Client Retention
‍& Upsells

Many of your clients only buy once. Let’s change that.

You saved them money. You filed on time. You answered their frantic emails. Now it’s May, and they’ve disappeared.

No thank-you. No review. No referral.
And definitely… no upsell.

This Is What Happens When You Do Not Have A System For Staying Top-of-Mind.

Most tax and accounting pros are so busy surviving tax season that they never get around to following up after it.

So, their best clients become someone else’s best clients. That’s not a people problem. That’s a process problem.
‍
‍Fortunately for you, it’s exactly what CountingWorks PRO was built to fix.

Automated, Personalized, And Always-On

MAX, our AI engine that has been trained on thousands of tax scenarios and client behaviors, runs the follow-up for you. That means you can focus on clients, not campaigns.

Drip campaigns that re-engage after tax season

Still need help planning for next year?”
Yes. Yes, they do.

Nudges timed to
key tax deadlines

They remember you when it matters most: When they need to take action.

Email campaigns
that work

Bookkeeping, payroll, advisory, entity formation–no matter what your specialty is, we’ve got you covered, and we’ll help you upsell.

Review and
referral automations

Because no one remembers to ask… but MAX always does.

Client education,
powered by smart content

No awkward pitch, just valuable, relevant insights delivered on time, every time.

See It in Action – Book A Demo

“I have been a client of CountingWorks PRO since 2005. They have consistently been a great company to work with. They are always looking for more innovative ways to improve their services to me and helping me to improve mine to my clients.”

— Lisa Ford, EA

Retention = Revenue. But Only If You Work It.

You already did the hard part: winning clients’ trust.
What you’re missing is a system that monetizes their trust year-round.

‍CountingWorks PRO turns your client list into a recurring revenue engine.
While you sleep. While you meet. While you plan the next big strategy.

A 5-star review about excellent accounting services

This Is Not a Newsletter. It’s a Growth Strategy.

Imagine:

A passive client opens a personalized tip about year-end planning and books a consultation.

A satisfied client clicks one button and leaves a 5-star review.

A small business client gets an upsell offer for your $2,000 month virtual CFO package and signs up.

That’s not marketing magic. That’s marketing math.
‍The best part? We’ve automated the whole thing for you.

Stop Leaving Money on the Table

Your next five figures in revenue are already in your inbox. You just need the system to unlock it. We built it. You plug it in. MAX takes care of the rest.

See A Live Demo

Rank in the AI Age with CountingWorks PRO

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
...

Thank you! This is so helpful.

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