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Do More With Less: What Recent Macro Shocks Really Mean for Tax & Accounting Firms

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Recent macro shocks have firms on edge. Here’s how accountants can stay resilient, support anxious clients, and grow stronger—even as some sectors wobble.

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Webinar Series

Do More With Less: What Recent Macro Shocks Really Mean for Tax & Accounting Firms

Let’s be honest:
These past few months have felt… off.

We’ve had a government shutdown.
We’ve had private employers — especially smaller ones — quietly cutting jobs (thank you, ADP report).

We’ve had major companies like Delta losing hundreds of millions because of the slowdown tied to that shutdown.

We’ve had certain industries booming… while others look like they’re quietly bracing for impact.

And if you’re a tax or accounting professional?
You don’t get “time to process.”
You get client emails.

The tone shifts first.
Then the questions.
Then the hesitations.

“Let’s wait on that project for a bit.”
“I want to see how things shake out before I commit.”
“We’re cutting back right now — can we revisit this later?”

And suddenly, it feels like everyone and everything around you is pulling back at the same time.

You see firms closing their doors.
You see peers going back to corporate.
You see clients canceling or shrinking their engagements.

And the quiet, private question sneaks in:

Is it me… or is something bigger happening here?

Let’s just say it plainly:
It’s something bigger.

The economy is weird right now. Not catastrophic. Not euphoric. Just… weird.

Some sectors are on fire.
Some are frozen.
Some are waiting for someone — anyone — to tell them what’s coming next.

This is what a macro wobble looks like.

Not a recession.
Not a boom.
A wobble.

And when the economy wobbles, accountants feel it first because your clients treat you like their economic seismograph. 

If they’re nervous, you feel the tremor.
If they’re unsure, you get the email at 11:32 p.m.

So if things feel uneven?
That’s because they are uneven.

You’re not imagining it.
And you’re definitely not alone.

Read: An AI Boom Is Catapulting Markets And Raising Fears A Bubble Is Near

But here’s the thing almost no one is saying out loud:

When the economy gets weird, accountants become more important — not less.

Clients don’t pull back from advice.
They pull back from uncertainty.

They want:

  • more clarity
  • more foresight
  • more guidance
  • more “just tell me what the smart move is”

They don’t want to spend more money.
But they do want more confidence.

This is the moment when:

  • the reactive firms shrink
  • the modern firms step forward
  • and the advisory-first firms grow

Not because the economy is perfect.
But because the accountant becomes the one person clients trust when the news is confusing and the indicators contradict each other.

So what does “do more with less” actually look like for a firm right now?

Not a list of new responsibilities.
Not a new mountain to climb.

It looks like removing the parts of your work that drain you —
so you can keep doing the parts your clients value most.

Less inbox chaos.
More clarity.

Less admin.
More advising.

Less chasing clients.
More guiding clients.

Less feeling like you’re being pulled under
because one client hits a rough patch…

More feeling like you have the systems to support both them
and the direction you want your firm to go.

That’s what “more with less” really means.

It’s not about working harder.
It’s about building a firm that bends when the economy does — without breaking.

And yes, some firms will break.

Not because of the shutdown.
Not because of the ADP report.
Not because of Delta’s losses.

But because they were already stretched too thin.
Running too manually.
Too dependent on seasonal revenue.
Too overwhelmed by admin.
Too reactive.
Too exhausted to keep adjusting.

These aren’t character flaws.
They’re system flaws.

And systems either scale you…
or swallow you.

Read: Why Cookie-Cutter Social Posts Are Killing Your Firm’s Brand

You’re not in that category — unless you try to white-knuckle your way through this moment.

The firms that come out of weird macro periods stronger are the ones that choose to evolve during the wobble.

Not after.
During.

They automate earlier.
They adopt advisory earlier.
They upgrade their client experience earlier.
They differentiate their message earlier.

Before the dust settles.

Because here’s the truth:

Clients don’t remember who held their hand in easy years.
They remember who helped them through the confusing ones.

And this?
This is one of those confusing ones.

If you’re feeling the wobble — that’s exactly the moment to modernize.

Not with a giant tech overhaul.
Not with a rebrand.
Not with 40 hours of new workflows.

Just the shift that turns:

  • chaos into clarity
  • admin into automation
  • seasonal into recurring
  • stress into strategy

That’s the work we’re helping firms do every day with CountingWorks PRO and MAX:
to build a practice that runs smoothly even when the economy doesn’t.

Because the economy will settle.
It always does.

The question is who will still be standing — and who will be leading — when it does.

Take the next step with CountingWorks PRO here.

Tactical Tuesday

Do More With Less: What Recent Macro Shocks Really Mean for Tax & Accounting Firms

Let’s be honest:
These past few months have felt… off.

We’ve had a government shutdown.
We’ve had private employers — especially smaller ones — quietly cutting jobs (thank you, ADP report).

We’ve had major companies like Delta losing hundreds of millions because of the slowdown tied to that shutdown.

We’ve had certain industries booming… while others look like they’re quietly bracing for impact.

And if you’re a tax or accounting professional?
You don’t get “time to process.”
You get client emails.

The tone shifts first.
Then the questions.
Then the hesitations.

“Let’s wait on that project for a bit.”
“I want to see how things shake out before I commit.”
“We’re cutting back right now — can we revisit this later?”

And suddenly, it feels like everyone and everything around you is pulling back at the same time.

You see firms closing their doors.
You see peers going back to corporate.
You see clients canceling or shrinking their engagements.

And the quiet, private question sneaks in:

Is it me… or is something bigger happening here?

Let’s just say it plainly:
It’s something bigger.

The economy is weird right now. Not catastrophic. Not euphoric. Just… weird.

Some sectors are on fire.
Some are frozen.
Some are waiting for someone — anyone — to tell them what’s coming next.

This is what a macro wobble looks like.

Not a recession.
Not a boom.
A wobble.

And when the economy wobbles, accountants feel it first because your clients treat you like their economic seismograph. 

If they’re nervous, you feel the tremor.
If they’re unsure, you get the email at 11:32 p.m.

So if things feel uneven?
That’s because they are uneven.

You’re not imagining it.
And you’re definitely not alone.

Read: An AI Boom Is Catapulting Markets And Raising Fears A Bubble Is Near

But here’s the thing almost no one is saying out loud:

When the economy gets weird, accountants become more important — not less.

Clients don’t pull back from advice.
They pull back from uncertainty.

They want:

  • more clarity
  • more foresight
  • more guidance
  • more “just tell me what the smart move is”

They don’t want to spend more money.
But they do want more confidence.

This is the moment when:

  • the reactive firms shrink
  • the modern firms step forward
  • and the advisory-first firms grow

Not because the economy is perfect.
But because the accountant becomes the one person clients trust when the news is confusing and the indicators contradict each other.

So what does “do more with less” actually look like for a firm right now?

Not a list of new responsibilities.
Not a new mountain to climb.

It looks like removing the parts of your work that drain you —
so you can keep doing the parts your clients value most.

Less inbox chaos.
More clarity.

Less admin.
More advising.

Less chasing clients.
More guiding clients.

Less feeling like you’re being pulled under
because one client hits a rough patch…

More feeling like you have the systems to support both them
and the direction you want your firm to go.

That’s what “more with less” really means.

It’s not about working harder.
It’s about building a firm that bends when the economy does — without breaking.

And yes, some firms will break.

Not because of the shutdown.
Not because of the ADP report.
Not because of Delta’s losses.

But because they were already stretched too thin.
Running too manually.
Too dependent on seasonal revenue.
Too overwhelmed by admin.
Too reactive.
Too exhausted to keep adjusting.

These aren’t character flaws.
They’re system flaws.

And systems either scale you…
or swallow you.

Read: Why Cookie-Cutter Social Posts Are Killing Your Firm’s Brand

You’re not in that category — unless you try to white-knuckle your way through this moment.

The firms that come out of weird macro periods stronger are the ones that choose to evolve during the wobble.

Not after.
During.

They automate earlier.
They adopt advisory earlier.
They upgrade their client experience earlier.
They differentiate their message earlier.

Before the dust settles.

Because here’s the truth:

Clients don’t remember who held their hand in easy years.
They remember who helped them through the confusing ones.

And this?
This is one of those confusing ones.

If you’re feeling the wobble — that’s exactly the moment to modernize.

Not with a giant tech overhaul.
Not with a rebrand.
Not with 40 hours of new workflows.

Just the shift that turns:

  • chaos into clarity
  • admin into automation
  • seasonal into recurring
  • stress into strategy

That’s the work we’re helping firms do every day with CountingWorks PRO and MAX:
to build a practice that runs smoothly even when the economy doesn’t.

Because the economy will settle.
It always does.

The question is who will still be standing — and who will be leading — when it does.

Take the next step with CountingWorks PRO here.

Already a Client and Have Questions?

Send Us an Email to help@countingworkspro.com

Or call our team at 1-800-442-2477.

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Webinar Series

Do More With Less: What Recent Macro Shocks Really Mean for Tax & Accounting Firms

Let’s be honest:
These past few months have felt… off.

We’ve had a government shutdown.
We’ve had private employers — especially smaller ones — quietly cutting jobs (thank you, ADP report).

We’ve had major companies like Delta losing hundreds of millions because of the slowdown tied to that shutdown.

We’ve had certain industries booming… while others look like they’re quietly bracing for impact.

And if you’re a tax or accounting professional?
You don’t get “time to process.”
You get client emails.

The tone shifts first.
Then the questions.
Then the hesitations.

“Let’s wait on that project for a bit.”
“I want to see how things shake out before I commit.”
“We’re cutting back right now — can we revisit this later?”

And suddenly, it feels like everyone and everything around you is pulling back at the same time.

You see firms closing their doors.
You see peers going back to corporate.
You see clients canceling or shrinking their engagements.

And the quiet, private question sneaks in:

Is it me… or is something bigger happening here?

Let’s just say it plainly:
It’s something bigger.

The economy is weird right now. Not catastrophic. Not euphoric. Just… weird.

Some sectors are on fire.
Some are frozen.
Some are waiting for someone — anyone — to tell them what’s coming next.

This is what a macro wobble looks like.

Not a recession.
Not a boom.
A wobble.

And when the economy wobbles, accountants feel it first because your clients treat you like their economic seismograph. 

If they’re nervous, you feel the tremor.
If they’re unsure, you get the email at 11:32 p.m.

So if things feel uneven?
That’s because they are uneven.

You’re not imagining it.
And you’re definitely not alone.

Read: An AI Boom Is Catapulting Markets And Raising Fears A Bubble Is Near

But here’s the thing almost no one is saying out loud:

When the economy gets weird, accountants become more important — not less.

Clients don’t pull back from advice.
They pull back from uncertainty.

They want:

  • more clarity
  • more foresight
  • more guidance
  • more “just tell me what the smart move is”

They don’t want to spend more money.
But they do want more confidence.

This is the moment when:

  • the reactive firms shrink
  • the modern firms step forward
  • and the advisory-first firms grow

Not because the economy is perfect.
But because the accountant becomes the one person clients trust when the news is confusing and the indicators contradict each other.

So what does “do more with less” actually look like for a firm right now?

Not a list of new responsibilities.
Not a new mountain to climb.

It looks like removing the parts of your work that drain you —
so you can keep doing the parts your clients value most.

Less inbox chaos.
More clarity.

Less admin.
More advising.

Less chasing clients.
More guiding clients.

Less feeling like you’re being pulled under
because one client hits a rough patch…

More feeling like you have the systems to support both them
and the direction you want your firm to go.

That’s what “more with less” really means.

It’s not about working harder.
It’s about building a firm that bends when the economy does — without breaking.

And yes, some firms will break.

Not because of the shutdown.
Not because of the ADP report.
Not because of Delta’s losses.

But because they were already stretched too thin.
Running too manually.
Too dependent on seasonal revenue.
Too overwhelmed by admin.
Too reactive.
Too exhausted to keep adjusting.

These aren’t character flaws.
They’re system flaws.

And systems either scale you…
or swallow you.

Read: Why Cookie-Cutter Social Posts Are Killing Your Firm’s Brand

You’re not in that category — unless you try to white-knuckle your way through this moment.

The firms that come out of weird macro periods stronger are the ones that choose to evolve during the wobble.

Not after.
During.

They automate earlier.
They adopt advisory earlier.
They upgrade their client experience earlier.
They differentiate their message earlier.

Before the dust settles.

Because here’s the truth:

Clients don’t remember who held their hand in easy years.
They remember who helped them through the confusing ones.

And this?
This is one of those confusing ones.

If you’re feeling the wobble — that’s exactly the moment to modernize.

Not with a giant tech overhaul.
Not with a rebrand.
Not with 40 hours of new workflows.

Just the shift that turns:

  • chaos into clarity
  • admin into automation
  • seasonal into recurring
  • stress into strategy

That’s the work we’re helping firms do every day with CountingWorks PRO and MAX:
to build a practice that runs smoothly even when the economy doesn’t.

Because the economy will settle.
It always does.

The question is who will still be standing — and who will be leading — when it does.

Take the next step with CountingWorks PRO here.

Guide

Do More With Less: What Recent Macro Shocks Really Mean for Tax & Accounting Firms

Let’s be honest:
These past few months have felt… off.

We’ve had a government shutdown.
We’ve had private employers — especially smaller ones — quietly cutting jobs (thank you, ADP report).

We’ve had major companies like Delta losing hundreds of millions because of the slowdown tied to that shutdown.

We’ve had certain industries booming… while others look like they’re quietly bracing for impact.

And if you’re a tax or accounting professional?
You don’t get “time to process.”
You get client emails.

The tone shifts first.
Then the questions.
Then the hesitations.

“Let’s wait on that project for a bit.”
“I want to see how things shake out before I commit.”
“We’re cutting back right now — can we revisit this later?”

And suddenly, it feels like everyone and everything around you is pulling back at the same time.

You see firms closing their doors.
You see peers going back to corporate.
You see clients canceling or shrinking their engagements.

And the quiet, private question sneaks in:

Is it me… or is something bigger happening here?

Let’s just say it plainly:
It’s something bigger.

The economy is weird right now. Not catastrophic. Not euphoric. Just… weird.

Some sectors are on fire.
Some are frozen.
Some are waiting for someone — anyone — to tell them what’s coming next.

This is what a macro wobble looks like.

Not a recession.
Not a boom.
A wobble.

And when the economy wobbles, accountants feel it first because your clients treat you like their economic seismograph. 

If they’re nervous, you feel the tremor.
If they’re unsure, you get the email at 11:32 p.m.

So if things feel uneven?
That’s because they are uneven.

You’re not imagining it.
And you’re definitely not alone.

Read: An AI Boom Is Catapulting Markets And Raising Fears A Bubble Is Near

But here’s the thing almost no one is saying out loud:

When the economy gets weird, accountants become more important — not less.

Clients don’t pull back from advice.
They pull back from uncertainty.

They want:

  • more clarity
  • more foresight
  • more guidance
  • more “just tell me what the smart move is”

They don’t want to spend more money.
But they do want more confidence.

This is the moment when:

  • the reactive firms shrink
  • the modern firms step forward
  • and the advisory-first firms grow

Not because the economy is perfect.
But because the accountant becomes the one person clients trust when the news is confusing and the indicators contradict each other.

So what does “do more with less” actually look like for a firm right now?

Not a list of new responsibilities.
Not a new mountain to climb.

It looks like removing the parts of your work that drain you —
so you can keep doing the parts your clients value most.

Less inbox chaos.
More clarity.

Less admin.
More advising.

Less chasing clients.
More guiding clients.

Less feeling like you’re being pulled under
because one client hits a rough patch…

More feeling like you have the systems to support both them
and the direction you want your firm to go.

That’s what “more with less” really means.

It’s not about working harder.
It’s about building a firm that bends when the economy does — without breaking.

And yes, some firms will break.

Not because of the shutdown.
Not because of the ADP report.
Not because of Delta’s losses.

But because they were already stretched too thin.
Running too manually.
Too dependent on seasonal revenue.
Too overwhelmed by admin.
Too reactive.
Too exhausted to keep adjusting.

These aren’t character flaws.
They’re system flaws.

And systems either scale you…
or swallow you.

Read: Why Cookie-Cutter Social Posts Are Killing Your Firm’s Brand

You’re not in that category — unless you try to white-knuckle your way through this moment.

The firms that come out of weird macro periods stronger are the ones that choose to evolve during the wobble.

Not after.
During.

They automate earlier.
They adopt advisory earlier.
They upgrade their client experience earlier.
They differentiate their message earlier.

Before the dust settles.

Because here’s the truth:

Clients don’t remember who held their hand in easy years.
They remember who helped them through the confusing ones.

And this?
This is one of those confusing ones.

If you’re feeling the wobble — that’s exactly the moment to modernize.

Not with a giant tech overhaul.
Not with a rebrand.
Not with 40 hours of new workflows.

Just the shift that turns:

  • chaos into clarity
  • admin into automation
  • seasonal into recurring
  • stress into strategy

That’s the work we’re helping firms do every day with CountingWorks PRO and MAX:
to build a practice that runs smoothly even when the economy doesn’t.

Because the economy will settle.
It always does.

The question is who will still be standing — and who will be leading — when it does.

Take the next step with CountingWorks PRO here.

Practice Growth

Do More With Less: What Recent Macro Shocks Really Mean for Tax & Accounting Firms

December 9, 2025
/
15
min read
Lee Reams
CEO | CountingWorks PRO

Let’s be honest:
These past few months have felt… off.

We’ve had a government shutdown.
We’ve had private employers — especially smaller ones — quietly cutting jobs (thank you, ADP report).

We’ve had major companies like Delta losing hundreds of millions because of the slowdown tied to that shutdown.

We’ve had certain industries booming… while others look like they’re quietly bracing for impact.

And if you’re a tax or accounting professional?
You don’t get “time to process.”
You get client emails.

The tone shifts first.
Then the questions.
Then the hesitations.

“Let’s wait on that project for a bit.”
“I want to see how things shake out before I commit.”
“We’re cutting back right now — can we revisit this later?”

And suddenly, it feels like everyone and everything around you is pulling back at the same time.

You see firms closing their doors.
You see peers going back to corporate.
You see clients canceling or shrinking their engagements.

And the quiet, private question sneaks in:

Is it me… or is something bigger happening here?

Let’s just say it plainly:
It’s something bigger.

The economy is weird right now. Not catastrophic. Not euphoric. Just… weird.

Some sectors are on fire.
Some are frozen.
Some are waiting for someone — anyone — to tell them what’s coming next.

This is what a macro wobble looks like.

Not a recession.
Not a boom.
A wobble.

And when the economy wobbles, accountants feel it first because your clients treat you like their economic seismograph. 

If they’re nervous, you feel the tremor.
If they’re unsure, you get the email at 11:32 p.m.

So if things feel uneven?
That’s because they are uneven.

You’re not imagining it.
And you’re definitely not alone.

Read: An AI Boom Is Catapulting Markets And Raising Fears A Bubble Is Near

But here’s the thing almost no one is saying out loud:

When the economy gets weird, accountants become more important — not less.

Clients don’t pull back from advice.
They pull back from uncertainty.

They want:

  • more clarity
  • more foresight
  • more guidance
  • more “just tell me what the smart move is”

They don’t want to spend more money.
But they do want more confidence.

This is the moment when:

  • the reactive firms shrink
  • the modern firms step forward
  • and the advisory-first firms grow

Not because the economy is perfect.
But because the accountant becomes the one person clients trust when the news is confusing and the indicators contradict each other.

So what does “do more with less” actually look like for a firm right now?

Not a list of new responsibilities.
Not a new mountain to climb.

It looks like removing the parts of your work that drain you —
so you can keep doing the parts your clients value most.

Less inbox chaos.
More clarity.

Less admin.
More advising.

Less chasing clients.
More guiding clients.

Less feeling like you’re being pulled under
because one client hits a rough patch…

More feeling like you have the systems to support both them
and the direction you want your firm to go.

That’s what “more with less” really means.

It’s not about working harder.
It’s about building a firm that bends when the economy does — without breaking.

And yes, some firms will break.

Not because of the shutdown.
Not because of the ADP report.
Not because of Delta’s losses.

But because they were already stretched too thin.
Running too manually.
Too dependent on seasonal revenue.
Too overwhelmed by admin.
Too reactive.
Too exhausted to keep adjusting.

These aren’t character flaws.
They’re system flaws.

And systems either scale you…
or swallow you.

Read: Why Cookie-Cutter Social Posts Are Killing Your Firm’s Brand

You’re not in that category — unless you try to white-knuckle your way through this moment.

The firms that come out of weird macro periods stronger are the ones that choose to evolve during the wobble.

Not after.
During.

They automate earlier.
They adopt advisory earlier.
They upgrade their client experience earlier.
They differentiate their message earlier.

Before the dust settles.

Because here’s the truth:

Clients don’t remember who held their hand in easy years.
They remember who helped them through the confusing ones.

And this?
This is one of those confusing ones.

If you’re feeling the wobble — that’s exactly the moment to modernize.

Not with a giant tech overhaul.
Not with a rebrand.
Not with 40 hours of new workflows.

Just the shift that turns:

  • chaos into clarity
  • admin into automation
  • seasonal into recurring
  • stress into strategy

That’s the work we’re helping firms do every day with CountingWorks PRO and MAX:
to build a practice that runs smoothly even when the economy doesn’t.

Because the economy will settle.
It always does.

The question is who will still be standing — and who will be leading — when it does.

Take the next step with CountingWorks PRO here.

Practice Growth

Do More With Less: What Recent Macro Shocks Really Mean for Tax & Accounting Firms

Tuesday, December 9, 2025

December 9, 2025
/
15
min read
Lee Reams
CEO | CountingWorks PRO

Let’s be honest:
These past few months have felt… off.

We’ve had a government shutdown.
We’ve had private employers — especially smaller ones — quietly cutting jobs (thank you, ADP report).

We’ve had major companies like Delta losing hundreds of millions because of the slowdown tied to that shutdown.

We’ve had certain industries booming… while others look like they’re quietly bracing for impact.

And if you’re a tax or accounting professional?
You don’t get “time to process.”
You get client emails.

The tone shifts first.
Then the questions.
Then the hesitations.

“Let’s wait on that project for a bit.”
“I want to see how things shake out before I commit.”
“We’re cutting back right now — can we revisit this later?”

And suddenly, it feels like everyone and everything around you is pulling back at the same time.

You see firms closing their doors.
You see peers going back to corporate.
You see clients canceling or shrinking their engagements.

And the quiet, private question sneaks in:

Is it me… or is something bigger happening here?

Let’s just say it plainly:
It’s something bigger.

The economy is weird right now. Not catastrophic. Not euphoric. Just… weird.

Some sectors are on fire.
Some are frozen.
Some are waiting for someone — anyone — to tell them what’s coming next.

This is what a macro wobble looks like.

Not a recession.
Not a boom.
A wobble.

And when the economy wobbles, accountants feel it first because your clients treat you like their economic seismograph. 

If they’re nervous, you feel the tremor.
If they’re unsure, you get the email at 11:32 p.m.

So if things feel uneven?
That’s because they are uneven.

You’re not imagining it.
And you’re definitely not alone.

Read: An AI Boom Is Catapulting Markets And Raising Fears A Bubble Is Near

But here’s the thing almost no one is saying out loud:

When the economy gets weird, accountants become more important — not less.

Clients don’t pull back from advice.
They pull back from uncertainty.

They want:

  • more clarity
  • more foresight
  • more guidance
  • more “just tell me what the smart move is”

They don’t want to spend more money.
But they do want more confidence.

This is the moment when:

  • the reactive firms shrink
  • the modern firms step forward
  • and the advisory-first firms grow

Not because the economy is perfect.
But because the accountant becomes the one person clients trust when the news is confusing and the indicators contradict each other.

So what does “do more with less” actually look like for a firm right now?

Not a list of new responsibilities.
Not a new mountain to climb.

It looks like removing the parts of your work that drain you —
so you can keep doing the parts your clients value most.

Less inbox chaos.
More clarity.

Less admin.
More advising.

Less chasing clients.
More guiding clients.

Less feeling like you’re being pulled under
because one client hits a rough patch…

More feeling like you have the systems to support both them
and the direction you want your firm to go.

That’s what “more with less” really means.

It’s not about working harder.
It’s about building a firm that bends when the economy does — without breaking.

And yes, some firms will break.

Not because of the shutdown.
Not because of the ADP report.
Not because of Delta’s losses.

But because they were already stretched too thin.
Running too manually.
Too dependent on seasonal revenue.
Too overwhelmed by admin.
Too reactive.
Too exhausted to keep adjusting.

These aren’t character flaws.
They’re system flaws.

And systems either scale you…
or swallow you.

Read: Why Cookie-Cutter Social Posts Are Killing Your Firm’s Brand

You’re not in that category — unless you try to white-knuckle your way through this moment.

The firms that come out of weird macro periods stronger are the ones that choose to evolve during the wobble.

Not after.
During.

They automate earlier.
They adopt advisory earlier.
They upgrade their client experience earlier.
They differentiate their message earlier.

Before the dust settles.

Because here’s the truth:

Clients don’t remember who held their hand in easy years.
They remember who helped them through the confusing ones.

And this?
This is one of those confusing ones.

If you’re feeling the wobble — that’s exactly the moment to modernize.

Not with a giant tech overhaul.
Not with a rebrand.
Not with 40 hours of new workflows.

Just the shift that turns:

  • chaos into clarity
  • admin into automation
  • seasonal into recurring
  • stress into strategy

That’s the work we’re helping firms do every day with CountingWorks PRO and MAX:
to build a practice that runs smoothly even when the economy doesn’t.

Because the economy will settle.
It always does.

The question is who will still be standing — and who will be leading — when it does.

Take the next step with CountingWorks PRO here.

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, Lee has been developing best-in-class marketing solutions for over twenty years.

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, Lee has been developing best-in-class marketing solutions for over twenty years.

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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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