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