Same Team. Bigger Outcomes.

The Growth Minded Accountant

The Growth Minded Accountant
Same Team. Bigger Outcomes.
May 19, 2026 Season 6 Episode 22
Lee Reams II from CountingWorks PRO

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 Accountant, Lee Reams shares a candid perspective on where the profession is heading — and why the firms that thrive over the next decade may not be the firms with the biggest teams, but the firms that learn how to create bigger outcomes with the team they already have.

Lee breaks down:

  •  why operational drag is quietly limiting firm growth 
  •  how AI is being misunderstood across the industry 
  •  why human expertise becomes more valuable in the AI era 
  •  how connected systems create operational leverage 
  •  why cookie-cutter firms are becoming easier to ignore 
  •  how narrative, visibility, and responsiveness are reshaping modern firm growth 
  •  what the “future firm” actually looks like 

This episode is a thought leadership conversation for firm owners who feel caught between old workflows and rising client expectations — and want to modernize intentionally without losing the human side of their business.

Because the future firm isn’t necessarily bigger.

It’s smarter.
More connected.
More proactive.
More human where it matters most.

👉 Get Your Free Firm Growth Breakdown:
https://www.countingworkspro.com/free-firm-growth-breakdown

Thanks for listening to The Growth Minded Accountant.

Episode Artwork Same Team. Bigger Outcomes. 19:50 Episode Artwork Cookie-Cutter Is Dead: Why Accounting Firms Are Becoming Invisible in the AI Search Era 1:07:25 Episode Artwork How Accounting Firms Unlock 2–5X More Revenue From Existing Clients 1:08:36 Episode Artwork Why Your Accounting Firm’s Old Playbook Isn’t Working Anymore 21:45 Episode Artwork AI Isn’t a Tool. It’s Your Next Hire 38:05 Episode Artwork The ROI of First Impressions: Why Clients Decide in Seconds—and What It Means for Your Firm 29:44 Episode Artwork The Most Dangerous Week for an Accountant 25:09 Episode Artwork Capture Advisory Insights Without Slowing Down Tax Season 15:18 Episode Artwork The Tax Season Diagnostic: What’s Broken (And Where AI Actually Helps) 7:20 Episode Artwork The Secret to Being More Responsive Without Burning Out 15:34 Episode Artwork Bridge Loans & SBA 504 Financing: How Advisors Help Clients Access Capital | Dave Manser 51:43 Episode Artwork The 3 Tax Season Signals That Reveal Your Firm’s Next Growth Opportunity 15:41 Episode Artwork Micro Episode #3: Stop Walking Into Tax Meetings Unprepared (5-Minute AI Prep) 7:52 Episode Artwork The One Question That Turns Tax Prep Into Advisory Revenue 15:54 Episode Artwork The Tax Interview Mistake That Keeps You Stuck in Compliance 11:17 Episode Artwork Capital Advisory for Accountants: How Smart Businesses Actually Fund Growth 39:27 Episode Artwork Positioning Gets You Found. Relatability Gets You Chosen. 41:37 Episode Artwork Why Pricing Keeps Breaking in Tax & Accounting Firms (It’s Not Your Rates) 34:49 Episode Artwork Overtime Deductions, Client Confusion & Smarter Tax Prep 15:39 Episode Artwork Your Best Advisory Revenue Is Already on Your Client List 23:12 Episode Artwork Your Tech Stack Isn’t the Problem — The Experience Is (2026 Reality Check) 17:05 Episode Artwork The Third Layer Tax and Accounting Firms Are Missing 42:13 Episode Artwork 2026 Predictions for Accountants: AI Will Be the Standard. Relationships Decide Who Wins. 17:49 Episode Artwork AI Search, the 2026 Tax Reset, and the End of Generic Tax & Accounting Firms 32:23 Episode Artwork Top of Mind Is Your Moat: Why “Being Busy” Isn’t a Growth Strategy for Accounting Firms 26:11