The Growth Minded Accountant

The 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 relevance The content patterns AI i...

President 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...

Your 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...

Your 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, spe...

In 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 versions Which clients could be impacted—and how How to turn reform uncertainty into billable planning services Real...

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...

Learn 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.

Google’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 gua...

Discover 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.

Not 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 d...

Thinking 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.

You’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 $1M How to use pod-based teams and AI to scale smarter The key KPIs and workflows that drive growth and cl...

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 Playbook C...

Think 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.

In 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 int...

In 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 servic...

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 insi...

Dive 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...

Welcome 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 an...

In 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 Goog...

Join 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, cr...

In 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 f...

It’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 t...

What 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, upsell...

In 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...