If you're a solo or small-firm tax and accounting professional who’s tired of grinding without growing—this session is your blueprint for real, scalable success. Join Lee Reams and Rebekah Barton as they break down the exact strategies used by top-performing firms to attract better clients, price for value, and build a practice that doesn’t depend on you working 70-hour weeks.
You’ll learn how to build a scalable model, identify and refine your niche, package your services, and use AI-powered automation and visibility to hit the $1M milestone—without burning out.
Learning Objectives
After completing this course, participants will be able to:
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Define a scalable business model to reach $1M in annual revenue for solo and small firms.
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Identify key components of effective brand positioning and explain how they lead to premium pricing and better clients.
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Recognize automation opportunities that reduce bottlenecks and increase operational efficiency.
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Distinguish between compliance and advisory services and apply strategies to upsell clients into recurring packages.
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Describe how content marketing and visibility drive inbound leads and improve firm discoverability.
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Explain the importance of packaging and value pricing in eliminating the hourly billing trap.
📝 Course Details
| Credit Hours | Business Management & Organization = 1 CPE Credit / Total = 1 CPE Credit |
|---|---|
| Accreditation | NASBA CPA |
| Field of Study: | Business Management & Organization |
| Publication Date: | 7/7/2025 |
| Instructional Delivery Method: | Self-Study |
| Program Level | Basic |
| Prerequisites: | None |
| Advanced Preparation: | No Advanced Preparation Required |
| Presenters |
Lee Reams II |
| Format | Podcast with AI narration + downloadable transcript |
🎧 What’s Included
- 1-hour podcast episode
- Downloadable Transcript (PDF)
- CPE quiz + instant certificate
🔎 Course Agenda
|
Time |
Topic |
|
0:00–5:00 |
The $1M firm myth + mindset shift from job to business |
|
5:00–12:00 |
Defining your niche, packaging your services, and mapping your revenue model |
|
12:00–20:00 |
Brand positioning, search optimization, and attracting the right clients |
|
20:00–30:00 |
Automating workflows and proposals using AI tools |
|
30:00–40:00 |
Recurring advisory models, tax planning upsells, and pricing tiers |
|
40:00–50:00 |
Marketing, metrics, content visibility, and final checklist |
Course Material: A copy of the course material is available for download under the Additional References tab.
Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101
Certified Public Accountants: CountingWorks, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CountingWorks, Inc. is an approved provider for IRS, NASBA QAS and CTEC providing continuing education for CPAs, EAs, IRS and CRTPs.
Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101
👥 Publisher Info
| Provided by | CountingWorks, Inc. |
|---|---|
| Podcast Channel | The Growth Minded Accountant |
| NASBA Sponsor ID | #103143 |
| Delivery Platforms | CountingWorks Learning Center, Apple Podcasts, YouTube |
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