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...
From Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt
The Growth Minded Accountant
51 minutes
1 month ago
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...
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...
