How Should Tax and Accounting Firms Measure AI Success?
Time Saved Is Only the Starting Point Artificial intelligence can draft an email in seconds, summarize a meeting, organize client informatio...
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The Growth Minded Accountant
Hosted by CountingWorks PRO, the Growth Minded Accountant podcast is centered around both old school and modern accountants wanting to modernize their practices and hone in their digital mar...
The Growth Minded Accountant Podcast Guide
Listen to The Growth Minded Accountant, a Business podcast by Lee Reams II from CountingWorks PRO. Stream 127 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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AI Has Become the Gatekeeper Between Your Referrals and Your Next Client
For decades, referrals were the most dependable growth engine in tax and accounting. A client told a friend, “You should call my CPA.” An at...
AI Gave Your Firm Time Back. Now What?
AI is already changing tax and accounting firms, but not in the simplistic way the headlines suggest. On one side, the hype machine says AI...
AI Can’t Recommend What It Can’t Understand
Most tax and accounting firms are not invisible because they lack expertise. They are invisible because the market cannot clearly understand...
The Future-Ready Firm Makes Every Client Feel Known
Most firms think they have a responsiveness problem. Clients don’t send documents. They miss reminders. They go quiet. They wait until the l...
Good Firms Become Invisible When They Sound Like Everyone Else
Story Beats Sameness in the AI Era Most accounting firms don't struggle because they lack expertise. They struggle because prospects can't q...
What Premium Brands Understand About Value That Most Accounting Firms Don’t
Why can a Rolex cost exponentially more than a $50 watch when both tell time? Why can Ferrari, Hermès, Apple, and Ryan Serhant create such s...
Google Just Changed Search Forever: What AI Search Means for Your Firm
Google’s latest AI Search updates may represent the biggest shift in online visibility since local search. In this episode of The Growth Min...
The Real AI Race in Tax & Accounting Isn’t About Prompts
Everyone is talking about AI prompts, ChatGPT, agents, automations, and saving time. But what if the real transformation happening in tax an...
Same Team. Bigger Outcomes.
Most tax and accounting firms aren’t running out of talent. They’re running out of capacity. In this solo episode of The Growth Minded Accou...
Cookie-Cutter Is Dead: Why Accounting Firms Are Becoming Invisible in the AI Search Era
Most tax and accounting firms still market themselves the same way they did a decade ago. Generic messaging. Generic positioning. Generic we...
How Accounting Firms Unlock 2–5X More Revenue From Existing Clients
Most tax and accounting firms think growth comes from more clients. More referrals. More SEO. More tax returns. More volume. But what if the...
Why Your Accounting Firm’s Old Playbook Isn’t Working Anymore
Most accounting firms aren’t stuck because they’re not working hard enough. They’re stuck because their model hasn’t caught up to the opport...
AI Isn’t a Tool. It’s Your Next Hire
The tax and accounting industry doesn’t have an AI problem. It has a hiring problem. In this episode of The Growth Minded Accountant , Lee R...
The ROI of First Impressions: Why Clients Decide in Seconds—and What It Means for Your Firm
Tax season is over. Now comes the real question: What would you change before next year? Most firms think the answer is more staff, higher p...
The Most Dangerous Week for an Accountant
The week after April 15 is a trap. You’re exhausted. Your team is checked out. And every instinct you have is telling you to just move on an...
Capture Advisory Insights Without Slowing Down Tax Season
Every tax season, your clients tell you exactly what they need. They mention hiring plans. They’re thinking about selling assets. They say t...
The Tax Season Diagnostic: What’s Broken (And Where AI Actually Helps)
Tax season has a way of revealing the truth about your firm. The long hours, the constant client follow-ups, the repeated questions—it all s...
The Secret to Being More Responsive Without Burning Out
One of the most common complaints clients have about accounting firms isn’t about mistakes or pricing. It’s responsiveness. In this episode...
Bridge Loans & SBA 504 Financing: How Advisors Help Clients Access Capital | Dave Manser
Bridge loans, SBA 504 financing, and alternative lending solutions are becoming essential tools for small business owners who can't acc...