By Lee Reams II from CountingWorks PRO
5
66 ratings
The podcast currently has 45 episodes available.
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:
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.
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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.
Welcome to another edition of the Growth Minded Accountant.
My name is Lee Reams, Founder and CEO of CountingWorks and our AI-powered community site, TaxBuzz.com. I will be your host today as we discuss Developing a Referral Business Around the U.S. Tax Code, niching down, and other strategies to help your practice thrive.
Our esteemed guest today is Randy Crabtree, a renowned CPA with a wealth of experience and insights to share.
Since 2019, Randy has hosted the bi-weekly "The Unique CPA" podcast, which ranks among the world's 5% most popular programs. You can find articles from Randy in Accounting Today's Voices column and the AICPA Tax Adviser and CPA. He regularly presents at conferences and virtual training events hosted by CPA associations, state CPA societies, and the top 400 CPA firms nationwide.
Today, we explore why being a generalist will destroy your work-life balance and limit your growth opportunities.
Breaking Down the Role of Automation and AI in the Accounting Space
Welcome to the latest episode of the Growth Minded Accountant! I'm Lee Reams, Founder and CEO of CountingWorksPRO and TaxBuzz.com, and I'm excited to be your host today. In this episode, we delve into the transformative impact of automation and AI within the accounting industry. Joining us are Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth at FinOptimal.
Jesse and Tom are at the forefront of innovation in accounting, leveraging their expertise to develop tools that empower accountants and business leaders to overcome challenges and drive growth. As we explore the evolving landscape of accounting, we address pressing questions and discuss actionable insights for professionals in the field.
Key Discussion Points:
1. Recognizing Opportunities: Are accountants fully embracing the potential of AI to optimize their practices?
2. Talent Shortage and Adoption: How will the shortage of accounting talent influence the adoption of automation and AI?
3. Evolution of Accountant Roles: What shifts are occurring in the responsibilities of accountants, and what trends can we expect in the future?
4. Streamlining Financial Processes: Discover how finance automation enhances efficiency and time savings for accounting professionals.
5. Practical Impact of Automation: Learn how automation can eliminate manual tasks and drive efficiency, unlocking growth potential.
6. Importance for Startups: Why is prioritizing accounting essential for startups, and how can AI enhance financial management practices from inception?
7. Navigating API Challenges: Addressing limitations with native APIs in accounting tools and strategies for effective navigation.
8. Flaws in QuickBooks Integrations: Understanding potential pitfalls in QuickBooks integrations and ensuring seamless value addition.
9. Contributions to Industry Revolution: Explore examples of innovative practices and technologies reshaping the traditionally undisrupted accounting industry.
10. Dispelling Misconceptions: Addressing common misconceptions surrounding automation and AI adoption in accounting.
11. FinOptimal's Impact: Discover how FinOptimal enriches the lives of small business owners and accountants through innovative solutions.
12. Connect with FinOptimal: For those eager to learn more, find out how to connect with Jesse, Tom, and the FinOptimal team.
Join us as we unravel the complexities of automation and AI in accounting, offering valuable insights and practical guidance for professionals navigating this transformative landscape. Don't miss out on this enlightening conversation!
The podcast currently has 45 episodes available.
7,699 Listeners