Discover the top business segments every accountant should target this year. Lee Reams II and Rebekah Barton reveal where the real profits are, how to segment smarter, and how to use advisory services and relationship-building to grow your firm—no matter your size.

Not all 1040s are created equal. In this episode, Lee Reams II reveals how to break free from low-margin tax prep by identifying the right individual clients—and offering the strategic services they’re already looking for.

You’ll discover:

• The 3 highest-value individual segments (and how to speak to their pain points)
• What they’re really buying when they hire you (hint: it’s not a return)
• How to deliver year-round advisory with systems and AI that scale with you

If you’re ready to shift from once-a-year prep to relationship-driven planning, this episode is your roadmap. No hype. No salesy scripts. Just smarter segmentation—and the firm you actually want to build.

Thinking of starting your own firm? In this episode, Lee Reams II and Rebekah Barton share a step-by-step guide to go from W-2 to CEO — covering naming, pricing, tech, first clients, and how to launch without burning out.

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.

Download the Next Million Starter Kit >

Solo or small firm owner?

This episode is your roadmap to hitting $1M in revenue—without burning out.

Host Lee Reams is joined by Rebekah Barton, Chief Visibility Officer at CountingWorks PRO, to break down the exact steps to scale smarter: packaging your services, tightening your brand, automating the busywork, and saying no to bad-fit clients.

📥 Grab the free Million-Dollar Practice Playbook

Think your client newsletter is just another chore? Think again. In this episode, Lee Reams II and guest Rebekah Barton reveal why newsletters are one of the most underrated tools for growing revenue, boosting referrals, and deepening client relationships. Learn the simple changes you can make today to turn your newsletter into your firm’s secret growth engine.

In this compelling episode of The Growth Minded Accountant, host Lee Reams and guest Rebekah Barton dive deep into the innovative world of multi-generational family tax planning and accounting. Discover how tailored family packages—ranging from Basic to Premium—do more than just manage annual tax prep; they create a strategic roadmap for long-term financial success. Lee and Rebekah unpack how integrating concepts like compounding interest and the time value of money can transform immediate tax savings into enduring wealth. With practical examples, dynamic discussion on building trust, and insights into proactive tax strategies, this episode offers a fresh perspective on turning tax services into a lasting, multi-generational legacy.

In this final episode of the demographic marketing series, host Lee Reams (Founder & CEO) and guest Rebekah Barton (Chief Visibility Officer at CountingWorks) explore how tax and accounting professionals can effectively connect with Gen Z. The discussion centers on understanding Gen Z’s unique mindset, motivations, and how their digital-first lifestyle is reshaping traditional financial services.