We’re the system that connects your firm to your clients, from first impression to final deliverable. We feed the tools you already use and automate everything around them. So your advice feels more valuable. Your work looks more polished. And your time goes further.
Your competitors are everywhere — on Google, in inboxes, and across social feeds. They’re winning referrals, building trust, and closing clients faster.
If you’re still cobbling together website templates, one‑off blog posts, and clunky onboarding forms… you’re getting left behind.
Join the forward‑looking movement. You deserve a single AI‑powered platform that does it all.
Stay visible everywhere — without lifting a finger. We deliver custom blogs, social posts, and newsletters (15–20 pieces a month) tailored to your practice and published automatically.
Your website shouldn’t sound like everyone else’s. We craft SEO-optimized, client-friendly copy that positions you as the go-to expert in your niche — and turns visitors into leads.
You’re not on your own.
Our marketing concierge team and coaches help you fine-tune strategy, review performance, and keep your practice growing month after month.
Turn inquiries into clients, fast. Automated proposals, e-signatures, engagement letters, and secure payment links — all integrated and effortless for both you and your clients.
Meet your virtual assistant, trained for tax and accounting. MAX drafts client replies, writes landing pages, creates proposals, and helps you deliver value faster — without the manual grind.
Craft the right message for Boomers on Facebook or Gen Z on TikTok — and let our plug‑and‑play funnels turn clicks into nonstop leads.
Your Smartest Decision Yet:
Relax—we handle the heavy lifting. Our team defines what makes your firm exceptional and writes your compelling brand story for you, blending human creativity with powerful AI. Get agency-quality results without the high price tag.
Start Your Journey
We create an attractive, user-friendly website tailored specifically to your firm. Our designers ensure everything from visuals to navigation perfectly represents your brand—hassle-free.
Start Your Journey
Launching your website is stress-free with our guided training. You'll master our AI-enhanced content tools, intuitive ClientHub CRM, and automated workflows quickly, ensuring you're ready and confident.
Start Your Journey
Our support doesn't end at launch. We continuously evaluate your firm's progress, provide ongoing training, and help you fully utilize every tool. Expect regular check-ins and personalized guidance every step of the way.
Start Your Journey
"CountingWorks transformed how I show up online. I went from invisible to page-one rankings — and I didn’t lift a finger."
"I finally feel like my website, content, and client onboarding are working together. I look like the pro I am."
You don’t need marketing magic. You need a proven process to quickly turn your expertise into a compelling brand narrative. Within weeks—not months—you'll clearly stand out, attract premium-paying clients, and confidently showcase your unique value.
Clients aren't ghosting you over price. They're ghosting because they haven’t seen why you're their best choice. We're here to change that.
Generic templates, no personalization
Basic, template-based, limited flexibility
Poorly optimized, low search visibility
Low initial cost but low ROI
One-size-fits-all, generic user journey
Custom, costly, and time-consuming
Fully custom but rigid and time-intensive
Dependent on budget, better with more investment
High initial and ongoing costs
Varies significantly, depending on agency
Quick, cost-effective, agency-level narratives
Highly customizable with modular designs and easy edits
High SEO value integrated into every page and post
Flat rate, cost-effective with superior ROI potential
Client understands your story and what sets your tax firm apart
Our platform isn’t for everyone. We’re partnering with firms that want to lead — not follow.
Early adopters lock in priority placement and pricing.
Once we fill this first wave, rates increase.
No. Our AI is trained on tax, accounting, and finance content and custom-tuned to your practice focus.
Monthly coaching calls, marketing guidance, performance reviews, and tailored suggestions to help you grow.
Absolutely. We’ll help integrate it seamlessly.
Most firms are up and running within one week.
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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