Win better clients.
Earn more from
existing ones.
CountingWorks PRO brings your brand, your client relationships, and AI that spots opportunity into one platform, so you win better clients and grow the ones you have. Everything your practice management software does, rebuilt from the client out.
Build My Firm Growth Blueprint →
Build a brand that
attracts the right clients.
We uncover what makes your firm different and turn that story into a brand, website, and message that makes the right clients want to work with you.
Cookie-cutter is dead.
Make your difference impossible to miss.
Better positioning creates better opportunities.
Be the firm Google and ChatGPT recommend.
Your next client may find you through Google, an AI Overview, ChatGPT, Gemini, or another recommendation engine.
CountingWorks PRO builds the search and AI visibility signals that help these systems understand who you serve, what you're great at, and why your firm is different.
Give clients a better way to work with your firm.
ClientHub brings communication, documents, requests, reminders, and next steps into one connected client experience.
It's client-centered practice management built around the relationship — helping your team spend less time chasing information and more time communicating, advising, and creating value.
We Can Make a Difference
"Playbooks has been a total game-changer for my firm. Instead of spending hours trying to market my advisory services, CountingWorks PRO automates the outreach for me… It’s helping us attract more qualified leads while giving me time back to actually serve clients. "
Ibrahim B.
Barky LLC
Your next opportunity may already be a client.
MAX Practice Intelligence helps your team recognize what deserves attention across your client base, from an unsigned proposal or quiet relationship to a potential advisory need.
AI helps prepare the next step. Your professionals bring the judgment and relationship.
MAX sees what matters. Your team decides what happens next.
MAX
Opportunity review
Potential 1031 Exchange Opportunity
Meridian Properties LLC · client since 2021
Why MAX flagged it
Recommended next step
Schedule a planning conversation before the property is listed
Prepared action
Client email prepared
MAX does the homework.
You have the conversation.
One platform.
Two ways to grow.
WIN BETTER CLIENTS
Differentiate your firm. Get found and recommended. Turn visibility into new relationships.
EARN MORE FROM EXISTING CLIENTS
Create a better client experience. Recognize new needs. Turn existing relationships into new opportunities.
Accounting firm marketing. Client-centered practice management. AI-powered Practice Intelligence. Connected around growth.
Where is your firm leaving growth on the table?
Get a personalized look at what's helping your firm grow, what's getting in the way, and where more opportunity may already be hiding.
Get My Future-Ready Firm Blueprint →About five minutes to complete.
Free – Practical recommendations included