Accountants and CPAs are proud to be built entirely on referrals, and this business model worked for decades. But how your clients find and hear about your firm is changing in a digital native world.
Your clients are engaging with their peers online for advice (Slack LinkedIn, and communities), creating a word of mouth and referral system at scale that has never existed before. They no longer receive 1 or 2 referrals but dozens of highly specialized experts.
CountingWorks automates your marketing across the digital ecosystem so you can take advantage of this new scalable referral system.
Creating and maintaining a digital client experience is an "always on" activity. Get it right and you'll win more referrals (i.e. money)—get it wrong and you'll continually be fighting to find new clients.
Phone and email are dated ways to work—clients want to speed things up—while feeling like they're getting one-on-one attention from their accountant and tax professional.
With a digital firm you'll gain more efficiency and profitability by automating client intake and eliminating the back and forth, freeing up your time to focus on high-value activities.
Running a firm creates too many technical, mundane, and repetitive tasks for accountants and CPAs to keep up with today.
If you have silos between your services, team members, and clients—you'll spend too much time on unproductive tasks and unnecessary steps, like trying to locate a client document.
Your clients get better service and better value when you’re focused on the activities that add the most value. Time consuming marketing activities, back and forth emails, and document chasing takes away your time and impacts your bottomline.
CountingWorks brings together your team, your knowledge, services, and clients—in one place.
We’re on a mission to turn accounting and tax professionals into super humans.
Imagine a world where you can automate your marketing to find higher paying clients, create a client experience that expands margins, and get rid of all the busy work that comes with growth and client back and forth.
With the first Digital Front Office you now have this power.
The firms who embrace and harness the digital firm will become more productive, spend more time doing high-value work and drive better results. Welcome to a digital native accounting firm.
Transform the way you find clients, work with clients, and get everything you need to get client work done.
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