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!
There’s a moment at the end of every tax interview that most firms rush through.
And it’s quietly costing them six figures a year.
In this episode of The Growth-Minded Accountant, Lee Reams shares a simple but powerful framework — the Post-Tax Bridge — that helps tax and accounting firms turn compliance conversations into advisory opportunities without selling, pitching, or slowing down tax season.
You’ll learn:
• Why most firms unintentionally close advisory doors in March
 • The exact question to ask that creates continuity instead of closure
 • How to sequence the conversation so the proposal comes after tax season
 • The psychology behind pre-seeding advisory through your marketing
 • How small behavioral shifts during tax interviews compound into meaningful revenue
This episode is for firm owners who want to grow beyond compliance — not by adding pressure, but by building systems.
Tax season isn’t just filing season.
It’s pipeline season.
If you’re building an advisory-forward accounting firm, this is a conversation you’ll want your entire team to hear.
