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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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 ...
How to Protect Your Firm from Service Creep (and Stop Saying Yes to Everything)
The Growth Minded Accountant
24 minutes
1 month ago
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 ...
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 ...
