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Time Tracking and Billing: Stop Leaking Hours and Start Getting Paid Faster

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Manual billing and loose time tracking cost firms money. Learn best practices for digital billing and time tracking, and see how CountingWorks PRO makes it easy to capture every hour and get paid faster.

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Webinar Series

Time Tracking and Billing: Stop Leaking Hours and Start Getting Paid Faster

The Cash Flow Rollercoaster (a.k.a. the Old Way)

If you’ve ever chased a client for payment, you know the feeling.

You sent the invoice three weeks ago. You’ve followed up twice. Still no check. Meanwhile, payroll’s coming up, and you’re basically floating your client’s business with your own cash flow.

Now add on the time you “meant” to track but didn’t. That two-hour consult you forgot to log? Gone. The quick follow-up call you thought you’d bill later? Vanished. That’s thousands of dollars every year slipping through your fingers — not because you didn’t do the work, but because you didn’t capture the work.

Old-school billing and manual time tracking aren’t just inefficient. They’re expensive.

Why Digital Billing Matters

The goal of billing is simple: do the work, get paid. Fast.

Digital billing makes that happen.

  • Clients pay online with a click — ACH, card, whatever’s easiest.
  • Payments hit your account in days, not weeks.
  • You stop acting like a collections agent and start acting like an advisor.

When you combine digital invoices with online payments, you flip the cash flow script: less chasing, more collecting.

Manual invoicing costs time and money. Automation puts both back where they belong: in your pocket.

Why Time Tracking Matters (Even If You Hate Hourly Billing)

You might bill by the project, by the month, or by the hour — doesn’t matter. Tracking time still matters.

Because every minute you don’t log is a minute you can’t measure. And if you can’t measure it, you can’t bill it, you can’t improve it, and you can’t see where your team is spending their days.

The truth? Most firms leak billable hours like a cracked pipe. Two here. Six there. By year’s end, it’s tens of thousands in lost revenue.

And you can’t plug the leak with sticky notes and memory. You need digital tools that capture time while you’re actually working on the client.

A Client’s Experience (Why It Matters on Their End Too)

Picture this:
Your client is standing in line for coffee. They get a text: “Your invoice from [Firm Name] is ready.”

They open the link, tap Pay Now, and in under a minute, the bill is settled. They sip their latte, you get your money — and neither of you has to think about it again.

No stamps. No checks. No awkward “Just circling back on that invoice…” emails. Just paid. Done.

On your side? The hours you tracked while working on their return are already logged, rolled into the invoice, and recorded in your CRM. Nothing slipped through the cracks. Nothing left on the table.

That’s the difference between clunky billing and a system that just works.

The CountingWorks PRO Way

Here’s where it gets better. CountingWorks PRO puts time tracking and billing right inside your ClientHub — the place you already work with clients.

  • Working on a client file? Click “Track Time.” It runs in the background and logs against that client.
  • Done with the work? Click “Invoice.” Your hours roll straight into a bill — no double entry, no forgotten minutes.
  • Need to bill a bunch of clients at once? Batch invoicing makes it a one-click job.
  • Payments? Powered by Stripe — set up in minutes, fully integrated, and built for speed. Clients pay online, you get cash flow stability.
  • Best-in-class time tracking. Powered by a leading third-party integration, fully embedded into CountingWorks PRO.
  • All-in-one system. No more juggling multiple apps for time tracking, billing, and payments — it all happens in your CRM.
Bill Faster, Stress Less

The ROI of Smarter Billing

Imagine saving 20 hours a month on manual invoicing and chasing. Imagine capturing even one extra billable hour per week you would’ve lost.

That’s thousands of dollars back in your pocket — and hundreds of hours freed up every year.

And your clients? They get a modern experience. No more printing checks. No more “Did you get my invoice?” Just pay, done, move on.

The Real Payoff

Time tracking and billing aren’t the glamorous side of running a firm. But they’re the part that decides whether you grow — or whether you’re stuck waiting for checks that may or may not arrive.

CountingWorks PRO bakes time tracking and billing into the platform you already use to manage clients. Which means:

  • You capture every hour.
  • You send invoices faster.
  • You get paid quicker.
  • You stop running a charity.

The Bottom line

You did the work. You deserve to get paid. CountingWorks PRO makes sure you do — with time tracking and billing that’s fast, digital, and built right into your firm’s workflow.

Tactical Tuesday

Time Tracking and Billing: Stop Leaking Hours and Start Getting Paid Faster

The Cash Flow Rollercoaster (a.k.a. the Old Way)

If you’ve ever chased a client for payment, you know the feeling.

You sent the invoice three weeks ago. You’ve followed up twice. Still no check. Meanwhile, payroll’s coming up, and you’re basically floating your client’s business with your own cash flow.

Now add on the time you “meant” to track but didn’t. That two-hour consult you forgot to log? Gone. The quick follow-up call you thought you’d bill later? Vanished. That’s thousands of dollars every year slipping through your fingers — not because you didn’t do the work, but because you didn’t capture the work.

Old-school billing and manual time tracking aren’t just inefficient. They’re expensive.

Why Digital Billing Matters

The goal of billing is simple: do the work, get paid. Fast.

Digital billing makes that happen.

  • Clients pay online with a click — ACH, card, whatever’s easiest.
  • Payments hit your account in days, not weeks.
  • You stop acting like a collections agent and start acting like an advisor.

When you combine digital invoices with online payments, you flip the cash flow script: less chasing, more collecting.

Manual invoicing costs time and money. Automation puts both back where they belong: in your pocket.

Why Time Tracking Matters (Even If You Hate Hourly Billing)

You might bill by the project, by the month, or by the hour — doesn’t matter. Tracking time still matters.

Because every minute you don’t log is a minute you can’t measure. And if you can’t measure it, you can’t bill it, you can’t improve it, and you can’t see where your team is spending their days.

The truth? Most firms leak billable hours like a cracked pipe. Two here. Six there. By year’s end, it’s tens of thousands in lost revenue.

And you can’t plug the leak with sticky notes and memory. You need digital tools that capture time while you’re actually working on the client.

A Client’s Experience (Why It Matters on Their End Too)

Picture this:
Your client is standing in line for coffee. They get a text: “Your invoice from [Firm Name] is ready.”

They open the link, tap Pay Now, and in under a minute, the bill is settled. They sip their latte, you get your money — and neither of you has to think about it again.

No stamps. No checks. No awkward “Just circling back on that invoice…” emails. Just paid. Done.

On your side? The hours you tracked while working on their return are already logged, rolled into the invoice, and recorded in your CRM. Nothing slipped through the cracks. Nothing left on the table.

That’s the difference between clunky billing and a system that just works.

The CountingWorks PRO Way

Here’s where it gets better. CountingWorks PRO puts time tracking and billing right inside your ClientHub — the place you already work with clients.

  • Working on a client file? Click “Track Time.” It runs in the background and logs against that client.
  • Done with the work? Click “Invoice.” Your hours roll straight into a bill — no double entry, no forgotten minutes.
  • Need to bill a bunch of clients at once? Batch invoicing makes it a one-click job.
  • Payments? Powered by Stripe — set up in minutes, fully integrated, and built for speed. Clients pay online, you get cash flow stability.
  • Best-in-class time tracking. Powered by a leading third-party integration, fully embedded into CountingWorks PRO.
  • All-in-one system. No more juggling multiple apps for time tracking, billing, and payments — it all happens in your CRM.
Bill Faster, Stress Less

The ROI of Smarter Billing

Imagine saving 20 hours a month on manual invoicing and chasing. Imagine capturing even one extra billable hour per week you would’ve lost.

That’s thousands of dollars back in your pocket — and hundreds of hours freed up every year.

And your clients? They get a modern experience. No more printing checks. No more “Did you get my invoice?” Just pay, done, move on.

The Real Payoff

Time tracking and billing aren’t the glamorous side of running a firm. But they’re the part that decides whether you grow — or whether you’re stuck waiting for checks that may or may not arrive.

CountingWorks PRO bakes time tracking and billing into the platform you already use to manage clients. Which means:

  • You capture every hour.
  • You send invoices faster.
  • You get paid quicker.
  • You stop running a charity.

The Bottom line

You did the work. You deserve to get paid. CountingWorks PRO makes sure you do — with time tracking and billing that’s fast, digital, and built right into your firm’s workflow.

Already a Client and Have Questions?

Send Us an Email to help@countingworkspro.com

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

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Webinar Series

Time Tracking and Billing: Stop Leaking Hours and Start Getting Paid Faster

The Cash Flow Rollercoaster (a.k.a. the Old Way)

If you’ve ever chased a client for payment, you know the feeling.

You sent the invoice three weeks ago. You’ve followed up twice. Still no check. Meanwhile, payroll’s coming up, and you’re basically floating your client’s business with your own cash flow.

Now add on the time you “meant” to track but didn’t. That two-hour consult you forgot to log? Gone. The quick follow-up call you thought you’d bill later? Vanished. That’s thousands of dollars every year slipping through your fingers — not because you didn’t do the work, but because you didn’t capture the work.

Old-school billing and manual time tracking aren’t just inefficient. They’re expensive.

Why Digital Billing Matters

The goal of billing is simple: do the work, get paid. Fast.

Digital billing makes that happen.

  • Clients pay online with a click — ACH, card, whatever’s easiest.
  • Payments hit your account in days, not weeks.
  • You stop acting like a collections agent and start acting like an advisor.

When you combine digital invoices with online payments, you flip the cash flow script: less chasing, more collecting.

Manual invoicing costs time and money. Automation puts both back where they belong: in your pocket.

Why Time Tracking Matters (Even If You Hate Hourly Billing)

You might bill by the project, by the month, or by the hour — doesn’t matter. Tracking time still matters.

Because every minute you don’t log is a minute you can’t measure. And if you can’t measure it, you can’t bill it, you can’t improve it, and you can’t see where your team is spending their days.

The truth? Most firms leak billable hours like a cracked pipe. Two here. Six there. By year’s end, it’s tens of thousands in lost revenue.

And you can’t plug the leak with sticky notes and memory. You need digital tools that capture time while you’re actually working on the client.

A Client’s Experience (Why It Matters on Their End Too)

Picture this:
Your client is standing in line for coffee. They get a text: “Your invoice from [Firm Name] is ready.”

They open the link, tap Pay Now, and in under a minute, the bill is settled. They sip their latte, you get your money — and neither of you has to think about it again.

No stamps. No checks. No awkward “Just circling back on that invoice…” emails. Just paid. Done.

On your side? The hours you tracked while working on their return are already logged, rolled into the invoice, and recorded in your CRM. Nothing slipped through the cracks. Nothing left on the table.

That’s the difference between clunky billing and a system that just works.

The CountingWorks PRO Way

Here’s where it gets better. CountingWorks PRO puts time tracking and billing right inside your ClientHub — the place you already work with clients.

  • Working on a client file? Click “Track Time.” It runs in the background and logs against that client.
  • Done with the work? Click “Invoice.” Your hours roll straight into a bill — no double entry, no forgotten minutes.
  • Need to bill a bunch of clients at once? Batch invoicing makes it a one-click job.
  • Payments? Powered by Stripe — set up in minutes, fully integrated, and built for speed. Clients pay online, you get cash flow stability.
  • Best-in-class time tracking. Powered by a leading third-party integration, fully embedded into CountingWorks PRO.
  • All-in-one system. No more juggling multiple apps for time tracking, billing, and payments — it all happens in your CRM.
Bill Faster, Stress Less

The ROI of Smarter Billing

Imagine saving 20 hours a month on manual invoicing and chasing. Imagine capturing even one extra billable hour per week you would’ve lost.

That’s thousands of dollars back in your pocket — and hundreds of hours freed up every year.

And your clients? They get a modern experience. No more printing checks. No more “Did you get my invoice?” Just pay, done, move on.

The Real Payoff

Time tracking and billing aren’t the glamorous side of running a firm. But they’re the part that decides whether you grow — or whether you’re stuck waiting for checks that may or may not arrive.

CountingWorks PRO bakes time tracking and billing into the platform you already use to manage clients. Which means:

  • You capture every hour.
  • You send invoices faster.
  • You get paid quicker.
  • You stop running a charity.

The Bottom line

You did the work. You deserve to get paid. CountingWorks PRO makes sure you do — with time tracking and billing that’s fast, digital, and built right into your firm’s workflow.

Guide

Time Tracking and Billing: Stop Leaking Hours and Start Getting Paid Faster

The Cash Flow Rollercoaster (a.k.a. the Old Way)

If you’ve ever chased a client for payment, you know the feeling.

You sent the invoice three weeks ago. You’ve followed up twice. Still no check. Meanwhile, payroll’s coming up, and you’re basically floating your client’s business with your own cash flow.

Now add on the time you “meant” to track but didn’t. That two-hour consult you forgot to log? Gone. The quick follow-up call you thought you’d bill later? Vanished. That’s thousands of dollars every year slipping through your fingers — not because you didn’t do the work, but because you didn’t capture the work.

Old-school billing and manual time tracking aren’t just inefficient. They’re expensive.

Why Digital Billing Matters

The goal of billing is simple: do the work, get paid. Fast.

Digital billing makes that happen.

  • Clients pay online with a click — ACH, card, whatever’s easiest.
  • Payments hit your account in days, not weeks.
  • You stop acting like a collections agent and start acting like an advisor.

When you combine digital invoices with online payments, you flip the cash flow script: less chasing, more collecting.

Manual invoicing costs time and money. Automation puts both back where they belong: in your pocket.

Why Time Tracking Matters (Even If You Hate Hourly Billing)

You might bill by the project, by the month, or by the hour — doesn’t matter. Tracking time still matters.

Because every minute you don’t log is a minute you can’t measure. And if you can’t measure it, you can’t bill it, you can’t improve it, and you can’t see where your team is spending their days.

The truth? Most firms leak billable hours like a cracked pipe. Two here. Six there. By year’s end, it’s tens of thousands in lost revenue.

And you can’t plug the leak with sticky notes and memory. You need digital tools that capture time while you’re actually working on the client.

A Client’s Experience (Why It Matters on Their End Too)

Picture this:
Your client is standing in line for coffee. They get a text: “Your invoice from [Firm Name] is ready.”

They open the link, tap Pay Now, and in under a minute, the bill is settled. They sip their latte, you get your money — and neither of you has to think about it again.

No stamps. No checks. No awkward “Just circling back on that invoice…” emails. Just paid. Done.

On your side? The hours you tracked while working on their return are already logged, rolled into the invoice, and recorded in your CRM. Nothing slipped through the cracks. Nothing left on the table.

That’s the difference between clunky billing and a system that just works.

The CountingWorks PRO Way

Here’s where it gets better. CountingWorks PRO puts time tracking and billing right inside your ClientHub — the place you already work with clients.

  • Working on a client file? Click “Track Time.” It runs in the background and logs against that client.
  • Done with the work? Click “Invoice.” Your hours roll straight into a bill — no double entry, no forgotten minutes.
  • Need to bill a bunch of clients at once? Batch invoicing makes it a one-click job.
  • Payments? Powered by Stripe — set up in minutes, fully integrated, and built for speed. Clients pay online, you get cash flow stability.
  • Best-in-class time tracking. Powered by a leading third-party integration, fully embedded into CountingWorks PRO.
  • All-in-one system. No more juggling multiple apps for time tracking, billing, and payments — it all happens in your CRM.
Bill Faster, Stress Less

The ROI of Smarter Billing

Imagine saving 20 hours a month on manual invoicing and chasing. Imagine capturing even one extra billable hour per week you would’ve lost.

That’s thousands of dollars back in your pocket — and hundreds of hours freed up every year.

And your clients? They get a modern experience. No more printing checks. No more “Did you get my invoice?” Just pay, done, move on.

The Real Payoff

Time tracking and billing aren’t the glamorous side of running a firm. But they’re the part that decides whether you grow — or whether you’re stuck waiting for checks that may or may not arrive.

CountingWorks PRO bakes time tracking and billing into the platform you already use to manage clients. Which means:

  • You capture every hour.
  • You send invoices faster.
  • You get paid quicker.
  • You stop running a charity.

The Bottom line

You did the work. You deserve to get paid. CountingWorks PRO makes sure you do — with time tracking and billing that’s fast, digital, and built right into your firm’s workflow.

Products & Features

Time Tracking and Billing: Stop Leaking Hours and Start Getting Paid Faster

November 11, 2025
/
5
min read
Lee Reams
CEO | CountingWorks PRO

The Cash Flow Rollercoaster (a.k.a. the Old Way)

If you’ve ever chased a client for payment, you know the feeling.

You sent the invoice three weeks ago. You’ve followed up twice. Still no check. Meanwhile, payroll’s coming up, and you’re basically floating your client’s business with your own cash flow.

Now add on the time you “meant” to track but didn’t. That two-hour consult you forgot to log? Gone. The quick follow-up call you thought you’d bill later? Vanished. That’s thousands of dollars every year slipping through your fingers — not because you didn’t do the work, but because you didn’t capture the work.

Old-school billing and manual time tracking aren’t just inefficient. They’re expensive.

Why Digital Billing Matters

The goal of billing is simple: do the work, get paid. Fast.

Digital billing makes that happen.

  • Clients pay online with a click — ACH, card, whatever’s easiest.
  • Payments hit your account in days, not weeks.
  • You stop acting like a collections agent and start acting like an advisor.

When you combine digital invoices with online payments, you flip the cash flow script: less chasing, more collecting.

Manual invoicing costs time and money. Automation puts both back where they belong: in your pocket.

Why Time Tracking Matters (Even If You Hate Hourly Billing)

You might bill by the project, by the month, or by the hour — doesn’t matter. Tracking time still matters.

Because every minute you don’t log is a minute you can’t measure. And if you can’t measure it, you can’t bill it, you can’t improve it, and you can’t see where your team is spending their days.

The truth? Most firms leak billable hours like a cracked pipe. Two here. Six there. By year’s end, it’s tens of thousands in lost revenue.

And you can’t plug the leak with sticky notes and memory. You need digital tools that capture time while you’re actually working on the client.

A Client’s Experience (Why It Matters on Their End Too)

Picture this:
Your client is standing in line for coffee. They get a text: “Your invoice from [Firm Name] is ready.”

They open the link, tap Pay Now, and in under a minute, the bill is settled. They sip their latte, you get your money — and neither of you has to think about it again.

No stamps. No checks. No awkward “Just circling back on that invoice…” emails. Just paid. Done.

On your side? The hours you tracked while working on their return are already logged, rolled into the invoice, and recorded in your CRM. Nothing slipped through the cracks. Nothing left on the table.

That’s the difference between clunky billing and a system that just works.

The CountingWorks PRO Way

Here’s where it gets better. CountingWorks PRO puts time tracking and billing right inside your ClientHub — the place you already work with clients.

  • Working on a client file? Click “Track Time.” It runs in the background and logs against that client.
  • Done with the work? Click “Invoice.” Your hours roll straight into a bill — no double entry, no forgotten minutes.
  • Need to bill a bunch of clients at once? Batch invoicing makes it a one-click job.
  • Payments? Powered by Stripe — set up in minutes, fully integrated, and built for speed. Clients pay online, you get cash flow stability.
  • Best-in-class time tracking. Powered by a leading third-party integration, fully embedded into CountingWorks PRO.
  • All-in-one system. No more juggling multiple apps for time tracking, billing, and payments — it all happens in your CRM.
Bill Faster, Stress Less

The ROI of Smarter Billing

Imagine saving 20 hours a month on manual invoicing and chasing. Imagine capturing even one extra billable hour per week you would’ve lost.

That’s thousands of dollars back in your pocket — and hundreds of hours freed up every year.

And your clients? They get a modern experience. No more printing checks. No more “Did you get my invoice?” Just pay, done, move on.

The Real Payoff

Time tracking and billing aren’t the glamorous side of running a firm. But they’re the part that decides whether you grow — or whether you’re stuck waiting for checks that may or may not arrive.

CountingWorks PRO bakes time tracking and billing into the platform you already use to manage clients. Which means:

  • You capture every hour.
  • You send invoices faster.
  • You get paid quicker.
  • You stop running a charity.

The Bottom line

You did the work. You deserve to get paid. CountingWorks PRO makes sure you do — with time tracking and billing that’s fast, digital, and built right into your firm’s workflow.

Products & Features

Time Tracking and Billing: Stop Leaking Hours and Start Getting Paid Faster

Tuesday, November 11, 2025

November 11, 2025
/
5
min read
Lee Reams
CEO | CountingWorks PRO

The Cash Flow Rollercoaster (a.k.a. the Old Way)

If you’ve ever chased a client for payment, you know the feeling.

You sent the invoice three weeks ago. You’ve followed up twice. Still no check. Meanwhile, payroll’s coming up, and you’re basically floating your client’s business with your own cash flow.

Now add on the time you “meant” to track but didn’t. That two-hour consult you forgot to log? Gone. The quick follow-up call you thought you’d bill later? Vanished. That’s thousands of dollars every year slipping through your fingers — not because you didn’t do the work, but because you didn’t capture the work.

Old-school billing and manual time tracking aren’t just inefficient. They’re expensive.

Why Digital Billing Matters

The goal of billing is simple: do the work, get paid. Fast.

Digital billing makes that happen.

  • Clients pay online with a click — ACH, card, whatever’s easiest.
  • Payments hit your account in days, not weeks.
  • You stop acting like a collections agent and start acting like an advisor.

When you combine digital invoices with online payments, you flip the cash flow script: less chasing, more collecting.

Manual invoicing costs time and money. Automation puts both back where they belong: in your pocket.

Why Time Tracking Matters (Even If You Hate Hourly Billing)

You might bill by the project, by the month, or by the hour — doesn’t matter. Tracking time still matters.

Because every minute you don’t log is a minute you can’t measure. And if you can’t measure it, you can’t bill it, you can’t improve it, and you can’t see where your team is spending their days.

The truth? Most firms leak billable hours like a cracked pipe. Two here. Six there. By year’s end, it’s tens of thousands in lost revenue.

And you can’t plug the leak with sticky notes and memory. You need digital tools that capture time while you’re actually working on the client.

A Client’s Experience (Why It Matters on Their End Too)

Picture this:
Your client is standing in line for coffee. They get a text: “Your invoice from [Firm Name] is ready.”

They open the link, tap Pay Now, and in under a minute, the bill is settled. They sip their latte, you get your money — and neither of you has to think about it again.

No stamps. No checks. No awkward “Just circling back on that invoice…” emails. Just paid. Done.

On your side? The hours you tracked while working on their return are already logged, rolled into the invoice, and recorded in your CRM. Nothing slipped through the cracks. Nothing left on the table.

That’s the difference between clunky billing and a system that just works.

The CountingWorks PRO Way

Here’s where it gets better. CountingWorks PRO puts time tracking and billing right inside your ClientHub — the place you already work with clients.

  • Working on a client file? Click “Track Time.” It runs in the background and logs against that client.
  • Done with the work? Click “Invoice.” Your hours roll straight into a bill — no double entry, no forgotten minutes.
  • Need to bill a bunch of clients at once? Batch invoicing makes it a one-click job.
  • Payments? Powered by Stripe — set up in minutes, fully integrated, and built for speed. Clients pay online, you get cash flow stability.
  • Best-in-class time tracking. Powered by a leading third-party integration, fully embedded into CountingWorks PRO.
  • All-in-one system. No more juggling multiple apps for time tracking, billing, and payments — it all happens in your CRM.
Bill Faster, Stress Less

The ROI of Smarter Billing

Imagine saving 20 hours a month on manual invoicing and chasing. Imagine capturing even one extra billable hour per week you would’ve lost.

That’s thousands of dollars back in your pocket — and hundreds of hours freed up every year.

And your clients? They get a modern experience. No more printing checks. No more “Did you get my invoice?” Just pay, done, move on.

The Real Payoff

Time tracking and billing aren’t the glamorous side of running a firm. But they’re the part that decides whether you grow — or whether you’re stuck waiting for checks that may or may not arrive.

CountingWorks PRO bakes time tracking and billing into the platform you already use to manage clients. Which means:

  • You capture every hour.
  • You send invoices faster.
  • You get paid quicker.
  • You stop running a charity.

The Bottom line

You did the work. You deserve to get paid. CountingWorks PRO makes sure you do — with time tracking and billing that’s fast, digital, and built right into your firm’s workflow.

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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