Your Next Referral Might Come from an Algorithm

Referrals have always powered accounting firm growth — but what happens when word-of-mouth goes digital?

In this episode, hosts Lee Reams II and Rebekah Barton unpack how AI is quietly reshaping visibility, referrals, and client acquisition for accountants. From ChatGPT’s recommendations to Google’s new AI-driven search, algorithms are already deciding which firms get found — and which disappear.

You’ll learn:

Why AI is the new middleman between you and your next client
How algorithms interpret trust, authority, and authenticity
The three moves every accountant should make now to stay visible
Why “cookie cutter” firms are being erased — and how narrative wins

It’s not science fiction — it’s the next referral revolution.Tune in to learn how to make sure AI knows your story before your competitors do.

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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.