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 ...
All content for The Growth Minded Accountant is the property of Lee Reams II from CountingWorks PRO and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 ...
First Impressions Matter: Why Client Experience Begins Before You Even Answer
The Growth Minded Accountant
16 minutes
5 months ago
First Impressions Matter: Why Client Experience Begins Before You Even Answer
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 firmWhy complicated phone trees cause prospects to hang upThe email red flags that signal “amateur...
The Growth Minded Accountant
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 ...
