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The Growth Minded Accountant

Lee Reams II from CountingWorks PRO

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Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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Manufacturing has its challenges. Digital Transformation has its challenges. Welcome to the DigitalituM Podcast, where we delve into the intersection of manufacturing and digital transformation. Manufacturing, a cornerstone of our global economy, faces various challenges—from optimizing production processes to ensuring quality control and maintaining a skilled workforce. In parallel, the digital transformation journey presents its own set of hurdles. Integrating new technologies, managing da ...
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CX In The Wild

Dennis Wakabayashi

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"Welcome to 'CX in The Wild,' where exploration meets innovation in the world of Customer Experience. Hosted by Dennis Wakabayashi, The Global Voice of CX, this captivating podcast journeys to the heart of the industry, often on location, to converse with the leaders and visionaries who are shaping the future of CX across various sectors worldwide. Join Dennis as he uncovers the strategies, insights, and passions that drive these trailblazers, diving deep into their experiences, successes, a ...
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Welcome to The Workplace Effect. Your monthly podcast where we hope to help you turn your company into a community. We’ll hear from different voices, different customers, and different hosts every month..each adding their own insights and top tips from their field of expertise and experience to create a living manifesto that will grow with each listen….a little black book of insights for your ears, to give you the ideas and tools you need to sculpt your company culture! Think of this as a ha ...
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An original podcast from T-Mobile for Business and iHeartRadio, Jonathan Strickland connects with the world’s most unconventional thinkers, the leaders at the intersection of technology and business, to understand how they continue to thrive in a world of complex organizations and lightning-fast technology. How do these executives innovate and enable change, both inside and outside their companies, and what are they looking forward to tackling next? Let’s find out…
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In a world where security breaches are not a matter of "if" but "when," "Command & Control: An IT Security Podcast" stands as a bastion of knowledge and expertise. Hosted by Aaron Banner, a distinguished retired Army Colonel and cyber security expert, this podcast is designed to equip businesses with the tools and knowledge they need to maintain a fortress of digital security. Aaron Banner brings to the table years of experience having protected national security at the highest levels, to br ...
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"The Bold Business Mind: Strategies for Growth and Success" is a podcast for ambitious entrepreneurs and business leaders looking to take their careers to the next level. Each episode features interviews and insights from industry experts and thought leaders, sharing their strategies for success and tips for navigating the ever-changing business landscape. From mastering productivity and networking, to building a personal brand and driving innovation, "The Bold Business Mind" is your ultimat ...
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In this episode of The Growth Minded Accountant, Lee Reams II and Rebekah Barton from CountingWorks PRO discuss why audio is a game-changer for tax and accounting firms. Discover how turning blogs into audio can help you connect with clients on the go, meet generational media preferences, and even improve your SEO. Tune in for tips on making your c…
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Send us a text Join us in Zurich for a conversation with Olga Todorova, a leader in customer experience, business excellence, and digital transformation. With a rich background in product management, financial services, and leadership roles in global industries like chemicals and agriculture, Olga dives into the critical aspects of CX that many ove…
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Send us a text Live from Zurich, this episode of CX in the Wild explores how blockchain is transforming customer experience with Emilio Canessa, Head of Global Adoption at DFINITY. Emilio, a global blockchain leader, shares how decentralized technology is enhancing data privacy, identity management, and security, empowering users with greater contr…
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Attention tax professionals! Are you eager to enhance your expertise in tax-loss harvesting and offer smarter, year-round strategies to your clients? In our latest episode of the Growth Minded Accountant, we had an insightful conversation with fintech expert David Lin, CEO of Linvest21, about the revolutionary impact of AI on tax strategies and how…
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Send us a text Discover the captivating journey of Julian Helmle, co-founder of CMC Engineers, as he takes us from the prestigious halls of Porsche and Mercedes-Benz to the cutting-edge realm of virtual reality in manufacturing. Julian's passion for VR is palpable as he recounts his mission to democratize this revolutionary technology, making it ac…
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In this episode of "The Growth Minded Accountant," hosts Lee Reams and Rebekah Barton explore how AI can transform small accounting practices, enabling them to operate like large EA and CPA firms without a big budget. Discover the power of delegating seven essential tasks to AI, your tireless assistant that delivers flawless, up-to-date work around…
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Send us a text In this episode, we sit down with Maxie Schmidt, a CX expert from Forrester, to dive into the challenges of measuring customer experience. Maxie shares her insights on how traditional metrics, like NPS, often fail to capture the full picture, leading companies to miss the human element of both customer and employee experiences. We ex…
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Send us a text In this special episode of CX in the Wild, we’re in Frankfurt, Germany, for an engaging and unscripted conversation with David Tran, the Global Marketing Team Lead at Boehringer Ingelheim. We explore his unique insights into customer experience, patient care, and the crossover between empathy and strategy in the pharmaceutical indust…
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In this engaging 30-minute episode of the Growth Minded Accountant podcast, hosts Rebekah Barton and Lee Reams II explore strategies to convert seasonal tax preparation clients into year-round tax planning partners. They discuss how offering personalized tax advisory services can enhance your revenue while delivering continuous value to clients. Ke…
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In this episode of The Growth Minded Accountant, host Lee Reams II is joined by digital marketing expert Rebekah Barton to explore how tax professionals can leverage digital marketing to attract more clients during tax season. We dive into key strategies like optimizing your website for tax season keywords, running targeted paid ads, and using soci…
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Welcome to another insightful episode of "The Growth Minded Accountant," where we explore the transformative power of AI in the accounting world. Hosted by Lee Reams, CEO and Founder of CountingWorks and TaxBuzz, this episode dives into how AI can revolutionize your tax season operations. Episode Highlights: Understanding AI in Accounting: Discover…
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Send us a text In this special edition of CX in the Wild, recorded in Vienna, Austria, we sit down with Michael Thurow, co-founder of Shift11, to explore his unique journey from architecture to customer experience innovation. Michael shares how his diverse background has shaped his approach to designing meaningful customer experiences. We discuss t…
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In this episode of "The Growth Minded Accountant," host Lee Reams II and co-host Rebekah Barton explore how digital platforms have transformed tax and accounting referrals. Discover the impact of online reviews, strategies for building a strong referral network, and innovative ideas to keep your pipeline full. Whether you're a seasoned pro or just …
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Send us a text Summary In this episode of the #DigitalituMPodcast, Markus Rimmele interviews Lukas Dieterle, CEO of ERO Fuehrungen, about the company's history, its expansion into the US market, and the importance of digital transformation in manufacturing. They discuss the challenges and opportunities presented by the US market, insights from the …
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Send us a text Summary In this conversation, Markus Rimmele discusses digitalization tools in manufacturing, specifically focusing on immersive technology such as augmented reality (AR) and virtual reality (VR) in a Webinar with FENG . The Financial Executives Networking Group #FENG is a 501(c)(3), founded in 1991 as a forum for senior financial ex…
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In this episode of the Growth Minded Accountant, Lee Reams II and Rebekah Barton explore "The Client Lifecycle Playbook: Strategies You Can't Afford to Miss." Discover how mastering the five key stages—Discover, Convert, Engage, Advocate, and Return—can transform your practice. Learn to attract and convert clients effectively, keep them engaged, an…
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Join the Growth Minded Accountant Podcast for "SEO Mastery for Tax and Accounting Pros: Building Trust and Boosting Visibility." Host Lee Reams II and Rebekah Barton explore SEO strategies to enhance your online presence and increase fees. Learn about E-E-A-T principles, insights from the Google algorithm leak, and how to optimize for AI search. Tr…
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Send us a text Summary Martin Plutz, Managing Director and Founder of Oculavis shares his journey of starting the company and the inspiration behind focusing on visual support software for the manufacturing industry. He discusses the features and benefits of Oculavis, including visual support with augmented reality, a ticketing system, asset manage…
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Send us a text Join us on CX in the Wild as we sit down with Vince Trotter from National Debt Relief at Customer Contact Week. Vince shares his insights into leading a client success team in the debt settlement industry, emphasizing the importance of empathy and culture in handling complex and sensitive customer interactions. Discover how advanced …
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In the latest episode of The Growth Minded Accountant, host Lee Reams welcomes Rebekah Barton, Chief Visibility Officer at CountingWorks, to discuss "Social Media Mastery for Tax and Accounting Firms." This insightful conversation explores the critical role of social media in the modern digital landscape for tax and accounting professionals. Rebeka…
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Send us a text Summary In this episode, Markus Rimmele interviews Dr. Thomas Schüler, CEO of Halocline, about the intersection of manufacturing and digital transformation. They discuss the manufacturing industry's challenges and how digital tools like AR, VR, IoT, and AI can address them. Dr. Schüler shares his background in virtual reality technol…
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Send us a text Join us for this insightful episode of CX in the Wild at CCW 2024 in Las Vegas. Our guest is Kacey Tolua, Senior Director at Marriott International, who oversees the Center of Excellence technology and global infrastructure for Marriott's customer engagement centers. In this conversation, we discuss the significant changes in the cus…
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Send us a text This CX in the Wild episode welcomes Lynda Harvey, Director of Customer Service and Account Management at Kin Insurance. Lynda shares her insights and vision for the call center industry, emphasizing the importance of intentional leadership and the evolving role of AI in customer service. We discuss the balance between automation and…
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Send us a text In this CX in the Wild episode, we sit down with John Burke, VP of Customer Experience and Technology for a leading wine lifestyle brand. We explore the multifaceted world of e-commerce and customer experience, discussing the balance of human touch and digital solutions in a high-end retail environment. From navigating supply chain d…
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Send us a text Join us live from CCW Vegas on "CX in the Wild" with Colin Crowley, a seasoned customer experience leader now with Maven Clinic. Colin shares his journey through fintech, food tech, and virtual healthcare. He discusses the transformative role of AI in enhancing patient care, quality assurance, and real-time data handling. Discover ho…
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Send us a text Join us for an engaging episode of "CX in the Wild" live from Customer Contact Week in Las Vegas, where we chat with Kathy Phelps, a seasoned technology consultant from Salt Lake City. Kathy founded C-lect Consulting in 2002, initially focusing on voice and data, but has since expanded into the customer experience sector, including c…
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Send us a text DigitalituM Podcast Episode 3 - Marek with Aidar Solutions- Technical Training in VR Summary Marek Carbon, co-founder of AIDAR Solution, discusses their VR and AR training solutions for manufacturing. IDAR Skills is a no-code editor for VR training, allowing customers to create and customize their own VR training programs. IDAR Servi…
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Send us a text Tune in to this episode of "CX in the Wild," recorded live at CCW. It features Tom McCarty, who shares his journey in transforming customer service operations for the state of Texas. Facing an unprecedented surge in demand during the pandemic, Tom led the strategic overhaul necessary to manage seven years' worth of customer interacti…
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Send us a text In this episode of "CX in the Wild," recorded live at CCW, we chat with Natalie Beckerman, Global Head of Customer Support Operations at IHG Hotels and Resorts. Natalie discusses her lifelong commitment to improving customer satisfaction and her approach to making customer interactions seamless, whether through a phone call, digitall…
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Send us a text Join us on "CX in the Wild" for a lively conversation live from CCW with Brent Nelson, President of the Virtual Communication Center at Wellby Financial. Brent shares his 15-year journey in financial services, emphasizing the crucial role of digital transformation within the sector. He discusses how credit unions are racing to adopt …
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Send us a text Tune in to a special episode of "CX in the Wild," live from CCW with Cheryl China from Citizens Bank. Cheryl, who has advanced from a phone specialist to SVP overseeing retail servicing teams over her 26-year tenure, shares her journey in customer experience. She emphasizes the crucial importance of human interaction in CX, even as A…
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Welcome to another insightful episode of The Growth Minded Accountant, where your hosts Rebekah and Lee Reams dive into the transformative power of niching deep for tax and accounting firms. Inspired by a compelling blog article, this episode explores why being a generalist can be a painful experience and why simply niching down isn't enough. The P…
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Send us a text Join us on this inspiring episode of "CX in the Wild," where we dive into the world of Leahanne Hobson, the founder of Alinea Partners and a transformative leader in customer experience. With an extensive background in high tech and telecommunications, Leahanne has revolutionized channel ecosystems across global IT and telecom compan…
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Send us a text Manufacturing has its challenges! Digital Transformation has its challenges! Welcome to the DigitalituM Podcast, where we delve into the intersection of manufacturing and digital transformation. Summary In this episode, Markus Rimmele interviews Thomas Paquin Lamontage, the founder and CEO of VISAO. This software company visualizes c…
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Send us a text Manufacturing has its challenges! Digital Transformation has its challenges! Welcome to the DigitalituM Podcast, where we delve into the intersection of manufacturing and digital transformation. Manufacturing, a cornerstone of our global economy, faces various challenges—from optimizing production processes to ensuring quality contro…
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Send us a text We dive into the dynamic intersection of digital transformation and cultural diversity across the Middle East and Africa (MIA) with our guest, Dalia Mansour, Head of Marketing for Sprinklr in MIA. With a deep understanding of the region's unique cultural tapestry, Dalia brings strategic insight and a robust passion for digital innova…
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Dive into the future of tax and accounting with "Human in the Loop: AI and the Role of Advisors in Tax & Accounting," a groundbreaking podcast episode brought to you by the Growth Minded Accountant. Join Rebekah Barton, Chief Visibility Officer at CountingWorks and TaxBuzz.com, alongside Lee Reams II, the visionary founder and CEO, as they unravel …
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Send us a text In this episode of "CX in the Wild," we are delighted to host Gabriella Coyne, the innovative founder and CEO of OpsTalent and the celebrated 2022 Businesswoman of the Year in Poland. Under her leadership, OpsTaceptional customer experience, setting new benchmarks in the industry. Gabriella shares her remarkable journey of turning ad…
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Send us a text Explore the forefront of Salesforce innovation in this episode of CX in the Wild, featuring Carla Kossally, CEO and founder of Soaritude. Discover how Soaritude is transforming Salesforce into a more accessible and user-friendly platform for businesses of all sizes. Carla shares her journey from a seasoned global consultant to a tech…
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Send us a text In this episode of "CX in the Wild," we explore with Aaron Fischer from OP360 how athletic discipline influences leadership and enhances customer experience. Aaron shares how a commitment to health and teamwork is integral to OP360's culture, driving performance and innovation. We discuss the strategic implementation of AI to streaml…
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In this episode of Command and Control, host Aaron Banner and guests from Bitdefender delve into the increasingly crucial realm of Cloud Security Posture Management (CSPM). As more organizations migrate to the cloud, understanding and implementing effective security strategies becomes paramount. The discussion focuses on a recent Bitdefender articl…
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Send us a text In this episode of CX in the Wild, we dive into the intersection of artificial intelligence and human insight, exploring how this blend is revolutionizing customer interactions. Kelly Uhlrich, COO at Humach, shares her extensive experience in integrating technology and customer service, highlighting the evolution from traditional cal…
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Welcome to another edition of the Growth Minded Accountant. My name is Lee Reams, Founder and CEO of CountingWorks and our AI-powered community site, TaxBuzz.com. I will be your host today as we discuss Developing a Referral Business Around the U.S. Tax Code, niching down, and other strategies to help your practice thrive. Our esteemed guest today …
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Send us a text Join us for an engaging conversation with Rossana Briceño, Belize's Special Envoy for Families and Children and the Prime Minister's wife. Rossana shares insights from her journey from special education to a pivotal role in driving societal change in Belize. In this episode, Rossana discusses her involvement in the 'Engaging Men and …
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Send us a text Join us for an enlightening conversation with Brad Cleveland, a luminary in customer experience and service. Brad shares his unexpected journey from aspiring attorney to a leader in CX, highlighting his influential role in shaping the industry through his work with the International Customer Management Institute (ICMI) and beyond. Br…
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Send us a text Join us as we dive into the world of AI and customer experience with Simon Kriss, director of the CX Innovation Institute in Australia. Simon unravels the complexities of AI in the customer service domain, explaining its current state, potential, and the myths surrounding it. Unlike the clunky chatbots of yesterday, Simon envisions a…
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Send us a text Dave Seaton, CEO of Seaton CX, takes us through his innovative journey from a software engineer to a leading figure in customer journey mapping. Situated in Grapevine, Texas, Dave has revolutionized the way companies understand and improve their customer experiences. With a unique blend of technical expertise and a deep understanding…
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Send us a text Diving into the heart of AI-driven customer experience, we chat with Anna Startseva, Director at Freshworks. As Freshworks celebrates its 13th year, Anna shares how the company leverages AI to revolutionize customer service across multiple channels, making advanced technology accessible to businesses of all sizes. She demystifies AI …
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Send us a text In this episode, we delve into an innovative breakthrough that's revolutionizing how remote customer experience teams connect, thrive, and perform. Our guest, Jason Hiland, shares the inspiring journey behind Collaboration Room, a platform that's not just about adapting to remote work but about fundamentally changing the dynamics of …
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Send us a text In this episode, we explore the innovative world of Awaken Intelligence with Simon Black, focusing on their mission to enhance agent and customer experiences in contact centers. Based in the UK but with a strong presence in the US, Awaken Intelligence partners with major platforms like NICE, Genesis, and 8x8, embedding their technolo…
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