Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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Digital Field Service Tools Podcasts
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DigitalituM Podcast - At the Intersection of Manufacturing and Digital Transformation
DigitalituM - Digitalization tools for Manufacturing
Manufacturing has its challenges. Digital Transformation has its challenges. Welcome to the DigitalituM Podcast, where we delve into the intersection of manufacturing and digital transformation. Manufacturing, a cornerstone of our global economy, faces various challenges—from optimizing production processes to ensuring quality control and maintaining a skilled workforce. In parallel, the digital transformation journey presents its own set of hurdles. Integrating new technologies, managing da ...
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Welcome to The Workplace Effect. Your monthly podcast where we hope to help you turn your company into a community. We’ll hear from different voices, different customers, and different hosts every month..each adding their own insights and top tips from their field of expertise and experience to create a living manifesto that will grow with each listen….a little black book of insights for your ears, to give you the ideas and tools you need to sculpt your company culture! Think of this as a ha ...
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Welcome to The Instacom Podcast — your front-row seat to the technology, strategies, and stories redefining how South Africa’s most critical industries communicate, operate, and grow. Each episode features candid conversations with leaders, innovators, and industry experts who are shaping the future of work in sectors like security, mining, construction, logistics, and more. Whether you're in operations, leadership, or tech, this podcast is your guide to unlocking real-time workforce efficie ...
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Are you an entrepreneur? Do you wish you were? Serial entrepreneurs Jayson DeMers and Sam McRoberts will walk you through all the various aspects of entrepreneurship, from starting and running a business, to digital marketing, SEO, psychology, copywriting and so much more. The biggest struggle for most entrepreneurs is that they don't know what they don't know...and that's where Sam and Jayson come to the rescue. They'll fill in the knowledge gaps, and lead you through your entrepreneurial j ...
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In a world where security breaches are not a matter of "if" but "when," "Command & Control: An IT Security Podcast" stands as a bastion of knowledge and expertise. Hosted by Aaron Banner, a distinguished retired Army Colonel and cyber security expert, this podcast is designed to equip businesses with the tools and knowledge they need to maintain a fortress of digital security. Aaron Banner brings to the table years of experience having protected national security at the highest levels, to br ...
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In the rapidly advancing digital age, artificial intelligence (AI) is transforming industries and improving productivity across the board. Whether you're a small business owner, data analyst, or a tech enthusiast, AI has become a pivotal tool to streamline operations, enhance decision-making, and gain valuable insights from data. Cal AI is one such platform that brings the power of AI directly to your fingertips, providing cutting-edge solutions for businesses and individuals alike. Now, wit ...
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AI Search, the 2026 Tax Reset, and the End of Generic Tax & Accounting Firms
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32:23AI-powered search is fundamentally changing how people discover tax and accounting professionals — and the 2026 tax law reset is about to separate firms that are prepared from those that aren’t. In this episode of The Growth Minded Accountant, Lee Reams and Rebekah Barton unpack two major forces converging at the same time: • Why AI search tools ar…
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Top of Mind Is Your Moat: Why “Being Busy” Isn’t a Growth Strategy for Accounting Firms
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26:11Most accountants say the same thing: “I’m already too busy… why would I need marketing?” In this episode of The Growth Minded Accountant, hosts Lee Reams II and Rebekah Barton break down the real reason fast-growing firms keep winning—while others unknowingly fall behind: 👉 Being busy today doesn’t keep you remembered tomorrow. 👉 Visibility—not wor…
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From Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt
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51:06Stop billing by the hour. Start communicating your value. Step into advisory with confidence. In this episode of The Growth Minded Accountant, Lee Reams II sits down with Linda Hunt, founder of SUM Solutions and creator of The Perfect Pricing Formula, to unpack the shift every bookkeeper and accounting professional is facing right now: moving from …
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Trust has officially moved to AI — and most accounting and tax professionals don’t realize how drastically the landscape just changed.
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34:28In this episode, Lee Reams II and Rebekah Barton break down the impact of Intuit’s new $100M partnership with OpenAI and what it means for the future of the profession. Clients are no longer starting with Google or referrals. They’re starting with AI — and they trust the answer. We cover: Why the compliance-first model is getting compressed How AI …
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How Accountants Are Earning $2K a Month Per Client with CFO Advisory Services — featuring Adam Lean of The CFO Project
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43:40AI and automation are changing everything — including how accountants grow. In this episode of The Growth Minded Accountant, host Lee Reams II talks with Adam Lean, CEO of The CFO Project, about how technology is helping tax and accounting pros finally scale beyond compliance work and step into lucrative CFO advisory roles. Adam shares how The CFO …
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The AI Squeeze — How Automation Is Compressing the Bottom and Expanding the Top of the Profession
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34:46AI isn’t killing accounting. It’s reorganizing it. In this episode, Lee Reams II and Rebekah Barton dig into how automation is reshaping the profession... compressing the repetitive, low-value work at the bottom and expanding opportunities at the top where strategy, storytelling, and human relationships live. This isn’t about fear. It’s about lever…
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How to Protect Your Firm from Service Creep (and Stop Saying Yes to Everything)
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24:01If you’ve ever caught yourself saying “yes” to one more client favor — knowing it won’t make it to the invoice — this episode is for you. Host Lee Reams II, founder of CountingWorks PRO, and co-host Rebekah Barton break down one of the most common profit leaks in accounting and advisory firms: service creep. They’ll walk you through: What service c…
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Your Next Referral Might Come from an Algorithm
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36:00Referrals have always powered accounting firm growth — but what happens when word-of-mouth goes digital? In this episode, hosts Lee Reams II and Rebekah Barton unpack how AI is quietly reshaping visibility, referrals, and client acquisition for accountants. From ChatGPT’s recommendations to Google’s new AI-driven search, algorithms are already deci…
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Securing the Future with Cisco: AI, Quantum, and the Evolution of Networking
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31:44In this episode of Command and Control, host Jason Pope sits down with Kinney Yee and LeeAnn Larson to explore how Cisco is redefining secure networking with innovation, intelligence, and integration. From AI Canvas and SecureX to post-quantum cryptography, the discussion highlights how Cisco’s ecosystem—backed by XenTegra’s expertise—delivers a sm…
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Cal AI Referral Code “QHHAMX” – Get 20% Off on Your First Plan!
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2:36Cal AI Referral Code “QHHAMX” – Get 20% Off on Your First Plan!By careerp
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The Death of the Funnel: Why Accountants Need Narrative Ecosystems to Grow
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35:51Funnels are dead. And in this episode of The Growth Minded Accountant, host Lee Reams II and guest Rebekah Barton explain why the old lead-generation playbook no longer works—and what accountants must do instead. For years, firms were told to rely on funnels: fill the top with ads and PDFs, nurture with email, and push leads down until they buy. Bu…
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The Real Cost of Delaying AI Adoption: Why Waiting is the Most Expensive Option for Accountants
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39:53Welcome to another episode of The Growth-Minded Accountant Podcast, hosted by Lee Reams and Rebekah Barton. This week we’re tackling one of the most urgent challenges facing accounting firms in 2025: the hidden cost of delaying AI adoption. What You’ll Learn in This Episode The invisible tax of doing nothing: why waiting on AI is costing you revenu…
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Retention Marketing for Accountants: Protect Your Moat in the AI Era
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29:44Most accountants think growth = more leads. More ads. More SEO. More hustle. But if you’re losing 15 out of every 100 clients each year? You’re not growing—you’re standing still. Retention is your moat. It’s what protects your firm when AI search punishes cookie-cutter sites, when clients tune out generic newsletters, and when compliance-only firms…
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Is ChatGPT Recommending Your Firm? How to Build AI Visibility, Earn Referrals, and Convert Clients You’ll Never Meet
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43:25Referrals aren’t what they used to be. Clients don’t just ask a friend anymore—they ask ChatGPT. And if your firm doesn’t show up with credibility, reviews, and content that AI can cite… you’re invisible. In this episode of The Growth Minded Accountant, host Lee Reams II and guest Rebekah Barton share the Modern SEO + GEO Playbook for Accountants. …
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DigitalituM Podcast Episode 23 - Ben Bleiman - Modocs.AI - Capturing Tribal Knowledge with Voice-to-SOP
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28:55Send us a text Episode Summary Ben Bleiman—electrical engineer turned innovation leader—walks us through his journey from Bose (automotive audio tuning) to IBM (7–10 nm semiconductors) and Crane Currency (micro-optics on the $100 note), where years in R&D and production quality led him to MODocs.ai. We dig into why documentation is painful, how tri…
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Cutting Clients vs. Cutting Hours — Why Tech-Enabled Firms Win Every Time
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40:53Every tax season, accountants hit the same wall: too many clients, not enough hours. The knee-jerk reaction? Cut clients, cut stress, cut back. But here’s the problem: you can’t cut your way to growth. And you sure can’t cut your way to a 7-figure exit. In this episode of The Growth-Minded Accountant, Lee Reams II (Founder of CountingWorks) reveals…
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DigitalituM Podcast Episode 22 - Mark Eferdinger - Card Monroe - Cutting Through the Digital Fog: Custom Automation & Digital Twins with Card Monroe
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42:56
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42:56Send us a text In this episode, I sit down with my longtime friend and partner, Mark Eferdinger (Sales, Card Monroe Automation). We discuss the very real pressures U.S. manufacturers face—labor shortages, reshoring, tariffs, and the need to automate more quickly—and how a hands-on, customer-driven approach outperforms one-size-fits-all “modularity”…
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How to Thrive in the New AI Order: Survival for Tax & Accounting Firms
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47:27AI has changed everything for tax and accounting firms. Referrals and Google rankings are no longer enough—clients now turn to AI tools for answers, and only the most trusted firms get recommended. In this episode, Lee Reams II and Rebekah Barton unpack what this shift means, why compliance-only models are at risk, and how firms can pivot to adviso…
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DigitalituM Podcast Episode 21 - Karen Escobedo - Tri-Sphyre - From Accounting to Automation: Dredge Simulators, Drives & Women in Manufacturing
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28:53Send us a text From Accounting to Automation: Dredge Simulators, Drives & Women in Manufacturing with Karen Escobedo (Tri-Sphyre) Episode Summary Karen Escobedo shares her unconventional path from accounting student and fresh MBA grad to business development in industrial automation. We explore Tri-Sphyre’s work in PLC/HMI/drive integration, their …
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The Overlooked Goldmine: Serving Middle-Class & Upper-Middle-Class Clients
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41:30Think tax planning is only for billionaires? Think again. In this episode of The Growth Minded Accountant, we break down why middle-income, dual-earner families often see the biggest savings — and how accountants can turn complexity into opportunity. You’ll hear how a $150K household (one spouse W-2, one spouse 1099) can unlock $10K–$20K in annual …
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Driving Growth Across Africa: Instacom’s Expansion Story
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32:14Instacom is stepping onto the continental stage. In this episode, we sit down with Bradley Anderson, Instacom’s Sales Manager for Africa, to discuss our expansion beyond South Africa and into new African markets. Bradley shares insights into the opportunities that make Africa such an exciting frontier for Instacom, the challenges of adapting to div…
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Inside Instacom’s Sales Branches – Local Solutions for Every Region
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27:36In this episode of the Instacom Podcast, Sales Director Pierre Slabbert takes us inside Instacom’s regional sales branches across South Africa. We explore how these teams deliver truly localised support, respond faster to client needs, and adapt to the unique challenges of both urban and rural environments. From navigating infrastructure difference…
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Building Trust, Delivering Solutions: Instacom’s Sales Approach
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42:32Sales is not about pushing products, it is about solving real problems. In this episode, Instacom’s Sales Director, Pierre Slabbert, takes us inside the company’s relationship-driven sales approach, where matching the right solution to the right client is the ultimate goal. We explore the unique challenges businesses face in South Africa, from infr…
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DigitalituM Podcast Episode 20 - Dr.Ing Eike Wolfram Schaeffer- Robotop - Hybrid Selling with 3D Content
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44:23Send us a text DigitalituM Podcast – Episode 20 Guest: Dr.-Ing. Eike Wolfram Schäffer, Co-Founder & CEO of RoboTop Host: Markus Rimmele, Managing Principal of DigitalituM Theme: Hybrid Selling, Digital Tools, and the Future of Manufacturing Sales In this episode of the DigitalituM Podcast – Manufacturing at the Intersection of Digital Transformatio…
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The Secret to Instacom’s 24/7 Service: Smart Operations at Scale
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24:49In this episode, we go behind the scenes with Johnny White, Instacom’s Operations Director, to discover what keeps the company running smoothly every single day. From 24/7 support and rapid device deployment to continent-wide logistics and in-house repair centres, Johnny reveals the systems, people, and mindset that enable Instacom to deliver consi…
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Stop Guessing, Start Profiting: Dynamic Pricing vs. Value Pricing vs. Published Price Guides
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26:49Most tax professionals and accountants are still guessing at their prices — and it’s costing them thousands. In this episode of The Growth Minded Accountant, hosts Lee Reams II and Rebekah Barton break down the three big pricing models in the profession: ⚖️ Published Price Guides: Transparent and simple — but often leave money on the table. 💰 Value…
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Bonus Depreciation in 2025 and Beyond: Strategic Tax Insights for Businesses
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18:08Unlock the power of bonus depreciation in today’s tax landscape with this expert-curated nano CPE course, Bonus Depreciation in 2025 and Beyond: Strategic Tax Insights for Businesses. In under 20 minutes, you’ll learn how the One Big Beautiful Bill Act (OBBBA) permanently reinstated 100% bonus depreciation — and what that means for your business cl…
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New OBBBA Tip Income Tax Deduction Explained
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11:22This NASBA-compliant nano course delivers expert tax insight in a fresh, podcast-style format. Carefully curated by our team of seasoned tax professionals and presented by advanced AI for the best possible learning experience, this course makes complex tax law easy to understand and engaging to follow. In just 12 minutes, discover how the new above…
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Why 24/7 Support Is a Non-Negotiable in Tech
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21:40In the world of mission-critical operations, downtime is not just inconvenient—it is costly, disruptive, and sometimes dangerous. In this episode of the Instacom Podcast, we pull back the curtain on the heartbeat of our service delivery: the 24/7 Support Centre. Hosted by Roland van der Walt, this conversation with Johnny White—Operations Director …
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DigitalituM Podcast Episode 19 - Holger Schlaps - Steve Forrest - The Future of Manufacturing with AI
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1:03:01Send us a text 🎙️ DigitalituM Podcast Episode At the Intersection of Manufacturing and Digital Transformation Topic: The Future of Manufacturing with AI Guests: 👤 Holger Schlaps, Head of R&D at SULZER GmbH 🔗 Connect with Holger on LinkedIn 👤 Steve Forrest, VP of Operations at AutoTool Inc. 🔗 Connect with Steve on LinkedIn 🎧 In this episode, host Ma…
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How to Turn Happy Clients into a Constant Stream of Ideal Leads—No Ads, No AI Required Body
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26:10This episode of The Growth Minded Accountant hosted by Lee Reams II, focuses on building a "Referral Growth Engine That Runs Itself." It emphasizes that referrals are the most profitable lead source and can be generated through a repeatable process using existing tools like an inbox and calendar, without needing ads or AI. The podcast outlines a 4-…
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The OBBBA Files: MAXCast™ Summary of the One Big Beautiful Bill Act
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39:30This isn’t your average tax update. In this MAXCast™, we fed the full text of our analysis of the newly signed One Big Beautiful Bill Act (OBBBA) into MAX — our AI-powered assistant — to extract, summarize, and analyze the biggest tax reform in years. What did MAX find? Refundable credits. Big retirement shifts. Small biz perks. And more than a few…
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South African Solutions, Global Standards: Instacom’s R&D in Action
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28:32Driving Innovation – Inside Instacom’s R&D Approach to Software In this episode, we dive into the engine room of software innovation at Instacom: Research and Development. Product Director Francois du Toit takes us behind the scenes to explore how the R&D team transforms client needs, industry trends, and emerging technologies into powerful softwar…
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Fortinet Accelerate 2025 Recap with Liquid Networks
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27:29In this episode, Kelly Young welcomes Christian Graham of Liquid Networks and LeeAnn Larson from XenTegra to talk about their collaboration and experience at Fortinet Accelerate 2025. The discussion dives into: Christian’s journey toward Fortinet’s FCX certification and preparing for the Ultimate Fabric Challenge at Accelerate. Insights into the Fo…
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🎙 Episode: How to Rank in AI Search – Become the Expert That Generative Engines Reference
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43:21The SEO game has changed—and most tax and accounting firms haven’t caught up. In the age of ChatGPT, Perplexity, and Google’s AI-powered results, only a few sources get cited. The rest? Ignored. In this episode, Lee and Rebekah reveal how to become the firm that AI search engines trust and reference. 🔎 You’ll learn: Why AI search isn’t about keywor…
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Behind the Scenes: The Tech That Powers Instacom
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31:25In this episode of The Instacom Podcast, we welcome back Wayne Oliver, Chief Technology Officer at Instacom, for an eye-opening conversation about the backbone of digital communication: infrastructure. Wayne unpacks what it means for Instacom to be built on enterprise-grade infrastructure and how the company leverages AWS-powered architecture to de…
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The Big Beautiful Tax Planning Playbook: Turn OBBBA Into Clients, Revenue & Relevance
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30:32President Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4th—and while most people were watching fireworks, tax pros just got handed a golden opportunity. In this episode, Lee breaks down how to turn this 1,000-page bill into your next revenue stream with a productized offer he calls the Big Beautiful Tax Planning Appointment.…
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The Tech Backbone: Why Software Drives Everything Now
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29:38Episode 5: Powering Modern Business with Smart Software — A Conversation with Instacom’s CTO In this episode of The Instacom Podcast, we sit down with Wayne Oliver, Instacom’s Chief Technology Officer, to explore how software is revolutionizing the way businesses operate—from team management and fieldwork to secure access and automated reporting. W…
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How AI is Powering the Future of IoT: Instacom’s Smart Solutions for South African Businesses
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37:40In this episode, we unpack how artificial intelligence is revolutionising the Internet of Things and transforming the way South African businesses communicate and operate. Join our Product Director as we explore real-world examples of how Instacom integrates AI-driven solutions into its IoT ecosystem — from predictive analytics to automation — deli…
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First Impressions Matter: Why Client Experience Begins Before You Even Answer
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16:09Your 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:…
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Your Website Is Confusing Clients: Here’s the Fix
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24:21Your 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 t…
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Why Do Leading Industries Rely on Rugged Hardware?
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36:31In industries like security, logistics, construction, and mining, failure is not an option—and that includes your hardware. In this episode, we sit down with Instacom’s Product Director, Francois du Toit, to explore how rugged, enterprise-grade devices are powering South Africa’s toughest work environments. From ICASA-certified radios to IP68-rated…
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The Big, Beautiful Bill: What Tax Pros Need to Know Now
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31:23In 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…
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Soil to Software: Kobus Briel’s Journey to Leading a Tech Giant
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27:42In this inspiring episode, we sit down with Kobus Briel, CEO of Instacom, to explore his extraordinary journey from the farmlands to the forefront of South Africa’s tech innovation. Joined by Roland van der Walt, Instacom’s Chief Growth Officer, Kobus shares how his roots in agriculture shaped his values, leadership style, and work ethic—ultimately…
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Your Brand Has a Voice. Does Your Firm Know What It Sounds Like?
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35:34In 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 …
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From Bedroom Startup to Industry Game-Changer – The Journey of Building a Tech Leader (Instacom)
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42:36Welcome to the very first episode of the Instacom Podcast — where we unpack the real stories, innovations, and people behind the technology transforming frontline industries across South Africa and beyond. In this landmark debut, we sit down with two of Instacom’s most influential leaders: CEO Kobus Briel and Chief Growth Officer Roland van der Wal…
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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 CountingWorksPR…
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SEO Is Changing Forever: What Google’s AI Search Means for Your Firm
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52:25Google’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’l…
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The Most Profitable SMB Niches for Accountants in 2025
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38:10Discover 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.By Lee Reams II from CountingWorks PRO
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Segment Smarter: High-Value Individuals and the Services They Actually Want
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28:22Not 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 whe…
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