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We’ll map your firm’s message, ideal client, and growth goals into a platform built to:

Personalize your visibility with narrative-led SEO

Automate onboarding, content, and client communications

Unlock advisory revenue with plug-and-play upsell flows

It’s your vision—we just make it run smoother.

Select the time with the team that works best for you.

Meet with Abel for a Product Overview

Meet with Rebekah and Patrick

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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
...

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