SAVE THE WEEKEND

No time for business development?

Get Your Time Back
An office man sitting in a cramp and tiny office with his tiny desk, lack of business growth

When we're busy doing tax work for clients and helping them run their businesses, it can be easy to forget about running our own tax practice. 

The future of your firm hinges on your ability to attract new business and upsell existing clients to higher-priced services. However, with no time for business development, you rely on clients to refer their friends to your practice, which in turn consumes their time.

Business development doesn't mean busy-ness development squeezing every last bit of your weekend to drive growth. It isn't all or nothing. You can be profitable and grow without all the busy work that comes with business development. 

It's EASIER to grow when you have a system for growth fully managed and built with CountingWorks PRO.

Video Highlights

Click the thumbnails below to see how our tools can help free your inbox.

Grow Without Growing Your Workload

Growing your firm requires adding either more clients to the base, finding better clients to replace old clients, or upselling your existing clients to more expensive services. Building a growth system requires social posts and content to drive website traffic, the website needs to be a perfect place to turn that traffic into leads with offers, and then you need email nurture to turn those leads into paying clients.

Building the system alone requires hundreds of hours and thousands of dollars for the typical tax practice. Maintaining the system can require even more hours and a team of content writers, developers, and business strategy experts.

So many solutions overcomplicate growth. The simple, uncomplicated growth system with CountingWorks PRO is a more effective and time-saving growth solution.

Tools to Grow Your Firm

Upsell Campaigns

Use our pre-built upsell campaigns to convert tax preparation clients to tax planning packages, and bookkeeping clients to part-time CFO services.

Client Newsletter

Our automated client newsletter is one of our most popular features. Provide value for your clients all year long.

Social Media Posting

Easily nurture leads with pre-built client campaigns designed to drive conversions. We’re here to help you grow your firm.

Ready to try CountingWorks PRO?

Finally get the growth you deserve without the extra work.

Rank in the AI Age with CountingWorks PRO

Talk to a human
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.
Gladly! Remember, you can also turn this information into audio and send to your clients directly via ClientHub.