Most firms treat the tax interview like data collection.
The smartest firms treat it like positioning.
In this micro episode of The Growth Minded Accountant, Lee breaks down a simple shift that can fundamentally change how clients see you. Not after tax season. Not when you launch a new advisory package. But in the first few minutes of your tax interview.
Clients decide what you are very quickly. If the conversation starts with forms, documents, and checklists, you are framed as a processor. If it starts with context, change, and forward-looking questions, you are framed as an advisor.
Same tax return. Completely different perceived value.
In this episode, you will learn:
Advisory is not a service you sell after April 15. It is a narrative you repeat everywhere.
If you want to move from compliance to advisory, this is where it starts.
The Growth Minded Accountant is for firm owners who want to build firms that scale smarter, position stronger, and evolve beyond compliance.
Subscribe for weekly conversations on growth, advisory strategy, positioning, and building a firm that runs differently.
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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