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Why AI Local Search Optimization Is the Future of Visibility

AI Local Search Optimization

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Learn how AI-driven search tools like ChatGPT, Perplexity, and Google’s AI rank firms—and how CountingWorks PRO optimizes your presence with custom content, FAQs, and reviews.

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Webinar Series

Why AI Local Search Optimization Is the Future of Visibility

AI Local Search Optimization

The Question You Didn’t Know Clients Are Asking

It’s happening more and more:

“Hey ChatGPT, who’s the best accountant near me?”

“Perplexity, which tax pro in {{city}} should I hire?”

“Google, what firm is trusted for brewery accounting in Indiana?”

The answers? They’re not coming from Google’s old blue links. They’re coming from AI-powered search—tools that scrape the web for reviews, structured data, FAQs, and local signals.

And here’s the risk: if your firm’s information is thin, outdated, or generic, AI won’t recommend you. In fact, it might recommend against you.

The Pain Point: Cookie-Cutter Firms Are Being Left Out

When your website isn’t optimized for AI local search, you risk:

  • Being Invisible: AI scrapes structured data, FAQs, and fresh content. If it can’t find yours, it won’t cite you.
  • Bad Recommendations: A single one-star review, buried on a directory you forgot about, can shape AI’s entire response about your firm.
  • Missed Niches: If you serve breweries, dentists, e-commerce sellers, or high-net-worth clients—but your site doesn’t say it clearly—AI won’t connect you to those searches.
  • Old Site Penalties: Duplicate libraries, thin content, and clunky tech get filtered out of AI results.
  • Translation: cookie-cutter firms aren’t even in the conversation.

Watch: Stop Blending In: Build a Lightning-Fast, Custom Website with MAX AI (No Cookie Cutters!)    

Why AI Local Search Optimization Matters

  1. Search Traffic Is Shifting
    A growing share of search queries never hit a Google results page—they’re answered inside AI tools like ChatGPT, Perplexity, and Google’s AI overviews.
  2. AI Relies on Structure
    These tools pull heavily from FAQs, schema, and structured data. If your site isn’t feeding them, you’re invisible.
  3. Local + Niche Authority Wins
    When someone asks “Which CPA helps dentists in {{city}}?” the firms with niche-local content get cited.
  4. Referrals Are Verified by AI
    Even referrals check you online. If AI tools say “not recommended” based on old reviews, that referral is gone.
  5. Future-Proofing
    As AI search grows, firms optimized for it will dominate visibility while others disappear.

What Most Tax & Accounting Pros Get Wrong

  • They assume SEO = enough. (AI search is different—it’s structured, FAQ-driven, review-sensitive.)
  • They don’t publish FAQs that answer the questions AI looks for.
  • They rely on duplicate vendor libraries that AI ignores.
  • They leave bad reviews unaddressed, giving AI negative data to surface.
  • They think AI search is “down the road.” (It’s already here.)

Result: old sites don’t just fail to rank—they get actively overlooked or flagged.

How CountingWorks PRO Fixes This for You

We build AI local optimization into every Grow, Premier, and Premier Plus plan.

Here’s how:

  • Schema Optimization: We structure your site data so AI tools can read and cite your services correctly.
  • Custom FAQs: Our team + MAX generate FAQs tailored to your firm, your niches, and your city. These are AI-friendly and often used directly in responses.
  • Localized Playbooks: Campaigns automatically generate content tied to your area and audience—dentists, breweries, gig workers, high-net-worth households, you name it.
  • Review Marketing: We help you earn fresh 5-star reviews and suppress negative signals—so AI has good data to surface.
  • Holistic GEO Strategy: Content, citations, and local signals work together to strengthen your presence in both traditional search and AI search.
  • Real Results: Our clients are already being cited in ChatGPT and Perplexity—recommended over competitors still stuck with cookie-cutter sites.

This isn’t theory. It’s built in.

Related: Why Personalized Intake Forms Are a Game-Changer for Tax and Accounting Professionals

The Bottom Line

AI search is here, and it’s changing how clients find (and filter) tax & accounting professionals. If your firm isn’t optimized for AI local search, you’re already losing visibility—and referrals—without even knowing it.

CountingWorks PRO future-proofs your firm. With structured data, custom FAQs, localized playbooks, and review marketing, we put you in the conversation—so when AI tools are asked “Who’s the best?” your firm makes the cut.

👉 Ready to be recommended by AI search, not ignored?

See how CountingWorks PRO powers AI local search optimization.

Tactical Tuesday

Why AI Local Search Optimization Is the Future of Visibility

The Question You Didn’t Know Clients Are Asking

It’s happening more and more:

“Hey ChatGPT, who’s the best accountant near me?”

“Perplexity, which tax pro in {{city}} should I hire?”

“Google, what firm is trusted for brewery accounting in Indiana?”

The answers? They’re not coming from Google’s old blue links. They’re coming from AI-powered search—tools that scrape the web for reviews, structured data, FAQs, and local signals.

And here’s the risk: if your firm’s information is thin, outdated, or generic, AI won’t recommend you. In fact, it might recommend against you.

The Pain Point: Cookie-Cutter Firms Are Being Left Out

When your website isn’t optimized for AI local search, you risk:

  • Being Invisible: AI scrapes structured data, FAQs, and fresh content. If it can’t find yours, it won’t cite you.
  • Bad Recommendations: A single one-star review, buried on a directory you forgot about, can shape AI’s entire response about your firm.
  • Missed Niches: If you serve breweries, dentists, e-commerce sellers, or high-net-worth clients—but your site doesn’t say it clearly—AI won’t connect you to those searches.
  • Old Site Penalties: Duplicate libraries, thin content, and clunky tech get filtered out of AI results.
  • Translation: cookie-cutter firms aren’t even in the conversation.

Watch: Stop Blending In: Build a Lightning-Fast, Custom Website with MAX AI (No Cookie Cutters!)    

Why AI Local Search Optimization Matters

  1. Search Traffic Is Shifting
    A growing share of search queries never hit a Google results page—they’re answered inside AI tools like ChatGPT, Perplexity, and Google’s AI overviews.
  2. AI Relies on Structure
    These tools pull heavily from FAQs, schema, and structured data. If your site isn’t feeding them, you’re invisible.
  3. Local + Niche Authority Wins
    When someone asks “Which CPA helps dentists in {{city}}?” the firms with niche-local content get cited.
  4. Referrals Are Verified by AI
    Even referrals check you online. If AI tools say “not recommended” based on old reviews, that referral is gone.
  5. Future-Proofing
    As AI search grows, firms optimized for it will dominate visibility while others disappear.

What Most Tax & Accounting Pros Get Wrong

  • They assume SEO = enough. (AI search is different—it’s structured, FAQ-driven, review-sensitive.)
  • They don’t publish FAQs that answer the questions AI looks for.
  • They rely on duplicate vendor libraries that AI ignores.
  • They leave bad reviews unaddressed, giving AI negative data to surface.
  • They think AI search is “down the road.” (It’s already here.)

Result: old sites don’t just fail to rank—they get actively overlooked or flagged.

How CountingWorks PRO Fixes This for You

We build AI local optimization into every Grow, Premier, and Premier Plus plan.

Here’s how:

  • Schema Optimization: We structure your site data so AI tools can read and cite your services correctly.
  • Custom FAQs: Our team + MAX generate FAQs tailored to your firm, your niches, and your city. These are AI-friendly and often used directly in responses.
  • Localized Playbooks: Campaigns automatically generate content tied to your area and audience—dentists, breweries, gig workers, high-net-worth households, you name it.
  • Review Marketing: We help you earn fresh 5-star reviews and suppress negative signals—so AI has good data to surface.
  • Holistic GEO Strategy: Content, citations, and local signals work together to strengthen your presence in both traditional search and AI search.
  • Real Results: Our clients are already being cited in ChatGPT and Perplexity—recommended over competitors still stuck with cookie-cutter sites.

This isn’t theory. It’s built in.

Related: Why Personalized Intake Forms Are a Game-Changer for Tax and Accounting Professionals

The Bottom Line

AI search is here, and it’s changing how clients find (and filter) tax & accounting professionals. If your firm isn’t optimized for AI local search, you’re already losing visibility—and referrals—without even knowing it.

CountingWorks PRO future-proofs your firm. With structured data, custom FAQs, localized playbooks, and review marketing, we put you in the conversation—so when AI tools are asked “Who’s the best?” your firm makes the cut.

👉 Ready to be recommended by AI search, not ignored?

See how CountingWorks PRO powers AI local search optimization.

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

Why AI Local Search Optimization Is the Future of Visibility

AI Local Search Optimization

The Question You Didn’t Know Clients Are Asking

It’s happening more and more:

“Hey ChatGPT, who’s the best accountant near me?”

“Perplexity, which tax pro in {{city}} should I hire?”

“Google, what firm is trusted for brewery accounting in Indiana?”

The answers? They’re not coming from Google’s old blue links. They’re coming from AI-powered search—tools that scrape the web for reviews, structured data, FAQs, and local signals.

And here’s the risk: if your firm’s information is thin, outdated, or generic, AI won’t recommend you. In fact, it might recommend against you.

The Pain Point: Cookie-Cutter Firms Are Being Left Out

When your website isn’t optimized for AI local search, you risk:

  • Being Invisible: AI scrapes structured data, FAQs, and fresh content. If it can’t find yours, it won’t cite you.
  • Bad Recommendations: A single one-star review, buried on a directory you forgot about, can shape AI’s entire response about your firm.
  • Missed Niches: If you serve breweries, dentists, e-commerce sellers, or high-net-worth clients—but your site doesn’t say it clearly—AI won’t connect you to those searches.
  • Old Site Penalties: Duplicate libraries, thin content, and clunky tech get filtered out of AI results.
  • Translation: cookie-cutter firms aren’t even in the conversation.

Watch: Stop Blending In: Build a Lightning-Fast, Custom Website with MAX AI (No Cookie Cutters!)    

Why AI Local Search Optimization Matters

  1. Search Traffic Is Shifting
    A growing share of search queries never hit a Google results page—they’re answered inside AI tools like ChatGPT, Perplexity, and Google’s AI overviews.
  2. AI Relies on Structure
    These tools pull heavily from FAQs, schema, and structured data. If your site isn’t feeding them, you’re invisible.
  3. Local + Niche Authority Wins
    When someone asks “Which CPA helps dentists in {{city}}?” the firms with niche-local content get cited.
  4. Referrals Are Verified by AI
    Even referrals check you online. If AI tools say “not recommended” based on old reviews, that referral is gone.
  5. Future-Proofing
    As AI search grows, firms optimized for it will dominate visibility while others disappear.

What Most Tax & Accounting Pros Get Wrong

  • They assume SEO = enough. (AI search is different—it’s structured, FAQ-driven, review-sensitive.)
  • They don’t publish FAQs that answer the questions AI looks for.
  • They rely on duplicate vendor libraries that AI ignores.
  • They leave bad reviews unaddressed, giving AI negative data to surface.
  • They think AI search is “down the road.” (It’s already here.)

Result: old sites don’t just fail to rank—they get actively overlooked or flagged.

How CountingWorks PRO Fixes This for You

We build AI local optimization into every Grow, Premier, and Premier Plus plan.

Here’s how:

  • Schema Optimization: We structure your site data so AI tools can read and cite your services correctly.
  • Custom FAQs: Our team + MAX generate FAQs tailored to your firm, your niches, and your city. These are AI-friendly and often used directly in responses.
  • Localized Playbooks: Campaigns automatically generate content tied to your area and audience—dentists, breweries, gig workers, high-net-worth households, you name it.
  • Review Marketing: We help you earn fresh 5-star reviews and suppress negative signals—so AI has good data to surface.
  • Holistic GEO Strategy: Content, citations, and local signals work together to strengthen your presence in both traditional search and AI search.
  • Real Results: Our clients are already being cited in ChatGPT and Perplexity—recommended over competitors still stuck with cookie-cutter sites.

This isn’t theory. It’s built in.

Related: Why Personalized Intake Forms Are a Game-Changer for Tax and Accounting Professionals

The Bottom Line

AI search is here, and it’s changing how clients find (and filter) tax & accounting professionals. If your firm isn’t optimized for AI local search, you’re already losing visibility—and referrals—without even knowing it.

CountingWorks PRO future-proofs your firm. With structured data, custom FAQs, localized playbooks, and review marketing, we put you in the conversation—so when AI tools are asked “Who’s the best?” your firm makes the cut.

👉 Ready to be recommended by AI search, not ignored?

See how CountingWorks PRO powers AI local search optimization.

Guide

Why AI Local Search Optimization Is the Future of Visibility

AI Local Search Optimization

The Question You Didn’t Know Clients Are Asking

It’s happening more and more:

“Hey ChatGPT, who’s the best accountant near me?”

“Perplexity, which tax pro in {{city}} should I hire?”

“Google, what firm is trusted for brewery accounting in Indiana?”

The answers? They’re not coming from Google’s old blue links. They’re coming from AI-powered search—tools that scrape the web for reviews, structured data, FAQs, and local signals.

And here’s the risk: if your firm’s information is thin, outdated, or generic, AI won’t recommend you. In fact, it might recommend against you.

The Pain Point: Cookie-Cutter Firms Are Being Left Out

When your website isn’t optimized for AI local search, you risk:

  • Being Invisible: AI scrapes structured data, FAQs, and fresh content. If it can’t find yours, it won’t cite you.
  • Bad Recommendations: A single one-star review, buried on a directory you forgot about, can shape AI’s entire response about your firm.
  • Missed Niches: If you serve breweries, dentists, e-commerce sellers, or high-net-worth clients—but your site doesn’t say it clearly—AI won’t connect you to those searches.
  • Old Site Penalties: Duplicate libraries, thin content, and clunky tech get filtered out of AI results.
  • Translation: cookie-cutter firms aren’t even in the conversation.

Watch: Stop Blending In: Build a Lightning-Fast, Custom Website with MAX AI (No Cookie Cutters!)    

Why AI Local Search Optimization Matters

  1. Search Traffic Is Shifting
    A growing share of search queries never hit a Google results page—they’re answered inside AI tools like ChatGPT, Perplexity, and Google’s AI overviews.
  2. AI Relies on Structure
    These tools pull heavily from FAQs, schema, and structured data. If your site isn’t feeding them, you’re invisible.
  3. Local + Niche Authority Wins
    When someone asks “Which CPA helps dentists in {{city}}?” the firms with niche-local content get cited.
  4. Referrals Are Verified by AI
    Even referrals check you online. If AI tools say “not recommended” based on old reviews, that referral is gone.
  5. Future-Proofing
    As AI search grows, firms optimized for it will dominate visibility while others disappear.

What Most Tax & Accounting Pros Get Wrong

  • They assume SEO = enough. (AI search is different—it’s structured, FAQ-driven, review-sensitive.)
  • They don’t publish FAQs that answer the questions AI looks for.
  • They rely on duplicate vendor libraries that AI ignores.
  • They leave bad reviews unaddressed, giving AI negative data to surface.
  • They think AI search is “down the road.” (It’s already here.)

Result: old sites don’t just fail to rank—they get actively overlooked or flagged.

How CountingWorks PRO Fixes This for You

We build AI local optimization into every Grow, Premier, and Premier Plus plan.

Here’s how:

  • Schema Optimization: We structure your site data so AI tools can read and cite your services correctly.
  • Custom FAQs: Our team + MAX generate FAQs tailored to your firm, your niches, and your city. These are AI-friendly and often used directly in responses.
  • Localized Playbooks: Campaigns automatically generate content tied to your area and audience—dentists, breweries, gig workers, high-net-worth households, you name it.
  • Review Marketing: We help you earn fresh 5-star reviews and suppress negative signals—so AI has good data to surface.
  • Holistic GEO Strategy: Content, citations, and local signals work together to strengthen your presence in both traditional search and AI search.
  • Real Results: Our clients are already being cited in ChatGPT and Perplexity—recommended over competitors still stuck with cookie-cutter sites.

This isn’t theory. It’s built in.

Related: Why Personalized Intake Forms Are a Game-Changer for Tax and Accounting Professionals

The Bottom Line

AI search is here, and it’s changing how clients find (and filter) tax & accounting professionals. If your firm isn’t optimized for AI local search, you’re already losing visibility—and referrals—without even knowing it.

CountingWorks PRO future-proofs your firm. With structured data, custom FAQs, localized playbooks, and review marketing, we put you in the conversation—so when AI tools are asked “Who’s the best?” your firm makes the cut.

👉 Ready to be recommended by AI search, not ignored?

See how CountingWorks PRO powers AI local search optimization.

Products & Features

Why AI Local Search Optimization Is the Future of Visibility

October 22, 2025
/
min read
Lee Reams
CEO | CountingWorks PRO
AI Local Search Optimization

The Question You Didn’t Know Clients Are Asking

It’s happening more and more:

“Hey ChatGPT, who’s the best accountant near me?”

“Perplexity, which tax pro in {{city}} should I hire?”

“Google, what firm is trusted for brewery accounting in Indiana?”

The answers? They’re not coming from Google’s old blue links. They’re coming from AI-powered search—tools that scrape the web for reviews, structured data, FAQs, and local signals.

And here’s the risk: if your firm’s information is thin, outdated, or generic, AI won’t recommend you. In fact, it might recommend against you.

The Pain Point: Cookie-Cutter Firms Are Being Left Out

When your website isn’t optimized for AI local search, you risk:

  • Being Invisible: AI scrapes structured data, FAQs, and fresh content. If it can’t find yours, it won’t cite you.
  • Bad Recommendations: A single one-star review, buried on a directory you forgot about, can shape AI’s entire response about your firm.
  • Missed Niches: If you serve breweries, dentists, e-commerce sellers, or high-net-worth clients—but your site doesn’t say it clearly—AI won’t connect you to those searches.
  • Old Site Penalties: Duplicate libraries, thin content, and clunky tech get filtered out of AI results.
  • Translation: cookie-cutter firms aren’t even in the conversation.

Watch: Stop Blending In: Build a Lightning-Fast, Custom Website with MAX AI (No Cookie Cutters!)    

Why AI Local Search Optimization Matters

  1. Search Traffic Is Shifting
    A growing share of search queries never hit a Google results page—they’re answered inside AI tools like ChatGPT, Perplexity, and Google’s AI overviews.
  2. AI Relies on Structure
    These tools pull heavily from FAQs, schema, and structured data. If your site isn’t feeding them, you’re invisible.
  3. Local + Niche Authority Wins
    When someone asks “Which CPA helps dentists in {{city}}?” the firms with niche-local content get cited.
  4. Referrals Are Verified by AI
    Even referrals check you online. If AI tools say “not recommended” based on old reviews, that referral is gone.
  5. Future-Proofing
    As AI search grows, firms optimized for it will dominate visibility while others disappear.

What Most Tax & Accounting Pros Get Wrong

  • They assume SEO = enough. (AI search is different—it’s structured, FAQ-driven, review-sensitive.)
  • They don’t publish FAQs that answer the questions AI looks for.
  • They rely on duplicate vendor libraries that AI ignores.
  • They leave bad reviews unaddressed, giving AI negative data to surface.
  • They think AI search is “down the road.” (It’s already here.)

Result: old sites don’t just fail to rank—they get actively overlooked or flagged.

How CountingWorks PRO Fixes This for You

We build AI local optimization into every Grow, Premier, and Premier Plus plan.

Here’s how:

  • Schema Optimization: We structure your site data so AI tools can read and cite your services correctly.
  • Custom FAQs: Our team + MAX generate FAQs tailored to your firm, your niches, and your city. These are AI-friendly and often used directly in responses.
  • Localized Playbooks: Campaigns automatically generate content tied to your area and audience—dentists, breweries, gig workers, high-net-worth households, you name it.
  • Review Marketing: We help you earn fresh 5-star reviews and suppress negative signals—so AI has good data to surface.
  • Holistic GEO Strategy: Content, citations, and local signals work together to strengthen your presence in both traditional search and AI search.
  • Real Results: Our clients are already being cited in ChatGPT and Perplexity—recommended over competitors still stuck with cookie-cutter sites.

This isn’t theory. It’s built in.

Related: Why Personalized Intake Forms Are a Game-Changer for Tax and Accounting Professionals

The Bottom Line

AI search is here, and it’s changing how clients find (and filter) tax & accounting professionals. If your firm isn’t optimized for AI local search, you’re already losing visibility—and referrals—without even knowing it.

CountingWorks PRO future-proofs your firm. With structured data, custom FAQs, localized playbooks, and review marketing, we put you in the conversation—so when AI tools are asked “Who’s the best?” your firm makes the cut.

👉 Ready to be recommended by AI search, not ignored?

See how CountingWorks PRO powers AI local search optimization.

Products & Features

Why AI Local Search Optimization Is the Future of Visibility

October 28, 2025
/
min read
Lee Reams
CEO | CountingWorks PRO
AI Local Search Optimization

The Question You Didn’t Know Clients Are Asking

It’s happening more and more:

“Hey ChatGPT, who’s the best accountant near me?”

“Perplexity, which tax pro in {{city}} should I hire?”

“Google, what firm is trusted for brewery accounting in Indiana?”

The answers? They’re not coming from Google’s old blue links. They’re coming from AI-powered search—tools that scrape the web for reviews, structured data, FAQs, and local signals.

And here’s the risk: if your firm’s information is thin, outdated, or generic, AI won’t recommend you. In fact, it might recommend against you.

The Pain Point: Cookie-Cutter Firms Are Being Left Out

When your website isn’t optimized for AI local search, you risk:

  • Being Invisible: AI scrapes structured data, FAQs, and fresh content. If it can’t find yours, it won’t cite you.
  • Bad Recommendations: A single one-star review, buried on a directory you forgot about, can shape AI’s entire response about your firm.
  • Missed Niches: If you serve breweries, dentists, e-commerce sellers, or high-net-worth clients—but your site doesn’t say it clearly—AI won’t connect you to those searches.
  • Old Site Penalties: Duplicate libraries, thin content, and clunky tech get filtered out of AI results.
  • Translation: cookie-cutter firms aren’t even in the conversation.

Watch: Stop Blending In: Build a Lightning-Fast, Custom Website with MAX AI (No Cookie Cutters!)    

Why AI Local Search Optimization Matters

  1. Search Traffic Is Shifting
    A growing share of search queries never hit a Google results page—they’re answered inside AI tools like ChatGPT, Perplexity, and Google’s AI overviews.
  2. AI Relies on Structure
    These tools pull heavily from FAQs, schema, and structured data. If your site isn’t feeding them, you’re invisible.
  3. Local + Niche Authority Wins
    When someone asks “Which CPA helps dentists in {{city}}?” the firms with niche-local content get cited.
  4. Referrals Are Verified by AI
    Even referrals check you online. If AI tools say “not recommended” based on old reviews, that referral is gone.
  5. Future-Proofing
    As AI search grows, firms optimized for it will dominate visibility while others disappear.

What Most Tax & Accounting Pros Get Wrong

  • They assume SEO = enough. (AI search is different—it’s structured, FAQ-driven, review-sensitive.)
  • They don’t publish FAQs that answer the questions AI looks for.
  • They rely on duplicate vendor libraries that AI ignores.
  • They leave bad reviews unaddressed, giving AI negative data to surface.
  • They think AI search is “down the road.” (It’s already here.)

Result: old sites don’t just fail to rank—they get actively overlooked or flagged.

How CountingWorks PRO Fixes This for You

We build AI local optimization into every Grow, Premier, and Premier Plus plan.

Here’s how:

  • Schema Optimization: We structure your site data so AI tools can read and cite your services correctly.
  • Custom FAQs: Our team + MAX generate FAQs tailored to your firm, your niches, and your city. These are AI-friendly and often used directly in responses.
  • Localized Playbooks: Campaigns automatically generate content tied to your area and audience—dentists, breweries, gig workers, high-net-worth households, you name it.
  • Review Marketing: We help you earn fresh 5-star reviews and suppress negative signals—so AI has good data to surface.
  • Holistic GEO Strategy: Content, citations, and local signals work together to strengthen your presence in both traditional search and AI search.
  • Real Results: Our clients are already being cited in ChatGPT and Perplexity—recommended over competitors still stuck with cookie-cutter sites.

This isn’t theory. It’s built in.

Related: Why Personalized Intake Forms Are a Game-Changer for Tax and Accounting Professionals

The Bottom Line

AI search is here, and it’s changing how clients find (and filter) tax & accounting professionals. If your firm isn’t optimized for AI local search, you’re already losing visibility—and referrals—without even knowing it.

CountingWorks PRO future-proofs your firm. With structured data, custom FAQs, localized playbooks, and review marketing, we put you in the conversation—so when AI tools are asked “Who’s the best?” your firm makes the cut.

👉 Ready to be recommended by AI search, not ignored?

See how CountingWorks PRO powers AI local search optimization.

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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