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Ready to Start Learning Marketing? Watch Our "How to Get More from Tax Season Recorded Webinar" to Get Started

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Webinar Series

Ready to Start Learning Marketing? Watch Our "How to Get More from Tax Season Recorded Webinar" to Get Started

Over 1,000 CPAs, EAs and tax professionals signed up for our marketing presentation. The webinar provides a great overview about how the marketing landscape has changed for tax & accounting professionals.

We cover it all, from what drives prospects through the buying process, to how life events provide a crucial opportunity to get new business and how leading firms are embracing digital technology to stand out and get found.

In this 50-minute presentation you will learn how to:

  • Drive more referrals & word-of-mouth business
  • Implement easy & effective online strategies
  • Use little-known secrets for websites, social media, reviews, email marketing & more
  • Generate new business and build a profitable "five star practice"

Read some comments from our attendees. You can watch the recorded version below.

"A wealth of information. I took this course just for the CPE but as a CPA desiring to have my own practice this has motivated me to consider being a little more aggressive. My concern is capital and building clientele. Thank you much.”

“Appreciated the Q & A information that continues after the webinar ended.”

“I learned a lot of useful marketing ideas from this webinar. I now have a much better understanding of what's going on in the marketplace and what I could do to influence the success of my business.”

“The set-up was phenomenal."

"Excellent review of marketing material for small accounting practices.”

"We have been in business for over 35 years. This has been right what we were looking for regarding social media."

"I don't know how you could improve the course. It was well presented and explained.”

Tactical Tuesday

Ready to Start Learning Marketing? Watch Our "How to Get More from Tax Season Recorded Webinar" to Get Started

Over 1,000 CPAs, EAs and tax professionals signed up for our marketing presentation. The webinar provides a great overview about how the marketing landscape has changed for tax & accounting professionals.

We cover it all, from what drives prospects through the buying process, to how life events provide a crucial opportunity to get new business and how leading firms are embracing digital technology to stand out and get found.

In this 50-minute presentation you will learn how to:

  • Drive more referrals & word-of-mouth business
  • Implement easy & effective online strategies
  • Use little-known secrets for websites, social media, reviews, email marketing & more
  • Generate new business and build a profitable "five star practice"

Read some comments from our attendees. You can watch the recorded version below.

"A wealth of information. I took this course just for the CPE but as a CPA desiring to have my own practice this has motivated me to consider being a little more aggressive. My concern is capital and building clientele. Thank you much.”

“Appreciated the Q & A information that continues after the webinar ended.”

“I learned a lot of useful marketing ideas from this webinar. I now have a much better understanding of what's going on in the marketplace and what I could do to influence the success of my business.”

“The set-up was phenomenal."

"Excellent review of marketing material for small accounting practices.”

"We have been in business for over 35 years. This has been right what we were looking for regarding social media."

"I don't know how you could improve the course. It was well presented and explained.”

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Webinar Series

Ready to Start Learning Marketing? Watch Our "How to Get More from Tax Season Recorded Webinar" to Get Started

Over 1,000 CPAs, EAs and tax professionals signed up for our marketing presentation. The webinar provides a great overview about how the marketing landscape has changed for tax & accounting professionals.

We cover it all, from what drives prospects through the buying process, to how life events provide a crucial opportunity to get new business and how leading firms are embracing digital technology to stand out and get found.

In this 50-minute presentation you will learn how to:

  • Drive more referrals & word-of-mouth business
  • Implement easy & effective online strategies
  • Use little-known secrets for websites, social media, reviews, email marketing & more
  • Generate new business and build a profitable "five star practice"

Read some comments from our attendees. You can watch the recorded version below.

"A wealth of information. I took this course just for the CPE but as a CPA desiring to have my own practice this has motivated me to consider being a little more aggressive. My concern is capital and building clientele. Thank you much.”

“Appreciated the Q & A information that continues after the webinar ended.”

“I learned a lot of useful marketing ideas from this webinar. I now have a much better understanding of what's going on in the marketplace and what I could do to influence the success of my business.”

“The set-up was phenomenal."

"Excellent review of marketing material for small accounting practices.”

"We have been in business for over 35 years. This has been right what we were looking for regarding social media."

"I don't know how you could improve the course. It was well presented and explained.”

Guide

Ready to Start Learning Marketing? Watch Our "How to Get More from Tax Season Recorded Webinar" to Get Started

Over 1,000 CPAs, EAs and tax professionals signed up for our marketing presentation. The webinar provides a great overview about how the marketing landscape has changed for tax & accounting professionals.

We cover it all, from what drives prospects through the buying process, to how life events provide a crucial opportunity to get new business and how leading firms are embracing digital technology to stand out and get found.

In this 50-minute presentation you will learn how to:

  • Drive more referrals & word-of-mouth business
  • Implement easy & effective online strategies
  • Use little-known secrets for websites, social media, reviews, email marketing & more
  • Generate new business and build a profitable "five star practice"

Read some comments from our attendees. You can watch the recorded version below.

"A wealth of information. I took this course just for the CPE but as a CPA desiring to have my own practice this has motivated me to consider being a little more aggressive. My concern is capital and building clientele. Thank you much.”

“Appreciated the Q & A information that continues after the webinar ended.”

“I learned a lot of useful marketing ideas from this webinar. I now have a much better understanding of what's going on in the marketplace and what I could do to influence the success of my business.”

“The set-up was phenomenal."

"Excellent review of marketing material for small accounting practices.”

"We have been in business for over 35 years. This has been right what we were looking for regarding social media."

"I don't know how you could improve the course. It was well presented and explained.”

Webinars & Resources
No items found.

Ready to Start Learning Marketing? Watch Our "How to Get More from Tax Season Recorded Webinar" to Get Started

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

Over 1,000 CPAs, EAs and tax professionals signed up for our marketing presentation. The webinar provides a great overview about how the marketing landscape has changed for tax & accounting professionals.

We cover it all, from what drives prospects through the buying process, to how life events provide a crucial opportunity to get new business and how leading firms are embracing digital technology to stand out and get found.

In this 50-minute presentation you will learn how to:

  • Drive more referrals & word-of-mouth business
  • Implement easy & effective online strategies
  • Use little-known secrets for websites, social media, reviews, email marketing & more
  • Generate new business and build a profitable "five star practice"

Read some comments from our attendees. You can watch the recorded version below.

"A wealth of information. I took this course just for the CPE but as a CPA desiring to have my own practice this has motivated me to consider being a little more aggressive. My concern is capital and building clientele. Thank you much.”

“Appreciated the Q & A information that continues after the webinar ended.”

“I learned a lot of useful marketing ideas from this webinar. I now have a much better understanding of what's going on in the marketplace and what I could do to influence the success of my business.”

“The set-up was phenomenal."

"Excellent review of marketing material for small accounting practices.”

"We have been in business for over 35 years. This has been right what we were looking for regarding social media."

"I don't know how you could improve the course. It was well presented and explained.”

Webinars & Resources

Ready to Start Learning Marketing? Watch Our "How to Get More from Tax Season Recorded Webinar" to Get Started

Friday, July 1, 2022

May 12, 2025
/
4
min read
Lee Reams
CEO | CountingWorks PRO

Over 1,000 CPAs, EAs and tax professionals signed up for our marketing presentation. The webinar provides a great overview about how the marketing landscape has changed for tax & accounting professionals.

We cover it all, from what drives prospects through the buying process, to how life events provide a crucial opportunity to get new business and how leading firms are embracing digital technology to stand out and get found.

In this 50-minute presentation you will learn how to:

  • Drive more referrals & word-of-mouth business
  • Implement easy & effective online strategies
  • Use little-known secrets for websites, social media, reviews, email marketing & more
  • Generate new business and build a profitable "five star practice"

Read some comments from our attendees. You can watch the recorded version below.

"A wealth of information. I took this course just for the CPE but as a CPA desiring to have my own practice this has motivated me to consider being a little more aggressive. My concern is capital and building clientele. Thank you much.”

“Appreciated the Q & A information that continues after the webinar ended.”

“I learned a lot of useful marketing ideas from this webinar. I now have a much better understanding of what's going on in the marketplace and what I could do to influence the success of my business.”

“The set-up was phenomenal."

"Excellent review of marketing material for small accounting practices.”

"We have been in business for over 35 years. This has been right what we were looking for regarding social media."

"I don't know how you could improve the course. It was well presented and explained.”

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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