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Engagement Letters Made Easy with MAX

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Engagement letters might not sound exciting, but they’re one of the most powerful tools in your firm. They protect you, set clear expectations, and build trust with clients—when they’re done right.

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Webinar Series

Engagement Letters Made Easy with MAX

Engagement letters might not sound exciting, but they’re one of the most powerful tools in your firm. They protect you, set clear expectations, and build trust with clients—when they’re done right.

In this Tactical Tuesday episode, Lee Reams walks through:

✅ The history and importance of engagement letters
✅ Why personalization matters more than ever
✅ Real-world examples for lawyers, digital creators, and small business owners
✅ How MAX (our AI engine) creates fast, tailored, professional engagement letters in seconds

Watch the live demo to see MAX in action—turning generic templates into client-specific engagement letters that build trust and make your firm shine.

Start using MAX today to transform how your firm handles client communications.

Tactical Tuesday

Engagement Letters Made Easy with MAX

Engagement letters might not sound exciting, but they’re one of the most powerful tools in your firm. They protect you, set clear expectations, and build trust with clients—when they’re done right.

In this Tactical Tuesday episode, Lee Reams walks through:

✅ The history and importance of engagement letters
✅ Why personalization matters more than ever
✅ Real-world examples for lawyers, digital creators, and small business owners
✅ How MAX (our AI engine) creates fast, tailored, professional engagement letters in seconds

Watch the live demo to see MAX in action—turning generic templates into client-specific engagement letters that build trust and make your firm shine.

Start using MAX today to transform how your firm handles client communications.

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Webinar Series

Engagement Letters Made Easy with MAX

Engagement letters might not sound exciting, but they’re one of the most powerful tools in your firm. They protect you, set clear expectations, and build trust with clients—when they’re done right.

In this Tactical Tuesday episode, Lee Reams walks through:

✅ The history and importance of engagement letters
✅ Why personalization matters more than ever
✅ Real-world examples for lawyers, digital creators, and small business owners
✅ How MAX (our AI engine) creates fast, tailored, professional engagement letters in seconds

Watch the live demo to see MAX in action—turning generic templates into client-specific engagement letters that build trust and make your firm shine.

Start using MAX today to transform how your firm handles client communications.

Guide

Engagement Letters Made Easy with MAX

Engagement letters might not sound exciting, but they’re one of the most powerful tools in your firm. They protect you, set clear expectations, and build trust with clients—when they’re done right.

In this Tactical Tuesday episode, Lee Reams walks through:

✅ The history and importance of engagement letters
✅ Why personalization matters more than ever
✅ Real-world examples for lawyers, digital creators, and small business owners
✅ How MAX (our AI engine) creates fast, tailored, professional engagement letters in seconds

Watch the live demo to see MAX in action—turning generic templates into client-specific engagement letters that build trust and make your firm shine.

Start using MAX today to transform how your firm handles client communications.

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Engagement Letters Made Easy with MAX

September 16, 2025
/
min read
Lee Reams
CEO | CountingWorks PRO

Engagement letters might not sound exciting, but they’re one of the most powerful tools in your firm. They protect you, set clear expectations, and build trust with clients—when they’re done right.

In this Tactical Tuesday episode, Lee Reams walks through:

✅ The history and importance of engagement letters
✅ Why personalization matters more than ever
✅ Real-world examples for lawyers, digital creators, and small business owners
✅ How MAX (our AI engine) creates fast, tailored, professional engagement letters in seconds

Watch the live demo to see MAX in action—turning generic templates into client-specific engagement letters that build trust and make your firm shine.

Start using MAX today to transform how your firm handles client communications.

Engagement Letters Made Easy with MAX

Tuesday, September 16, 2025

September 16, 2025
/
min read
Lee Reams
CEO | CountingWorks PRO

Engagement letters might not sound exciting, but they’re one of the most powerful tools in your firm. They protect you, set clear expectations, and build trust with clients—when they’re done right.

In this Tactical Tuesday episode, Lee Reams walks through:

✅ The history and importance of engagement letters
✅ Why personalization matters more than ever
✅ Real-world examples for lawyers, digital creators, and small business owners
✅ How MAX (our AI engine) creates fast, tailored, professional engagement letters in seconds

Watch the live demo to see MAX in action—turning generic templates into client-specific engagement letters that build trust and make your firm shine.

Start using MAX today to transform how your firm handles client communications.

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.
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2. Manage Quarterly Estimated Tax Payments
...

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