All Episodes
The Growth Minded Accountant — 116 episodes
How Accounting Firms Unlock 2–5X More Revenue From Existing Clients
Why Your Accounting Firm’s Old Playbook Isn’t Working Anymore
AI Isn’t a Tool. It’s Your Next Hire
The ROI of First Impressions: Why Clients Decide in Seconds—and What It Means for Your Firm
The Most Dangerous Week for an Accountant
Capture Advisory Insights Without Slowing Down Tax Season
The Tax Season Diagnostic: What’s Broken (And Where AI Actually Helps)
The Secret to Being More Responsive Without Burning Out
Bridge Loans & SBA 504 Financing: How Advisors Help Clients Access Capital | Dave Manser
The 3 Tax Season Signals That Reveal Your Firm’s Next Growth Opportunity
Micro Episode #3: Stop Walking Into Tax Meetings Unprepared (5-Minute AI Prep)
The One Question That Turns Tax Prep Into Advisory Revenue
The Tax Interview Mistake That Keeps You Stuck in Compliance
Capital Advisory for Accountants: How Smart Businesses Actually Fund Growth
Positioning Gets You Found. Relatability Gets You Chosen.
Why Pricing Keeps Breaking in Tax & Accounting Firms (It’s Not Your Rates)
Overtime Deductions, Client Confusion & Smarter Tax Prep
Your Best Advisory Revenue Is Already on Your Client List
Your Tech Stack Isn’t the Problem — The Experience Is (2026 Reality Check)
The Third Layer Tax and Accounting Firms Are Missing
2026 Predictions for Accountants: AI Will Be the Standard. Relationships Decide Who Wins.
AI Search, the 2026 Tax Reset, and the End of Generic Tax & Accounting Firms
Top of Mind Is Your Moat: Why “Being Busy” Isn’t a Growth Strategy for Accounting Firms
From Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt
Trust has officially moved to AI — and most accounting and tax professionals don’t realize how drastically the landscape just changed.
How Accountants Are Earning $2K a Month Per Client with CFO Advisory Services — featuring Adam Lean of The CFO Project
The AI Squeeze — How Automation Is Compressing the Bottom and Expanding the Top of the Profession
How to Protect Your Firm from Service Creep (and Stop Saying Yes to Everything)
Your Next Referral Might Come from an Algorithm
The Death of the Funnel: Why Accountants Need Narrative Ecosystems to Grow
The Real Cost of Delaying AI Adoption: Why Waiting is the Most Expensive Option for Accountants
Retention Marketing for Accountants: Protect Your Moat in the AI Era
Is ChatGPT Recommending Your Firm? How to Build AI Visibility, Earn Referrals, and Convert Clients You’ll Never Meet
Cutting Clients vs. Cutting Hours — Why Tech-Enabled Firms Win Every Time
How to Thrive in the New AI Order: Survival for Tax & Accounting Firms
The Overlooked Goldmine: Serving Middle-Class & Upper-Middle-Class Clients
Stop Guessing, Start Profiting: Dynamic Pricing vs. Value Pricing vs. Published Price Guides
Bonus Depreciation in 2025 and Beyond: Strategic Tax Insights for Businesses
New OBBBA Tip Income Tax Deduction Explained
How to Turn Happy Clients into a Constant Stream of Ideal Leads—No Ads, No AI Required Body
The OBBBA Files: MAXCast™ Summary of the One Big Beautiful Bill Act
🎙 Episode: How to Rank in AI Search – Become the Expert That Generative Engines Reference
The Big Beautiful Tax Planning Playbook: Turn OBBBA Into Clients, Revenue & Relevance
First Impressions Matter: Why Client Experience Begins Before You Even Answer
Your Website Is Confusing Clients: Here’s the Fix
The Big, Beautiful Bill: What Tax Pros Need to Know Now
Your Brand Has a Voice. Does Your Firm Know What It Sounds Like?
Build a Firm That Runs Without You
SEO Is Changing Forever: What Google’s AI Search Means for Your Firm
The Most Profitable SMB Niches for Accountants in 2025
Segment Smarter: High-Value Individuals and the Services They Actually Want
From W-2 to CEO: How to Start Your Own Tax or Accounting Firm Without Burning Out
The Next Million Playbook for Growth-Minded Accounting Firms
How to Build a Million-Dollar Firm (Without Working 70 Hours a Week)
Your Firm’s Hidden Growth Engine: The Client Newsletter
Multi-Generational Wealth: Transforming Tax Prep into a Legacy-Building Journey
Gen Z & The New Wave of Influencers in Tax and Accounting
Millennials Are All Grown Up—Is Your Tax and Accounting Firm Ready?
Gen X: The Untapped Goldmine for Your Firm
Boomer Goldmine: Unlocking the Wealthiest Generation’s Potential for Your Firm
Addressing Your Address: How to Fix Visibility Issues and Rank on Google Maps
Outrunning the Generalists: How Niche Specialization Fuels Accounting Growth
Mastering Consistency: The #1 Marketing Secret That Pre-Sells Your Tax and Accounting Services
Search Everywhere Optimization: Why It Takes More Than a Website to Get Found Online
Your Email Database: The Untapped Goldmine in Your Practice
Myths vs. Reality: Overcoming AI Resistance in Tax Practices
Tax Reform Strategies: Turning Changes Into Opportunities for Tax Pros and Clients
The Ultimate Guide to Landing Pages for Tax and Accounting Firms
Turning Blogs into Conversations: Why Audio is the Future of Client Engagement in Tax & Accounting
Unlocking Tax Harvesting with AI – A Game-Changer for Tax Pros
Operate Like a Large CPA Firm on a Micro Budget: Delegate These 7 Tasks to AI
Upselling Tax Advisory Services: A Step-by-Step Guide to Earn More Right Now
How Digital Marketing Can Grow Your Practice During Tax Season | The Growth Minded Accountant
Mastering AI for Tax Season Success
How the Web Has Changed Tax & Accounting Referrals Forever
The Client Lifecycle Playbook: Strategies You Can't Afford to Miss
SEO Mastery for Tax and Accounting Pros: Building Trust and Boosting Visibility
Social Media Mastery for Tax and Accounting Firms with Rebekah Barton
Stop Niching Down. Start Niching Deep.
Human in the Loop: AI and the Role of Advisors in Tax & Accounting
Developing a Referral Business Around the U.S. Tax Code
Breaking Down the Role of Automation and AI in the Accounting Space
A Guide to Local SEO in 2024 with Rebekah Barton
A Firm Worth Growing with Rick Watson
The Ultimate Guide to Websites for Accountants: Design, Content, and SEO Strategies
Mastering Marketing and Branding for Accountants: A Comprehensive Guide to Elevate Your Practice
Common DIY Tax and Accounting Website Mistakes to Avoid
Season 2, Episode 14: Discover Your Life Purpose
Season 2, Episode 13: How AI Will Reshape the Future
Season 2, Episode 12: How to Double Your Tax & Accounting Practice Revenue
Season 2, Episode 11: Thought Leadership Bootcamp
Season 2, Episode 10: How to Use the Written Word to Drive More Revenue for Your Practice
Season 2, Episode 9: The Profession Wide Labor Shortage
Season 2, Episode 8: How to Protect Your Business and Your Money During an Economic Downturn
Season 2, Episode 7: Can 90 Days Change the Trajectory of Your Tax and Accounting Practice?
Season 2, Episode 6: The Professor's Guide for Business Start-Up Success
Season 2, Episode 5: How to Scale A Payroll Business From Scratch
Season 2, Episode 4: Building Thought Leadership for Tax and Accounting Professionals
Season 2, Episode 3: Building a Successful LinkedIn Profile for Accountants
Season 2, Episode 2: Digitizing the Client Experience
Season 2, Episode 1: Changes in the Tax and Accounting Space in 2022
Episode 14: Strategic Tax Planning with Reverse Mortgages feat. David Gittelson
Episode 13: How Tax and Accounting Practices are Surviving the Great Resignation
Episode 12: Accountant Selling Skills: In-Person and Remote
Episode 11: How to Position Your Firm to Stand Out
Episode 10: Building Your Client Base From Scratch
Episode 9: How to Expand Your Practice with a Connected Client Experience
Episode 8: Emerging Technologies: Reimagining the Way CPAs and Auditors Work with Stacey Rolland from Forbes Tate
Episode 7: How to Charge for Expertise Versus Charging for Hours
Episode 6: How to Use Discovery Calls to Make a One Call Close
Episode 5: Marketing Your Tax Brand feat. Kelly Phillips Erb, aka TaxGirl
Episode 4: You Don't Need to Recreate the Wheel feat. Eva Rosenberg, EA, MBA – TaxMama®
Episode 3: How to Get Your Accountant Website to Rank on Google
Episode 2: R&D Tax Credit feat. Patrick Shelley
Episode 1: Grow your Practice by Focusing on Client Retention
Intro: Welcome to the Growth Minded Accountant