The tax and accounting profession is entering the biggest disruption in its history. Automation, AI, consolidation, private capital, and new client expectations are changing how firms get found, chosen, and valued.
CountingWorks exists to help independent firms compete by strengthening the part of the firm that matters most: the client relationship.
The future belongs to firms that are easier to find, easier to trust, easier to work with, and easier to recommend.
Billions of dollars are flowing into tax and accounting automation, consolidation, and AI-powered service models.
That creates pressure for small and midsize firms.
It also creates opportunity.
Independent firms do not need to outspend the biggest players. They need to become clearer, faster, more connected, and more valuable to the clients they are best built to serve.
That is where CountingWorks focuses: protecting the professional relationship, strengthening it, and helping firms scale the experience around it.
CountingWorks PRO is built for small and midsize tax, accounting, bookkeeping, CPA, and advisory firms that want to compete in a changing market without losing what makes them different.
We serve future-ready firms that care about trust, service, responsiveness, expertise, reputation, and long-term client value.
For firms that want to stay independent, modernize intelligently, and compete with larger players.
For owners who see AI and automation as tools to amplify their team, not replace their judgment.
For firms that know communication, trust, and follow-through are becoming the real moat.
Practice management matters. Tax software matters. Automation matters.
But clients do not experience your internal task list.
They experience your story, website, reviews, onboarding, communication, reminders, documents, follow-up, education, advice, and responsiveness.
That is the client-facing layer.
That is where trust is built, referrals are earned, advisory opportunities are created, and independent firms can still win.
Generic firms are easy to ignore. Clear firms are easier to trust.
Firms that communicate better, follow up faster, and make the journey easier are the firms clients remember.
MAX and AI Workflows help firms see, draft, chase, route, and follow up — with the human still deciding.
Small and midsize firms should not need enterprise budgets to deliver a modern client experience.
CountingWorks is not a generic software company trying to learn the tax and accounting market from the outside.
We have spent decades in this vertical — creating tax education, building websites, helping firms get found, supporting reviews and reputation, producing content, serving tax professionals, developing software, and learning what actually works for independent practices.
Our team brings together tax experts, copywriters, SEO and GEO specialists, website designers, developers, client experience strategists, and marketing professionals who understand how tax and accounting firms operate.
CountingWorks PRO was built for the pressure, seasonality, staffing challenges, client expectations, and growth opportunities independent firms face every day.
Board Member | Founder of BlackLine
Therese Tucker founded BlackLine and helped define the modern accounting automation category.
At CountingWorks, she brings board-level perspective on software, automation, accounting technology, and what it takes to build platforms professionals trust.
Board Member | Co-Founder | Tax Expert
Lee Reams Sr. has spent decades serving tax professionals as a technical educator, author, researcher, and practitioner.
His work helps keep CountingWorks grounded in tax accuracy, professional judgment, client trust, and the realities of practice.
Co-Founder & CEO | Chairman of the Board
Lee Reams II leads CountingWorks with a focus on helping independent tax and accounting firms grow, modernize, and compete in an AI-driven market.
Through CountingWorks PRO, TaxBuzz, Marketing Concierge, and The Growth Minded Accountant, his focus is helping future-ready firms create better outcomes from the same team.
If you believe the future of your firm depends on stronger visibility, clearer positioning, better client experience, smarter follow-up, and more valuable relationships, start with your Future-Ready Firm Blueprint.
We will help you see where your firm is clear, where the client-facing experience may be holding you back, and what to improve first.