The Growth Minded Accountant
By Lee Reams II from CountingWorks PRO
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Episodes: 120
Description
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!
| Episode | Date |
|---|---|
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Google Just Changed Search Forever: What AI Search Means for Your Firm
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Jun 03, 2026 |
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The Real AI Race in Tax & Accounting Isn’t About Prompts
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May 28, 2026 |
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Same Team. Bigger Outcomes.
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May 19, 2026 |
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Cookie-Cutter Is Dead: Why Accounting Firms Are Becoming Invisible in the AI Search Era
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May 14, 2026 |
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How Accounting Firms Unlock 2–5X More Revenue From Existing Clients
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May 07, 2026 |
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Why Your Accounting Firm’s Old Playbook Isn’t Working Anymore
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Apr 29, 2026 |
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AI Isn’t a Tool. It’s Your Next Hire
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Apr 22, 2026 |
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The ROI of First Impressions: Why Clients Decide in Seconds—and What It Means for Your Firm
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Apr 17, 2026 |
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The Most Dangerous Week for an Accountant
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Apr 02, 2026 |
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Capture Advisory Insights Without Slowing Down Tax Season
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Mar 25, 2026 |
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The Tax Season Diagnostic: What’s Broken (And Where AI Actually Helps)
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Mar 18, 2026 |
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The Secret to Being More Responsive Without Burning Out
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Mar 11, 2026 |
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Bridge Loans & SBA 504 Financing: How Advisors Help Clients Access Capital | Dave Manser
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Mar 10, 2026 |
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The 3 Tax Season Signals That Reveal Your Firm’s Next Growth Opportunity
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Mar 04, 2026 |
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Micro Episode #3: Stop Walking Into Tax Meetings Unprepared (5-Minute AI Prep)
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Feb 25, 2026 |
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The One Question That Turns Tax Prep Into Advisory Revenue
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Feb 18, 2026 |
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The Tax Interview Mistake That Keeps You Stuck in Compliance
|
Feb 11, 2026 |
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Capital Advisory for Accountants: How Smart Businesses Actually Fund Growth
|
Feb 10, 2026 |
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Positioning Gets You Found. Relatability Gets You Chosen.
|
Feb 04, 2026 |
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Why Pricing Keeps Breaking in Tax & Accounting Firms (It’s Not Your Rates)
|
Jan 28, 2026 |
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Overtime Deductions, Client Confusion & Smarter Tax Prep
|
Jan 27, 2026 |
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Your Best Advisory Revenue Is Already on Your Client List
|
Jan 21, 2026 |
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Your Tech Stack Isn’t the Problem — The Experience Is (2026 Reality Check)
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Jan 14, 2026 |
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The Third Layer Tax and Accounting Firms Are Missing
|
Jan 07, 2026 |
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2026 Predictions for Accountants: AI Will Be the Standard. Relationships Decide Who Wins.
|
Dec 30, 2025 |
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AI Search, the 2026 Tax Reset, and the End of Generic Tax & Accounting Firms
|
Dec 17, 2025 |
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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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Dec 10, 2025 |
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From Bookkeeper to Advisor: How to Price, Package & Confidently Communicate Your Value — with Linda Hunt
|
Dec 04, 2025 |
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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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Nov 19, 2025 |
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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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Nov 12, 2025 |
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The AI Squeeze — How Automation Is Compressing the Bottom and Expanding the Top of the Profession
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Nov 06, 2025 |
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How to Protect Your Firm from Service Creep (and Stop Saying Yes to Everything)
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Oct 29, 2025 |
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Your Next Referral Might Come from an Algorithm
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Oct 21, 2025 |
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The Death of the Funnel: Why Accountants Need Narrative Ecosystems to Grow
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Oct 03, 2025 |
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The Real Cost of Delaying AI Adoption: Why Waiting is the Most Expensive Option for Accountants
|
Oct 01, 2025 |
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Retention Marketing for Accountants: Protect Your Moat in the AI Era
|
Sep 25, 2025 |
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Is ChatGPT Recommending Your Firm? How to Build AI Visibility, Earn Referrals, and Convert Clients You’ll Never Meet
|
Sep 17, 2025 |
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Cutting Clients vs. Cutting Hours — Why Tech-Enabled Firms Win Every Time
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Sep 10, 2025 |
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How to Thrive in the New AI Order: Survival for Tax & Accounting Firms
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Sep 03, 2025 |
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The Overlooked Goldmine: Serving Middle-Class & Upper-Middle-Class Clients
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Aug 27, 2025 |
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Stop Guessing, Start Profiting: Dynamic Pricing vs. Value Pricing vs. Published Price Guides
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Aug 04, 2025 |
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Bonus Depreciation in 2025 and Beyond: Strategic Tax Insights for Businesses
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Aug 01, 2025 |
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New OBBBA Tip Income Tax Deduction Explained
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Jul 29, 2025 |
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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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Jul 23, 2025 |
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The OBBBA Files: MAXCast™ Summary of the One Big Beautiful Bill Act
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Jul 22, 2025 |
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🎙 Episode: How to Rank in AI Search – Become the Expert That Generative Engines Reference
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Jul 16, 2025 |
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The Big Beautiful Tax Planning Playbook: Turn OBBBA Into Clients, Revenue & Relevance
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Jul 09, 2025 |
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First Impressions Matter: Why Client Experience Begins Before You Even Answer
|
Jun 30, 2025 |
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Your Website Is Confusing Clients: Here’s the Fix
|
Jun 25, 2025 |
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The Big, Beautiful Bill: What Tax Pros Need to Know Now
|
Jun 18, 2025 |
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Your Brand Has a Voice. Does Your Firm Know What It Sounds Like?
|
Jun 11, 2025 |
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Build a Firm That Runs Without You
|
Jun 05, 2025 |
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SEO Is Changing Forever: What Google’s AI Search Means for Your Firm
|
May 28, 2025 |
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The Most Profitable SMB Niches for Accountants in 2025
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May 22, 2025 |
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Segment Smarter: High-Value Individuals and the Services They Actually Want
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May 14, 2025 |
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From W-2 to CEO: How to Start Your Own Tax or Accounting Firm Without Burning Out
|
May 08, 2025 |
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The Next Million Playbook for Growth-Minded Accounting Firms
|
May 01, 2025 |
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How to Build a Million-Dollar Firm (Without Working 70 Hours a Week)
|
Apr 24, 2025 |
|
Your Firm’s Hidden Growth Engine: The Client Newsletter
|
Apr 16, 2025 |
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Multi-Generational Wealth: Transforming Tax Prep into a Legacy-Building Journey
|
Mar 19, 2025 |
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Gen Z & The New Wave of Influencers in Tax and Accounting
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Mar 13, 2025 |
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Millennials Are All Grown Up—Is Your Tax and Accounting Firm Ready?
|
Mar 05, 2025 |
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Gen X: The Untapped Goldmine for Your Firm
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Feb 27, 2025 |
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Boomer Goldmine: Unlocking the Wealthiest Generation’s Potential for Your Firm
|
Feb 05, 2025 |
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Addressing Your Address: How to Fix Visibility Issues and Rank on Google Maps
|
Jan 29, 2025 |
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Outrunning the Generalists: How Niche Specialization Fuels Accounting Growth
|
Jan 15, 2025 |
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Mastering Consistency: The #1 Marketing Secret That Pre-Sells Your Tax and Accounting Services
|
Jan 08, 2025 |
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Search Everywhere Optimization: Why It Takes More Than a Website to Get Found Online
|
Dec 19, 2024 |
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Your Email Database: The Untapped Goldmine in Your Practice
|
Dec 11, 2024 |
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Myths vs. Reality: Overcoming AI Resistance in Tax Practices
|
Dec 05, 2024 |
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Tax Reform Strategies: Turning Changes Into Opportunities for Tax Pros and Clients
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Nov 21, 2024 |
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The Ultimate Guide to Landing Pages for Tax and Accounting Firms
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Nov 20, 2024 |
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Turning Blogs into Conversations: Why Audio is the Future of Client Engagement in Tax & Accounting
|
Nov 08, 2024 |
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Unlocking Tax Harvesting with AI – A Game-Changer for Tax Pros
|
Nov 04, 2024 |
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Operate Like a Large CPA Firm on a Micro Budget: Delegate These 7 Tasks to AI
|
Oct 23, 2024 |
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Upselling Tax Advisory Services: A Step-by-Step Guide to Earn More Right Now
|
Oct 10, 2024 |
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How Digital Marketing Can Grow Your Practice During Tax Season | The Growth Minded Accountant
|
Oct 02, 2024 |
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Mastering AI for Tax Season Success
|
Sep 26, 2024 |
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How the Web Has Changed Tax & Accounting Referrals Forever
|
Sep 18, 2024 |
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The Client Lifecycle Playbook: Strategies You Can't Afford to Miss
|
Sep 04, 2024 |
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SEO Mastery for Tax and Accounting Pros: Building Trust and Boosting Visibility
|
Aug 28, 2024 |
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Social Media Mastery for Tax and Accounting Firms with Rebekah Barton
|
Aug 21, 2024 |
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Stop Niching Down. Start Niching Deep.
|
Jul 12, 2024 |
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Human in the Loop: AI and the Role of Advisors in Tax & Accounting
|
May 21, 2024 |
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Developing a Referral Business Around the U.S. Tax Code
|
Mar 11, 2024 |
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Breaking Down the Role of Automation and AI in the Accounting Space
|
Feb 06, 2024 |
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A Guide to Local SEO in 2024 with Rebekah Barton
|
Jan 11, 2024 |
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A Firm Worth Growing with Rick Watson
|
Jan 11, 2024 |
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The Ultimate Guide to Websites for Accountants: Design, Content, and SEO Strategies
|
Dec 12, 2023 |
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Mastering Marketing and Branding for Accountants: A Comprehensive Guide to Elevate Your Practice
|
Dec 05, 2023 |
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Common DIY Tax and Accounting Website Mistakes to Avoid
|
Nov 20, 2023 |
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Season 2, Episode 14: Discover Your Life Purpose
|
Jun 14, 2023 |
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Season 2, Episode 13: How AI Will Reshape the Future
|
Jun 07, 2023 |
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Season 2, Episode 12: How to Double Your Tax & Accounting Practice Revenue
|
May 24, 2023 |
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Season 2, Episode 11: Thought Leadership Bootcamp
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May 22, 2023 |
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Season 2, Episode 10: How to Use the Written Word to Drive More Revenue for Your Practice
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Mar 08, 2023 |
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Season 2, Episode 9: The Profession Wide Labor Shortage
|
Jan 11, 2023 |
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Season 2, Episode 8: How to Protect Your Business and Your Money During an Economic Downturn
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Nov 30, 2022 |
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Season 2, Episode 7: Can 90 Days Change the Trajectory of Your Tax and Accounting Practice?
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Oct 06, 2022 |
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Season 2, Episode 6: The Professor's Guide for Business Start-Up Success
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Sep 20, 2022 |
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Season 2, Episode 5: How to Scale A Payroll Business From Scratch
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Aug 18, 2022 |
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Season 2, Episode 4: Building Thought Leadership for Tax and Accounting Professionals
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Aug 09, 2022 |
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Season 2, Episode 3: Building a Successful LinkedIn Profile for Accountants
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Aug 03, 2022 |
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Season 2, Episode 2: Digitizing the Client Experience
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Jul 25, 2022 |
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Season 2, Episode 1: Changes in the Tax and Accounting Space in 2022
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Jul 20, 2022 |
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Episode 14: Strategic Tax Planning with Reverse Mortgages feat. David Gittelson
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Jun 02, 2022 |
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Episode 13: How Tax and Accounting Practices are Surviving the Great Resignation
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Mar 23, 2022 |
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Episode 12: Accountant Selling Skills: In-Person and Remote
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Feb 01, 2022 |
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Episode 11: How to Position Your Firm to Stand Out
|
Jan 05, 2022 |
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Episode 10: Building Your Client Base From Scratch
|
Nov 19, 2021 |
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Episode 9: How to Expand Your Practice with a Connected Client Experience
|
Nov 09, 2021 |
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Episode 8: Emerging Technologies: Reimagining the Way CPAs and Auditors Work with Stacey Rolland from Forbes Tate
|
Oct 26, 2021 |
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Episode 7: How to Charge for Expertise Versus Charging for Hours
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Oct 21, 2021 |
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Episode 6: How to Use Discovery Calls to Make a One Call Close
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Oct 04, 2021 |
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Episode 5: Marketing Your Tax Brand feat. Kelly Phillips Erb, aka TaxGirl
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Sep 17, 2021 |
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Episode 4: You Don't Need to Recreate the Wheel feat. Eva Rosenberg, EA, MBA – TaxMama®
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Sep 14, 2021 |
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Episode 3: How to Get Your Accountant Website to Rank on Google
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Aug 27, 2021 |
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Episode 2: R&D Tax Credit feat. Patrick Shelley
|
Aug 16, 2021 |
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Episode 1: Grow your Practice by Focusing on Client Retention
|
Aug 09, 2021 |
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Intro: Welcome to the Growth Minded Accountant
|
Aug 06, 2021 |