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Guide

How Digitally Centric Clients Find and Select a Tax or Accounting Pro

Guide

How Digitally Centric Clients Find and Select a Tax or Accounting Pro

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

Featured Articles

The Narrative Firm: Why Your Practice Needs a Story (Not a Strategy)

5
min read

Why Your Client Newsletter Isn’t Just Another Marketing Tactic—It’s *The* Growth Engine for Your Firm

10
min read

The Tax Pro’s Quick-Start Guide to Marketing, Pricing, and Selling Family Tax Planning Packages

min read

Ready to transform your practice's web presence?

Guide

How Digitally Centric Clients Find and Select a Tax or Accounting Pro

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

Featured Articles

The Narrative Firm: Why Your Practice Needs a Story (Not a Strategy)

5
min read

Why Your Client Newsletter Isn’t Just Another Marketing Tactic—It’s *The* Growth Engine for Your Firm

10
min read

The Tax Pro’s Quick-Start Guide to Marketing, Pricing, and Selling Family Tax Planning Packages

min read

Unlock the full potential of your practice with smarter tools.

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.

Continue Reading...

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Your Proposal Is a Plotline: How to Sell Services with Story-Driven Engagement Letters

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Future-Proof Your Practice – Integrate Technology for Seamless Workflows

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Transform Tax Prep – Enhance Accuracy and Save Time with MAX AI

Continue Reading...

Practice Marketing
5
min read

Your Proposal Is a Plotline: How to Sell Services with Story-Driven Engagement Letters

Practice Marketing
10
min read

Future-Proof Your Practice – Integrate Technology for Seamless Workflows

Practice Marketing
5
min read

Transform Tax Prep – Enhance Accuracy and Save Time with MAX AI

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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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