Most of your leads aren’t saying “No.” You’re just not asking the right way. We change that.
You’ve got website visitors.
You’ve got people checking your Google Business Profile.
You’ve got curious clicks on your emails.
But they’re not booking.
They’re not filling out your form.
They’re not converting.
The problem is they’re not ready to buy right now, and you do not have a system to follow up, educate, and nurture them into clients.
That’s why we built lead funnels. Because tax pros don’t need more leads. You need more conversions.
We create smart, optimized, high-converting lead funnels that turn clicks into clients, without you lifting a finger.
Personalized for your services, location, and ideal client.
“Free Guide: 5 Mid-Year Tax Moves That Save Thousands” = Click magnet
Drip campaigns that warm cold leads with content they actually want.
Easy sorting and follow-up messaging for every demographic.
— Jackie Compton
Let’s be real: A form that says “Contact us” at the bottom of your site is not a funnel. It’s a dead end. A real lead funnel guides people toward booking with you — step by step, with value at every click.
MAX, our tax-smart AI engine, powers your funnel with:
• Localized lead magnet content
• Headlines and niche copy that convert
• Time-sensitive drip emails based on tax deadlines, industry trends, and client pain points
You don’t write the copy. You don’t schedule the emails. You don’t worry if it’s working. We’ve got it handled.
One firm doubled its qualified leads in 45 days. Another booked out its tax season three weeks early. A third stopped chasing referrals—because the funnel keeps filling their calendar.
No more crossing your fingers when someone visits your site. No more guessing what to say in follow-up emails. Just a smart, tested funnel that works. Automatically.
Get Your Funnel Built
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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