Most software helps you do the work.
CountingWorks PRO helps you get more return from the firm you already have.
We increase revenue per client, reduce wasted time, and eliminate client chaos by fixing the part of your firm that quietly limits growth and ROI: “The Client Experience” layer, including how clients choose you in the first place.
CountingWorks PRO is not:
A tool to “try out”
A side system your team experiments with
Another workflow add-on
A platform meant to sit in evaluation for months
It’s an operating system investment in how your tax or accounting firm runs, and how it grows.
This probably isn’t the right fit.
You’re in the right place.
The Struggle
Some firms are overwhelmed with work and turning clients away. Others are trying to grow but can’t break through.
Different situations. Same issue. The firm isn’t getting full return on its time, clients, or effort.
Busy firms leak ROI through inefficiency and client chaos. Growing firms leak ROI through weak conversion, unclear messaging, and a poor client experience.
In both cases, the firm works harder than it should,and earns less than it could. CountingWorks PRO is here to fix the Client Experience Layer once and for all.
Workflow tools help your team stay organized. They don’t increase ROI on the firm.
CountingWorks PRO focuses on the client journey; the moments where value is won or lost; and how clients experience and choose your firm.
That’s why this isn’t a replacement for workflow.
It’s the layer standard workflow products never addressed.
Every firm runs on three layers, whether they realize it or not.
Tax software, bookkeeping tools, payroll systems. This layer gets the work done.
Onboarding. Communication. Messaging. Payments. Proposals.Follow-ups. Expectations. Visibility.
All this, plus the narrative that makes clients choose you instead of the firm down the street.
This is the layer clients actually experience, but most firms never fully systemize. We call it the Client Experience Layer, and we’re experts at optimizing it.
Workflow, practice management, task tracking. This layer organizes your staff.
When it’s missing, ROI gets capped:
Onboarding drags
Work stalls waiting on clients
Payments slow down
Referrals stay inconsistent
Marketing doesn’t convert
Advisory never scales
Owners stay stuck in the middle
We didn’t build another tax tool. We didn’t build another workflow system. We built the Client Experience Layer, the system that turns effort into return.
This is how firms unlock ROI without adding work.
CountingWorks PRO unifies everything clients touch into one operating platform, so your firm finally runs the way it should:
CountingWorks PRO Onboarding Journey
Faster onboarding
clients start in minutes, not days
Centralized communication
no more chasing emails
Signed proposals & faster payments
cash flow improves
Clear expectations
fewer bottlenecks and delays
Stronger narrative
clients understand why to choose you
Better visibility
more inbound, better-fit leads
Consistent follow-ups
less manual effort
Scalable advisory
no longer a one-off conversation
The firm stops leaking value —and starts compounding it.
“I love the playbook automation. It’s a great marketing tool.”
“Before CountingWorks PRO, our team was buried in repetitive administrative tasks. Now, with automation handling onboarding, follow-ups, and scheduling, we’ve cut down hours of busywork each week. It’s given us the freedom to focus on higher-value work and serve our clients more effectively.”
Something to experiment with
A platform to debate internally
A tool to hand off to a committee
This isn’t it.
Higher ROI without more hours
Fewer fires
Cleaner operations
Better clients
Faster decisions
Let’s see if this fits.
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Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....
1. Establish a Robust Recordkeeping System
2. Manage Quarterly Estimated Tax Payments
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