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.