President Trump signed the One Big Beautiful Bill Act (OBBBA) into law on July 4th—and while most people were watching fireworks, tax pros just got handed a golden opportunity.
In this episode, Lee breaks down how to turn this 1,000-page bill into your next revenue stream with a productized offer he calls the Big Beautiful Tax Planning Appointment. You’ll learn how to price it, who to target, and how to use MAX to generate marketing campaigns instantly—without hiring a copywriter or writing from scratch.
Inside:
• What to include in your $349–$750 planning session
• Real prompt sequences you can use in MAX today
• Ready-to-run campaigns for families, seniors, freelancers, and business owners
• A step-by-step plan to turn tax law into client growth
This episode is your playbook for turning policy into profit—and scaling your firm with smart, proactive tax planning.
We know that everyone digests information differently. That’s why we’re now sharing the full transcript of each episode of The Growth Minded Accountant right here on the CountingWorks PRO blog. Whether you’re short on time, like to scan and highlight, or simply prefer reading over listening, you can catch up on every conversation at your own pace.
Each week, we cover topics that matter most to tax and accounting professionals—from AI and automation to marketing strategies, firm growth, and client relationships. Scroll down to read the full episode, or subscribe to the podcast to listen on the go.
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