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Most accounting firms aren’t stuck because they’re not working hard enough.
They’re stuck because their model hasn’t caught up to the opportunity.
In this episode, Lee Reams break down why the traditional compliance-first approach is limiting growth—and how firms can start unlocking more value from the clients they already have.
They walk through a real-world example, explain why advisory services often go underpriced, and share how better systems, communication, and AI can help firms shift from reactive work to proactive strategy.
If you’ve ever felt like your firm should be further ahead than it is… this episode will hit home.
Take our free firm assessment that includes a personalized firm roadmap for a future you.
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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