The Growth Minded Accountant

What if you could add hundreds of thousands of dollars in revenue—without spending a dime on ads?In this episode of The Growth Minded Accountant, Lee Reams II and Rebekah Barton uncover the incredible, often-overlooked value sitting in your email database. Whether it's past clients, current clients, or prospects who didn’t convert, your list holds the key to growth through referrals, upsells, and lifelong relationships.🎙️ What you'll learn:How upselling just 10 business clients and 30 tax clients could add $360,000 annually.Why email campaigns are the most cost-effective way to grow your practice.Tips for transforming one-time tax prep clients into year-round advisory clients.How to use your email list to fuel lookalike social media marketing and drive even more leads.If you’re ready to unlock the potential sitting right in your inbox, this episode is your roadmap.Subscribe to The Growth Minded Accountant today and start building the practice of your dreams, one email at a time.📩 Your next big growth opportunity is already in your database. Tune in now!

In this episode of The Growth Minded Accountant, hosts Lee Reams II and Rebekah Barton take on one of the most debated topics in the tax industry: artificial intelligence.Is AI coming for your job, or is it the key to unlocking your firm's full potential? We debunk common myths—like "AI is too expensive" or "AI will replace tax professionals"—and dive into the realities of how AI can enhance your practice, from automating tedious tasks to improving client relationships.Tune in to discover practical strategies for overcoming resistance to AI, real-world success stories, and tips for starting small without disrupting your workflow. Don’t let fear of the unknown hold you back—learn how to turn AI into your biggest ally.🎧 Ready to future-proof your tax practice? Let’s get started!

Tax reform is on the horizon, bringing both challenges and opportunities for tax professionals. In this episode of The Growth Minded Accountant, host Lee Reams II is joined by tax expert Lee Reams Sr. to discuss how tax pros can turn potential policy changes into actionable growth strategies.Here’s what you’ll learn:Why tax reform is a unique opportunity for tax professionals.Key planning areas like SALT deductions, business expenses, and estate planning.How to identify and target high-value client segments.Marketing tactics to position yourself as a trusted advisor.How technology can simplify tax planning and boost your efficiency.Don’t miss this chance to prepare your practice and your clients for what’s ahead.🎧 Listen now and discover how to thrive during tax reform.

Landing pages are the unsung heroes of digital marketing, especially for tax and accounting firms looking to grow their practices. In this episode of The Growth Minded Accountant, host Lee Reams II teams up with Chief Visibility Officer Rebekah Barton to explore why landing pages are essential for capturing leads, driving conversions, and scaling your business.🎧 In this episode, we cover:What makes a landing page different from a website—and why it’s crucial.Key elements of a high-converting landing page, like clear CTAs, social proof, and mobile optimization.Strategies for driving traffic to your landing pages using social media, email, and SEO.Best practices for creating niche landing pages for real estate investors, gig workers, small business owners, and more.How to measure success through metrics like conversion rates and A/B testing.Packed with actionable tips and real-world examples, this episode will equip you with everything you need to start optimizing your landing pages today.💡 Did You Know?Businesses with 30+ landing pages generate 7x more leads than those with fewer than 10.Adding video to a landing page can boost conversions by 86%.Whether you’re a solo practitioner or managing a larger firm, you’ll leave this episode ready to create landing pages that attract the clients you want and grow your practice.Subscribe now to The Growth Minded Accountant for more insights on marketing, client engagement, and practice growth!#TaxPros #AccountingGrowth #DigitalMarketing #LandingPages #PracticeGrowth

In this episode of The Growth Minded Accountant, Lee Reams II and Rebekah Barton from CountingWorks PRO discuss why audio is a game-changer for tax and accounting firms. Discover how turning blogs into audio can help you connect with clients on the go, meet generational media preferences, and even improve your SEO. Tune in for tips on making your content more engaging and accessible!Listen to audio blog samples and learn more at https://www.countingworkspro.com/blog/why-audio-is-the-next-big-thing-in-tax-accounting-content.

Attention tax professionals! Are you eager to enhance your expertise in tax-loss harvesting and offer smarter, year-round strategies to your clients? In our latest episode of the Growth Minded Accountant, we had an insightful conversation with fintech expert David Lin, CEO of Linvest21, about the revolutionary impact of AI on tax strategies and how it's making tax harvesting more effective than ever.In this episode, we dive into:Tax Harvesting 101: Discover why tax-loss harvesting is essential for optimizing after-tax returns.Continuous Harvesting for Greater Results: Learn how year-round harvesting can maximize the time value of money.AI in Tax Advisory: Explore how AI can automate calculations, provide real-time insights, and elevate your practice.Strengthening RIA Partnerships: Gain tips on collaborating with RIAs to deliver more value to your clients.Plus, hear a detailed description of Tax Alpha in action, showcasing how this tool can seamlessly enhance your tax-harvesting strategies. For those interested in seeing Tax Alpha live, head over to our YouTube channel for a visual demonstration.🚀 Ready to discover how tax professionals can leverage AI? Tune in to the episode now and join us in elevating the industry!

In this episode of "The Growth Minded Accountant," hosts Lee Reams and Rebekah Barton explore how AI can transform small accounting practices, enabling them to operate like large EA and CPA firms without a big budget. Discover the power of delegating seven essential tasks to AI, your tireless assistant that delivers flawless, up-to-date work around the clock.Learn how AI can boost your earnings on a micro-budget by saving you time and automating client workflows. From real-time tax research to handling client inquiries, AI enhances efficiency and client satisfaction. Streamline client onboarding, create impressive tax strategies, and generate cash flow reports in minutes—all with AI.AI also transforms your marketing efforts and client meetings, allowing you to focus on growing your practice and delivering top-notch service. Embrace AI as your secret workforce and position your firm as a forward-thinking, responsive powerhouse. Ready to elevate your practice? Tune in to discover how AI can help you reclaim hours and enhance your bottom line.

In this engaging 30-minute episode of the Growth Minded Accountant podcast, hosts Rebekah Barton and Lee Reams II explore strategies to convert seasonal tax preparation clients into year-round tax planning partners. They discuss how offering personalized tax advisory services can enhance your revenue while delivering continuous value to clients.Key Highlights:Pricing Packages: Discover how to create pricing packages that cater to various client budgets, ensuring transparency and value.Target Audience Identification: Learn effective segmentation techniques to pinpoint clients who would benefit most from comprehensive tax planning.Upsell Campaigns: Delve into multi-channel upsell strategies, including customized email sequences and educational content, to highlight the advantages of your services.Lead Conversion: Leverage AI agents to automate client engagement, intake, and tax plan creation, allowing you to efficiently serve more clients.Scaling with AI: Explore how AI tools like CountingWorks PRO can streamline operations, enabling practice expansion without increasing workload.Join us to discover how AI can craft personalized plans swiftly, helping you scale your tax advisory services and foster enduring client relationships. Don't miss this chance to elevate your service offerings and expand your business! To learn how CountingWorks PRO's agency-level campaigns can enhance your upsell pipeline, schedule a free strategy call.

In this episode of The Growth Minded Accountant, host Lee Reams II is joined by digital marketing expert Rebekah Barton to explore how tax professionals can leverage digital marketing to attract more clients during tax season.We dive into key strategies like optimizing your website for tax season keywords, running targeted paid ads, and using social media to engage potential clients. Plus, we share tips on email marketing, creating high-value content, and even how influencer partnerships can help tax pros expand their reach.Stay tuned as we also discuss how to generate more referrals from existing clients, driving growth through effective, modern marketing techniques. Whether you’re just starting or looking to enhance your current efforts, this episode offers valuable insights to help you stay competitive this tax season.

Welcome to another insightful episode of "The Growth Minded Accountant," where we explore the transformative power of AI in the accounting world. Hosted by Lee Reams, CEO and Founder of CountingWorks and TaxBuzz, this episode dives into how AI can revolutionize your tax season operations.Episode Highlights:Understanding AI in Accounting: Discover what AI is and why it's essential for modern tax practices. Learn how AI differs from traditional tools and its unique advantages.Security and Compliance: Explore the importance of data security and regulatory compliance when integrating AI into your practice.AI's Capabilities and Limitations: Understand where AI excels, such as in client communication and research, and where human expertise remains crucial.Practical Applications: Identify tasks that can be automated with AI, like engagement letters and proposals, and learn how to write effective prompts for AI tools.Customizing AI for Your Firm: Learn strategies for personalizing AI outputs to reflect your firm's style and maintain brand consistency.Join Lee and special guest Rebekah Barton, Chief Visibility Officer, as they share insights on leveraging AI to enhance client service and streamline operations. Whether you're looking to save time, improve client communication, or ensure compliance, this episode is packed with valuable tips and strategies.🔔 Subscribe to 'The Growth Minded Accountant' for more episodes on leveraging technology in accounting. If you enjoyed this episode, please leave us a review and share your thoughts!👉 Connect with Us:Lee Reams: LinkedInRebekah Barton: LinkedInThank you for listening, and stay tuned for more episodes on how to grow and innovate in your accounting practice!

In this episode of "The Growth Minded Accountant," host Lee Reams II and co-host Rebekah Barton explore how digital platforms have transformed tax and accounting referrals. Discover the impact of online reviews, strategies for building a strong referral network, and innovative ideas to keep your pipeline full. Whether you're a seasoned pro or just starting out, learn how to leverage referrals to grow your practice. Learn more about CountingWorks PRO.

In this episode of the Growth Minded Accountant, Lee Reams II and Rebekah Barton explore "The Client Lifecycle Playbook: Strategies You Can't Afford to Miss." Discover how mastering the five key stages—Discover, Convert, Engage, Advocate, and Return—can transform your practice. Learn to attract and convert clients effectively, keep them engaged, and turn them into advocates, all while ensuring they return for more. These strategies not only enhance client satisfaction but also set your practice apart, driving sustainable growth and long-term success. Tune in to elevate your client relationships and grow your accounting practice with a client-centered approach.

Join the Growth Minded Accountant Podcast for "SEO Mastery for Tax and Accounting Pros: Building Trust and Boosting Visibility." Host Lee Reams II and Rebekah Barton explore SEO strategies to enhance your online presence and increase fees. Learn about E-E-A-T principles, insights from the Google algorithm leak, and how to optimize for AI search. Transform your practice with actionable tips to build trust and improve search rankings. Tune in now!

In the latest episode of The Growth Minded Accountant, host Lee Reams welcomes Rebekah Barton, Chief Visibility Officer at CountingWorks, to discuss "Social Media Mastery for Tax and Accounting Firms." This insightful conversation explores the critical role of social media in the modern digital landscape for tax and accounting professionals. Rebekah shares her expertise on leveraging social media to attract new clients, engage with existing ones, and build a trusted brand presence. The episode covers essential topics such as creating engaging content, utilizing video, setting up a social media posting calendar, and the strategic use of hashtags and keywords. Rebekah also provides valuable advice on collaborating with influencers, monitoring analytics, and avoiding common social media pitfalls. Whether you're looking to enhance your firm's visibility or refine your social media strategy, this episode offers practical tips and strategies to transform your approach and establish your firm as a leader in the financial community.

Welcome to another insightful episode of The Growth Minded Accountant, where your hosts Rebekah and Lee Reams dive into the transformative power of niching deep for tax and accounting firms. Inspired by a compelling blog article, this episode explores why being a generalist can be a painful experience and why simply niching down isn't enough.The Pain of Being a Generalist Rebekah shares firsthand experiences of the overwhelming workload, lack of specialization, and client dissatisfaction that come with trying to be a generalist. We discuss why many firms fall into this trap, driven by the fear of missing out and misconceptions about broader audiences.Why Niching Down Isn't Enough We delve into the limitations of niching down and how it often leads to broad, generic categories that fail to resonate with clients. Rebekah and Lee Reams provide vivid examples contrasting niche down approaches with niche deep strategies, illustrating how focusing on specific client needs and pain points can lead to more effective messaging and greater client satisfaction.An example of a niche down approach versus a niche deep approach?Niche Down: Women who want to plan for retirement.Niche Deep: Women ages 35-55 who are the primary breadwinners, struggling with raising kids and managing their careers, seeking flexible tax and financial plans to keep their retirement goals on track without losing time with family.Example: Create content that addresses the unique challenges faced by these women, such as balancing work and family life, and offer solutions like flexible retirement plans and time-saving financial strategies.Tune in to discover how niching deep can help you create targeted content, develop specialized services, and ultimately transform your tax and accounting firm into a powerhouse of expertise and client trust.Don't miss this episode if you're ready to move beyond generic services and start making a real impact in your niche!Listen now and transform your approach to niching!

Dive into the future of tax and accounting with "Human in the Loop: AI and the Role of Advisors in Tax & Accounting," a groundbreaking podcast episode brought to you by the Growth Minded Accountant. Join Rebekah Barton, Chief Visibility Officer at CountingWorks and TaxBuzz.com, alongside Lee Reams II, the visionary founder and CEO, as they unravel the transformative power of Human in the Loop (HITL) in the tax and accounting sector.This episode is a deep dive into the symbiotic relationship between human expertise and artificial intelligence, exploring how this blend is upending the industry. Discover how HITL leverages AI's unparalleled computational abilities with the nuanced understanding and ethical judgment of professionals to navigate the complex landscape of tax and accounting. From enhancing efficiency in data entry and anomaly detection to enriching strategic decision-making and compliance, HITL is setting a new standard for personalized client services.Rebekah and Lee illuminate the practical applications of HITL, showcasing its impact on transaction categorization, financial audits, and tax planning. They highlight how this technology not only streamlines operations but also ensures accuracy and personalization that AI alone cannot achieve. This episode is an essential listen for tax and accounting professionals seeking to stay at the forefront of technological advancement and client satisfaction.Tune in to "Human in the Loop: AI and the Role of Advisors in Tax & Accounting" for insightful discussions on the latest trends and technologies shaping the future of the industry. Whether you're a seasoned professional or new to the field, this episode offers valuable perspectives on leveraging HITL to enhance your practice and client relationships.

Welcome to another edition of the Growth Minded Accountant. My name is Lee Reams, Founder and CEO of CountingWorks and our AI-powered community site, TaxBuzz.com. I will be your host today as we discuss Developing a Referral Business Around the U.S. Tax Code, niching down, and other strategies to help your practice thrive. Our esteemed guest today is Randy Crabtree, a renowned CPA with a wealth of experience and insights to share. Since 2019, Randy has hosted the bi-weekly "The Unique CPA" podcast, which ranks among the world's 5% most popular programs. You can find articles from Randy in Accounting Today's Voices column and the AICPA Tax Adviser and CPA. He regularly presents at conferences and virtual training events hosted by CPA associations, state CPA societies, and the top 400 CPA firms nationwide.Today, we explore why being a generalist will destroy your work-life balance and limit your growth opportunities. Discover how the strategic move of niching down can establish you as an expert in your field and significantly enhance your ability to attract high-paying clients. What thought leadership looks like, including hosting podcasts and webinars and developing other educational material for your audiences. Uncover practical tips on identifying the right niche for your practice, even if it might not be what you initially thought. How to use automation and processes to transform your workflow and give you your weekends back.

Breaking Down the Role of Automation and AI in the Accounting SpaceWelcome to the latest episode of the Growth Minded Accountant! I'm Lee Reams, Founder and CEO of CountingWorksPRO and TaxBuzz.com, and I'm excited to be your host today. In this episode, we delve into the transformative impact of automation and AI within the accounting industry. Joining us are Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth at FinOptimal.Jesse and Tom are at the forefront of innovation in accounting, leveraging their expertise to develop tools that empower accountants and business leaders to overcome challenges and drive growth. As we explore the evolving landscape of accounting, we address pressing questions and discuss actionable insights for professionals in the field.Key Discussion Points:1. Recognizing Opportunities: Are accountants fully embracing the potential of AI to optimize their practices?  2. Talent Shortage and Adoption: How will the shortage of accounting talent influence the adoption of automation and AI?3. Evolution of Accountant Roles: What shifts are occurring in the responsibilities of accountants, and what trends can we expect in the future?4. Streamlining Financial Processes: Discover how finance automation enhances efficiency and time savings for accounting professionals.5. Practical Impact of Automation: Learn how automation can eliminate manual tasks and drive efficiency, unlocking growth potential.6. Importance for Startups: Why is prioritizing accounting essential for startups, and how can AI enhance financial management practices from inception?7. Navigating API Challenges: Addressing limitations with native APIs in accounting tools and strategies for effective navigation.8. Flaws in QuickBooks Integrations: Understanding potential pitfalls in QuickBooks integrations and ensuring seamless value addition.9. Contributions to Industry Revolution: Explore examples of innovative practices and technologies reshaping the traditionally undisrupted accounting industry.10. Dispelling Misconceptions: Addressing common misconceptions surrounding automation and AI adoption in accounting.11. FinOptimal's Impact: Discover how FinOptimal enriches the lives of small business owners and accountants through innovative solutions.12. Connect with FinOptimal: For those eager to learn more, find out how to connect with Jesse, Tom, and the FinOptimal team.Join us as we unravel the complexities of automation and AI in accounting, offering valuable insights and practical guidance for professionals navigating this transformative landscape. Don't miss out on this enlightening conversation!

In this episode we explore strategies to improve your tax practice’s local presence , from community engagement to forming partnerships with local businesses. Below are some effective local marketing strategies, paving the way for enhanced visibility, increased client trust, and sustained growth.If you have SEO questions or want to improve your firm's visibility in 2024, reach out to us here.

In this insightful episode, Rick shares his unique journey—from building a firm with only $20 in savings to managing a staggering half a billion dollars in his current RIA. His book delves into 30 essential lessons for professional service business owners, covering topics from branding to increasing referrals through professional networks.Here's a glimpse of the engaging topics we explore with Rick:Topic 1: Company Culture and Business GrowthDefining "company culture" in the context of building a professional firm.How a strong company culture contributes to firm growth and success.Topic 2: Trust Compression and EdificationUnderstanding "Trust Compression" and its significance in business relationships.The role of "edification" in growing both a company and professional networks.Topic 3: Challenges to Growth for Professional Advice FirmsCommon challenges that professional advice firms face in achieving growth.Strategies to overcome challenges for sustainable and meaningful growth.Topic 4: Good Growth vs. Bad GrowthDistinguishing good growth from bad growth in professional firms.Advice for navigating the complexities of growth for service business owners.Topic 5: The National Referral NetworkUnique aspects of the National Referral Network and its benefits for professionals.How professionals can leverage participation in such a network.Buy The BookThe National Referral NetworkSubscribe now and join the Growth Minded Accountant community!