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 ...
Retention Marketing for Accountants: Protect Your Moat in the AI Era
The Growth Minded Accountant
29 minutes
2 months ago
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)...
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 ...
