The Growth Minded Accountant Lee Reams II from CountingWorks PRO

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 relationsh...

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...

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 ...

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.

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 buildi...

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...