Your voicemail. Your phone tree. Your email signature. They seem like small details—but they’re quietly shaping how prospects and clients feel about your firm.

In this episode of The Growth-Minded Accountant, Lee Reams and Rebekah Barton uncover one of the most overlooked growth killers in accounting practices: poor first impressions.

You’ll learn:

• What your voicemail is really saying about your firm
• Why complicated phone trees cause prospects to hang up
• The email red flags that signal “amateur hour”
• How to tighten your communication touchpoints for instant trust

These fixes are quick. They’re free. And they send the message that you run a professional, high-value firm—before you even return the call.

🎧 Tune in to hear

 ✅ The 4-part communication audit every accounting pro should do this week
 ✅ Simple scripts and best practices you can use immediately
 ✅ Why client experience starts before the relationship begins

Your homepage might be the reason high-quality clients aren’t reaching out. Not because they don’t need your help—but because they don’t get what you do.

In this episode, Lee Reams and Rebekah Barton walk through the 4-Part Homepage Formula that every accounting firm needs to implement—whether you're solo or scaling fast.

🔥 What you’ll learn:

• How to pass the “stranger test” with a clear, specific headline
• What makes “Accounting Services” sound as vague as “Food Services”
• The trust-killing mistake 90% of firms are still making
• The difference between a cold CTA and a human invitation
• Why “Above the Fold” might be costing you conversions
• Mobile-first design tips that keep clients from bouncing

Plus: Want a visual before/after of a homepage done wrong vs. done right? Just email us and we’ll send it to you.

Because your homepage isn’t just your front door—it’s your first impression. Let’s make sure it opens to the right clients.

 💻 Learn more: www.countingworkspro.com

In this episode of The Growth Minded Accountant, host Lee Reams II is joined by Lee Reams Sr. to unpack the latest updates on tax reform from both the Senate and the House.

We break down:

• What’s actually in the “Big, Beautiful Bill” (so far)
• Key differences between House and Senate versions
• Which clients could be impacted—and how
• How to turn reform uncertainty into billable planning services
• Real-world pricing, positioning, and upsell ideas for tax pros

This isn’t just policy talk—it’s a playbook for turning headlines into new advisory revenue.

👀 Want the full campaign kit to offer Tax Reform Readiness Plans?
 Email us at help@countingworkspro.com

In a world where AI can generate endless content, your voice is the one thing it can’t replicate—unless you train it to.

In this episode of The Growth-Minded Accountant, host Lee Reams is joined by Rebekah Barton, Chief Visibility Officer at CountingWorks PRO, to explore how tax and accounting firms can grow faster by sounding more human.

💡 Inside the episode:
• Why a generic voice kills trust (and growth)
• How to define a brand tone that builds connection and converts
• Simple exercises to make your messaging feel like you
• Client segmentation strategies that unlock $30K–$60K in upsells
• How to train your AI to reflect your values, tone, and style

From $350K firms to multi-partner practices, this episode shows you how to humanize your content, personalize your automation, and speak with a voice that actually moves people.

Because in 2025, sameness is the enemy—and your voice is your moat.

Subscribe and leave a review if this helped shift your perspective on what real growth sounds like.

🎧 Need help defining your brand voice? Visit https://www.countingworkspro.com/choose-your-journey/product-deep-dive.

#Accounting #TaxAdvisory #BrandVoice #FirmGrowth #AIForFirms #MAXAI #GrowthMindedAccountant

Learn how to become the architect—not the bottleneck—of your tax and accounting firm. Lee Reams II and Rebekah Barton share six key systems—from client comms to advisory—that reclaim your time while driving growth. Perfect for growth-minded tax & accounting owners ready to work less and earn more. Book your free narrative consult at CountingWorksPRO.com.

Google’s AI-powered search is here—and it’s already changing how your future clients find (or don’t find) your firm.

In this episode of The Growth Minded Accountant, host Lee Reams II and guest Rebekah Barton unpack how AI tools like Google SGE, ChatGPT, and Perplexity are reshaping online visibility for tax and accounting professionals.

What you’ll learn:
 • Why “ranking on Google” no longer guarantees traffic
 • How to get your firm’s content cited by AI (instead of your competitors’)
 • Sample prompts and strategies to future-proof your SEO
 • Why this shift is a massive opportunity for firms that move now

🎯 If your website is generic or outdated, you’re invisible.
 Let’s fix that—fast.

Discover the top business segments every accountant should target this year. Lee Reams II and Rebekah Barton reveal where the real profits are, how to segment smarter, and how to use advisory services and relationship-building to grow your firm—no matter your size.

Not all 1040s are created equal. In this episode, Lee Reams II reveals how to break free from low-margin tax prep by identifying the right individual clients—and offering the strategic services they’re already looking for.

You’ll discover:

• The 3 highest-value individual segments (and how to speak to their pain points)
• What they’re really buying when they hire you (hint: it’s not a return)
• How to deliver year-round advisory with systems and AI that scale with you

If you’re ready to shift from once-a-year prep to relationship-driven planning, this episode is your roadmap. No hype. No salesy scripts. Just smarter segmentation—and the firm you actually want to build.

Thinking of starting your own firm? In this episode, Lee Reams II and Rebekah Barton share a step-by-step guide to go from W-2 to CEO — covering naming, pricing, tech, first clients, and how to launch without burning out.

You’ve crossed the $1M mark — now what? In this episode of The Growth-Minded Accountant, host Lee Reams is joined by Rebekah Barton to break down what it really takes to grow from $1M to $3M+ without adding more chaos to your firm.

They unpack:

• Why traditional firm structures fall apart past $1M
• How to use pod-based teams and AI to scale smarter
• The key KPIs and workflows that drive growth and client satisfaction
• What roles you actually need to unlock the next level

If you want to grow your firm without working 70 hours a week or hiring your way into a management nightmare — this is your blueprint.

Download the Next Million Starter Kit > 

Solo or small firm owner? 

This episode is your roadmap to hitting $1M in revenue—without burning out.

Host Lee Reams is joined by Rebekah Barton, Chief Visibility Officer at CountingWorks PRO, to break down the exact steps to scale smarter: packaging your services, tightening your brand, automating the busywork, and saying no to bad-fit clients.

📥 Grab the free Million-Dollar Practice Playbook

Think your client newsletter is just another chore? Think again. In this episode, Lee Reams II and guest Rebekah Barton reveal why newsletters are one of the most underrated tools for growing revenue, boosting referrals, and deepening client relationships. Learn the simple changes you can make today to turn your newsletter into your firm’s secret growth engine.

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