Grow Your Practice with CountingWorks PRO

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What We Do

Our platform makes it easy to grow your firm with less effort.

1

Convert Referrals to Clients

Improve your online presence to turn referrals into loyal clients. A professional website, engaging social media, and five-star reviews build credibility, ensuring you are building trust with prospects from day one.

A 5-star review about excellent tax services
A 5-star review about excellent accounting services
Happy Birthday, Valued Client! 🎂🎂🎂
The intro image of a year-end tax planning email campaign sent to the clients
Hey there! Tax season is approaching.

2

Cultivate Lifetime Client Relationships

Keep in touch with your clients all year, not just at tax time. From thank-you notes and important tax updates to our highly regarded automated monthly newsletter, CountingWorks PRO ensures your clients feel valued and informed.

3

Maximize Practice Revenue

Drive growth with strategic upselling. Showcase the benefits of advanced services like tax planning and virtual CFO packages, transforming client perception and driving immediate ROI.

762

New Leads

204%

Increase

in Search Engine Visibility

260+

Keywords Indexed

We Help Companies Like You Market & Grow

Read Our Case Studies

We are trusted by over 8,000 CPAs, Enrolled Agents, and Tax Professionals

"The changes I have seen are great. I love that we can now push a password change for our clients... Thank you for your hard work at making the technology grow with the times. Well done."

MARLENE VAN SICKLE, CPA
Austin, Texas CPA

"I've been getting a lot of compliments on the site. So, despite all the back and forth it came out wonderfully! Your picture selection, font, spacing and all the rest were fantastic. Thank you!"

CHRISTI BENDER, CPA
Phoenixville, PA Tax Preparation

"We are getting daily prospects and several new clients per week. Whatever you are doing is working!"

R. WESLEY KIRTZ, CPA
Waynesboro, VA Accounting & Tax Services
CountingWorks PRO logo

Attract more clients and keep them for life.

Discover how CountingWorks PRO can modernize your client experience, foster long-term relationships, and drive revenue growth for your practice.

Talk to An Expert

Build, grow, and run your firm with CountingWorks PRO

Talk to a human
Interface of the AI Co-Pilot tool by CountingWorks PRO. Get access to an extensive knowledge library of tax and accounting.