The Next Million Playbook for Growth-Minded Accounting Firms

You’ve crossed the $1M mark — now what? In this episode of The Growth-Minded Accountant, host Lee Reams is joined by Rebekah Barton to break down what it really takes to grow from $1M to $3M+ without adding more chaos to your firm.

They unpack:

Why traditional firm structures fall apart past $1M
How to use pod-based teams and AI to scale smarter
The key KPIs and workflows that drive growth and client satisfaction
What roles you actually need to unlock the next level

If you want to grow your firm without working 70 hours a week or hiring your way into a management nightmare — this is your blueprint.

CPAs looking for CPE?

Watch the podcast and then complete the course final exam and lessons.

Earn 1 hour CPE.

Link: https://taxcpe.litmos.com/self-signup/

‍Code: SCALE

Transcript

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.