The Growth Minded Accountant

Today 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...

In 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 Gu...

In 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...

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 b...

Lee 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...

Have 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.com

In 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 Pre...

In 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 bo...

In 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.

Welcome 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...

Changes 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, Enhan...

With 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....

Building 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. 

Imagine 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...

If 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 s...

Things 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.

Join 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. 

Growing 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...

If 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...

CountingWorks 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. 

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 profess...

Having 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...

Join 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...

It 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 success...

Join 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.