10 Things Your Tax & Accounting Firm Should Never Have to Do Manually Again
How much time does your tax and accounting firm spend chasing documents, following up with prospects, sending deadline reminders, and checki...
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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...
Episodes
20 of 137 episodes
6 Ways to Help AI Recommend Your Firm and Prospects Trust It
Your website says you understand your clients. Where’s the proof? A prospective client may hear about your firm through a referral, find you...
3 Website Pages That Turn Referrals Into Clients — and Help AI Recommend Your Firm
A referral used to be enough. Someone mentioned your name. The prospect called. The relationship started. That is not how most buying decisi...
AI Knows Tax Law. But Does It Know Your Client?
AI is getting remarkably good at tax research, document analysis, summarization, and identifying patterns. But knowing the tax law is only p...
Everyone’s Afraid of AI Agents. Here’s What They Actually Do.
What AI Agents Really Look Like Inside a Tax & Accounting Firm AI agents are suddenly everywhere. So are the predictions about what happens...
Stop Scaling Accountants. Start Scaling the Firm.
How Tax & Accounting Firms Can Grow Without Adding Complexity at the Same Rate as Revenue For decades, the basic growth formula for a tax an...
Does Social Media Actually Grow a Tax & Accounting Firm?
Why Social Media Is Becoming Part of Your Firm’s Trust, Referral, Search and AI Footprint Most tax and accounting professionals aren't tryin...
Why the Future of Accounting Firm Marketing Is a Living Website, Not More Content
For years, tax and accounting firm websites followed a familiar pattern. Design the website. Launch it. Add some service pages. Maybe publis...
The New Tax & Accounting Marketing Funnel Has No Funnel
How AI Is Compressing Awareness, Consideration and Decision Into One Conversation For decades, marketing followed a fairly predictable funne...
The New ROI of Reviews: Why Your Reputation Is Becoming Your Search Strategy
For years, reviews played a fairly predictable role in growing a tax or accounting firm. A prospect found your firm. Visited your website. C...
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...
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...