Turn everyday questions about loans, credit, and cash flow into thoughtful advisory conversations — automatically.
Whether you realize it or not, your clients are already making financing decisions.
They’re talking to lenders. They’re Googling options. They’re accepting offers they don’t fully understand.
And those decisions don’t live in a vacuum.
They affect cash flow.
They impact tax planning.
They limit flexibility.
They increase—or reduce—risk.
Even if you never want to sell a financial product, you should still be part of the conversation.
That’s where capital advisory comes in.
Capital advisory is the practice of helping clients think through when, why, and how to use business financing—before decisions are made.
Capital advisory brings financing decisions into the advisory relationship—where they belong.
Your clients don’t make capital decisions based on spreadsheets alone.
They make them based on:
As an accountant or enrolled agent, you already have:
Capital decisions affect everything else you advise on.
Ignoring them doesn’t make them safer—it just removes you from the process.
Capital advisory doesn’t replace compliance. It extends it into higher-value advisory work.
The Capital Advisory Campaign gives your firm everything you need to educate clients and open advisory conversations—without writing content or selling products.
You get:
A 12-month sequence of educational blog content
Soft, advisor-led client emails
Client-friendly FAQs about financing and readiness
Optional partner introductions (on your terms)
Automatic personalization with MAX (by firm, niche, and location)
You don’t pitch. You don’t pressure. You simply turn it on—and let it run.
Turn it on inside CountingWorks PRO.
MAX personalizes the content to your firm and delivers it through blogs, emails, and FAQs.
Clients come to you informed, asking smarter questions—without being sold to.
Do I Have to Refer Lenders or Sell Financing?
No.
Capital advisory works even if you:
For firms that do want to go further, we offer optional introductions to vetted capital advisors who handle execution and underwriting.
You stay in control either way.
Is There Revenue Potential?
Yes—but it’s optional.
Some firms use capital advisory purely as a value-add service.
Others choose to participate in disclosed referral programs.
Both approaches are supported.
Capital advisory is about client outcomes first.
Any monetization is transparent—and entirely your choice.
BOSTON, MA CERTIFIED PUBLIC ACCOUNTANTS
"I must say that I am beyond impressed with CountingWorks PRO services, I truly wish I had found you sooner. I am extremely satisfied with your product and services; I truly believe that you have a visionary team and an exceptional package which sets you apart from the other CPA website providers out there. Keep up the great work!"
Capital advisory is educational and advisory. CountingWorks PRO is not a lender or broker.
No. The campaign is designed to educate clients while positioning you as a trusted guide—not a product expert.
Absolutely. Always.
Especially. Advisory scales best when systems—not headcount—do the work.
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
2. Manage Quarterly Estimated Tax Payments
...
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