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!
Tax season has a way of revealing the truth about your firm.
The long hours, the constant client follow-ups, the repeated questions—it all starts to surface the same thought:
“There has to be a better way to do this.”
In this solo episode of The Growth Minded Accountant, Lee Reams breaks down why tax season isn’t the time to fix everything—it’s the time to see what’s actually broken.
Because under pressure, your systems don’t hide.
They fail.
And when they fail, they show you exactly where the opportunity is.
Lee walks through:
- Why tax season is your most honest operational stress test
- The biggest inefficiencies holding firms back (and how to spot them)
- Where AI is delivering real value today—and where it falls short
- Why AI should be viewed as labor, not a decision-maker
- How small firms can scale output without adding headcount
You’ll also get a practical framework to evaluate your firm across four critical areas:
• Client onboarding
• Data handling
• Communication
• Research
If you’re feeling the pressure of tax season, this episode will help you turn that pressure into a roadmap for smarter growth.
Key insight:
AI isn’t here to replace your expertise—
it’s here to remove the work that doesn’t require it.
