right NowIn this engaging 30-minute episode of the Growth Minded Accountant podcast, hosts Rebekah Barton and Lee Reams II explore strategies to convert seasonal tax preparation clients into year-round tax planning partners. They discuss how offering personalized tax advisory services can enhance your revenue while delivering continuous value to clients.Key Highlights:Pricing Packages: Discover how to create pricing packages that cater to various client budgets, ensuring transparency and value.Target Audience Identification: Learn effective segmentation techniques to pinpoint clients who would benefit most from comprehensive tax planning.Upsell Campaigns: Delve into...2024-10-1031 min
The Growth Minded AccountantHow Digital Marketing Can Grow Your Practice During Tax Season | The Growth Minded AccountantIn this episode of The Growth Minded Accountant, host Lee Reams II is joined by digital marketing expert Rebekah Barton to explore how tax professionals can leverage digital marketing to attract more clients during tax season.We dive into key strategies like optimizing your website for tax season keywords, running targeted paid ads, and using social media to engage potential clients. Plus, we share tips on email marketing, creating high-value content, and even how influencer partnerships can help tax pros expand their reach.Stay tuned as we also discuss how to generate more referrals from...2024-10-0236 min
The Growth Minded AccountantMastering AI for Tax Season SuccessWelcome to another insightful episode of "The Growth Minded Accountant," where we explore the transformative power of AI in the accounting world. Hosted by Lee Reams, CEO and Founder of CountingWorks and TaxBuzz, this episode dives into how AI can revolutionize your tax season operations.Episode Highlights:Understanding AI in Accounting: Discover what AI is and why it's essential for modern tax practices. Learn how AI differs from traditional tools and its unique advantages.Security and Compliance: Explore the importance of data security and regulatory compliance when integrating AI into...2024-09-2632 min
The Growth Minded AccountantHow the Web Has Changed Tax & Accounting Referrals ForeverIn this episode of "The Growth Minded Accountant," host Lee Reams II and co-host Rebekah Barton explore how digital platforms have transformed tax and accounting referrals. Discover the impact of online reviews, strategies for building a strong referral network, and innovative ideas to keep your pipeline full. Whether you're a seasoned pro or just starting out, learn how to leverage referrals to grow your practice. Learn more about CountingWorks PRO.2024-09-1835 min
The Growth Minded AccountantThe Client Lifecycle Playbook: Strategies You Can't Afford to MissIn this episode of the Growth Minded Accountant, Lee Reams II and Rebekah Barton explore "The Client Lifecycle Playbook: Strategies You Can't Afford to Miss." Discover how mastering the five key stages—Discover, Convert, Engage, Advocate, and Return—can transform your practice. Learn to attract and convert clients effectively, keep them engaged, and turn them into advocates, all while ensuring they return for more. These strategies not only enhance client satisfaction but also set your practice apart, driving sustainable growth and long-term success. Tune in to elevate your client relationships and grow your accounting practice with a client-centered approach.2024-09-0425 min
The Growth Minded AccountantSEO Mastery for Tax and Accounting Pros: Building Trust and Boosting VisibilityJoin the Growth Minded Accountant Podcast for "SEO Mastery for Tax and Accounting Pros: Building Trust and Boosting Visibility." Host Lee Reams II and Rebekah Barton explore SEO strategies to enhance your online presence and increase fees. Learn about E-E-A-T principles, insights from the Google algorithm leak, and how to optimize for AI search. Transform your practice with actionable tips to build trust and improve search rankings. Tune in now!2024-08-2941 min
The Growth Minded AccountantSocial Media Mastery for Tax and Accounting Firms with Rebekah BartonIn the latest episode of The Growth Minded Accountant, host Lee Reams welcomes Rebekah Barton, Chief Visibility Officer at CountingWorks, to discuss "Social Media Mastery for Tax and Accounting Firms." This insightful conversation explores the critical role of social media in the modern digital landscape for tax and accounting professionals. Rebekah shares her expertise on leveraging social media to attract new clients, engage with existing ones, and build a trusted brand presence. The episode covers essential topics such as creating engaging content, utilizing video, setting up a social media posting calendar, and the strategic use of hashtags and keywords...2024-08-2133 minThe Growth Minded AccountantStop Niching Down. Start Niching Deep.Welcome to another insightful episode of The Growth Minded Accountant, where your hosts Rebekah and Lee Reams dive into the transformative power of niching deep for tax and accounting firms. Inspired by a compelling blog article, this episode explores why being a generalist can be a painful experience and why simply niching down isn't enough.The Pain of Being a Generalist Rebekah shares firsthand experiences of the overwhelming workload, lack of specialization, and client dissatisfaction that come with trying to be a generalist. We discuss why many firms fall into this trap, driven by the...2024-07-1221 min
The Growth Minded AccountantHuman in the Loop: AI and the Role of Advisors in Tax & AccountingDive into the future of tax and accounting with "Human in the Loop: AI and the Role of Advisors in Tax & Accounting," a groundbreaking podcast episode brought to you by the Growth Minded Accountant. Join Rebekah Barton, Chief Visibility Officer at CountingWorks and TaxBuzz.com, alongside Lee Reams II, the visionary founder and CEO, as they unravel the transformative power of Human in the Loop (HITL) in the tax and accounting sector.This episode is a deep dive into the symbiotic relationship between human expertise and artificial intelligence, exploring how this blend is upending the industry. Discover...2024-05-2232 min
The Growth Minded AccountantDeveloping a Referral Business Around the U.S. Tax CodeWelcome to another edition of the Growth Minded Accountant. My name is Lee Reams, Founder and CEO of CountingWorks and our AI-powered community site, TaxBuzz.com. I will be your host today as we discuss Developing a Referral Business Around the U.S. Tax Code, niching down, and other strategies to help your practice thrive. Our esteemed guest today is Randy Crabtree, a renowned CPA with a wealth of experience and insights to share. Since 2019, Randy has hosted the bi-weekly "The Unique CPA" podcast, which ranks among the world's 5% most popular programs. You can...2024-03-1148 min
The Growth Minded AccountantBreaking Down the Role of Automation and AI in the Accounting SpaceBreaking Down the Role of Automation and AI in the Accounting SpaceWelcome to the latest episode of the Growth Minded Accountant! I'm Lee Reams, Founder and CEO of CountingWorksPRO and TaxBuzz.com, and I'm excited to be your host today. In this episode, we delve into the transformative impact of automation and AI within the accounting industry. Joining us are Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth at FinOptimal.Jesse and Tom are at the forefront of innovation in accounting, leveraging their expertise to develop tools...2024-02-0639 minThe Growth Minded AccountantA Guide to Local SEO in 2024 with Rebekah BartonIn this episode we explore strategies to improve your tax practice’s local presence , from community engagement to forming partnerships with local businesses. Below are some effective local marketing strategies, paving the way for enhanced visibility, increased client trust, and sustained growth.If you have SEO questions or want to improve your firm's visibility in 2024, reach out to us here. 2024-01-1233 minThe Growth Minded AccountantA Firm Worth Growing with Rick WatsonIn this insightful episode, Rick shares his unique journey—from building a firm with only $20 in savings to managing a staggering half a billion dollars in his current RIA. His book delves into 30 essential lessons for professional service business owners, covering topics from branding to increasing referrals through professional networks.Here's a glimpse of the engaging topics we explore with Rick:Topic 1: Company Culture and Business GrowthDefining "company culture" in the context of building a professional firm.How a strong company culture contributes to firm growth an...2024-01-1150 minThe Growth Minded AccountantThe Ultimate Guide to Websites for Accountants: Design, Content, and SEO StrategiesYour website serves as your virtual storefront – and, in the case of fully remote firms, your only storefront –welcoming potential clients into your world of expertise and trustworthiness. It's a platform where you have the opportunity to connect on a personal level, making a lasting impression that can lead to fruitful professional relationships.In this episode, Lee Reams II and Rebekah Barton talk about the best practices for an accounting or tax website.Have questions? Visit our website at www.countingworkspro.com or call us at (800) 442-2477. 2023-12-1244 minThe Growth Minded AccountantMastering Marketing and Branding for Accountants: A Comprehensive Guide to Elevate Your Practice2023-12-0558 minThe Growth Minded AccountantMastering Marketing and Branding for Accountants: A Comprehensive Guide to Elevate Your PracticeIn this episode, Lee Reams and Rebekah Barton discuss the best strategies you can use to develop an effective and complete marketing strategy for your firm. Have questions? Visit our website at www.countingworkspro.com.Request a demo from our team here. 2023-12-0558 minThe Growth Minded AccountantCommon DIY Tax and Accounting Website Mistakes to AvoidIn this day and age, a website is essential for nearly every kind of business. Tax and accounting firms are no exception. Yet, even the most seasoned tax and accounting professionals can find themselves ensnared in the web of common mistakes that can sabotage their online success – the world of digital media is very different than the “old school” tax and accounting industry many of these experts are used to, and it can be confusing and overwhelming.In this episode- join us as we discuss common pitfalls and how to avoid them. Have questions? Visit countin...2023-11-2032 minThe Growth Minded AccountantSeason 2, Episode 14: Discover Your Life PurposeIn this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Paul William Davis, and they discuss how to discover your life purpose.About our guest:Paul is an experienced Personal & Business Growth Specialist with a passion for helping individuals and businesses realize their true potential and achieve outstanding results. Check out Paul on Instagram, LinkedIn, and his website.2023-06-1443 minThe Growth Minded AccountantSeason 2, Episode 13: How AI Will Reshape the FutureIn this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Manuj Aggarwal, a speaker, author of two best-selling books, and host of the podcast Bootstrapping Your Dreams. This episode discusses AI and how it will reshape the future of many professions, specifically the tax and accounting space.About Our Guest:Manuj Aggarwal is a thought leader in Artificial Intelligence and has spoken alongside a Nobel Prize Winner at the United Nations.Check out Manuj on Twitter, LinkedIn, and his website.2023-06-0742 minThe Growth Minded AccountantSeason 2, Episode 12: How to Double Your Tax & Accounting Practice RevenueToday Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Rebekah Barton, Chief Visibility Officer of CountingWorks PRO. In this episode, they discuss how you can double your tax and accounting practice revenue this off-season.2023-05-2432 minThe Growth Minded AccountantSeason 2, Episode 11: Thought Leadership BootcampToday Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Rebekah Barton, Chief Visibility Officer of CountingWorks PRO. The Growth Minded Accountant offers unique insights to help CPAs, EAs, and other tax professionals succeed in today’s business climate. In this episode, discover how thought leadership can transform how your firm operates.2023-05-2241 minThe Growth Minded AccountantSeason 2, Episode 10: How to Use the Written Word to Drive More Revenue for Your PracticeToday Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Scott Bywater, a sought-after speaker and copywriter. In this episode, Lee and Scott discuss how to use the written word to drive more revenue for your practice.About Our Guest:Scott Bywater is based in Australia and has spoken at many important digital marketing events, as well as facilitated countless workshops.Check out Scott on Twitter, LinkedIn, and his website.2023-03-0843 minThe Growth Minded AccountantSeason 2, Episode 9: The Profession Wide Labor ShortageIn this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Rudy Zabran, from Consolidated Analytics, a CountingWorks partner for on demand tax and accounting staffing. This episode discusses the profession wide labor shortage, and whether offshoring might be a good option for your firm.If you are currently understaffed and need help, see our program details here. About Our Guest:Rudy Zabran is Chief Revenue Officer at Consolidated Analytics, a leading provider of end-to-end mortgage services including residential valuation, fulfillment, due diligence, component services, c...2023-01-1128 minThe Growth Minded AccountantSeason 2, Episode 8: How to Protect Your Business and Your Money During an Economic DownturnIn this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Mark Willis, a Certified Financial Planner™. This episode discusses how you and your business can be better equipped to handle the current economic and financial situation.About Our Guest:Mark Willis is a three-time #1 Best Selling Author, co-host of the Not Your Average Financial Podcast, and the owner of Lake Growth Financial Services.Check out Mark on Twitter, LinkedIn, and his website.2022-11-3039 minThe Growth Minded AccountantSeason 2, Episode 7: Can 90 Days Change the Trajectory of Your Tax and Accounting Practice?Lee Reams II is joined by Anna Runyan, the brains behind the 90-Day planner, a career strategy that helps you have the practice you love and supports the life you want. Anna is the Founder & CEO of ClassyCareerGirl.com, a Forbes Top 35 Most Influential Career Site. In this episode, they discuss the value of content creation for tax and accounting professionals. This episode also covers the benefits of utilizing a 90 day planner in order to change habits, make goals, and run the practice you love.2022-10-0646 minThe Growth Minded AccountantSeason 2, Episode 6: The Professor's Guide for Business Start-Up SuccessLee Reams II is joined by Drs. Todd & Kim Saxton, award-winning professors at Indiana University’s Kelley School of Business who have made it their mission to help startup founders and investors navigate the “icebergs” that so often sink startups in their early stages. They are co-authors of the Titanic Effect, a book covering what makes startups successful. Instead of telling startups what to do, like most startup books, they share what startups should avoid. www.titaniceffect.comTogether, they discuss the stages of startup development, avoiding sources of startup failure, best product development approaches, and more. 2022-09-211h 04The Growth Minded AccountantSeason 2, Episode 5: How to Scale A Payroll Business From ScratchHave you ever wondered how you can launch and grow a payroll speciality practice? In this episode, Lee Reams II, Founder and CEO of CountingWorks PRO, is joined by Charles Read to discuss how you can scale a payroll business from scratch. About Our Guest:Charles is a CPA and Founder of Custom Payroll Associates, Inc. and GetPayroll.www.getpayroll.com2022-08-1850 minThe Growth Minded AccountantSeason 2, Episode 4: Building Thought Leadership for Tax and Accounting ProfessionalsIn this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Nicky Billou, an expert in helping service professionals become branded thought leaders. This episode covers the topic of helping service professionals build a comprehensive personal brand and evergreen thought leadership position.About Our Guest:Nicky Billou is the host of the Thought Leader Revolution podcast and President/CEO of eCircle. www.ecircleacademy.com2022-08-0952 minThe Growth Minded AccountantSeason 2, Episode 3: Building a Successful LinkedIn Profile for AccountantsIn this podcast episode, Lee Reams II, Founder and CEO of CountingWorks PRO, is joined by Daniel Alfon, a seasoned marketing and LinkedIn expert. This episode covers the ways that LinkedIn can create opportunities and conversations that lead to new business. About Our Guest:Daniel takes pride in helping business owners leverage their LinkedIn presence to get leads. He is also the author of the book "Build a LinkedIn Profile for Business Success". www.danielalfon.com2022-08-0433 minThe Growth Minded AccountantSeason 2, Episode 2: Digitizing the Client ExperienceIn this episode, Lee Reams, Founder/CEO of CountingWorks PRO is joined by Jay Baron, CEO of Elevate Demand, to discuss digitizing the client experience. They touch on the importance of establishing your digital footprint, digitizing each client touchpoint, and how the digital front office has changed.2022-07-2530 minThe Growth Minded AccountantSeason 2, Episode 1: Changes in the Tax and Accounting Space in 2022Welcome to Season 2 of the Growth Minded Accountant! In this episode, Lee Reams, Founder/CEO of CountingWorks PRO, and Jay Baron, CEO of Elevate Demand, talk about a variety of changes occurring in the tax and accounting space. This episode is quite informative! Listen closely, as they touch on the benefits of a positioned firm, being a generalist vs a specialist, the importance of having a strong digital presence, building authority and trust, and much more.2022-07-2028 min
The Growth Minded AccountantEpisode 14: Strategic Tax Planning with Reverse Mortgages feat. David GittelsonChanges in the tax code and our population's demographics have made reverse mortgages more appealing than ever before. In this episode Lee Reams II, founder and CEO of CountingWorks PRO, is joined by David Gittelson of Finance of America as they discuss the best strategies for tax planning with reverse mortgages.Are you a tax pro interested in learning more? Check out our free webinar, Enhancing Retirement Through a Reverse Mortgage - 1 Hour CPE. 2022-06-0230 min
The Growth Minded AccountantEpisode 13: How Tax and Accounting Practices are Surviving the Great ResignationWith so much turmoil in the staffing space for tax and accounting practices, our newest podcast covers how tax and accounting practices are surviving the great resignation. This podcast is hosted by Lee Reams II, Founder and CEO of CountingWorks, Inc., with special guest Lucero Smith, the founder and CEO of Your-Coo.com, an Operations + Human Resources Consulting Firm based in Irvine, California. 2022-03-231h 10
The Growth Minded AccountantEpisode 12: Accountant Selling Skills: In-Person and RemoteBuilding trust and rapport are the top traits you can use to sell your tax/accounting services to any prospect. Join CountingWorks PRO CEO/Founder, Lee Reams II and Jamie Noriega, ADP VP Channel Sales, to hear more about the importance of building relationships in regards to selling skills— whether these sales happen in-person or remotely. 2022-02-0240 min
The Growth Minded AccountantEpisode 11: How to Position Your Firm to Stand OutImagine for a moment...That your firm only said “yes” to the clients you really enjoyed working with. AND That those clients happened to be the highest paying clients.Dream scenario, right?When you’re just starting out, anyone willing to pay you to help them is a “good fit.” Everyone has to pay their dues. But too often as you grow, you add additional industries and services to the roster to appease new clients, and before you know it, you’re doing everything for everyone.Welcome to t...2022-01-0545 min
The Tech Talk for Accountants ShowLee Reams-Marketing and Your Accounting FirmLee Reams II is the founder and CEO of ClientWhys, Inc. ClientWhys is a SaaS developer that delivers sales and marketing automation software to businesses built by word-of-mouth. Applications include websites for accountants, email newsletters, social media automation, secure client portals, marketplaces and tax and financial web content.
In November 2014, ClientWhys relaunched TaxBuzz.com, an online marketplace where taxpayers connect with five-star rated tax professionals. In 2018, ClientWhys launched CountingWorks.com, where business owners can instantly compare thousands of trusted accounting professionals to find their best match. Over 300,000 taxpayers and business owners have been matched with trusted tax...2021-12-2039 min
The Growth Minded AccountantEpisode 10: Building Your Client Base From ScratchIf you’ve just decided to start your own tax and accounting practice, you’re probably feeling a lot of things: excitement, apprehension, and maybe overwhelm to name a few. Perhaps the biggest of them all, though, is uncertainty. What’s important is to focus on one of the initial hurdles of opening a new practice: finding your first clients. In this podcast, we’ll break down twelve ways the most successful new tax and accounting practices start building up their client base. From your online presence to utilizing personal connections to knowing where to scour for leads, we...2021-11-1940 min
The Growth Minded AccountantEpisode 9: How to Expand Your Practice with a Connected Client ExperienceThings have changed. The world moved online and the pandemic only accelerated this move. But many tax and accounting pros are still stuck on their old paper-based ways. In this podcast, we will cover how your client experience has changed forever — from the way prospects find you and choose to work with you.2021-11-1054 min
The Growth Minded AccountantEpisode 8: Emerging Technologies: Reimagining the Way CPAs and Auditors Work with Stacey Rolland from Forbes TateJoin Lee Reams II, CountingWorks PRO CEO/Founder, and Stacey Rolland, SVP Emerging Technologies and Data Policy (and Tax), Forbes Tate Partners, as they dive into emerging technologies, reimagining the way CPAs and auditors work, utilizing artificial intelligence (AI) as a service differentiator, and much more. 2021-10-2654 min
The Growth Minded AccountantEpisode 7: How to Charge for Expertise Versus Charging for HoursGrowing up, we were all taught the misconception that a traditional career path is the most effective way to make money. We all know now that this is not true.Because our time is a limited resource, there is a ceiling to the amount of profit you can make if you exchange your time for money.Time is the most precious commodity we have. Therefore, learning to charge for your expertise, rather than your time, is essential to success. In this podcast, the marketing experts at CountingWorks PRO will teach you how. 2021-10-2136 min
The Growth Minded AccountantEpisode 6: How to Use Discovery Calls to Make a One Call CloseIf you've been talking to a prospect for longer than 20 minutes and they aren't ready to engage you or you don't think they're a good fit, something is wrong with your approach. CountingWorks PRO staff, CEO/Founder, Lee Reams II , and Chief Customer Officer, Katie Smith, dive into how to start qualifying your prospects and tips for filling your calendar with high-paying clients who want to listen to you and follow your advice. 2021-10-0439 min
The Growth Minded AccountantEpisode 5: Marketing Your Tax Brand feat. Kelly Phillips Erb, aka TaxGirlCountingWorks PRO CEO/Founder Lee Reams II and Kelly Phillips Erb, known across the web universe as TaxGirl, dive into the state of the industry, the effects of COVID-19 on the tax profession, tax law, writing, branding, education, the future, and MORE. 2021-09-171h 11
The Growth Minded AccountantEpisode 4: You Don't Need to Recreate the Wheel feat. Eva Rosenberg, EA, MBA – TaxMama®Join us to hear CountingWorks PRO CEO/Founder Lee Reams II and industry influencer Eva Rosenberg, EA, MBA, otherwise known as TaxMama® and dean of www.IRSExams.school, dive into the accountant practice marketing "wheel". They will share their background and experiences, common mistakes made by professionals and how to avoid them, the state of the industry, work-life balance for professionals, and much more. 2021-09-1455 min
The Growth Minded AccountantEpisode 3: How to Get Your Accountant Website to Rank on GoogleHaving your accounting or tax website rank on the first page of Google is crucial if you want to grow your practice. It might not seem like a huge difference to come in (rank) at #11 vs. #9, but it drastically hurts your chances of earning those coveted clicks from high intent prospects. And if you really want to guarantee clicks vs. your competitors, you need to aim for ranking #1.This can seem overwhelming, especially if you don’t know much about Search Engine Optimization (SEO). Not to fear: in this podcast, we’ll walk you through 12 secrets to gett...2021-08-2747 min
The Growth Minded AccountantEpisode 2: R&D Tax Credit feat. Patrick ShelleyJoin us as CountingWorks PRO Founder/CEO Lee Reams II and Patrick Shelley with Herowood dive into R&D Tax Credits and Patrick's background in the industry. The Research and Development (R&D) Tax Credit remains to be one of the best opportunities for businesses to substantially reduce their tax liability which is why in this episode emphasize why CPAs, EAs, and tax professionals should care about the R & D tax credit and more. Get in touch with R & D experts and learn more here. 2021-08-1639 min
The Growth Minded AccountantEpisode 1: Grow your Practice by Focusing on Client RetentionIt is more important now than ever to focus on the client experience. Tax and accounting practices are realizing that a client’s experience, both online and offline, determines how much they will spend with you and what they will share about you online. Join us for episode 2 to learn more about churn/retention, reasons you may lose a client and how to prevent them, and 8 traits of our most successful practices who excel at client retention. 2021-08-1027 min
The Growth Minded AccountantIntro: Welcome to the Growth Minded AccountantJoin us for an introduction to CountingWorks PRO and our CEO/Founder Lee Reams II! Accountant Marketing is our favorite topic and after decades in the digital marketing world, we are ready to share best practices, tips, stories, and MORE in our new podcast space.2021-08-0616 min