The Growth Minded Accountant

Gen Z & The New Wave of Influencers in Tax and Accounting

Release Date: 3/13/2025

Duration: 38 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: In this final episode of the demographic marketing series, host Lee Reams (Founder & CEO) and guest Rebekah Barton (Chief Visibility Officer at CountingWorks) explore how tax and accounting professionals can effectively connect with Gen Z. The discussion centers on understanding Gen Z’s unique mindset, motivations, and how their digital-first lifestyle is reshaping traditional financial services.

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Millennials Are All Grown Up—Is Your Tax and Accounting Firm Ready?

Release Date: 3/5/2025

Duration: 29 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Join us on the Growth Minded Accountants Podcast as we explore how millennials have redefined the world of tax and accounting. In this episode, CountingWorks CEO Lee Reams and our chief visibility officer, Rebekah Barton, uncover the secrets behind authentic storytelling, digital-first strategies, and transparent communication that resonate with today’s millennial clients. Discover actionable insights—from embracing mobile-friendly tools and personalized content to integrating purpose-driven branding—that will help your firm stay ahead in a rapidly evolving landscape. Tune in and learn how to transform numbers into a narrative that truly connects.

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Outrunning the Generalists: How Niche Specialization Fuels Accounting Growth

Release Date: 1/15/2025

Duration: 34 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Join us on the Growth-Minded Accountant podcast as we talk with Rebekah Barton—author of “Ready to Outrun Generalist Tax Firms? Find Your Niche and Pick a Lane.” Discover how choosing a niche can sharpen your expertise, attract better clients, and fuel long-term growth. We’ll cover common pitfalls, share tips for standing out from the competition, and explore lucrative niches like e-commerce, crypto, real estate, and more. Tune in to learn how to pick a lane, become the go-to expert in your specialty, and build a thriving accounting practice!

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Mastering Consistency: The #1 Marketing Secret That Pre-Sells Your Tax and Accounting Services

Release Date: 1/8/2025

Duration: 31 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: In this episode of The Growth Minded Accountant Podcast, host Lee Reams and marketing expert Rebekah Barton reveal why consistency is the ultimate game-changer for tax and accounting pros. Discover how automation, testimonials, and strategic content help you stand out in a crowded market—before prospects even pick up the phone. Ready to be consistently effortless? Reach out to CountingWorks PRO for a free marketing audit and start attracting your ideal clients today!Schedule a free strategy call via https://www.countingworkspro.com/demo

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Search Everywhere Optimization: Why It Takes More Than a Website to Get Found Online

Release Date: 12/19/2024

Duration: 34 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: It’s no longer enough to optimize for Google alone. Clients are searching for tax and accounting pros across social platforms, AI-driven tools, and more. In this episode of The Growth Minded Accountant, host Lee Reams chats with marketing strategist Rebekah Barton about the era of “Search Everywhere Optimization.” Learn how to build a cohesive, multi-channel presence that meets clients wherever they search, why reviews and social proof matter more than ever, and how to future-proof your marketing as search evolves. Tune in and discover how to attract higher-quality clients and elevate your practice in an increasingly diverse digital landscape.

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Your Email Database: The Untapped Goldmine in Your Practice

Release Date: 12/11/2024

Duration: 31 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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!

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Myths vs. Reality: Overcoming AI Resistance in Tax Practices

Release Date: 12/5/2024

Duration: 27 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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!

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Tax Reform Strategies: Turning Changes Into Opportunities for Tax Pros and Clients

Release Date: 11/21/2024

Duration: 33 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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.

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The Ultimate Guide to Landing Pages for Tax and Accounting Firms

Release Date: 11/20/2024

Duration: 29 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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

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Turning Blogs into Conversations: Why Audio is the Future of Client Engagement in Tax & Accounting

Release Date: 11/8/2024

Duration: 116520 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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.

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Unlocking Tax Harvesting with AI – A Game-Changer for Tax Pros

Release Date: 11/4/2024

Duration: 176100 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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!

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Operate Like a Large CPA Firm on a Micro Budget: Delegate These 7 Tasks to AI

Release Date: 10/23/2024

Duration: 130560 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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.

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Upselling Tax Advisory Services: A Step-by-Step Guide to Earn More Right Now

Release Date: 10/10/2024

Duration: 114000 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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.

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How Digital Marketing Can Grow Your Practice During Tax Season | The Growth Minded Accountant

Release Date: 10/2/2024

Duration: 132420 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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.

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Mastering AI for Tax Season Success

Release Date: 9/26/2024

Duration: 116400 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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!

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How the Web Has Changed Tax & Accounting Referrals Forever

Release Date: 9/18/2024

Duration: 127260 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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.

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The Client Lifecycle Playbook: Strategies You Can't Afford to Miss

Release Date: 9/4/2024

Duration: 92640 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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.

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SEO Mastery for Tax and Accounting Pros: Building Trust and Boosting Visibility

Release Date: 8/28/2024

Duration: 150180 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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!

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Social Media Mastery for Tax and Accounting Firms with Rebekah Barton

Release Date: 8/21/2024

Duration: 120000 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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.

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Stop Niching Down. Start Niching Deep.

Release Date: 7/12/2024

Duration: 78660 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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!

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Human in the Loop: AI and the Role of Advisors in Tax & Accounting

Release Date: 5/21/2024

Duration: 116040 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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.

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

Release Date: 3/11/2024

Duration: 173400 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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.

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Breaking Down the Role of Automation and AI in the Accounting Space

Release Date: 2/6/2024

Duration: 142860 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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!

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A Guide to Local SEO in 2024 with Rebekah Barton

Release Date: 1/11/2024

Duration: 120900 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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. 

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A Firm Worth Growing with Rick Watson

Release Date: 1/11/2024

Duration: 182760 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: 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!

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The Ultimate Guide to Websites for Accountants: Design, Content, and SEO Strategies

Release Date: 12/12/2023

Duration: 159180 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Your website serves as your virtual storefront – and, in the case of fully remote firms, your only storefront –welcoming potential clients into your world of expertise and trustworthiness. It's a platform where you have the opportunity to connect on a personal level, making a lasting impression that can lead to fruitful professional relationships.In this episode, Lee Reams II and Rebekah Barton talk about the best practices for an accounting or tax website.Have questions? Visit our website at www.countingworkspro.com or call us at (800) 442-2477. 

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Mastering Marketing and Branding for Accountants: A Comprehensive Guide to Elevate Your Practice

Release Date: 12/5/2023

Duration: 209820 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: In this episode, Lee Reams and Rebekah Barton discuss the best strategies you can use to develop an effective and complete marketing strategy for your firm. Have questions? Visit our website at www.countingworkspro.com.Request a demo from our team here. 

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Common DIY Tax and Accounting Website Mistakes to Avoid

Release Date: 11/20/2023

Duration: 118140 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: In this day and age, a website is essential for nearly every kind of business. Tax and accounting firms are no exception. Yet, even the most seasoned tax and accounting professionals can find themselves ensnared in the web of common mistakes that can sabotage their online success – the world of digital media is very different than the “old school” tax and accounting industry many of these experts are used to, and it can be confusing and overwhelming.In this episode- join us as we discuss common pitfalls and how to avoid them. Have questions? Visit countingworkspro.com, or give us a call at (800) 442-2477.

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Season 2, Episode 14: Discover Your Life Purpose

Release Date: 6/14/2023

Duration: 155760 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: In this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Paul William Davis, and they discuss how to discover your life purpose.About our guest:Paul is an experienced Personal & Business Growth Specialist with a passion for helping individuals and businesses realize their true potential and achieve outstanding results. Check out Paul on Instagram,  LinkedIn, and his website.

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Season 2, Episode 13: How AI Will Reshape the Future

Release Date: 6/7/2023

Duration: 153780 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: In this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Manuj Aggarwal, a speaker, author of two best-selling books, and host of the podcast Bootstrapping Your Dreams. This episode discusses AI and how it will reshape the future of many professions, specifically the tax and accounting space.About Our Guest:Manuj Aggarwal is a thought leader in Artificial Intelligence and has spoken alongside a Nobel Prize Winner at the United Nations.Check out Manuj on Twitter,  LinkedIn, and his website.

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Season 2, Episode 12: How to Double Your Tax & Accounting Practice Revenue

Release Date: 5/24/2023

Duration: 117840 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Today Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Rebekah Barton, Chief Visibility Officer of CountingWorks PRO. In this episode, they discuss how you can double your tax and accounting practice revenue this off-season.

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Season 2, Episode 11: Thought Leadership Bootcamp

Release Date: 5/22/2023

Duration: 149340 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Today Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Rebekah Barton, Chief Visibility Officer of CountingWorks PRO. The Growth Minded Accountant offers unique insights to help CPAs, EAs, and other tax professionals succeed in today’s business climate. In this episode, discover how thought leadership can transform how your firm operates.

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Season 2, Episode 10: How to Use the Written Word to Drive More Revenue for Your Practice

Release Date: 3/8/2023

Duration: 155880 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Today Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Scott Bywater, a sought-after speaker and copywriter. In this episode, Lee and Scott discuss how to use the written word to drive more revenue for your practice.About Our Guest:Scott Bywater is based in Australia and has spoken at many important digital marketing events, as well as facilitated countless workshops.Check out Scott on Twitter,  LinkedIn, and his website.

Is Closed Captioned: No

Explicit: No

Season 2, Episode 9: The Profession Wide Labor Shortage

Release Date: 1/11/2023

Duration: 101340 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: In this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Rudy Zabran, from Consolidated Analytics, a CountingWorks partner for on demand tax and accounting staffing. This episode discusses the profession wide labor shortage, and whether offshoring might be a good option for your firm.If you are currently understaffed and need help, see our program details here. About Our Guest:Rudy Zabran is Chief Revenue Officer at Consolidated Analytics, a leading provider of end-to-end mortgage services including residential valuation, fulfillment, due diligence, component services, consulting and advisory.Check out Rudy on Twitter,  LinkedIn, and his company website.

Is Closed Captioned: No

Explicit: No

Season 2, Episode 8: How to Protect Your Business and Your Money During an Economic Downturn

Release Date: 11/30/2022

Duration: 143820 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: In this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Mark Willis, a Certified Financial Planner™. This episode discusses how you and your business can be better equipped to handle the current economic and financial situation.About Our Guest:Mark Willis is a three-time #1 Best Selling Author, co-host of the Not Your Average Financial Podcast, and the owner of Lake Growth Financial Services.Check out Mark on Twitter,  LinkedIn, and his website.

Is Closed Captioned: No

Explicit: No

Season 2, Episode 7: Can 90 Days Change the Trajectory of Your Tax and Accounting Practice?

Release Date: 10/6/2022

Duration: 166680 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Lee Reams II is joined by Anna Runyan, the brains behind the 90-Day planner, a career strategy that helps you have the practice you love and supports the life you want. Anna is the Founder & CEO of ClassyCareerGirl.com, a Forbes Top 35 Most Influential Career Site. In this episode, they discuss the value of content creation for tax and accounting professionals. This episode also covers the benefits of utilizing a 90 day planner in order to change habits, make goals, and run the practice you love.

Is Closed Captioned: No

Explicit: No

Season 2, Episode 6: The Professor's Guide for Business Start-Up Success

Release Date: 9/20/2022

Duration: 231900 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Lee Reams II is joined by Drs. Todd & Kim Saxton, award-winning professors at Indiana University’s Kelley School of Business who have made it their mission to help startup founders and investors navigate the “icebergs” that so often sink startups in their early stages. They are co-authors of the Titanic Effect, a book covering what makes startups successful. Instead of telling startups what to do, like most startup books, they share what startups should avoid. www.titaniceffect.comTogether, they discuss the stages of startup development, avoiding sources of startup failure, best product development approaches, and more. 

Is Closed Captioned: No

Explicit: No

Season 2, Episode 5: How to Scale A Payroll Business From Scratch

Release Date: 8/18/2022

Duration: 183480 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Have you ever wondered how you can launch and grow a payroll speciality practice? In this episode, Lee Reams II, Founder and CEO of CountingWorks PRO, is joined by Charles Read to discuss how you can scale a payroll business from scratch. About Our Guest:Charles is a CPA and Founder of Custom Payroll Associates, Inc. and GetPayroll.www.getpayroll.com

Is Closed Captioned: No

Explicit: No

Season 2, Episode 4: Building Thought Leadership for Tax and Accounting Professionals

Release Date: 8/9/2022

Duration: 188820 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: In this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Nicky Billou, an expert in helping service professionals become branded thought leaders. This episode covers the topic of helping service professionals build a comprehensive personal brand and evergreen thought leadership position.About Our Guest:Nicky Billou is the host of the Thought Leader Revolution podcast and President/CEO of eCircle. www.ecircleacademy.com

Is Closed Captioned: No

Explicit: No

Season 2, Episode 3: Building a Successful LinkedIn Profile for Accountants

Release Date: 8/3/2022

Duration: 121620 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: In this podcast episode, Lee Reams II, Founder and CEO of CountingWorks PRO, is joined by Daniel Alfon, a seasoned marketing and LinkedIn expert. This episode covers the ways that LinkedIn can create opportunities and conversations that lead to new business. About Our Guest:Daniel takes pride in helping business owners leverage their LinkedIn presence to get leads. He is also the author of the book "Build a LinkedIn Profile for Business Success". www.danielalfon.com

Is Closed Captioned: No

Explicit: No

Season 2, Episode 2: Digitizing the Client Experience

Release Date: 7/25/2022

Duration: 108720 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: In this episode, Lee Reams, Founder/CEO of CountingWorks PRO is joined by Jay Baron, CEO of Elevate Demand, to discuss digitizing the client experience. They touch on the importance of establishing your digital footprint, digitizing each client touchpoint, and how the digital front office has changed.

Is Closed Captioned: No

Explicit: No

Season 2, Episode 1: Changes in the Tax and Accounting Space in 2022

Release Date: 7/20/2022

Duration: 103860 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Welcome to Season 2 of the Growth Minded Accountant! In this episode, Lee Reams, Founder/CEO of CountingWorks PRO, and Jay Baron, CEO of Elevate Demand, talk about a variety of changes occurring in the tax and accounting space. This episode is quite informative! Listen closely, as they touch on the benefits of a positioned firm, being a generalist vs a specialist, the importance of having a strong digital presence, building authority and trust, and much more.

Is Closed Captioned: No

Explicit: No

Episode 14: Strategic Tax Planning with Reverse Mortgages feat. David Gittelson

Release Date: 6/2/2022

Duration: 109740 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Changes in the tax code and our population's demographics have made reverse mortgages more appealing than ever before. In this episode Lee Reams II, founder and CEO of CountingWorks PRO, is joined by David Gittelson of Finance of America as they discuss the best strategies for tax planning with reverse mortgages.Are you a tax pro interested in learning more? Check out our free webinar, Enhancing Retirement Through a Reverse Mortgage - 1 Hour CPE.

Is Closed Captioned: No

Explicit: No

Episode 13: How Tax and Accounting Practices are Surviving the Great Resignation

Release Date: 3/23/2022

Duration: 253740 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: With so much turmoil in the staffing space for tax and accounting practices, our newest podcast covers how tax and accounting practices are surviving the great resignation. This podcast is hosted by Lee Reams II, Founder and CEO of CountingWorks, Inc., with special guest Lucero Smith, the founder and CEO of Your-Coo.com, an Operations + Human Resources Consulting Firm based in Irvine, California. 

Is Closed Captioned: No

Explicit: No

Episode 12: Accountant Selling Skills: In-Person and Remote

Release Date: 2/1/2022

Duration: 146100 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Building trust and rapport are the top traits you can use to sell your tax/accounting services to any prospect. Join CountingWorks PRO CEO/Founder, Lee Reams II and Jamie Noriega, ADP VP Channel Sales, to hear more about the importance of building relationships in regards to selling skills— whether these sales happen in-person or remotely. 

Is Closed Captioned: No

Explicit: No

Episode 11: How to Position Your Firm to Stand Out

Release Date: 1/5/2022

Duration: 163500 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Imagine for a moment...That your firm only said “yes” to the clients you really enjoyed working with. AND That those clients happened to be the highest paying clients.Dream scenario, right?When you’re just starting out, anyone willing to pay you to help them is a “good fit.” Everyone has to pay their dues. But too often as you grow, you add additional industries and services to the roster to appease new clients, and before you know it, you’re doing everything for everyone.Welcome to the first in our Marketing First Framework Series.  In this podcast, Lee Reams II, Founder and CEO of CountingWorks PRO, and CountingWorks PRO Design Associate, Janice Hostager, cover what’s wrong with a referral-only firm, stress the importance of positioning your firm to find your dream clients and HOW to position your firm.

Is Closed Captioned: No

Explicit: No

Episode 10: Building Your Client Base From Scratch

Release Date: 11/19/2021

Duration: 145500 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: If you’ve just decided to start your own tax and accounting practice, you’re probably feeling a lot of things: excitement, apprehension, and maybe overwhelm to name a few. Perhaps the biggest of them all, though, is uncertainty. What’s important is to focus on one of the initial hurdles of opening a new practice: finding your first clients. In this podcast, we’ll break down twelve ways the most successful new tax and accounting practices start building up their client base. From your online presence to utilizing personal connections to knowing where to scour for leads, we’ve got you covered.

Is Closed Captioned: No

Explicit: No

Episode 9: How to Expand Your Practice with a Connected Client Experience

Release Date: 11/9/2021

Duration: 197520 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Things have changed. The world moved online and the pandemic only accelerated this move. But many tax and accounting pros are still stuck on their old paper-based ways. In this podcast, we will cover how your client experience has changed forever — from the way prospects find you and choose to work with you.

Is Closed Captioned: No

Explicit: No

Episode 8: Emerging Technologies: Reimagining the Way CPAs and Auditors Work with Stacey Rolland from Forbes Tate

Release Date: 10/26/2021

Duration: 195720 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Join Lee Reams II, CountingWorks PRO CEO/Founder, and Stacey Rolland, SVP Emerging Technologies and Data Policy (and Tax), Forbes Tate Partners, as they dive into emerging technologies, reimagining the way CPAs and auditors work, utilizing artificial intelligence (AI) as a service differentiator, and much more. 

Is Closed Captioned: No

Explicit: No

Episode 7: How to Charge for Expertise Versus Charging for Hours

Release Date: 10/21/2021

Duration: 131040 Mins

Authors: Lee Reams II from CountingWorks PRO

Description: Growing up, we were all taught the misconception that a traditional career path is the most effective way to make money. We all know now that this is not true.Because our time is a limited resource, there is a ceiling to the amount of profit you can make if you exchange your time for money.Time is the most precious commodity we have. Therefore, learning to charge for your expertise, rather than your time, is essential to success. In this podcast, the marketing experts at CountingWorks PRO will teach you how. 

Is Closed Captioned: No

Explicit: No