Accounting & Tax Firms are Drowning in Manual Work

Building, growing, and running an accounting or tax firm right now is tough. Clients projects feel scattered, things slip through the cracks, and a lot of the time you feel stressed if not overwhelmed.When you combine it with remote work it gets especially challenging. Your email inbox is chaos, you're still trying to get that blog going, you didn't get to send out a client newsletter last month to keep them informed, you chase down invoices, and have to spend time creating the same proposal over and over again, and don't even get started on the last time you were able to update your website.

Enough is enough.

This isn't why you started to build your own firm.

Accounting and tax firms use CountingWorks PRO to build, grow, and run a better firm by automating their marketing and other low-value work to drive better client experiences and business outcomes.

With CountingWorks PRO you'll take marketing off your plate so you don't have to worry about future growth, understand what you need to work on, and know exactly where everything is neatly organized by client. Your team and clients can access CountingWorks PRO from anywhere so that everyone is sync.

This is the digital and modern way to build your firm.

Eliminating the Manual & Technical Firm Tasks

From the first email, to every phone call, text message, and invoice. You need to make sure every impression you leave with a prospect and client is memorable and more personal to grow your firm. That's where CountingWorks PRO comes in.

Jesus

SAVES

Firm Growth

Client Marketing

Web Presence

Scheduling

Content

Services

Client Experience

Proposals & Intake

Digital Front Office

With CountingWorks PRO

You're in control

Always On

Updated regularly

Automated online

Researched, written, & automated

High-value advisory

Online portal, instant communication

Paid faster, automated, value-pricing

See It For Yourself

Traditional Model

Disjointed "Modern" Solutions

When you have time

You wait for referrals

Static brochure

Back and forth emails

Time consuming and expensive

Tax and seasonality

Phone & email, delayed communication

Chasing invoices and billable hours

Your journey to a digital firm starts here

Remove the headache of building, running, and growing an accounting or tax firm. No more pesky integrations, running multiple solutions, or finding time you don't have.

Attract

Prospects and referrals to come to your firm

On-going search engine optimization for higher Google rankings.

Fully automated content marketing and social media

Professionally designed website with maintenance and updates included

Convert

Prospects and referrals book a consultation on your website or chat bot.

Website optimized for conversions and meetings.

Conversion tools such as live chat and online calendar.

Pre-built email marketing campaigns that convert leads into clients.

Advocate

Automated client satisfaction and client marketing campaigns

Reputation and review campaigns to increase referrals and client satisfaction.

Create niche or specialized service offerings for clients.

Pre-built client campaigns to return each

Retain

Retain more clients and increase revenue per client

Pre-built client marketing campaigns to increase client value

Automated greetings, thank you cards, birthday wishes, and more.

Integrated workflows that make it easy for clients to request new projects

Automate

Automate and streamline your front and back office to work even faster.

Proposals, engagement letters, and client intake get clients moving faster.

Online tasks and collaboration keep everyone in sync.

Full transparency with easy-to-understand progress bars and estimated due dates

Dont just take our word for it.

"I have been getting so many referrals… thank you everyone at CountingWorks PRO."

KIM JUSTICE
‍ST. PETERSBURG, FL TAX & ACCOUNTING

"You guys are amazing! Thank you for the services you provided. I hate doing this kind of stuff and I'm horrible at it. Hiring a marketing director is costly and not worth it, so believe me when I say that CountingWorks PRO is the best thing to sliced bread! You can quote me on that too!"

DENISE MELLERUP, CPA, EA
‍CELEBRATION, FL TAX & ACCOUNTING

"I want to thank you again for making my website look great!"

DENISE MELLERUP, CPA, EA
‍SARASOTA, FL CERTIFIED PUBLIC ACCOUNTANT

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.
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2. Manage Quarterly Estimated Tax Payments
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Thank you! This is so helpful.

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