Join Lee Reams, CEO of CountingWorks and TaxBuzz, and guest Rebekah Barton, Chief Visibility Officer, as they explore how AI is transforming the tax profession. Discover the benefits of AI in automating tasks, enhancing client communication, and ensuring compliance. Learn practical tips for integrating AI into your practice to save time and deliver exceptional service. Tune in to "The Growth Minded Accountant" for insights on leveraging technology to grow your tax and accounting firm.

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.

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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.