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Turn Proposals into a Growth Engine (Powered by MAX)

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Webinar Series

Turn Proposals into a Growth Engine (Powered by MAX)

Proposals shouldn’t be a bottleneck. They should be one of your firm’s strongest client-facing assets. In this Tactical Tuesday, Lee Reams walks through why most firms lose time, money, and credibility at the proposal stage—and how our new MAX-powered proposal tool flips the script.

With MAX, proposals are drafted in minutes, customized to your pricing model, and benchmarked against thousands of real engagements so you always know where you stand in the market. Clients can sign and pay instantly, turning proposals into a growth engine that helps you close faster, charge smarter, and show more value.

See how MAX transforms proposals into a seamless experience—from draft to signature to payment—in just a few clicks.

Tactical Tuesday

Turn Proposals into a Growth Engine (Powered by MAX)

Proposals shouldn’t be a bottleneck. They should be one of your firm’s strongest client-facing assets. In this Tactical Tuesday, Lee Reams walks through why most firms lose time, money, and credibility at the proposal stage—and how our new MAX-powered proposal tool flips the script.

With MAX, proposals are drafted in minutes, customized to your pricing model, and benchmarked against thousands of real engagements so you always know where you stand in the market. Clients can sign and pay instantly, turning proposals into a growth engine that helps you close faster, charge smarter, and show more value.

See how MAX transforms proposals into a seamless experience—from draft to signature to payment—in just a few clicks.

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Webinar Series

Turn Proposals into a Growth Engine (Powered by MAX)

Proposals shouldn’t be a bottleneck. They should be one of your firm’s strongest client-facing assets. In this Tactical Tuesday, Lee Reams walks through why most firms lose time, money, and credibility at the proposal stage—and how our new MAX-powered proposal tool flips the script.

With MAX, proposals are drafted in minutes, customized to your pricing model, and benchmarked against thousands of real engagements so you always know where you stand in the market. Clients can sign and pay instantly, turning proposals into a growth engine that helps you close faster, charge smarter, and show more value.

See how MAX transforms proposals into a seamless experience—from draft to signature to payment—in just a few clicks.

Guide

Turn Proposals into a Growth Engine (Powered by MAX)

Proposals shouldn’t be a bottleneck. They should be one of your firm’s strongest client-facing assets. In this Tactical Tuesday, Lee Reams walks through why most firms lose time, money, and credibility at the proposal stage—and how our new MAX-powered proposal tool flips the script.

With MAX, proposals are drafted in minutes, customized to your pricing model, and benchmarked against thousands of real engagements so you always know where you stand in the market. Clients can sign and pay instantly, turning proposals into a growth engine that helps you close faster, charge smarter, and show more value.

See how MAX transforms proposals into a seamless experience—from draft to signature to payment—in just a few clicks.

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Turn Proposals into a Growth Engine (Powered by MAX)

September 9, 2025
/
min read
Lee Reams
CEO | CountingWorks PRO

Proposals shouldn’t be a bottleneck. They should be one of your firm’s strongest client-facing assets. In this Tactical Tuesday, Lee Reams walks through why most firms lose time, money, and credibility at the proposal stage—and how our new MAX-powered proposal tool flips the script.

With MAX, proposals are drafted in minutes, customized to your pricing model, and benchmarked against thousands of real engagements so you always know where you stand in the market. Clients can sign and pay instantly, turning proposals into a growth engine that helps you close faster, charge smarter, and show more value.

See how MAX transforms proposals into a seamless experience—from draft to signature to payment—in just a few clicks.

Turn Proposals into a Growth Engine (Powered by MAX)

Tuesday, September 9, 2025

September 9, 2025
/
min read
Lee Reams
CEO | CountingWorks PRO

Proposals shouldn’t be a bottleneck. They should be one of your firm’s strongest client-facing assets. In this Tactical Tuesday, Lee Reams walks through why most firms lose time, money, and credibility at the proposal stage—and how our new MAX-powered proposal tool flips the script.

With MAX, proposals are drafted in minutes, customized to your pricing model, and benchmarked against thousands of real engagements so you always know where you stand in the market. Clients can sign and pay instantly, turning proposals into a growth engine that helps you close faster, charge smarter, and show more value.

See how MAX transforms proposals into a seamless experience—from draft to signature to payment—in just a few clicks.

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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