Developing a Referral Business Around the U.S. Tax Code

The Growth Minded Accountant

Mar 11 2024 • 48 mins

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.