The Next Million: How 7-Figure Accounting Firms Scale Without Adding Chaos - 1 Hour CPE

You’ve hit $1 million in revenue—but what got you here won’t get you to $5M. This course explores how today’s fastest-growing accounting firms scale without the chaos by embracing AI-powered systems, restructuring teams into high-efficiency pods, and creating repeatable client experiences that maximize margin without burning out your team.

Join Lee Reams, founder of CountingWorks PRO, and Rebecca Barton, Chief Visibility Officer, as they unpack the next-level strategies for growth-minded accounting professionals looking to build scalable, sellable firms. 

Learning Objectives

After completing this course, participants will be able to:

• Identify team structure shifts required to scale a firm past $1M in revenue.
• Explain the “Pod Firm Model” and how it compares to traditional accounting firm hierarchies.
• Recognize how AI, automation, and CRM tools enable margin growth and reduce operational chaos.
• Develop a strategy for client segmentation, advisory upsells, and recurring revenue streams.

Who Should Attend

• Founders, partners, and managing CPAs of growing firms
• Tax and accounting professionals managing teams or seeking to scale
• Firm owners looking to build recurring revenue and increase valuation
  

Course Details

🎧 What’s Included

• 1-hour podcast episode
• Downloadable Transcript  (PDF)
• CPE quiz + instant certificate
  

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