The Growth Minded Accountant

Lee Reams II from CountingWorks PRO
  • 5.0 (6)
  • 营销
  • 半周一更

Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, and make sure you’re always one step ahead. The playing field just got a lot more level — let’s go!

  1. Cutting Clients vs. Cutting Hours — Why Tech-Enabled Firms Win Every Time

    6天前

    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 advisory without adding staff, and build practices worth premium multiples at exit. You’ll discover: Why cutting clients doesn’t reduce client demandsHow to raise prices the right way (without lipstick-on-a-pig processes)The hidden cost of “doing nothing” year after yearHow AI and automation unlock 5–10 hours per engagementWhy tech-enabled firms sell for nearly double the multiples of traditional firmsThe Big Four are pouring billions into AI. Independent firms don’t have to lose — but they do have to adapt. If you’re ready to stop surviving tax season and start scaling a future-proof firm, this episode is your playbook. Learn more via https://www.countingworkspro.com/.

    41 分钟
  2. How to Thrive in the New AI Order: Survival for Tax & Accounting Firms

    9月3日

    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.

    47 分钟
  3. The Overlooked Goldmine: Serving Middle-Class & Upper-Middle-Class Clients

    8月27日

    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’ll show you how to position tax concierge services that pay for themselves many times over. 👉 If you’re ready to move beyond cookie-cutter and start delivering agency-level value to your clients, this episode is your wake-up call.

    42 分钟
  4. Stop Guessing, Start Profiting: Dynamic Pricing vs. Value Pricing vs. Published Price Guides

    8月4日

    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 demographics, service complexity, and real-time market data.You’ll learn why static pricing is holding firms back, how dynamic pricing bridges transparency with profitability, and how MAX’s Proposal Playbook is giving firms confidence to charge smarter, win more clients, and future-proof their practices. If you’ve ever wondered, “Am I undercharging?” — this episode will give you the data-driven answers you’ve been missing.

    27 分钟

  5. 8月1日

    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 manufacturing, this AI-narrated episode breaks down complex tax law into clear, actionable insights. You’ll also explore key planning considerations, including Section 179 vs. bonus depreciation, the interaction with the Qualified Business Income (QBI) deduction, and long-term recapture rules. This course was developed by tax experts and delivered via innovative AI audio presentation to give you a fast, focused, and convenient way to earn CPE credit. Course Details: CPE Credit: 0.2 (Taxes) Delivery Method: QAS Self-Study (Nano Learning) Program Level: Basic Prerequisites: None Advanced Preparation: None Enroll & Claim Credit: Listen now and claim your 0.2 CPE credit,  visit https://taxcpe.litmos.com/self-signup/. For CPAs seeking free CPE credit, use Pass Code: BONUSDEP Includes a full transcript and a knowledge check for CPAs to earn 0.2 hours of NASBA CPE credit.

    18 分钟
  6. New OBBBA Tip Income Tax Deduction Explained

    7月29日

    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 benefits employers. Includes a full transcript, downloadable course material, and a knowledge check for CPAs to earn 0.2 hours of NASBA CPE credit. For CPAs seeking free CPE credit, visit https://taxcpe.litmos.com/self-signup/. Use Pass Code: TIPS

    11 分钟
  7. How to Turn Happy Clients into a Constant Stream of Ideal Leads—No Ads, No AI Required Body

    7月23日

    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, experiences a financial win, during quarterly reviews, upon onboarding completion, or after providing positive feedback. A "Trigger Tracker" (e.g., a shared Google Sheet) can help teams identify these moments.Make Referrals Easy: Create a simple referral page or form (e.g., Google Forms, Calendly) and provide clients with easy-to-share copy for emails or texts.Say Thank You: Acknowledge every referral with a personal email, small gift (e.g., eGift card), handwritten note, or public recognition.Track and Repeat: Use a simple Google Sheet to track referrers, referral names, dates, outcomes, and rewards sent.The episode also highlights getting the team involved by training them to recognize referral triggers and making it fun with shout-outs, internal bonuses, and leaderboards. The host provides a 5-day checklist to launch this system.

    26 分钟
  8. The OBBBA Files: MAXCast™ Summary of the One Big Beautiful Bill Act

    7月22日

    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, and stay ahead of the curve. Whether you're a tax pro, firm leader, or just want to know what the OBBBA means for you, this episode delivers clarity without the jargon. 🎙️ AI meets tax law. 💡 Real-time insights from the full bill text. 🧠 1 Hour of CPA NASBA-Accredited CPE Available — Enroll to Claim Use Code: MAXBILL

    40 分钟
查看全部 83 集

评分及评论

5
共 5 分
6 个评分

关于

Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, and make sure you’re always one step ahead. The playing field just got a lot more level — let’s go!

信息

  • 创作者
    Lee Reams II from CountingWorks PRO
  • 活跃年份
    2021年 - 2025年
  • 单集
    83
  • 分级
    儿童适宜
  • 版权
    © 2025 CountingWorks, Inc.
  • 节目网站
    The Growth Minded Accountant

你可能还喜欢