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...
The Death of the Funnel: Why Accountants Need Narrative Ecosystems to Grow
The Growth Minded Accountant
35 minutes
1 month ago
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...
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...
