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!
If you’ve ever caught yourself saying “yes” to one more client favor — knowing it won’t make it to the invoice — this episode is for you.
Host Lee Reams II, founder of CountingWorks PRO, and co-host Rebekah Barton break down one of the most common profit leaks in accounting and advisory firms: service creep.
They’ll walk you through:
- What service creep actually looks like (and why it’s so easy to miss)
- Why even seasoned pros struggle to say no
- How to set better boundaries with clear engagement letters and proposals
- Polite, ready-to-use scripts for out-of-scope client requests
- Simple automation tools that protect your time and margins
You’ll also learn how modern firms are using digital proposals, client intake, and automated engagement renewals to turn scope creep into structured, billable work — without awkward client conversations.
💡 Key takeaway: Saying “no” isn’t the goal — saying “yes” the right way is.
Quotes & Data Mentioned:
- 89% of firms have avoided scope conversations (Ignition Scope Creep Survey)
- Firms lose roughly $85,000 a year in unbilled work (Libeo Survey)
- Up to 20% of revenue disappears through service creep (ScopeKeeper Advisory Report)
If you’re ready to protect your profit, empower your team, and create a firm that values your expertise — this episode is a must-listen.
🎙️ The Growth Minded Accountant — helping accounting and advisory professionals grow smarter, stronger, and more profitable.
