In this compelling episode of The Growth Minded Accountant, host Lee Reams and guest Rebekah Barton dive deep into the innovative world of multi-generational family tax planning and accounting. Discover how tailored family packages—ranging from Basic to Premium—do more than just manage annual tax prep; they create a strategic roadmap for long-term financial success. Lee and Rebekah unpack how integrating concepts like compounding interest and the time value of money can transform immediate tax savings into enduring wealth. With practical examples, dynamic discussion on building trust, and insights into proactive tax strategies, this episode offers a fresh perspective on turning tax services into a lasting, multi-generational legacy.

In this final episode of the demographic marketing series, host Lee Reams (Founder & CEO) and guest Rebekah Barton (Chief Visibility Officer at CountingWorks) explore how tax and accounting professionals can effectively connect with Gen Z. The discussion centers on understanding Gen Z’s unique mindset, motivations, and how their digital-first lifestyle is reshaping traditional financial services.

Join us on the Growth Minded Accountants Podcast as we explore how millennials have redefined the world of tax and accounting. In this episode, CountingWorks CEO Lee Reams and our chief visibility officer, Rebekah Barton, uncover the secrets behind authentic storytelling, digital-first strategies, and transparent communication that resonate with today’s millennial clients. Discover actionable insights—from embracing mobile-friendly tools and personalized content to integrating purpose-driven branding—that will help your firm stay ahead in a rapidly evolving landscape. Tune in and learn how to transform numbers into a narrative that truly connects.

Dive into this episode of the Gen X Growth-Minded Accountant Podcast where host Lee Reams and Chief Visibility Officer Rebekah Barton reveal why Gen X—those born between 1965 and 1980—is a multi-trillion-dollar opportunity for tax and accounting pros. Discover actionable insights on targeted messaging, effective engagement, and building lasting client relationships with a generation controlling 40% of household wealth. Tune in and unlock the potential of Gen X for your firm!

Welcome to The Growth Minded Accountant! In this episode, Lee Reams (Founder & CEO of CountingWorks) and Rebekah Barton (Chief Visibility Officer at CountingWorks) explore the lucrative Baby Boomer demographic. Discover why Boomers, who hold the majority of the nation’s wealth, are so critical for your tax or accounting practice, and learn proven strategies to reach them effectively—online and offline. From building trust and credibility to highlighting key services like retirement and estate planning, we cover everything you need to tailor your firm’s messaging. Don’t miss this conversation on tapping into the Boomer goldmine—and get ready for future episodes on Gen X, Millennials, and more!

In this eye-opening episode of The Growth-Minded Accountant, host Lee Reams is joined by Rebekah Barton, Chief Visibility Officer at CountingWorks Pro, to tackle a topic that often flies under the radar: your address. Why is it so critical? Because if your address isn’t consistent across platforms—or if Google spots discrepancies in your firm’s location details—you could be disappearing from Google Maps searches and missing out on highly qualified local leads. Tune in as Lee and Rebekah share expert insights on auditing your address for consistency, verifying and optimizing your Google Business Profile, and maximizing local SEO strategies. If you’re ready to boost your visibility and attract clients right in your backyard, this is the episode for you.

Join us on the Growth-Minded Accountant podcast as we talk with Rebekah Barton—author of “Ready to Outrun Generalist Tax Firms? Find Your Niche and Pick a Lane.” Discover how choosing a niche can sharpen your expertise, attract better clients, and fuel long-term growth. We’ll cover common pitfalls, share tips for standing out from the competition, and explore lucrative niches like e-commerce, crypto, real estate, and more. Tune in to learn how to pick a lane, become the go-to expert in your specialty, and build a thriving accounting practice!

In this episode of The Growth Minded Accountant Podcast, host Lee Reams and marketing expert Rebekah Barton reveal why consistency is the ultimate game-changer for tax and accounting pros. Discover how automation, testimonials, and strategic content help you stand out in a crowded market—before prospects even pick up the phone. Ready to be consistently effortless? Reach out to CountingWorks PRO for a free marketing audit and start attracting your ideal clients today!

Schedule a free strategy call via https://www.countingworkspro.com/demo

It’s no longer enough to optimize for Google alone. Clients are searching for tax and accounting pros across social platforms, AI-driven tools, and more. In this episode of The Growth Minded Accountant, host Lee Reams chats with marketing strategist Rebekah Barton about the era of “Search Everywhere Optimization.” Learn how to build a cohesive, multi-channel presence that meets clients wherever they search, why reviews and social proof matter more than ever, and how to future-proof your marketing as search evolves. Tune in and discover how to attract higher-quality clients and elevate your practice in an increasingly diverse digital landscape.

What if you could add hundreds of thousands of dollars in revenue—without spending a dime on ads?

In this episode of The Growth Minded Accountant, Lee Reams II and Rebekah Barton uncover the incredible, often-overlooked value sitting in your email database. Whether it's past clients, current clients, or prospects who didn’t convert, your list holds the key to growth through referrals, upsells, and lifelong relationships.

🎙️ What you'll learn:

• How upselling just 10 business clients and 30 tax clients could add $360,000 annually.
• Why email campaigns are the most cost-effective way to grow your practice.
• Tips for transforming one-time tax prep clients into year-round advisory clients.
• How to use your email list to fuel lookalike social media marketing and drive even more leads.

If you’re ready to unlock the potential sitting right in your inbox, this episode is your roadmap.

Subscribe to The Growth Minded Accountant today and start building the practice of your dreams, one email at a time.

📩 Your next big growth opportunity is already in your database. Tune in now!

In this episode of The Growth Minded Accountant, hosts Lee Reams II and Rebekah Barton take on one of the most debated topics in the tax industry: artificial intelligence.

Is AI coming for your job, or is it the key to unlocking your firm's full potential? We debunk common myths—like "AI is too expensive" or "AI will replace tax professionals"—and dive into the realities of how AI can enhance your practice, from automating tedious tasks to improving client relationships.

Tune in to discover practical strategies for overcoming resistance to AI, real-world success stories, and tips for starting small without disrupting your workflow. Don’t let fear of the unknown hold you back—learn how to turn AI into your biggest ally.

🎧 Ready to future-proof your tax practice? Let’s get started!

Tax reform is on the horizon, bringing both challenges and opportunities for tax professionals. In this episode of The Growth Minded Accountant, host Lee Reams II is joined by tax expert Lee Reams Sr. to discuss how tax pros can turn potential policy changes into actionable growth strategies.

Here’s what you’ll learn:

• Why tax reform is a unique opportunity for tax professionals.
• Key planning areas like SALT deductions, business expenses, and estate planning.
• How to identify and target high-value client segments.
• Marketing tactics to position yourself as a trusted advisor.
• How technology can simplify tax planning and boost your efficiency.

Don’t miss this chance to prepare your practice and your clients for what’s ahead.

🎧 Listen now and discover how to thrive during tax reform.

Landing pages are the unsung heroes of digital marketing, especially for tax and accounting firms looking to grow their practices. In this episode of The Growth Minded Accountant, host Lee Reams II teams up with Chief Visibility Officer Rebekah Barton to explore why landing pages are essential for capturing leads, driving conversions, and scaling your business.

🎧 In this episode, we cover:

• What makes a landing page different from a website—and why it’s crucial.
• Key elements of a high-converting landing page, like clear CTAs, social proof, and mobile optimization.
• Strategies for driving traffic to your landing pages using social media, email, and SEO.
• Best practices for creating niche landing pages for real estate investors, gig workers, small business owners, and more.
• How to measure success through metrics like conversion rates and A/B testing.

Packed with actionable tips and real-world examples, this episode will equip you with everything you need to start optimizing your landing pages today.

💡 Did You Know?

• Businesses with 30+ landing pages generate 7x more leads than those with fewer than 10.
• Adding video to a landing page can boost conversions by 86%.

Whether you’re a solo practitioner or managing a larger firm, you’ll leave this episode ready to create landing pages that attract the clients you want and grow your practice.

Subscribe now to The Growth Minded Accountant for more insights on marketing, client engagement, and practice growth!

#TaxPros #AccountingGrowth #DigitalMarketing #LandingPages #PracticeGrowth

In this episode of The Growth Minded Accountant, Lee Reams II and Rebekah Barton from CountingWorks PRO discuss why audio is a game-changer for tax and accounting firms. Discover how turning blogs into audio can help you connect with clients on the go, meet generational media preferences, and even improve your SEO. Tune in for tips on making your content more engaging and accessible!

Listen to audio blog samples and learn more at https://www.countingworkspro.com/blog/why-audio-is-the-next-big-thing-in-tax-accounting-content.

Attention tax professionals! Are you eager to enhance your expertise in tax-loss harvesting and offer smarter, year-round strategies to your clients? In our latest episode of the Growth Minded Accountant, we had an insightful conversation with fintech expert David Lin, CEO of Linvest21, about the revolutionary impact of AI on tax strategies and how it's making tax harvesting more effective than ever.
In this episode, we dive into:

• Tax Harvesting 101: Discover why tax-loss harvesting is essential for optimizing after-tax returns.
  
  
• Continuous Harvesting for Greater Results: Learn how year-round harvesting can maximize the time value of money.
  
  
• AI in Tax Advisory: Explore how AI can automate calculations, provide real-time insights, and elevate your practice.
  
  
• Strengthening RIA Partnerships: Gain tips on collaborating with RIAs to deliver more value to your clients.

Plus, hear a detailed description of Tax Alpha in action, showcasing how this tool can seamlessly enhance your tax-harvesting strategies. For those interested in seeing Tax Alpha live, head over to our YouTube channel for a visual demonstration.

🚀 Ready to discover how tax professionals can leverage AI? Tune in to the episode now and join us in elevating the industry!

In this episode of "The Growth Minded Accountant," hosts Lee Reams and Rebekah Barton explore how AI can transform small accounting practices, enabling them to operate like large EA and CPA firms without a big budget. Discover the power of delegating seven essential tasks to AI, your tireless assistant that delivers flawless, up-to-date work around the clock.

Learn how AI can boost your earnings on a micro-budget by saving you time and automating client workflows. From real-time tax research to handling client inquiries, AI enhances efficiency and client satisfaction. Streamline client onboarding, create impressive tax strategies, and generate cash flow reports in minutes—all with AI.

AI also transforms your marketing efforts and client meetings, allowing you to focus on growing your practice and delivering top-notch service. Embrace AI as your secret workforce and position your firm as a forward-thinking, responsive powerhouse. Ready to elevate your practice? Tune in to discover how AI can help you reclaim hours and enhance your bottom line.

In this engaging 30-minute episode of the Growth Minded Accountant podcast, hosts Rebekah Barton and Lee Reams II explore strategies to convert seasonal tax preparation clients into year-round tax planning partners. They discuss how offering personalized tax advisory services can enhance your revenue while delivering continuous value to clients.

Key Highlights:

Pricing Packages: Discover how to create pricing packages that cater to various client budgets, ensuring transparency and value.

Target Audience Identification: Learn effective segmentation techniques to pinpoint clients who would benefit most from comprehensive tax planning.

Upsell Campaigns: Delve into multi-channel upsell strategies, including customized email sequences and educational content, to highlight the advantages of your services.

Lead Conversion: Leverage AI agents to automate client engagement, intake, and tax plan creation, allowing you to efficiently serve more clients.

Scaling with AI: Explore how AI tools like CountingWorks PRO can streamline operations, enabling practice expansion without increasing workload.

Join us to discover how AI can craft personalized plans swiftly, helping you scale your tax advisory services and foster enduring client relationships. Don't miss this chance to elevate your service offerings and expand your business! To learn how CountingWorks PRO's agency-level campaigns can enhance your upsell pipeline, schedule a free strategy call.

In this episode of The Growth Minded Accountant, host Lee Reams II is joined by digital marketing expert Rebekah Barton to explore how tax professionals can leverage digital marketing to attract more clients during tax season.

We dive into key strategies like optimizing your website for tax season keywords, running targeted paid ads, and using social media to engage potential clients. Plus, we share tips on email marketing, creating high-value content, and even how influencer partnerships can help tax pros expand their reach.

Stay tuned as we also discuss how to generate more referrals from existing clients, driving growth through effective, modern marketing techniques. Whether you’re just starting or looking to enhance your current efforts, this episode offers valuable insights to help you stay competitive this tax season.

Welcome to another insightful episode of "The Growth Minded Accountant," where we explore the transformative power of AI in the accounting world. Hosted by Lee Reams, CEO and Founder of CountingWorks and TaxBuzz, this episode dives into how AI can revolutionize your tax season operations.

Episode Highlights:

• Understanding AI in Accounting: Discover what AI is and why it's essential for modern tax practices. Learn how AI differs from traditional tools and its unique advantages.
• Security and Compliance: Explore the importance of data security and regulatory compliance when integrating AI into your practice.
• AI's Capabilities and Limitations: Understand where AI excels, such as in client communication and research, and where human expertise remains crucial.
• Practical Applications: Identify tasks that can be automated with AI, like engagement letters and proposals, and learn how to write effective prompts for AI tools.
• Customizing AI for Your Firm: Learn strategies for personalizing AI outputs to reflect your firm's style and maintain brand consistency.

Join Lee and special guest Rebekah Barton, Chief Visibility Officer, as they share insights on leveraging AI to enhance client service and streamline operations. Whether you're looking to save time, improve client communication, or ensure compliance, this episode is packed with valuable tips and strategies.

🔔 Subscribe to 'The Growth Minded Accountant' for more episodes on leveraging technology in accounting. If you enjoyed this episode, please leave us a review and share your thoughts!

👉 Connect with Us:

• Lee Reams: LinkedIn
• Rebekah Barton: LinkedIn

Thank you for listening, and stay tuned for more episodes on how to grow and innovate in your accounting practice!

In this episode of "The Growth Minded Accountant," host Lee Reams II and co-host Rebekah Barton explore how digital platforms have transformed tax and accounting referrals. Discover the impact of online reviews, strategies for building a strong referral network, and innovative ideas to keep your pipeline full. Whether you're a seasoned pro or just starting out, learn how to leverage referrals to grow your practice.

Learn more about CountingWorks PRO.

In this episode of the Growth Minded Accountant, Lee Reams II and Rebekah Barton explore "The Client Lifecycle Playbook: Strategies You Can't Afford to Miss." Discover how mastering the five key stages—Discover, Convert, Engage, Advocate, and Return—can transform your practice. Learn to attract and convert clients effectively, keep them engaged, and turn them into advocates, all while ensuring they return for more. These strategies not only enhance client satisfaction but also set your practice apart, driving sustainable growth and long-term success. Tune in to elevate your client relationships and grow your accounting practice with a client-centered approach.

Join the Growth Minded Accountant Podcast for "SEO Mastery for Tax and Accounting Pros: Building Trust and Boosting Visibility." Host Lee Reams II and Rebekah Barton explore SEO strategies to enhance your online presence and increase fees. Learn about E-E-A-T principles, insights from the Google algorithm leak, and how to optimize for AI search. Transform your practice with actionable tips to build trust and improve search rankings. Tune in now!

In the latest episode of The Growth Minded Accountant, host Lee Reams welcomes Rebekah Barton, Chief Visibility Officer at CountingWorks, to discuss "Social Media Mastery for Tax and Accounting Firms." This insightful conversation explores the critical role of social media in the modern digital landscape for tax and accounting professionals. Rebekah shares her expertise on leveraging social media to attract new clients, engage with existing ones, and build a trusted brand presence. The episode covers essential topics such as creating engaging content, utilizing video, setting up a social media posting calendar, and the strategic use of hashtags and keywords. Rebekah also provides valuable advice on collaborating with influencers, monitoring analytics, and avoiding common social media pitfalls. Whether you're looking to enhance your firm's visibility or refine your social media strategy, this episode offers practical tips and strategies to transform your approach and establish your firm as a leader in the financial community.

Welcome to another insightful episode of The Growth Minded Accountant, where your hosts Rebekah and Lee Reams dive into the transformative power of niching deep for tax and accounting firms. Inspired by a compelling blog article, this episode explores why being a generalist can be a painful experience and why simply niching down isn't enough.

The Pain of Being a Generalist Rebekah shares firsthand experiences of the overwhelming workload, lack of specialization, and client dissatisfaction that come with trying to be a generalist. We discuss why many firms fall into this trap, driven by the fear of missing out and misconceptions about broader audiences.

Why Niching Down Isn't Enough We delve into the limitations of niching down and how it often leads to broad, generic categories that fail to resonate with clients. Rebekah and Lee Reams provide vivid examples contrasting niche down approaches with niche deep strategies, illustrating how focusing on specific client needs and pain points can lead to more effective messaging and greater client satisfaction.

An example of a niche down approach versus a niche deep approach?

Niche Down: Women who want to plan for retirement.

Niche Deep: Women ages 35-55 who are the primary breadwinners, struggling with raising kids and managing their careers, seeking flexible tax and financial plans to keep their retirement goals on track without losing time with family.

Example: Create content that addresses the unique challenges faced by these women, such as balancing work and family life, and offer solutions like flexible retirement plans and time-saving financial strategies.

Tune in to discover how niching deep can help you create targeted content, develop specialized services, and ultimately transform your tax and accounting firm into a powerhouse of expertise and client trust.

Don't miss this episode if you're ready to move beyond generic services and start making a real impact in your niche!

Listen now and transform your approach to niching!

Dive into the future of tax and accounting with "Human in the Loop: AI and the Role of Advisors in Tax & Accounting," a groundbreaking podcast episode brought to you by the Growth Minded Accountant. Join Rebekah Barton, Chief Visibility Officer at CountingWorks and TaxBuzz.com, alongside Lee Reams II, the visionary founder and CEO, as they unravel the transformative power of Human in the Loop (HITL) in the tax and accounting sector.

This episode is a deep dive into the symbiotic relationship between human expertise and artificial intelligence, exploring how this blend is upending the industry. Discover how HITL leverages AI's unparalleled computational abilities with the nuanced understanding and ethical judgment of professionals to navigate the complex landscape of tax and accounting. From enhancing efficiency in data entry and anomaly detection to enriching strategic decision-making and compliance, HITL is setting a new standard for personalized client services.

Rebekah and Lee illuminate the practical applications of HITL, showcasing its impact on transaction categorization, financial audits, and tax planning. They highlight how this technology not only streamlines operations but also ensures accuracy and personalization that AI alone cannot achieve. This episode is an essential listen for tax and accounting professionals seeking to stay at the forefront of technological advancement and client satisfaction.

Tune in to "Human in the Loop: AI and the Role of Advisors in Tax & Accounting" for insightful discussions on the latest trends and technologies shaping the future of the industry. Whether you're a seasoned professional or new to the field, this episode offers valuable perspectives on leveraging HITL to enhance your practice and client relationships.