Claim OwnershipThe Growth Minded Accountant
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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 marketing skills. Decades of trial and error has led us to start this podcast and share stories, tips, best practices and MORE.
29 Episodes
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In this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Paul William Davis, and they discuss how to discover your life purpose.About our guest:Paul is an experienced Personal & Business Growth Specialist with a passion for helping individuals and businesses realize their true potential and achieve outstanding results. Check out Paul on Instagram, LinkedIn, and his website.
In this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Manuj Aggarwal, a speaker, author of two best-selling books, and host of the podcast Bootstrapping Your Dreams. This episode discusses AI and how it will reshape the future of many professions, specifically the tax and accounting space.About Our Guest:Manuj Aggarwal is a thought leader in Artificial Intelligence and has spoken alongside a Nobel Prize Winner at the United Nations.Check out Manuj on Twitter, LinkedIn, and his website.
Today Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Rebekah Barton, Chief Visibility Officer of CountingWorks PRO. In this episode, they discuss how you can double your tax and accounting practice revenue this off-season.
Today Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Rebekah Barton, Chief Visibility Officer of CountingWorks PRO. The Growth Minded Accountant offers unique insights to help CPAs, EAs, and other tax professionals succeed in today’s business climate. In this episode, discover how thought leadership can transform how your firm operates.
Today Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Scott Bywater, a sought-after speaker and copywriter. In this episode, Lee and Scott discuss how to use the written word to drive more revenue for your practice.About Our Guest:Scott Bywater is based in Australia and has spoken at many important digital marketing events, as well as facilitated countless workshops.Check out Scott on Twitter, LinkedIn, and his website.
In this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Rudy Zabran, from Consolidated Analytics, a CountingWorks partner for on demand tax and accounting staffing. This episode discusses the profession wide labor shortage, and whether offshoring might be a good option for your firm.If you are currently understaffed and need help, see our program details here. About Our Guest:Rudy Zabran is Chief Revenue Officer at Consolidated Analytics, a leading provider of end-to-end mortgage services including residential valuation, fulfillment, due diligence, component services, consulting and advisory.Check out Rudy on Twitter, LinkedIn, and his company website.
In this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Mark Willis, a Certified Financial Planner™. This episode discusses how you and your business can be better equipped to handle the current economic and financial situation.About Our Guest:Mark Willis is a three-time #1 Best Selling Author, co-host of the Not Your Average Financial Podcast, and the owner of Lake Growth Financial Services.Check out Mark on Twitter, LinkedIn, and his website.
Lee Reams II is joined by Anna Runyan, the brains behind the 90-Day planner, a career strategy that helps you have the practice you love and supports the life you want. Anna is the Founder & CEO of ClassyCareerGirl.com, a Forbes Top 35 Most Influential Career Site. In this episode, they discuss the value of content creation for tax and accounting professionals. This episode also covers the benefits of utilizing a 90 day planner in order to change habits, make goals, and run the practice you love.
Lee Reams II is joined by Drs. Todd & Kim Saxton, award-winning professors at Indiana University’s Kelley School of Business who have made it their mission to help startup founders and investors navigate the “icebergs” that so often sink startups in their early stages. They are co-authors of the Titanic Effect, a book covering what makes startups successful. Instead of telling startups what to do, like most startup books, they share what startups should avoid. www.titaniceffect.comTogether, they discuss the stages of startup development, avoiding sources of startup failure, best product development approaches, and more.
Have you ever wondered how you can launch and grow a payroll speciality practice? In this episode, Lee Reams II, Founder and CEO of CountingWorks PRO, is joined by Charles Read to discuss how you can scale a payroll business from scratch. About Our Guest:Charles is a CPA and Founder of Custom Payroll Associates, Inc. and GetPayroll.www.getpayroll.com
In this episode, Lee Reams II, Founder/CEO of CountingWorks PRO, is joined by Nicky Billou, an expert in helping service professionals become branded thought leaders. This episode covers the topic of helping service professionals build a comprehensive personal brand and evergreen thought leadership position.About Our Guest:Nicky Billou is the host of the Thought Leader Revolution podcast and President/CEO of eCircle. www.ecircleacademy.com
In this podcast episode, Lee Reams II, Founder and CEO of CountingWorks PRO, is joined by Daniel Alfon, a seasoned marketing and LinkedIn expert. This episode covers the ways that LinkedIn can create opportunities and conversations that lead to new business. About Our Guest:Daniel takes pride in helping business owners leverage their LinkedIn presence to get leads. He is also the author of the book "Build a LinkedIn Profile for Business Success". www.danielalfon.com
In this episode, Lee Reams, Founder/CEO of CountingWorks PRO is joined by Jay Baron, CEO of Elevate Demand, to discuss digitizing the client experience. They touch on the importance of establishing your digital footprint, digitizing each client touchpoint, and how the digital front office has changed.
Welcome to Season 2 of the Growth Minded Accountant! In this episode, Lee Reams, Founder/CEO of CountingWorks PRO, and Jay Baron, CEO of Elevate Demand, talk about a variety of changes occurring in the tax and accounting space. This episode is quite informative! Listen closely, as they touch on the benefits of a positioned firm, being a generalist vs a specialist, the importance of having a strong digital presence, building authority and trust, and much more.
Changes in the tax code and our population's demographics have made reverse mortgages more appealing than ever before. In this episode Lee Reams II, founder and CEO of CountingWorks PRO, is joined by David Gittelson of Finance of America as they discuss the best strategies for tax planning with reverse mortgages.Are you a tax pro interested in learning more? Check out our free webinar, Enhancing Retirement Through a Reverse Mortgage - 1 Hour CPE.
With so much turmoil in the staffing space for tax and accounting practices, our newest podcast covers how tax and accounting practices are surviving the great resignation. This podcast is hosted by Lee Reams II, Founder and CEO of CountingWorks, Inc., with special guest Lucero Smith, the founder and CEO of Your-Coo.com, an Operations + Human Resources Consulting Firm based in Irvine, California.
Building trust and rapport are the top traits you can use to sell your tax/accounting services to any prospect. Join CountingWorks PRO CEO/Founder, Lee Reams II and Jamie Noriega, ADP VP Channel Sales, to hear more about the importance of building relationships in regards to selling skills— whether these sales happen in-person or remotely.
Imagine for a moment...That your firm only said “yes” to the clients you really enjoyed working with. AND That those clients happened to be the highest paying clients.Dream scenario, right?When you’re just starting out, anyone willing to pay you to help them is a “good fit.” Everyone has to pay their dues. But too often as you grow, you add additional industries and services to the roster to appease new clients, and before you know it, you’re doing everything for everyone.Welcome to the first in our Marketing First Framework Series. In this podcast, Lee Reams II, Founder and CEO of CountingWorks PRO, and CountingWorks PRO Design Associate, Janice Hostager, cover what’s wrong with a referral-only firm, stress the importance of positioning your firm to find your dream clients and HOW to position your firm.
If you’ve just decided to start your own tax and accounting practice, you’re probably feeling a lot of things: excitement, apprehension, and maybe overwhelm to name a few. Perhaps the biggest of them all, though, is uncertainty. What’s important is to focus on one of the initial hurdles of opening a new practice: finding your first clients. In this podcast, we’ll break down twelve ways the most successful new tax and accounting practices start building up their client base. From your online presence to utilizing personal connections to knowing where to scour for leads, we’ve got you covered.
Things have changed. The world moved online and the pandemic only accelerated this move. But many tax and accounting pros are still stuck on their old paper-based ways. In this podcast, we will cover how your client experience has changed forever — from the way prospects find you and choose to work with you.
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