The Growth Minded Accountant

著者: Lee Reams II from CountingWorks PRO
  • サマリー

  • 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, and make sure you’re always one step ahead. The playing field just got a lot more level — let’s go!

    © 2024 CountingWorks, Inc.
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あらすじ・解説

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, and make sure you’re always one step ahead. The playing field just got a lot more level — let’s go!

© 2024 CountingWorks, Inc.
エピソード
  • Turning Blogs into Conversations: Why Audio is the Future of Client Engagement in Tax & Accounting
    2024/11/08

    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.

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    32 分
  • Unlocking Tax Harvesting with AI – A Game-Changer for Tax Pros
    2024/11/04

    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!

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    49 分
  • Operate Like a Large CPA Firm on a Micro Budget: Delegate These 7 Tasks to AI
    2024/10/23

    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.

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    36 分

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