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How to Turn the “Big, Beautiful Bill” Into Billable Revenue

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Webinar Series

How to Turn the “Big, Beautiful Bill” Into Billable Revenue

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Tax reform isn’t a headline. It’s your next high-margin service.

“We’ll wait and see what passes.”

That’s what most tax pros are telling themselves right now.

Which is exactly why you have an opportunity to grow—while they stay stuck doing $250 tax returns.

The 2025 tax reform is coming. Maybe it’s the TCJA sunsetting. Maybe it’s a rewrite of SALT, 199A, and estate exemptions. Maybe it’s just noise.

But here’s what it really is:

A golden opportunity to monetize confusion—and sell clarity at a premium.

This is your playbook for doing exactly that.

**First, Let’s Talk About What Not to Do**

Please don’t:

❌ Send a vague newsletter saying, “We’ll keep you posted.”

❌ Wait until legislation passes and you’re in Q4 crunch mode.

❌ Post a generic blog titled “What Might Happen in Tax Reform 2025.”

These things don’t help clients feel secure—and they certainly don’t get you paid.

✔️ The real money? It’s in proactive strategy. In selling certainty before the storm hits.

Step 1: Create a Real Offer Clients Can Buy

Introducing: The Tax Reform Readiness Plan

This is your new advisory product. It’s simple, scoped, and highly sellable.

What it includes:

A 30–45 min 1:1 planning session
A client-specific impact analysis of the most likely tax reform outcomes
Three modeled scenarios (status quo, partial reform, full change)
A personalized action checklist for Q4
Optional: Add-on for entity restructuring or multi-year planning

How to position it:

“You don’t need to watch Congress. You need a plan—based on your tax profile—to get ahead of any changes before they impact your bottom line.”

Step 2: Craft High-Converting Messaging That Drives Action

Email Subject Line Ideas:

“Your Next Tax Bill Might Look Very Different…”
“Tax Reform Is Coming. Want a Personal Plan?”
“Congress Might Sunset Your Tax Breaks—Here’s What to Do Now”

Website or Landing Page CTA:

“Worried About Tax Reform?
Get a personalized Tax Reform Readiness Plan and protect yourself from surprise bills.”

Social Media Post Prompt:

Three groups who might get hit hardest in the new tax plan:

S-Corp owners
High earners in CA, NY, NJ
Business sellers in 2025
Want to know where you stand? Book a 1:1 planning call.

Let MAX help you version this per segment, client type, and social platform.

Step 3: Charge Real Money for Real Strategy

This isn’t form-filling. This is proactive tax modeling and decision-making.

Suggested Pricing:

Client Type	Price Range
W-2 household	$195–$395
S-Corp or multi-entity	$595–$1,495
High-net-worth clients	$995–$2,500+

If you’re using ClientHub + MAX, this is easy to scope and generate proposals in minutes.

Step 4: Build Recurring Revenue From It

Once clients bite on the reform planning offer, don’t stop there.

Here’s your upsell ladder:

1. 📆 Quarterly Strategy Packages

“Let’s check in every quarter to update your plan and reduce surprises.”

Price: $2,000–$10,000/year
Includes: Estimated tax reviews, restructuring, ongoing scenario planning

2. 🧑‍💼 Entity Optimization Analysis

“If pass-through deductions expire or C-Corp rates shift, should you rethink your structure?”

Price: $495–$1,295
Includes: W-2 vs. distribution analysis, audit risk review, compensation modeling

3. 💼 Business Exit or Sale Planning

“New capital gains rules or QSBS changes could reduce your exit net by 6 figures.”

Price: $1,500–$5,000+
Includes: Exit strategy design, gain exclusion eligibility, gifting prep

Step 5: Amplify It Across Every Channel

This isn’t a one-off offer—it’s a campaign. So get loud (but smart).

Use MAX + CountingWorks PRO to:

Auto-segment your list (e.g. clients who claimed 199A or itemized SALT)
Push targeted blog content and email sequences
Trigger voice memo outreach or AI-personalized previews
Add a homepage banner or pop-up

BONUS: Post weekly updates with local SEO optimization
e.g. “How the 2025 Tax Reform Could Impact Real Estate Investors in [City]”

AI search tools (like Google's SGE) surface local + expertise-driven content.
Don’t publish generic junk—use MAX to generate blog and newsletter content that sounds like you and performs like a pro.

Final Word (aka the Mindset Shift That Makes It Work)

Here’s the truth:

You don’t need to wait for a law to change.
You just need to be the one who sees it coming—and helps clients get ready.

Because in 2025, most tax pros will be drowning in rushed prep work.

You?

You’ll already have clients on a plan, in a program, and paying you to lead.

Want Help Launching This?

Our team will:

Build your Tax Reform Readiness Plan offer
Write your client emails + social posts
Set up automation to drive revenue on repeat

Just email help@countingworkspro.com and say:

“I’m ready to monetize tax reform.”

Let’s go turn headlines into high-ticket revenue.

‍

Tactical Tuesday

How to Turn the “Big, Beautiful Bill” Into Billable Revenue

Tax reform isn’t a headline. It’s your next high-margin service.

“We’ll wait and see what passes.”

That’s what most tax pros are telling themselves right now.

Which is exactly why you have an opportunity to grow—while they stay stuck doing $250 tax returns.

The 2025 tax reform is coming. Maybe it’s the TCJA sunsetting. Maybe it’s a rewrite of SALT, 199A, and estate exemptions. Maybe it’s just noise.

But here’s what it really is:

A golden opportunity to monetize confusion—and sell clarity at a premium.

This is your playbook for doing exactly that.

**First, Let’s Talk About What Not to Do**

Please don’t:

❌ Send a vague newsletter saying, “We’ll keep you posted.”

❌ Wait until legislation passes and you’re in Q4 crunch mode.

❌ Post a generic blog titled “What Might Happen in Tax Reform 2025.”

These things don’t help clients feel secure—and they certainly don’t get you paid.

✔️ The real money? It’s in proactive strategy. In selling certainty before the storm hits.

Step 1: Create a Real Offer Clients Can Buy

Introducing: The Tax Reform Readiness Plan

This is your new advisory product. It’s simple, scoped, and highly sellable.

What it includes:

A 30–45 min 1:1 planning session
A client-specific impact analysis of the most likely tax reform outcomes
Three modeled scenarios (status quo, partial reform, full change)
A personalized action checklist for Q4
Optional: Add-on for entity restructuring or multi-year planning

How to position it:

“You don’t need to watch Congress. You need a plan—based on your tax profile—to get ahead of any changes before they impact your bottom line.”

Step 2: Craft High-Converting Messaging That Drives Action

Email Subject Line Ideas:

“Your Next Tax Bill Might Look Very Different…”
“Tax Reform Is Coming. Want a Personal Plan?”
“Congress Might Sunset Your Tax Breaks—Here’s What to Do Now”

Website or Landing Page CTA:

“Worried About Tax Reform?
Get a personalized Tax Reform Readiness Plan and protect yourself from surprise bills.”

Social Media Post Prompt:

Three groups who might get hit hardest in the new tax plan:

S-Corp owners
High earners in CA, NY, NJ
Business sellers in 2025
Want to know where you stand? Book a 1:1 planning call.

Let MAX help you version this per segment, client type, and social platform.

Step 3: Charge Real Money for Real Strategy

This isn’t form-filling. This is proactive tax modeling and decision-making.

Suggested Pricing:

Client Type	Price Range
W-2 household	$195–$395
S-Corp or multi-entity	$595–$1,495
High-net-worth clients	$995–$2,500+

If you’re using ClientHub + MAX, this is easy to scope and generate proposals in minutes.

Step 4: Build Recurring Revenue From It

Once clients bite on the reform planning offer, don’t stop there.

Here’s your upsell ladder:

1. 📆 Quarterly Strategy Packages

“Let’s check in every quarter to update your plan and reduce surprises.”

Price: $2,000–$10,000/year
Includes: Estimated tax reviews, restructuring, ongoing scenario planning

2. 🧑‍💼 Entity Optimization Analysis

“If pass-through deductions expire or C-Corp rates shift, should you rethink your structure?”

Price: $495–$1,295
Includes: W-2 vs. distribution analysis, audit risk review, compensation modeling

3. 💼 Business Exit or Sale Planning

“New capital gains rules or QSBS changes could reduce your exit net by 6 figures.”

Price: $1,500–$5,000+
Includes: Exit strategy design, gain exclusion eligibility, gifting prep

Step 5: Amplify It Across Every Channel

This isn’t a one-off offer—it’s a campaign. So get loud (but smart).

Use MAX + CountingWorks PRO to:

Auto-segment your list (e.g. clients who claimed 199A or itemized SALT)
Push targeted blog content and email sequences
Trigger voice memo outreach or AI-personalized previews
Add a homepage banner or pop-up

BONUS: Post weekly updates with local SEO optimization
e.g. “How the 2025 Tax Reform Could Impact Real Estate Investors in [City]”

AI search tools (like Google's SGE) surface local + expertise-driven content.
Don’t publish generic junk—use MAX to generate blog and newsletter content that sounds like you and performs like a pro.

Final Word (aka the Mindset Shift That Makes It Work)

Here’s the truth:

You don’t need to wait for a law to change.
You just need to be the one who sees it coming—and helps clients get ready.

Because in 2025, most tax pros will be drowning in rushed prep work.

You?

You’ll already have clients on a plan, in a program, and paying you to lead.

Want Help Launching This?

Our team will:

Build your Tax Reform Readiness Plan offer
Write your client emails + social posts
Set up automation to drive revenue on repeat

Just email help@countingworkspro.com and say:

“I’m ready to monetize tax reform.”

Let’s go turn headlines into high-ticket revenue.

‍

Already a Client and Have Questions?

Send Us an Email to help@countingworkspro.com

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

First Time Hearing About Our Product?

Speak To Us and See Our Product In Action

Webinar Series

How to Turn the “Big, Beautiful Bill” Into Billable Revenue

Sign Up for The Webinar

Tax reform isn’t a headline. It’s your next high-margin service.

“We’ll wait and see what passes.”

That’s what most tax pros are telling themselves right now.

Which is exactly why you have an opportunity to grow—while they stay stuck doing $250 tax returns.

The 2025 tax reform is coming. Maybe it’s the TCJA sunsetting. Maybe it’s a rewrite of SALT, 199A, and estate exemptions. Maybe it’s just noise.

But here’s what it really is:

A golden opportunity to monetize confusion—and sell clarity at a premium.

This is your playbook for doing exactly that.

**First, Let’s Talk About What Not to Do**

Please don’t:

❌ Send a vague newsletter saying, “We’ll keep you posted.”

❌ Wait until legislation passes and you’re in Q4 crunch mode.

❌ Post a generic blog titled “What Might Happen in Tax Reform 2025.”

These things don’t help clients feel secure—and they certainly don’t get you paid.

✔️ The real money? It’s in proactive strategy. In selling certainty before the storm hits.

Step 1: Create a Real Offer Clients Can Buy

Introducing: The Tax Reform Readiness Plan

This is your new advisory product. It’s simple, scoped, and highly sellable.

What it includes:

A 30–45 min 1:1 planning session
A client-specific impact analysis of the most likely tax reform outcomes
Three modeled scenarios (status quo, partial reform, full change)
A personalized action checklist for Q4
Optional: Add-on for entity restructuring or multi-year planning

How to position it:

“You don’t need to watch Congress. You need a plan—based on your tax profile—to get ahead of any changes before they impact your bottom line.”

Step 2: Craft High-Converting Messaging That Drives Action

Email Subject Line Ideas:

“Your Next Tax Bill Might Look Very Different…”
“Tax Reform Is Coming. Want a Personal Plan?”
“Congress Might Sunset Your Tax Breaks—Here’s What to Do Now”

Website or Landing Page CTA:

“Worried About Tax Reform?
Get a personalized Tax Reform Readiness Plan and protect yourself from surprise bills.”

Social Media Post Prompt:

Three groups who might get hit hardest in the new tax plan:

S-Corp owners
High earners in CA, NY, NJ
Business sellers in 2025
Want to know where you stand? Book a 1:1 planning call.

Let MAX help you version this per segment, client type, and social platform.

Step 3: Charge Real Money for Real Strategy

This isn’t form-filling. This is proactive tax modeling and decision-making.

Suggested Pricing:

Client Type	Price Range
W-2 household	$195–$395
S-Corp or multi-entity	$595–$1,495
High-net-worth clients	$995–$2,500+

If you’re using ClientHub + MAX, this is easy to scope and generate proposals in minutes.

Step 4: Build Recurring Revenue From It

Once clients bite on the reform planning offer, don’t stop there.

Here’s your upsell ladder:

1. 📆 Quarterly Strategy Packages

“Let’s check in every quarter to update your plan and reduce surprises.”

Price: $2,000–$10,000/year
Includes: Estimated tax reviews, restructuring, ongoing scenario planning

2. 🧑‍💼 Entity Optimization Analysis

“If pass-through deductions expire or C-Corp rates shift, should you rethink your structure?”

Price: $495–$1,295
Includes: W-2 vs. distribution analysis, audit risk review, compensation modeling

3. 💼 Business Exit or Sale Planning

“New capital gains rules or QSBS changes could reduce your exit net by 6 figures.”

Price: $1,500–$5,000+
Includes: Exit strategy design, gain exclusion eligibility, gifting prep

Step 5: Amplify It Across Every Channel

This isn’t a one-off offer—it’s a campaign. So get loud (but smart).

Use MAX + CountingWorks PRO to:

Auto-segment your list (e.g. clients who claimed 199A or itemized SALT)
Push targeted blog content and email sequences
Trigger voice memo outreach or AI-personalized previews
Add a homepage banner or pop-up

BONUS: Post weekly updates with local SEO optimization
e.g. “How the 2025 Tax Reform Could Impact Real Estate Investors in [City]”

AI search tools (like Google's SGE) surface local + expertise-driven content.
Don’t publish generic junk—use MAX to generate blog and newsletter content that sounds like you and performs like a pro.

Final Word (aka the Mindset Shift That Makes It Work)

Here’s the truth:

You don’t need to wait for a law to change.
You just need to be the one who sees it coming—and helps clients get ready.

Because in 2025, most tax pros will be drowning in rushed prep work.

You?

You’ll already have clients on a plan, in a program, and paying you to lead.

Want Help Launching This?

Our team will:

Build your Tax Reform Readiness Plan offer
Write your client emails + social posts
Set up automation to drive revenue on repeat

Just email help@countingworkspro.com and say:

“I’m ready to monetize tax reform.”

Let’s go turn headlines into high-ticket revenue.

‍

Guide

How to Turn the “Big, Beautiful Bill” Into Billable Revenue

Tax reform isn’t a headline. It’s your next high-margin service.

“We’ll wait and see what passes.”

That’s what most tax pros are telling themselves right now.

Which is exactly why you have an opportunity to grow—while they stay stuck doing $250 tax returns.

The 2025 tax reform is coming. Maybe it’s the TCJA sunsetting. Maybe it’s a rewrite of SALT, 199A, and estate exemptions. Maybe it’s just noise.

But here’s what it really is:

A golden opportunity to monetize confusion—and sell clarity at a premium.

This is your playbook for doing exactly that.

**First, Let’s Talk About What Not to Do**

Please don’t:

❌ Send a vague newsletter saying, “We’ll keep you posted.”

❌ Wait until legislation passes and you’re in Q4 crunch mode.

❌ Post a generic blog titled “What Might Happen in Tax Reform 2025.”

These things don’t help clients feel secure—and they certainly don’t get you paid.

✔️ The real money? It’s in proactive strategy. In selling certainty before the storm hits.

Step 1: Create a Real Offer Clients Can Buy

Introducing: The Tax Reform Readiness Plan

This is your new advisory product. It’s simple, scoped, and highly sellable.

What it includes:

A 30–45 min 1:1 planning session
A client-specific impact analysis of the most likely tax reform outcomes
Three modeled scenarios (status quo, partial reform, full change)
A personalized action checklist for Q4
Optional: Add-on for entity restructuring or multi-year planning

How to position it:

“You don’t need to watch Congress. You need a plan—based on your tax profile—to get ahead of any changes before they impact your bottom line.”

Step 2: Craft High-Converting Messaging That Drives Action

Email Subject Line Ideas:

“Your Next Tax Bill Might Look Very Different…”
“Tax Reform Is Coming. Want a Personal Plan?”
“Congress Might Sunset Your Tax Breaks—Here’s What to Do Now”

Website or Landing Page CTA:

“Worried About Tax Reform?
Get a personalized Tax Reform Readiness Plan and protect yourself from surprise bills.”

Social Media Post Prompt:

Three groups who might get hit hardest in the new tax plan:

S-Corp owners
High earners in CA, NY, NJ
Business sellers in 2025
Want to know where you stand? Book a 1:1 planning call.

Let MAX help you version this per segment, client type, and social platform.

Step 3: Charge Real Money for Real Strategy

This isn’t form-filling. This is proactive tax modeling and decision-making.

Suggested Pricing:

Client Type	Price Range
W-2 household	$195–$395
S-Corp or multi-entity	$595–$1,495
High-net-worth clients	$995–$2,500+

If you’re using ClientHub + MAX, this is easy to scope and generate proposals in minutes.

Step 4: Build Recurring Revenue From It

Once clients bite on the reform planning offer, don’t stop there.

Here’s your upsell ladder:

1. 📆 Quarterly Strategy Packages

“Let’s check in every quarter to update your plan and reduce surprises.”

Price: $2,000–$10,000/year
Includes: Estimated tax reviews, restructuring, ongoing scenario planning

2. 🧑‍💼 Entity Optimization Analysis

“If pass-through deductions expire or C-Corp rates shift, should you rethink your structure?”

Price: $495–$1,295
Includes: W-2 vs. distribution analysis, audit risk review, compensation modeling

3. 💼 Business Exit or Sale Planning

“New capital gains rules or QSBS changes could reduce your exit net by 6 figures.”

Price: $1,500–$5,000+
Includes: Exit strategy design, gain exclusion eligibility, gifting prep

Step 5: Amplify It Across Every Channel

This isn’t a one-off offer—it’s a campaign. So get loud (but smart).

Use MAX + CountingWorks PRO to:

Auto-segment your list (e.g. clients who claimed 199A or itemized SALT)
Push targeted blog content and email sequences
Trigger voice memo outreach or AI-personalized previews
Add a homepage banner or pop-up

BONUS: Post weekly updates with local SEO optimization
e.g. “How the 2025 Tax Reform Could Impact Real Estate Investors in [City]”

AI search tools (like Google's SGE) surface local + expertise-driven content.
Don’t publish generic junk—use MAX to generate blog and newsletter content that sounds like you and performs like a pro.

Final Word (aka the Mindset Shift That Makes It Work)

Here’s the truth:

You don’t need to wait for a law to change.
You just need to be the one who sees it coming—and helps clients get ready.

Because in 2025, most tax pros will be drowning in rushed prep work.

You?

You’ll already have clients on a plan, in a program, and paying you to lead.

Want Help Launching This?

Our team will:

Build your Tax Reform Readiness Plan offer
Write your client emails + social posts
Set up automation to drive revenue on repeat

Just email help@countingworkspro.com and say:

“I’m ready to monetize tax reform.”

Let’s go turn headlines into high-ticket revenue.

‍

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.