When your marketing isn’t working, it’s not your fault. It’s your system.
You didn’t become a tax and accounting pro to write emails and fiddle with social media posts.
Yet here you are, staring at your website, wondering why it’s not getting leads. You’re probably copy-pasting half-baked “marketing tips” from forums or paying for lead gen tools you don’t have time to use.
And still... crickets.
You’re not a marketer. You’re a financial problem solver, a strategist, a number whisperer. But without a real marketing system behind you, your skills are invisible online.
That’s where our Marketing Concierge steps in. We don’t just give you tools.
We do the work—building, writing, scheduling, optimizing, and growing your brand so you can stay focused on your clients.
No more wondering what to write or when to post
We schedule it, brand it, and make you look like a social pro
Because “hoping they call back” isn’t a strategy
Automated nudges that turn clients into marketers
MAX, our proprietary AI + real humans = marketing magic
— Nadia Maradiaga
That blog you forgot to post?
That review you meant to ask for?
That email you never sent? It’s all costing you: Leads. Referrals. Higher-value clients. We fix that with prebuilt campaigns designed specifically for tax and accounting firms.
This isn’t theory. This is execution. And, it’s happening right now.
You’re already doing the hard part: delivering real results for your clients. Now let us do the marketing that gets you noticed for it. Stop guessing. Start growing.
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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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