Episode 23: How to Get Clients at Scale Through Packaging & Niching Down
Free Training   |   About Us   |   Advice   |   Membership
Episode 23
How to Get Clients at Scale Through Packaging & Niching Down
Want to know how to start a CFO service? 
 Join us for our next 1-Hour Masterclass called How to Start a CFO Service. 
December 14th
at 3p ET | 12p PT
 Watch the full episode 
Today's episode of Escaping the Accountant's Trap focuses on a powerful way to escape the trap: getting clients at scale through packaging, pricing, and niching down.

Our guest, Lee Reams, the founder and CEO of Counting Works, joins Adam to explore this crucial topic. Counting Works is an all-in-one digital marketing platform designed specifically for the connected tax and accounting practices of the future.

Lee highlights why firms like his are essential in helping small independent tax and accounting firms (typically serving one to fifty clients) adapt and thrive in a rapidly evolving industry. The accounting field has been traditionally risk-averse and slow to embrace change. However, firms like Counting Works help these smaller practices view their business from a different perspective. They specialize in taking the "commodity" out of marketing, which is often a problem for many accountants who start as generalists.

Lee and his team assist accountants in identifying opportunities, such as niching down into specific industries or focusing on unique services. By crafting specialized marketing messages and service packages tailored to the needs of a niche audience, accountants can stand out from the competition, charge premium rates, and become thought leaders in their chosen niches. This approach simplifies the buying process for clients and allows accountants to demonstrate their value more effectively.

Lee emphasizes the importance of using technology like artificial intelligence (AI) to streamline accounting processes. AI-powered tools can handle client inquiries, generate tax research, analyze financial statements, and even create content. When accountants embrace these technologies, they become more efficient and can focus on higher-value client-facing tasks.

The future of the accounting industry is bright for those who adapt and embrace technology. As AI and other innovations continue to evolve, accountants who leverage these tools can provide better services, save time, and scale their practices more effectively.

Visit Lee's Websites: www.CountingWorksPRO.com or TaxBuzz.com.
 Highlights from this episode 
The Power of Vertical Niches
Position Your Brand to Win With Content
Addressing the Future of Accounting
Lee’s Vision of the Future of Accounting
Next FREE training on How to Start a CFO Service so you can grow your practice
Thursday, December 14th
at 3p ET | 12p PT

  • 6
  • 23
  • 13
  • 12
Privacy Policy | Terms of Service

Copyright 2023 - The CFO Project LLC