The Growth Minded Accountant

Tax 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 area...

Landing 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 m...

In 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 au...

Attention 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 th...

In 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...

In 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 cr...

In 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 sh...

Welcome 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...

In 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...

In 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 whi...

Join 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 ti...

In 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 soc...

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 firs...

Dive 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...

Welcome 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...

Breaking Down the Role of Automation and AI in the Accounting Space Welcome 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 an...

In 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...

In 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 wi...

Your 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 Bar...

In 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 . 

In 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...

In 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 w...

In 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 ha...

Today 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.

Today 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.