Ranked #1

Episode 14: Strategic Tax Planning with Reverse Mortgages feat. David Gittelson
Episode 14: Strategic Tax Planning with Reverse Mortgages feat. David Gittelson
Changes in the tax code and our population's demographics have made reverse mortgages more appealing than ever before. I... Read more
2 Jun 2022
•
30mins
Ranked #2

Episode 13: How Tax and Accounting Practices are Surviving the Great Resignation
Episode 13: How Tax and Accounting Practices are Surviving the Great Resignation
With so much turmoil in the staffing space for tax and accounting practices, our newest podcast covers how tax and accou... Read more
23 Mar 2022
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1hr 10mins
Ranked #3

Episode 12: Accountant Selling Skills: In-Person and Remote
Episode 12: Accountant Selling Skills: In-Person and Remote
Building trust and rapport are the top traits you can use to sell your tax/accounting services to any prospect. Join Cou... Read more
1 Feb 2022
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40mins
Ranked #4

Episode 11: How to Position Your Firm to Stand Out
Episode 11: How to Position Your Firm to Stand Out
Imagine for a moment...That your firm only said “yes” to the clients you really enjoyed working with. AND That those cli... Read more
5 Jan 2022
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45mins
Ranked #5

Episode 10: Building Your Client Base From Scratch
Episode 10: Building Your Client Base From Scratch
If you’ve just decided to start your own tax and accounting practice, you’re probably feeling a lot of things: excitemen... Read more
19 Nov 2021
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40mins
Ranked #6

Episode 9: How to Expand Your Practice with a Connected Client Experience
Episode 9: How to Expand Your Practice with a Connected Client Experience
Things have changed. The world moved online and the pandemic only accelerated this move. But many tax and accounting pro... Read more
9 Nov 2021
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54mins
Ranked #7

Episode 8: Emerging Technologies: Reimagining the Way CPAs and Auditors Work with Stacey Rolland from Forbes Tate
Episode 8: Emerging Technologies: Reimagining the Way CPAs and Auditors Work with Stacey Rolland from Forbes Tate
Join Lee Reams II, CountingWorks PRO CEO/Founder, and Stacey Rolland, SVP Emerging Technologies and Data Policy (and Tax... Read more
26 Oct 2021
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54mins
Ranked #8

Episode 7: How to Charge for Expertise Versus Charging for Hours
Episode 7: How to Charge for Expertise Versus Charging for Hours
Growing up, we were all taught the misconception that a traditional career path is the most effective way to make money.... Read more
21 Oct 2021
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36mins
Ranked #9

Episode 6: How to Use Discovery Calls to Make a One Call Close
Episode 6: How to Use Discovery Calls to Make a One Call Close
If you've been talking to a prospect for longer than 20 minutes and they aren't ready to engage you or you don't think t... Read more
4 Oct 2021
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39mins
Ranked #10

Episode 5: Marketing Your Tax Brand feat. Kelly Phillips Erb, aka TaxGirl
Episode 5: Marketing Your Tax Brand feat. Kelly Phillips Erb, aka TaxGirl
CountingWorks PRO CEO/Founder Lee Reams II and Kelly Phillips Erb, known across the web universe as TaxGirl, dive into t... Read more
17 Sep 2021
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1hr 11mins