Stop Guessing. Start Profiting.

Most tax and accounting pros still price their work based on what “feels” right. Maybe a gut check against a colleague’s rates, or maybe looking ataybe last year’s invoice. Perhaps just a hope the client won’t balk.

The problem? That guesswork is costing you.  sometimes thousands per client.

That’s why forward-thinking firms are shifting to dynamic pricing models powered by AI. They’re not just sending proposals. They’re sending data-driven pricing strategies designed to maximize acceptance rates and profits.

At the heart of this shift is CountingWorks PRO, powered by MAX.

Meet MAX’s Proposal Playbook: Profit Optimization, Built In

Our new Proposal Playbook isn’t just another template. It’s a pricing engine designed to help you quote with confidence.

Here’s what MAX does behind the scenes before you hit send:

• Analyzes client demographics, including income, industry, business type, and local market conditions.
  
• Evaluates service complexity, like how you should price a simple 1040 return versus ongoing tax advisory or CFO-level services.
  
• Benchmarks against market data, so you know if you’re undercharging or leaving margin on the table.
  
• Leverages client-search language, aligning your service descriptions with the exact phrases your prospects use when they’re searching for a tax professional.
  

The outcome of this behind-the-scenes tech is a proposal that feels tailor-made for everyclient – because it is. The whole process is also backed by the intelligence you need to grow profitably.

Why This Matters More Than Ever

The tax and accounting profession is changing  fast.

• Clients are savvier and come armed with expectations shaped by Google and AI search.
  
• Commoditization is real — if you can’t clearly articulate your value, clients assume you’re the same as everyone else.
  
• Margins are under pressure from DIY apps and low-cost competitors.
  

Dynamic pricing powered by MAX solves the problems you’re facing now while future-proofing your firm.

Firms using MAX are seeing:

• Higher acceptance rates on proposals.
  
• More profitable engagements without adding hours.
  
• Stronger positioning as trusted advisors who understand client needs on a deeper level.
  

The Quiet SEO Advantage

Even though your proposals aren’t public, the language inside them still matters.

When MAX builds a proposal, it taps into the language people use when they’re  researching tax services online.

That does two major things for you:

1. Increases proposal resonance — clients see their own words reflected back, building instant trust.
   
2. Informs your broader marketing — the same language MAX uses in proposals can sync across your website, emails, and content to boost visibility in AI-powered search.
   

MAX also captures key semantic patterns that mirror high-converting search queries, like terms tied to buyer intent, seasonal demand, and local relevance. When you post blogs, articles, and social posts, you can use these insights to craft your metadata, schema, and headline strategy to strengthen your SEO foundation. In other words, these proposals aren’t just sales tools, they’re built to sharpen your search visibility across channels.

So, while your proposals remain private, the insights behind them ripple across your entire growth strategy.

Moving the Profession Forward

Dynamic pricing isn’t a tool. It’s a paradigm shift.

With MAX, you’re not crossing your fingers that your proposal is “good enough.” You’re leveraging cutting-edge tech to know exactly when you’re undercharging, when you’re competitive, and when you can confidently charge more.

That’s how you stop running a practice that feels like a guessing game and start running one that feels like a growth engine.

Ready to See Where You Stand?

If you’ve ever wondered whether your proposals are helping you grow — or quietly holding you back — MAX is ready to show you.

👉 Start using the Proposal Playbook today and step into a future where your pricing is smarter, your profits are stronger, and your firm is positioned exactly where it deserves to be.

Because the future isn’t about working harder.

It’s about working smarter, and finally getting paid what you’re worth.