People love listening and watching, not reading. And with the power of AI, tax and accounting professionals can now effortlessly create audio and social media content with one click of a button???? ? ? https://lnkd.in/gGQXcKWi
CountingWorks PRO
会计
Newport Beach,CA 3,459 位关注者
Kick traditional tax and accounting marketing to the curb with our all-in-one practice growth platform.
关于我们
CountingWorks, Inc. (formerly known as ClientWhys, Inc.) is a Software as a Service (SaaS) company that develops websites, content and web based tools for CPAs, tax accountants and financial professionals. CountingWorks, Inc. serves as the parent company for our four brands. Learn more below. Our brands include: CountingWorks PRO: Our Software as a Service (SaaS) company that develops websites, content and web based tools for CPAs, tax accountants and financial professionals. Our software division allows professionals to shift to a connected client experience that adapts to what your firm needs—so you can showcase your expertise, grow your accounting practice, and create a client experience that wows. TaxBuzz and CountingWorks- Our marketplace directories geared towards connecting taxpayers with the perfect professional for their situation. Visit: www.taxbuzz.com Visit: www.countingworks.com CountingWorks Learning Center: Our #TaxCPE division, which provides affordable continuing education for tax and accounting professionals. Visit: www.taxcpe.com
- 网站
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https://www.countingworkspro.com/
CountingWorks PRO的外部链接
- 所属行业
- 会计
- 规模
- 11-50 人
- 总部
- Newport Beach,CA
- 类型
- 私人持股
- 创立
- 2005
- 领域
- Website Design and Hosting、Secure Client Portals、Social Media and Automated Campaigns、Email Marketing和reputation management
地点
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主要
US,CA,Newport Beach,92660
CountingWorks PRO员工
动态
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Introducing the CountingWorks PRO Marketing Concierge: your all-in-one, easy-to-use platform that works with you and for you. Say hello to streamlined success! ?? Learn more: https://lnkd.in/g8NZbj7e
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Are you ready to outpace your competition and serve your clients like never before? ?? In this game-changing episode of The Growth Minded Accountant we highlight: ?? Tax Harvesting 101 ?? AI Tax Tools ?? Growth Playbook ?? https://lnkd.in/gGFqqMvT
Tax Reform Strategies: Turning Changes Into Opportunities for Tax Pros and Clients
https://www.youtube.com/
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Phishing attacks are getting clever, but you're smarter! Watch out for these signs ??
?? Attention Tax and Accounting Professionals! ?? Phishing email attacks are rampant right now, and with the help of AI, these scams are becoming more sophisticated and harder to detect. It's crucial to stay vigilant and protect your clients' sensitive information. ?? Be on the lookout for: - Email password reset requests - Voice fraud attempts - Digital invoice payment requests - More complex and convincing phishing schemes Stay safe and informed! Let's work together to combat these threats. ?? Make sure you have 2FA turned on your APP logins and client portal. #TaxProfessionals #Accounting #CyberSecurity #PhishingScams #StaySafe
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The #1 mistake tax and accounting firms make? Treating their website like an online brochure. ?? A high-converting landing page isn’t just a webpage—it’s your 24/7 salesperson, your lead magnet, and your brand’s first impression. Here’s how to make it work for YOU: 1) Laser-focus your message: Speak directly to your ideal client’s pain points—ditch the fluff. 2) Simplify the design: Clarity wins over complexity. One call-to-action (CTA). One goal. 3) Use social proof: Testimonials + reviews = instant trust. 4) Add urgency: “Limited spots” or “Book before [date]” motivates action. When done right, a single landing page can supercharge your growth. ?? Want the full playbook? ?? https://lnkd.in/gGGn7Dhi Let’s talk: Is your website just sitting there, or is it WORKING for you? Drop your thoughts below! ?? #TaxPros #AccountingFirms #DigitalMarketing #BusinessGrowth
CountingWorks PRO | The Ultimate Guide to Landing Pages for Tax and Accounting Firms
countingworkspro.com
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Ready to work smarter in CountingWorks PRO? Unlock the power of the AI Assistant to handle detailed tax research, client communication, and the optimization of your workflow. Learn more here: https://lnkd.in/eBW_PpK
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Wondering if AI can really support you without taking over? ?? Discover how the right AI tools can streamline your workflow and keep you in control every step of the way. Learn here: https://lnkd.in/gdScWP34 #AIAssist #AccountingTech
CountingWorks PRO | Why You Can Trust AI to Work Alongside You (Not Replace You) in Tax and Accounting
countingworkspro.com
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Empowering, transforming, and advancing the tax and accounting world ?? CountingWorks PRO is excited to collaborate with Linvest to beta-launch TaxAlpha, an innovative and data-driven tax strategies AI-powered tool! David Lin, Linvest’s Founder, recently explored with CountingWorks PRO how TaxAlpha’s advanced AI and automation can help CPAs and tax professionals work more efficiently and achieve better outcomes for their clients. It’s inspiring to see Linvest lead the charge in integrating cutting-edge technology to shape the future of tax advisory. Learn more about TaxAlpha here: https://lnkd.in/g-nTyyAy
?? Transform Your Tax Planning with Tax Alpha ?? News Flash! Linvest21 and CountingWorks are joining forces for a preview launch of Tax Alpha — an AI-powered tool for smarter virtual family offices! Our CEO, David Lin, joined CountingWorks CEO, Lee Ream, for an insightful podcast discussion and live demo on AI's transformative role in the future of Virtual Family Offices for CPAs and FAs. A big thank you to CountingWorks for partnering with us to deliver intelligent tax solutions to professionals! Link to the podcast: https://lnkd.in/eWfWPavb Check out our post on X: https://lnkd.in/d2kneTbn Check out our website: linvest21.ai #Linvest21 #CountingWorks #TaxAlpha #AIinAccounting #Fintech #TaxStrategy #TaxLossHarvesting #AIInnovation #FutureOfFinance #SmartTaxSolutions #CPAs #BetaLaunch
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Want to turn your tax firm’s website into a client-engagement magnet? ?? Here are 5 must-have features that can make all the difference in how clients find and interact with you online. From user-friendly design to lead-capturing tools, these essentials are designed to drive real results. ??: https://lnkd.in/gz-PtnTK
CountingWorks PRO | 5 Website Features Every Tax Firm Needs to Drive Client Engagement
countingworkspro.com
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?? Turning Blogs into Conversations: Why Audio is the Future of Client Engagement in Tax & Accounting ?? Tax and accounting professionals, if you’re looking to boost client engagement, this episode of The Growth Minded Accountant is a must-listen! ??? Lee Reams II (Founder & CEO of CountingWorks PRO) and Rebekah Barton (Chief Visibility Officer) dive into how audio content—like podcasts and audio blogs—can transform your practice, helping you connect with clients in ways that written content can’t. In this episode, we cover: ? Why audio meets clients on the go, fitting every generation's media habits ? How adding audio can enhance client engagement and SEO ? Practical ways to start integrating audio in your content strategy Don’t miss out on these insights into the future of client engagement. Watch now on YouTube and learn how audio can elevate your firm’s brand! ???? ?? Link https://lnkd.in/gq665-93 #TaxPros #ClientEngagement #AudioContent #AccountingMarketing #Podcast
Turning Blogs into Conversations: Why Audio is the Future of Client Engagement in Tax & Accounting
https://www.youtube.com/