Partner Marketplace for Tax & Accounting Advisory Growth
CountingWorks PRO connects leading financial, capital, payroll, and advisory providers with thousands of trusted tax, accounting, and bookkeeping professionals — using education-first marketing and automated playbooks to drive real adoption.
This isn’t direct selling.
It’s advisory distribution — done the right way.
The Partner Marketplace is a curated ecosystem of advisory solutions designed to be delivered through the most trusted advisors in the world:
Instead of pushing products directly to businesses, partners leverage:
To drive adoption at scale.
Most advisory products fail to scale because they are:
CountingWorks PRO flips that model.
We help partners educate before selling; reach businesses through trusted advisors; normalize advisory services over time; and drive higher conversion and retention.
This is how advisory services actually get adopted.
Partners don’t just get exposure — they get distribution infrastructure.
Through CountingWorks PRO, partners gain access to:
Everything needed to educate, nurture, and convert — without relying on one-off sales conversations.
Every partner offering is supported by pre-built advisory playbooks that include:
This allows advisors to introduce services naturally — as part of ongoing client education.
Below are examples of partner solutions currently available in the CountingWorks PRO ecosystem.
As a preferred ADP® partner, CountingWorks PRO helps accounting firms modernize their client engagement and grow their practice with powerful, ADP-approved marketing and digital tools.
Through this exclusive partnership, ADP-affiliated accountants get complimentary access to customized marketing collateral — including branded brochures, videos, and client resources — so you can introduce payroll and HR solutions with confidence.
Our suite also includes advanced digital presence features like an ADP-branded website, blog, newsletter, and AI-powered marketing Co-Pilot to save time and keep clients engaged all year long. Plus, partner firms enjoy special subscription discounts and tools designed specifically for the way accounting professionals work.
Ready to grow with ADP + CountingWorks PRO?
As a preferred capital advisory partner, AEVI Business Capital connects small and medium-sized businesses with flexible funding solutions designed to fuel growth and financial stability.
Through this partnership, accounting firms can refer clients to a trusted lender network that offers tailored loan options — including term loans, lines of credit, revenue-based financing, and more — with quick pre-qualification and minimal hard credit checks to help clients get the capital they need faster.
AEVI’s long-standing expertise in small business finance means your clients benefit from relationship-driven advisory and access to preferred rates on capital that supports expansion, working capital needs, equipment purchases, and more. We’ve also built an AEVI capital advisory playbook directly into CountingWorks PRO to help firms confidently navigate conversations around funding and referrals.
Become a referral partner and help your clients unlock capital today.
Through our partnership with The CFO Project, CountingWorks PRO gives firms a turnkey way to educate, position, and upsell CFO-level advisory services on autopilot.
The CFO Project is one of the most trusted names in advisory training, equipping accounting professionals with proven frameworks, pricing models, and delivery systems for high-value CFO services. We’ve taken that expertise and built an exclusive CFO advisory upsell playbook directly into CountingWorks PRO, making it easy to nurture your existing client base with the right messaging, education, and offers—without adding more work to your plate.
The result: more strategic conversations, higher-margin engagements, and a clear path from compliance work to advisory revenue.
Ready to turn your clients into advisory engagements—automatically?
Serve small to mid-sized businesses
Offer financial, tax, capital, payroll, insurance, or advisory solutions
Want to scale distribution through trusted advisors
Believe education drives better outcomes than cold selling
If your product fits naturally into an advisory conversation, it belongs here.
Advisors trust the platform
Education comes before sales
Distribution scales without friction
Messaging stays compliant and consistent
Playbooks drive repeatable results
This isn’t affiliate marketing. It’s an advisory ecosystem.
If you offer solutions that:
Complement tax, accounting, or advisory services
Benefit from education-first marketing
Are best introduced through trusted advisors
We’d love to explore a partnership.
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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