The Growth Minded Accountant
The New Tax & Accounting Marketing Funnel Has No Funnel
Aug 20, 2026
Season 6
Episode 33
Lee Reams II from CountingWorks PRO
How AI Is Compressing Awareness, Consideration and Decision Into One Conversation
For decades, marketing followed a fairly predictable funnel.
A prospective client discovered a problem. Searched Google. Read a few articles. Visited several websites. Downloaded a guide. Received a few nurture emails. Checked reviews. Compared firms.
Eventually, they scheduled a consultation.
AI is beginning to compress that entire journey.
Today, a business owner can ask ChatGPT, Gemini, Perplexity or another AI assistant:
“I own a construction company doing $4 million a year. My accountant handles my taxes but doesn't do much proactive planning. Am I missing opportunities? What should a proactive advisor do differently? What should that cost? And which firms near me work with businesses like mine?”
One conversation can move that prospect through awareness, education, solution research, consideration, comparison and due diligence.
The funnel hasn't disappeared psychologically.
It's being compressed technologically.
And that creates an important new reality for tax and accounting firms:
The prospect can now self-nurture.
In this episode of The Growth Minded Accountant, Lee Reams II and Rebekah Barton explore how AI is changing the traditional buyer journey, why website traffic may become a less complete measure of marketing success, and why firms increasingly need to think about whether they are understandable, provable and ready when a high-intent prospect appears.
The bigger shift is simple:
The funnel didn't die. Our control over it did.
And the firms that adapt should focus on three things:
Be Present. Be Provable. Be Ready.