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Webinar Series

Download the Ultimate Guide to Master Client Referrals and Lead Conversion

Think about the last product you purchased.

The process you adopted probably included talking to friends, reading reviews online, listening to expert advice, and comparing various options in your price range.

Now think of how this process has changed for your prospects as well.

Download this free white paper to learn how you can master client referrals and lead conversion:

  • Learn the 4 stage life cycle of tax accountant clients: Discovery, Exploration, Purchasing and Engagement.
  • Create an army of referral ambassadors following our 11 step plan.
  • Learn how reviews and social media are a huge consumer influence.

Download the White Paper

Tactical Tuesday

Download the Ultimate Guide to Master Client Referrals and Lead Conversion

Think about the last product you purchased.

The process you adopted probably included talking to friends, reading reviews online, listening to expert advice, and comparing various options in your price range.

Now think of how this process has changed for your prospects as well.

Download this free white paper to learn how you can master client referrals and lead conversion:

  • Learn the 4 stage life cycle of tax accountant clients: Discovery, Exploration, Purchasing and Engagement.
  • Create an army of referral ambassadors following our 11 step plan.
  • Learn how reviews and social media are a huge consumer influence.

Download the White Paper

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Webinar Series

Download the Ultimate Guide to Master Client Referrals and Lead Conversion

Think about the last product you purchased.

The process you adopted probably included talking to friends, reading reviews online, listening to expert advice, and comparing various options in your price range.

Now think of how this process has changed for your prospects as well.

Download this free white paper to learn how you can master client referrals and lead conversion:

  • Learn the 4 stage life cycle of tax accountant clients: Discovery, Exploration, Purchasing and Engagement.
  • Create an army of referral ambassadors following our 11 step plan.
  • Learn how reviews and social media are a huge consumer influence.

Download the White Paper

Guide

Download the Ultimate Guide to Master Client Referrals and Lead Conversion

Think about the last product you purchased.

The process you adopted probably included talking to friends, reading reviews online, listening to expert advice, and comparing various options in your price range.

Now think of how this process has changed for your prospects as well.

Download this free white paper to learn how you can master client referrals and lead conversion:

  • Learn the 4 stage life cycle of tax accountant clients: Discovery, Exploration, Purchasing and Engagement.
  • Create an army of referral ambassadors following our 11 step plan.
  • Learn how reviews and social media are a huge consumer influence.

Download the White Paper

Practice Growth
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Download the Ultimate Guide to Master Client Referrals and Lead Conversion

July 1, 2022
/
4
min read
Lee Reams
CEO | CountingWorks PRO

Think about the last product you purchased.

The process you adopted probably included talking to friends, reading reviews online, listening to expert advice, and comparing various options in your price range.

Now think of how this process has changed for your prospects as well.

Download this free white paper to learn how you can master client referrals and lead conversion:

  • Learn the 4 stage life cycle of tax accountant clients: Discovery, Exploration, Purchasing and Engagement.
  • Create an army of referral ambassadors following our 11 step plan.
  • Learn how reviews and social media are a huge consumer influence.

Download the White Paper

Practice Growth

Download the Ultimate Guide to Master Client Referrals and Lead Conversion

April 29, 2024
/
4
min read
Lee Reams
CEO | CountingWorks PRO

Think about the last product you purchased.

The process you adopted probably included talking to friends, reading reviews online, listening to expert advice, and comparing various options in your price range.

Now think of how this process has changed for your prospects as well.

Download this free white paper to learn how you can master client referrals and lead conversion:

  • Learn the 4 stage life cycle of tax accountant clients: Discovery, Exploration, Purchasing and Engagement.
  • Create an army of referral ambassadors following our 11 step plan.
  • Learn how reviews and social media are a huge consumer influence.

Download the White Paper

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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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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