How to Grow a Tax & Accounting Practice Series - 6 Courses (0.2 Nano CPE Each) - $79.00

Build a Practice That Works for You — Not the Other Way Around

Stop guessing your way through growth.

This 6-course nano learning series gives tax and accounting professionals a practical, modern roadmap for building a profitable, sustainable firm — without burnout, chaos, or relying on extremes.

Each course is concise, focused, and actionable, designed to fit into real schedules while delivering ideas you can apply immediately.

What You’ll Learn

This series walks you through the entire early-to-growth journey of a tax or accounting practice:

• How to grow without racing to the bottom on price or chasing premium-only models

• How to land your first 10–20 right-fit clients

• How to build systems that reduce stress and create predictability

• How to protect your firm legally as it grows

• How to scale capacity without burning yourself out

• How modern visibility, trust, and AI-driven recommendations influence growth

Each course builds on the last, creating a cohesive framework you can return to as your firm evolves.

Included Courses

How to Grow a Tax & Accounting Practice – Course 1: The Myth of the Middle - 0.2 Nano CPE
How to Grow a Tax & Accounting Practice – Course 1: The Myth of the Middle challenges the belief that firms must either compete on price or go premium-only to succeed. You’ll learn how intentional pricing, automation, and repeatable systems create a balanced, profitable, and scalable firm — one that grows sustainably while maintaining client trust and loyalty.

How to Grow a Tax & Accounting Practice – Course 2: Getting Your First Clients – The Smart Start Strategy - 0.2 Nano CPE
This course delivers a practical, step-by-step playbook for securing your first wave of clients. You’ll learn how to identify the exact type of client you should pursue first, activate early warm connections, create foundational social proof even before you have a full roster, and conduct simple value-first discovery calls that convert.

How to Grow a Tax & Accounting Practice – Course 3: Getting Organized – Systems, Tools, and Mindset - 0.2 Nano CPE
This course helps you eliminate chaos by teaching the foundational systems that create consistency, reduce friction, and support scalable growth. You’ll learn how to centralize client communication, structure file storage, manage tasks like a project, standardize billing, choose an integrated tech stack, and build templates and checklists that save hours every week.

You’ll also learn how to manage your time like a CEO — and how to shift from “technician mode” to “owner mode,” designing systems rather than chasing daily fires. The result is a practice that feels intentional, efficient, and ready to grow.

How to Grow a Tax & Accounting Practice – Course 4: Legal, Entity, and Protection Essentials - 0.2 Nano CPE
This 10-minute nano-learning course shows tax and accounting professionals how to strengthen their firm’s legal and risk foundation. Participants learn how to select the right entity structure, formalize protections through engagement letters and insurance, and put key safeguards in place for data security and responsible AI use.

This course is for educational purposes only and is not legal advice. Every firm’s situation is unique, so please consult with a qualified attorney or legal professional before choosing or forming any business entity.

How to Grow a Tax & Accounting Practice – Course 5: From Solo to Scalable: Building for Growth (Without Burning Out) - 0.2 Nano CPE
This 12-minute nano-learning course helps tax and accounting professionals move from a founder-dependent, reactive practice into a scalable firm built on systems, leverage, and intentional growth. Participants learn how to eliminate owner bottlenecks and use hiring, time redesign, automation, AI, and advisory services to support sustainable revenue growth.

How to Grow a Tax & Accounting Practice – Course 6: The Visibility - Trust - Conversion Loop - 0.2 Nano CPE
This nano-learning course explains how modern firm growth is driven by the Visibility–Trust–Conversion Loop — and how brand, online presence, and AI-driven recommendation systems now influence who gets found, trusted, and chosen. Participants learn how trust is built digitally through reviews, mentions, content, and expertise, and why these signals compound into evergreen growth assets in an AI-disrupted market.

Who This Series Is For

• New and growing tax & accounting firm owners

• Tax and accounting professionals who want sustainable growth without burnout

• Professionals tired of reactive, owner-dependent practices

• Firms preparing for long-term value and scalability

Why This Series Matters

Most firms don’t fail because of lack of skill — they struggle because growth happens without structure, protection, or intention.

This series helps you:

• Build smarter systems early

• Reduce stress and inefficiency

• Attract better-fit clients

• Protect what you’re building

• Grow in a way that supports both profit and quality of life

Learning Objective

After completing this series, professionals will be able to:

• Identify and evaluate strategies for building a sustainable, mid-tier tax or accounting practice that balances profitability, efficiency, and client satisfaction.

• Recognize the key components of the Smart Start Strategy for acquiring the first 10–20 clients, including defining an initial client profile, activating warm networks, establishing early social proof, and conducting value-first discovery calls.

• Recognize the core systems and workflows needed to organize a growing practice, including client communication, file management, task management, and billing processes.

• Identify the legal, insurance, engagement, and data-protection practices necessary to reduce risk, strengthen client trust, and support sustainable firm growth.

• Recognize the operational, mindset, and revenue shifts required to transition from a solo practice to a scalable firm, and apply strategies that reduce burnout while increasing capacity, profitability, and firm value.

• Understand how visibility, trust, and conversion work together in a modern referral ecosystem that includes people, platforms, and AI, and identify ways to invest in brand and credibility to remain visible in both human- and AI-driven recommendations.

Your Instructor

Lee Thomas Reams II, Founder & CEO, CountingWorks, Inc.
Lee Thomas Reams II is a long-time industry educator focused on practice management, brand positioning, and scalable growth for tax and accounting professionals. His work emphasizes clarity, trust-building, and future-proof visibility in a rapidly evolving, AI-influenced market.

Course Details

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.

Get the Bundle — Or Join Total Practice

You can:

• Buy the full How to Grow a Tax & Accounting Practice series, or

• Join Total Practice and get:

  • All Nano Courses

  • Deep Dives

  • Micro-Tax Updates

  • Unlimited access to our full CE library