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The Growth Minded Accountant
Lee Reams II from CountingWorks PRO
91 episodes
1 day ago
AI and automation are changing everything — including how accountants grow. In this episode of The Growth Minded Accountant, host Lee Reams II talks with Adam Lean, CEO of The CFO Project, about how technology is helping tax and accounting pros finally scale beyond compliance work and step into lucrative CFO advisory roles. Adam shares how The CFO Project’s advisors average nearly $2,000 per month per client with 87% retention, using a repeatable system that helps business owners generate pos...
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AI and automation are changing everything — including how accountants grow. In this episode of The Growth Minded Accountant, host Lee Reams II talks with Adam Lean, CEO of The CFO Project, about how technology is helping tax and accounting pros finally scale beyond compliance work and step into lucrative CFO advisory roles. Adam shares how The CFO Project’s advisors average nearly $2,000 per month per client with 87% retention, using a repeatable system that helps business owners generate pos...
Show more...
Marketing
Education,
Business,
Courses
Episodes (20/91)
The Growth Minded Accountant
How Accountants Are Earning $2K a Month Per Client with CFO Advisory Services — featuring Adam Lean of The CFO Project
AI and automation are changing everything — including how accountants grow. In this episode of The Growth Minded Accountant, host Lee Reams II talks with Adam Lean, CEO of The CFO Project, about how technology is helping tax and accounting pros finally scale beyond compliance work and step into lucrative CFO advisory roles. Adam shares how The CFO Project’s advisors average nearly $2,000 per month per client with 87% retention, using a repeatable system that helps business owners generate pos...
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1 day ago
43 minutes

The Growth Minded Accountant
The AI Squeeze — How Automation Is Compressing the Bottom and Expanding the Top of the Profession
AI isn’t killing accounting. It’s reorganizing it. In this episode, Lee Reams II and Rebekah Barton dig into how automation is reshaping the profession... compressing the repetitive, low-value work at the bottom and expanding opportunities at the top where strategy, storytelling, and human relationships live. This isn’t about fear. It’s about leverage. The smartest firms are using AI to scale faster, deepen client connections, and free up time for higher-value work. You’ll also hear how Count...
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1 week ago
34 minutes

The Growth Minded Accountant
How to Protect Your Firm from Service Creep (and Stop Saying Yes to Everything)
If you’ve ever caught yourself saying “yes” to one more client favor — knowing it won’t make it to the invoice — this episode is for you. Host Lee Reams II, founder of CountingWorks PRO, and co-host Rebekah Barton break down one of the most common profit leaks in accounting and advisory firms: service creep. They’ll walk you through: What service creep actually looks like (and why it’s so easy to miss)Why even seasoned pros struggle to say noHow to set better boundaries with clear engagement ...
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2 weeks ago
24 minutes

The Growth Minded Accountant
Your Next Referral Might Come from an Algorithm
Referrals have always powered accounting firm growth — but what happens when word-of-mouth goes digital? In this episode, hosts Lee Reams II and Rebekah Barton unpack how AI is quietly reshaping visibility, referrals, and client acquisition for accountants. From ChatGPT’s recommendations to Google’s new AI-driven search, algorithms are already deciding which firms get found — and which disappear. You’ll learn: Why AI is the new middleman between you and your next clientHow algorithms interpre...
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3 weeks ago
36 minutes

The Growth Minded Accountant
The Death of the Funnel: Why Accountants Need Narrative Ecosystems to Grow
Funnels are dead. And in this episode of The Growth Minded Accountant, host Lee Reams II and guest Rebekah Barton explain why the old lead-generation playbook no longer works—and what accountants must do instead. For years, firms were told to rely on funnels: fill the top with ads and PDFs, nurture with email, and push leads down until they buy. But in Fall 2025, that’s not how clients make decisions. Clients now: Google you, check Yelp, scroll LinkedIn, and DM a friend.Ask ChatGPT who the be...
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1 month ago
35 minutes

The Growth Minded Accountant
The Real Cost of Delaying AI Adoption: Why Waiting is the Most Expensive Option for Accountants
Welcome to another episode of The Growth-Minded Accountant Podcast, hosted by Lee Reams and Rebekah Barton. This week we’re tackling one of the most urgent challenges facing accounting firms in 2025: the hidden cost of delaying AI adoption. What You’ll Learn in This Episode The invisible tax of doing nothing: why waiting on AI is costing you revenue, hours, and growth.AI search visibility: how platforms like ChatGPT and Perplexity are changing client discovery — and what happens if your firm ...
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1 month ago
39 minutes

The Growth Minded Accountant
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)...
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1 month ago
29 minutes

The Growth Minded Accountant
Is ChatGPT Recommending Your Firm? How to Build AI Visibility, Earn Referrals, and Convert Clients You’ll Never Meet
Referrals aren’t what they used to be. Clients don’t just ask a friend anymore—they ask ChatGPT. And if your firm doesn’t show up with credibility, reviews, and content that AI can cite… you’re invisible. In this episode of The Growth Minded Accountant, host Lee Reams II and guest Rebekah Barton share the Modern SEO + GEO Playbook for Accountants. You’ll discover how to build a digital presence that passes the AI visibility test, converts digital referrals, and proves your authority before pr...
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1 month ago
43 minutes

The Growth Minded Accountant
Cutting Clients vs. Cutting Hours — Why Tech-Enabled Firms Win Every Time
Every tax season, accountants hit the same wall: too many clients, not enough hours. The knee-jerk reaction? Cut clients, cut stress, cut back. But here’s the problem: you can’t cut your way to growth. And you sure can’t cut your way to a 7-figure exit. In this episode of The Growth-Minded Accountant, Lee Reams II (Founder of CountingWorks) reveals why the most successful firms aren’t trimming — they’re transforming. With AI and modern workflows, firms can cut hours instead of revenue, scale ...
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2 months ago
40 minutes

The Growth Minded Accountant
How to Thrive in the New AI Order: Survival for Tax & Accounting Firms
AI has changed everything for tax and accounting firms. Referrals and Google rankings are no longer enough—clients now turn to AI tools for answers, and only the most trusted firms get recommended. In this episode, Lee Reams II and Rebekah Barton unpack what this shift means, why compliance-only models are at risk, and how firms can pivot to advisory, leverage AI to scale, and protect their client base from competitors.
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2 months ago
47 minutes

The Growth Minded Accountant
The Overlooked Goldmine: Serving Middle-Class & Upper-Middle-Class Clients
Think tax planning is only for billionaires? Think again. In this episode of The Growth Minded Accountant, we break down why middle-income, dual-earner families often see the biggest savings — and how accountants can turn complexity into opportunity. You’ll hear how a $150K household (one spouse W-2, one spouse 1099) can unlock $10K–$20K in annual savings through smart strategies like entity optimization, retirement planning, health benefits, and quarterly tax alignment. More importantly, we’...
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2 months ago
41 minutes

The Growth Minded Accountant
Stop Guessing, Start Profiting: Dynamic Pricing vs. Value Pricing vs. Published Price Guides
Most tax professionals and accountants are still guessing at their prices — and it’s costing them thousands. In this episode of The Growth Minded Accountant, hosts Lee Reams II and Rebekah Barton break down the three big pricing models in the profession: ⚖️ Published Price Guides: Transparent and simple — but often leave money on the table.💰 Value Pricing: Aligns with client outcomes — but hard to scale and defend.🤖 Dynamic Pricing with MAX: AI-powered proposals that adapt to client demograph...
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3 months ago
26 minutes

The Growth Minded Accountant
Bonus Depreciation in 2025 and Beyond: Strategic Tax Insights for Businesses
Unlock the power of bonus depreciation in today’s tax landscape with this expert-curated nano CPE course, Bonus Depreciation in 2025 and Beyond: Strategic Tax Insights for Businesses. In under 20 minutes, you’ll learn how the One Big Beautiful Bill Act (OBBBA) permanently reinstated 100% bonus depreciation — and what that means for your business clients. From the history and evolution of bonus depreciation to the groundbreaking introduction of Qualified Production Property for U.S.-based manu...
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3 months ago
18 minutes

The Growth Minded Accountant
New OBBBA Tip Income Tax Deduction Explained
This NASBA-compliant nano course delivers expert tax insight in a fresh, podcast-style format. Carefully curated by our team of seasoned tax professionals and presented by advanced AI for the best possible learning experience, this course makes complex tax law easy to understand and engaging to follow. In just 12 minutes, discover how the new above-the-line deduction for tip income (2025–2028) works, who qualifies, the $25,000 cap and AGI phase-out, and how the expanded FICA tip credit benefi...
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3 months ago
11 minutes

The Growth Minded Accountant
How to Turn Happy Clients into a Constant Stream of Ideal Leads—No Ads, No AI Required Body
This episode of The Growth Minded Accountant hosted by Lee Reams II, focuses on building a "Referral Growth Engine That Runs Itself." It emphasizes that referrals are the most profitable lead source and can be generated through a repeatable process using existing tools like an inbox and calendar, without needing ads or AI. The podcast outlines a 4-part "Referral Blueprint Framework": Trigger the Ask: Identify optimal times to ask for referrals, such as after a client signs their return, exper...
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3 months ago
26 minutes

The Growth Minded Accountant
The OBBBA Files: MAXCast™ Summary of the One Big Beautiful Bill Act
This isn’t your average tax update. In this MAXCast™, we fed the full text of our analysis of the newly signed One Big Beautiful Bill Act (OBBBA) into MAX — our AI-powered assistant — to extract, summarize, and analyze the biggest tax reform in years. What did MAX find? Refundable credits. Big retirement shifts. Small biz perks. And more than a few surprises hidden in the fine print. This episode is a fast-paced walkthrough of how smart firms use AI to cut through complexity, surface insights...
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3 months ago
39 minutes

The Growth Minded Accountant
🎙 Episode: How to Rank in AI Search – Become the Expert That Generative Engines Reference
The SEO game has changed—and most tax and accounting firms haven’t caught up. In the age of ChatGPT, Perplexity, and Google’s AI-powered results, only a few sources get cited. The rest? Ignored. In this episode, Lee and Rebekah reveal how to become the firm that AI search engines trust and reference. 🔎 You’ll learn: Why AI search isn’t about keywords—it’s about relevanceThe content patterns AI is trained to recognize and citeWhat makes your blog, podcast, or voice “reference-worthy”How to wri...
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4 months ago
43 minutes

The Growth Minded Accountant
The Big Beautiful Tax Planning Playbook: Turn OBBBA Into Clients, Revenue & Relevance
President Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4th—and while most people were watching fireworks, tax pros just got handed a golden opportunity. In this episode, Lee breaks down how to turn this 1,000-page bill into your next revenue stream with a productized offer he calls the Big Beautiful Tax Planning Appointment. You’ll learn how to price it, who to target, and how to use MAX to generate marketing campaigns instantly—without hiring a copywriter or writing f...
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4 months ago
30 minutes

The Growth Minded Accountant
First Impressions Matter: Why Client Experience Begins Before You Even Answer
Your voicemail. Your phone tree. Your email signature. They seem like small details—but they’re quietly shaping how prospects and clients feel about your firm. In this episode of The Growth-Minded Accountant, Lee Reams and Rebekah Barton uncover one of the most overlooked growth killers in accounting practices: poor first impressions. You’ll learn: What your voicemail is really saying about your firmWhy complicated phone trees cause prospects to hang upThe email red flags that signal “amateur...
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4 months ago
16 minutes

The Growth Minded Accountant
Your Website Is Confusing Clients: Here’s the Fix
Your homepage might be the reason high-quality clients aren’t reaching out. Not because they don’t need your help—but because they don’t get what you do. In this episode, Lee Reams and Rebekah Barton walk through the 4-Part Homepage Formula that every accounting firm needs to implement—whether you're solo or scaling fast. 🔥 What you’ll learn: How to pass the “stranger test” with a clear, specific headlineWhat makes “Accounting Services” sound as vague as “Food Services”The trust-killing mista...
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4 months ago
24 minutes

The Growth Minded Accountant
AI and automation are changing everything — including how accountants grow. In this episode of The Growth Minded Accountant, host Lee Reams II talks with Adam Lean, CEO of The CFO Project, about how technology is helping tax and accounting pros finally scale beyond compliance work and step into lucrative CFO advisory roles. Adam shares how The CFO Project’s advisors average nearly $2,000 per month per client with 87% retention, using a repeatable system that helps business owners generate pos...