The One Question That Turns Tax Prep Into Advisory Revenue

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.

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.