Best Lee Reams II And CountingWorks PRO Podcasts (2025)

1
The Next Million Playbook for Growth-Minded Accounting Firms 47:52

14h ago47:52

47:52

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 Th…

1
How to Build a Million-Dollar Firm (Without Working 70 Hours a Week) 51:18

8d ago51:18

51:18

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. 📥 …

1
Your Firm’s Hidden Growth Engine: The Client Newsletter 28:31

16d ago28:31

28:31

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 g…

1
Multi-Generational Wealth: Transforming Tax Prep into a Legacy-Building Journey 37:24

1M ago37:24

37:24

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 …

1
Gen Z & The New Wave of Influencers in Tax and Accounting 38:35

2M ago38:35

38:35

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 lifes…

1
Millennials Are All Grown Up—Is Your Tax and Accounting Firm Ready? 29:32

2M ago29:32

29:32

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 to…

1
Gen X: The Untapped Goldmine for Your Firm 32:51

2M ago32:51

32:51

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 cli…

1
Boomer Goldmine: Unlocking the Wealthiest Generation’s Potential for Your Firm 35:04

3M ago35:04

35:04

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 s…

1
Addressing Your Address: How to Fix Visibility Issues and Rank on Google Maps 29:01

3M ago29:01

29:01

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 loc…

1
Outrunning the Generalists: How Niche Specialization Fuels Accounting Growth 34:44

4M ago34:44

34:44

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, …

1
Mastering Consistency: The #1 Marketing Secret That Pre-Sells Your Tax and Accounting Services 31:15

4M ago31:15

31:15

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 consiste…

1
Search Everywhere Optimization: Why It Takes More Than a Website to Get Found Online 34:16

4M ago34:16

34:16

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, mul…

1
Your Email Database: The Untapped Goldmine in Your Practice 31:56

5M ago31:56

31:56

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…

1
Myths vs. Reality: Overcoming AI Resistance in Tax Practices 27:39

5M ago27:39

27:39

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 …

1
Tax Reform Strategies: Turning Changes Into Opportunities for Tax Pros and Clients 33:43

5M ago33:43

33:43

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 opp…

1
The Ultimate Guide to Landing Pages for Tax and Accounting Firms 29:04

5M ago29:04

29:04

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 y…

1
Turning Blogs into Conversations: Why Audio is the Future of Client Engagement in Tax & Accounting 32:22

6M ago32:22

32:22

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 c…

1
Unlocking Tax Harvesting with AI – A Game-Changer for Tax Pros 48:55

6M ago48:55

48:55

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…

1
Operate Like a Large CPA Firm on a Micro Budget: Delegate These 7 Tasks to AI 36:16

6M ago36:16

36:16

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…

1
Upselling Tax Advisory Services: A Step-by-Step Guide to Earn More Right Now 31:40

7M ago31:40

31:40

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. Ke…

1
How Digital Marketing Can Grow Your Practice During Tax Season | The Growth Minded Accountant 36:47

7M ago36:47

36:47

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 soci…

1
Mastering AI for Tax Season Success 32:20

7M ago32:20

32:20

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: Understanding AI in Accounting: Discover…

1
How the Web Has Changed Tax & Accounting Referrals Forever 35:21

8M ago35:21

35:21

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 …

1
The Client Lifecycle Playbook: Strategies You Can't Afford to Miss 25:44

8M ago25:44

25:44

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, an…

1
SEO Mastery for Tax and Accounting Pros: Building Trust and Boosting Visibility 41:43

8M ago41:43

41:43

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. Tr…

1
Social Media Mastery for Tax and Accounting Firms with Rebekah Barton 33:20

8M ago33:20

33:20

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. Rebeka…

1
Stop Niching Down. Start Niching Deep. 21:51

10M ago21:51

21:51

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 P…

1
Human in the Loop: AI and the Role of Advisors in Tax & Accounting 32:14

12M ago32:14

32:14

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 …

1
Developing a Referral Business Around the U.S. Tax Code 48:10

1y ago48:10

48:10

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 …

1
Breaking Down the Role of Automation and AI in the Accounting Space 39:41

1y ago39:41

39:41

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. Jo…

1
A Guide to Local SEO in 2024 with Rebekah Barton 33:35

1+ y ago33:35

33:35

In this episode we explore strategies to improve your tax practice’s local presence , from community engagement to forming partnerships with local businesses. Below are some effective local marketing strategies, paving the way for enhanced visibility, increased client trust, and sustained growth. If you have SEO questions or want to improve your fi…

1
A Firm Worth Growing with Rick Watson 50:46

1+ y ago50:46

50:46

In this insightful episode, Rick shares his unique journey—from building a firm with only $20 in savings to managing a staggering half a billion dollars in his current RIA. His book delves into 30 essential lessons for professional service business owners, covering topics from branding to increasing referrals through professional networks. Here's a…

1
The Ultimate Guide to Websites for Accountants: Design, Content, and SEO Strategies 44:13

1+ y ago44:13

44:13

Your website serves as your virtual storefront – and, in the case of fully remote firms, your only storefront –welcoming potential clients into your world of expertise and trustworthiness. It's a platform where you have the opportunity to connect on a personal level, making a lasting impression that can lead to fruitful professional relationships. …

1
Mastering Marketing and Branding for Accountants: A Comprehensive Guide to Elevate Your Practice 58:17

1+ y ago58:17

58:17

In this episode, Lee Reams and Rebekah Barton discuss the best strategies you can use to develop an effective and complete marketing strategy for your firm. Have questions? Visit our website at www.countingworkspro.com. Request a demo from our team here.By Lee Reams II from CountingWorks PRO

1
Common DIY Tax and Accounting Website Mistakes to Avoid 32:49

1+ y ago32:49

32:49

In this day and age, a website is essential for nearly every kind of business. Tax and accounting firms are no exception. Yet, even the most seasoned tax and accounting professionals can find themselves ensnared in the web of common mistakes that can sabotage their online success – the world of digital media is very different than the “old school” …

1
Season 2, Episode 14: Discover Your Life Purpose 43:16

2y ago43:16

43:16

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 …

1
Season 2, Episode 13: How AI Will Reshape the Future 42:43

2y ago42:43

42:43

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 …

1
Season 2, Episode 12: How to Double Your Tax & Accounting Practice Revenue 32:44

2y ago32:44

32:44

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.By Lee Reams II from CountingWorks PRO

1
Season 2, Episode 11: Thought Leadership Bootcamp 41:29

2y ago41:29

41:29

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 operate…

1
Season 2, Episode 10: How to Use the Written Word to Drive More Revenue for Your Practice 43:18

2y ago43:18

43:18

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 a…

1
Season 2, Episode 9: The Profession Wide Labor Shortage 28:09

2+ y ago28:09

28:09

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 …

1
Season 2, Episode 8: How to Protect Your Business and Your Money During an Economic Downturn 39:57

2+ y ago39:57

39:57

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 Averag…

1
Season 2, Episode 7: Can 90 Days Change the Trajectory of Your Tax and Accounting Practice? 46:18

2+ y ago46:18

46:18

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 p…

1
Season 2, Episode 6: The Professor's Guide for Business Start-Up Success 1:04:25

2+ y ago1:04:25

1:04:25

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 s…

1
Season 2, Episode 5: How to Scale A Payroll Business From Scratch 50:58

2+ y ago50:58

50:58

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…

1
Season 2, Episode 4: Building Thought Leadership for Tax and Accounting Professionals 52:27

2+ y ago52:27

52:27

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 hos…

1
Season 2, Episode 3: Building a Successful LinkedIn Profile for Accountants 33:47

2+ y ago33:47

33:47

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 pres…

1
Season 2, Episode 2: Digitizing the Client Experience 30:12

3y ago30:12

30:12

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.…

1
Season 2, Episode 1: Changes in the Tax and Accounting Space in 2022 28:51

3y ago28:51

28:51

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 …

1
Episode 14: Strategic Tax Planning with Reverse Mortgages feat. David Gittelson 30:29

3y ago30:29

30:29

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 lea…

Podcasts Worth a Listen

Lee Reams II And CountingWorks PRO Podcasts

Podcasts Worth a Listen