Ready to Upgrade?  
See How Easy Migration to CountingWorks PRO 3.0 Really Is

Hit Play. See the Difference.

You built a strong firm on our legacy platform. But what’s next is a whole new level. With CountingWorks PRO 3.0, you don’t just get “content”—you get your story, everywhere that matters.

Watch our quick migration video (straight from our onboarding team!) and see exactly how painless it is to step into the future of your practice.

Watch Migration Video

Unlock Upsells. See ROI—Fast.

Ready to level up? The moment you upgrade, our proven upsell campaigns are ready to roll. Imagine converting just 10–20% of your existing clients into advisory or premium services—you're instantly adding tens (or even hundreds) of thousands in new revenue, without chasing a single new lead.

With CountingWorks PRO 3.0, you don’t just “have the option” to upsell—you get done-for-you campaigns, tested scripts, and AI nudges that turn everyday interactions into growth moments.
No more leaving money on the table. Upgrade, launch, and watch your bottom line grow—automatically.

Search Everywhere, Stand Out Anywhere

The web has changed. So has search.

Now your firm is findable on Google, LinkedIn, Facebook, and even AI search tools. When someone’s looking for an expert—they’ll find you, and like what they see.

Watch: Your Migration, Step-by-Step

Our onboarding team takes you through the whole process—live, no smoke and mirrors. Press play to see how easy it is to upgrade and unlock a platform built for you.

Explore Even More! Dive into:

We’ll let the proof do the talking. You click when you’re ready.

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This is more than a migration. This is your upgrade to a personalized, growth-driven firm.

CountingWorks PRO 3.0—Because your brand should be as good as your work.

Schedule A Live Demo

Rank in the AI Age with CountingWorks PRO

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Create a year-long tax planning strategy for a freelancer earning $75,000 with multiple 1099 clients.

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

  • Dedicated Business Accounts: Open a separate business bank account and credit card to clearly define your income and expenses. This step not only simplifies your tax documentation but also aligns with our best-practices at CountingWorks.
  • ...

2. Manage Quarterly Estimated Tax Payments
...

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