The CFO Project Package

Join the thousands of account and tax firms who depend on CountingWorks PRO every day to make it easier to build, run, and grow a thriving and rewarding firm.

With CountingWorks PRO you'll:

Get a professional mobile-friendly Virtual CFO website

Save time with powerful AI tools

Convert more website visitors to clients with expert written campaigns, lead magnet white papers, and landing pages

Increase client retention and revenue

Securely share documents, and communicate with clients

Digitize and automate intake, payments, and proposals

Let's get you a demo.

We're here to help you build your Virtual CFO firm—but we need to meet you first!

Expert Designed Website

Build a beautiful mobile friendly site made specifically for the CFO niche in our easy to use website editor. Choose DIY, or work with our full design team to create new website.

Lead Magnets

Convert prospects with expert written white papers that span a wide range of CFO specific topics like "Take Two Review", "Cashflow Management", and more.

Ai Tools

Write content like emails, blogs and social media posts. Create proposals, and respond to client inquiries. Complete complex tax research in seconds.

Why Choose CountingWorks PRO?

You'll get all the tools and integrations you need to build an online presence, market your firm to attract better clients, and a powerful client hub that unifies every aspect of the client journey digitally.

Put your growth on autopilot with fully customized website and automated digital marketing campaigns that drive more qualified traffic and leads.

Expand your margins and generate more revenue with your existing client base with targeted client marketing campaigns.

Provide a personalized digital experience with a fully branded ClientHub and manage the entire client relationship all in one place.

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.

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