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The Growth Minded Accountant
Lee Reams II from CountingWorks PRO
97 episodes
5 days ago
Most tax and accounting firms are not broken. They are incomplete. In this episode of The Growth-Minded Accountant, Lee Reams and Rebekah Barton introduce a simple but powerful framework that explains why so many firms feel harder to run than they should. Every firm has three layers. The Work Layer handles compliance and deliverables. The Team Layer organizes people, tasks, and workflow. The third layer, the Client Experience Layer, is where most firms struggle, not because they are doing som...
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Most tax and accounting firms are not broken. They are incomplete. In this episode of The Growth-Minded Accountant, Lee Reams and Rebekah Barton introduce a simple but powerful framework that explains why so many firms feel harder to run than they should. Every firm has three layers. The Work Layer handles compliance and deliverables. The Team Layer organizes people, tasks, and workflow. The third layer, the Client Experience Layer, is where most firms struggle, not because they are doing som...
Show more...
Marketing
Education,
Business,
Courses
Episodes (20/97)
The Growth Minded Accountant
The Third Layer Tax and Accounting Firms Are Missing
Most tax and accounting firms are not broken. They are incomplete. In this episode of The Growth-Minded Accountant, Lee Reams and Rebekah Barton introduce a simple but powerful framework that explains why so many firms feel harder to run than they should. Every firm has three layers. The Work Layer handles compliance and deliverables. The Team Layer organizes people, tasks, and workflow. The third layer, the Client Experience Layer, is where most firms struggle, not because they are doing som...
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5 days ago
42 minutes

The Growth Minded Accountant
2026 Predictions for Accountants: AI Will Be the Standard. Relationships Decide Who Wins.
As we close out the year, this episode of The Growth Minded Accountant is a little different. No guest. No hype. Just an honest look at what’s coming next for tax and accounting firms. In this year-end solo episode, Lee Reams II shares his 2026 predictions—not based on headlines or fear-driven narratives, but on patterns he’s seen repeat over the last decade. The short version: By 2026, AI will be the standard. What will separate winning firms from everyone else won’t be technology—it will b...
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1 week ago
17 minutes

The Growth Minded Accountant
AI Search, the 2026 Tax Reset, and the End of Generic Tax & Accounting Firms
AI-powered search is fundamentally changing how people discover tax and accounting professionals — and the 2026 tax law reset is about to separate firms that are prepared from those that aren’t. In this episode of The Growth Minded Accountant, Lee Reams and Rebekah Barton unpack two major forces converging at the same time: • Why AI search tools are reducing visibility for generic tax and accounting websites • How discovery now works when search engines synthesize answers instead of ran...
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3 weeks ago
32 minutes

The Growth Minded Accountant
Top of Mind Is Your Moat: Why “Being Busy” Isn’t a Growth Strategy for Accounting Firms
Most accountants say the same thing: “I’m already too busy… why would I need marketing?” In this episode of The Growth Minded Accountant, hosts Lee Reams II and Rebekah Barton break down the real reason fast-growing firms keep winning—while others unknowingly fall behind: 👉 Being busy today doesn’t keep you remembered tomorrow. 👉 Visibility—not workload—is what protects your firm. 👉 Top of Mind is the moat every accounting firm needs in 2025 and beyond. Lee and Rebekah explore why so ...
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1 month ago
26 minutes

The Growth Minded Accountant
From Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt
Stop billing by the hour. Start communicating your value. Step into advisory with confidence. In this episode of The Growth Minded Accountant, Lee Reams II sits down with Linda Hunt, founder of SUM Solutions and creator of The Perfect Pricing Formula, to unpack the shift every bookkeeper and accounting professional is facing right now: moving from task-based work to outcome-based advisory — all while navigating the rise of AI. Together, Lee and Linda dive into: Why hourly billing caps y...
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1 month ago
51 minutes

The Growth Minded Accountant
Trust has officially moved to AI — and most accounting and tax professionals don’t realize how drastically the landscape just changed.
In this episode, Lee Reams II and Rebekah Barton break down the impact of Intuit’s new $100M partnership with OpenAI and what it means for the future of the profession. Clients are no longer starting with Google or referrals. They’re starting with AI — and they trust the answer. We cover: Why the compliance-first model is getting compressedHow AI has become the new referral sourceWhy advisory is not just for high-net-worth clientsThe human moat: what AI can’t replaceThe Four Pillars of Trust ...
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1 month ago
34 minutes

The Growth Minded Accountant
How Accountants Are Earning $2K a Month Per Client with CFO Advisory Services — featuring Adam Lean of The CFO Project
AI and automation are changing everything — including how accountants grow. In this episode of The Growth Minded Accountant, host Lee Reams II talks with Adam Lean, CEO of The CFO Project, about how technology is helping tax and accounting pros finally scale beyond compliance work and step into lucrative CFO advisory roles. Adam shares how The CFO Project’s advisors average nearly $2,000 per month per client with 87% retention, using a repeatable system that helps business owners generate pos...
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2 months ago
43 minutes

The Growth Minded Accountant
The AI Squeeze — How Automation Is Compressing the Bottom and Expanding the Top of the Profession
AI isn’t killing accounting. It’s reorganizing it. In this episode, Lee Reams II and Rebekah Barton dig into how automation is reshaping the profession... compressing the repetitive, low-value work at the bottom and expanding opportunities at the top where strategy, storytelling, and human relationships live. This isn’t about fear. It’s about leverage. The smartest firms are using AI to scale faster, deepen client connections, and free up time for higher-value work. You’ll also hear how Count...
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2 months ago
34 minutes

The Growth Minded Accountant
How to Protect Your Firm from Service Creep (and Stop Saying Yes to Everything)
If you’ve ever caught yourself saying “yes” to one more client favor — knowing it won’t make it to the invoice — this episode is for you. Host Lee Reams II, founder of CountingWorks PRO, and co-host Rebekah Barton break down one of the most common profit leaks in accounting and advisory firms: service creep. They’ll walk you through: What service creep actually looks like (and why it’s so easy to miss)Why even seasoned pros struggle to say noHow to set better boundaries with clear engagement ...
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2 months ago
24 minutes

The Growth Minded Accountant
Your Next Referral Might Come from an Algorithm
Referrals have always powered accounting firm growth — but what happens when word-of-mouth goes digital? In this episode, hosts Lee Reams II and Rebekah Barton unpack how AI is quietly reshaping visibility, referrals, and client acquisition for accountants. From ChatGPT’s recommendations to Google’s new AI-driven search, algorithms are already deciding which firms get found — and which disappear. You’ll learn: Why AI is the new middleman between you and your next clientHow algorithms interpre...
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2 months ago
36 minutes

The Growth Minded Accountant
The Death of the Funnel: Why Accountants Need Narrative Ecosystems to Grow
Funnels are dead. And in this episode of The Growth Minded Accountant, host Lee Reams II and guest Rebekah Barton explain why the old lead-generation playbook no longer works—and what accountants must do instead. For years, firms were told to rely on funnels: fill the top with ads and PDFs, nurture with email, and push leads down until they buy. But in Fall 2025, that’s not how clients make decisions. Clients now: Google you, check Yelp, scroll LinkedIn, and DM a friend.Ask ChatGPT who the be...
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3 months ago
35 minutes

The Growth Minded Accountant
The Real Cost of Delaying AI Adoption: Why Waiting is the Most Expensive Option for Accountants
Welcome to another episode of The Growth-Minded Accountant Podcast, hosted by Lee Reams and Rebekah Barton. This week we’re tackling one of the most urgent challenges facing accounting firms in 2025: the hidden cost of delaying AI adoption. What You’ll Learn in This Episode The invisible tax of doing nothing: why waiting on AI is costing you revenue, hours, and growth.AI search visibility: how platforms like ChatGPT and Perplexity are changing client discovery — and what happens if your firm ...
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3 months ago
39 minutes

The Growth Minded Accountant
Retention Marketing for Accountants: Protect Your Moat in the AI Era
Most accountants think growth = more leads. More ads. More SEO. More hustle. But if you’re losing 15 out of every 100 clients each year? You’re not growing—you’re standing still. Retention is your moat. It’s what protects your firm when AI search punishes cookie-cutter sites, when clients tune out generic newsletters, and when compliance-only firms get commoditized. In this episode of The Growth Minded Accountant, Lee Reams II and Rebekah Barton (Chief Visibility Officer at CountingWorks PRO)...
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3 months ago
29 minutes

The Growth Minded Accountant
Is ChatGPT Recommending Your Firm? How to Build AI Visibility, Earn Referrals, and Convert Clients You’ll Never Meet
Referrals aren’t what they used to be. Clients don’t just ask a friend anymore—they ask ChatGPT. And if your firm doesn’t show up with credibility, reviews, and content that AI can cite… you’re invisible. In this episode of The Growth Minded Accountant, host Lee Reams II and guest Rebekah Barton share the Modern SEO + GEO Playbook for Accountants. You’ll discover how to build a digital presence that passes the AI visibility test, converts digital referrals, and proves your authority before pr...
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3 months ago
43 minutes

The Growth Minded Accountant
Cutting Clients vs. Cutting Hours — Why Tech-Enabled Firms Win Every Time
Every tax season, accountants hit the same wall: too many clients, not enough hours. The knee-jerk reaction? Cut clients, cut stress, cut back. But here’s the problem: you can’t cut your way to growth. And you sure can’t cut your way to a 7-figure exit. In this episode of The Growth-Minded Accountant, Lee Reams II (Founder of CountingWorks) reveals why the most successful firms aren’t trimming — they’re transforming. With AI and modern workflows, firms can cut hours instead of revenue, scale ...
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4 months ago
40 minutes

The Growth Minded Accountant
How to Thrive in the New AI Order: Survival for Tax & Accounting Firms
AI has changed everything for tax and accounting firms. Referrals and Google rankings are no longer enough—clients now turn to AI tools for answers, and only the most trusted firms get recommended. In this episode, Lee Reams II and Rebekah Barton unpack what this shift means, why compliance-only models are at risk, and how firms can pivot to advisory, leverage AI to scale, and protect their client base from competitors.
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4 months ago
47 minutes

The Growth Minded Accountant
The Overlooked Goldmine: Serving Middle-Class & Upper-Middle-Class Clients
Think tax planning is only for billionaires? Think again. In this episode of The Growth Minded Accountant, we break down why middle-income, dual-earner families often see the biggest savings — and how accountants can turn complexity into opportunity. You’ll hear how a $150K household (one spouse W-2, one spouse 1099) can unlock $10K–$20K in annual savings through smart strategies like entity optimization, retirement planning, health benefits, and quarterly tax alignment. More importantly, we’...
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4 months ago
41 minutes

The Growth Minded Accountant
Stop Guessing, Start Profiting: Dynamic Pricing vs. Value Pricing vs. Published Price Guides
Most 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 demograph...
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5 months ago
26 minutes

The Growth Minded Accountant
Bonus Depreciation in 2025 and Beyond: Strategic Tax Insights for Businesses
Unlock 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 manu...
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5 months ago
18 minutes

The Growth Minded Accountant
New OBBBA Tip Income Tax Deduction Explained
This 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 benefi...
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5 months ago
11 minutes

The Growth Minded Accountant
Most tax and accounting firms are not broken. They are incomplete. In this episode of The Growth-Minded Accountant, Lee Reams and Rebekah Barton introduce a simple but powerful framework that explains why so many firms feel harder to run than they should. Every firm has three layers. The Work Layer handles compliance and deliverables. The Team Layer organizes people, tasks, and workflow. The third layer, the Client Experience Layer, is where most firms struggle, not because they are doing som...