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Time Tracking & Billing 3.0 is Here!
Get ready to invoice on the fly, track time down to the minute, and say goodbye to chasing late payments. Our latest update brings you:
► Fractional Hour Tracking
No more rounding or lost billable minutes-get paid for *every* minute worked.
► Instant Invoicing
Mid-project billing or quick corrections are a breeze. Create and send invoices without leaving the platform.
► Fast Online Payments
Stripe integration means you’ll see money in your account sooner, instead of waiting weeks.
Easy Setup
We’ve teamed up with Toggl and Stripe to make getting started seamless. Just enable both apps, follow our simple tutorial, and you’re all set.
Still on Our Legacy Platform?
It’s time to upgrade and take advantage of faster billing and quicker payments. Don’t let another tax season pass you by.
Ready to Get Started?
Reach out to our team or email us at help@countingworkspro.com for any questions. You can also schedule a call with a CountingWorks PRO Strategist to see how Time Tracking & Billing 3.0 can transform your practice.
Because every minute counts-and now you don’t have to lose a single one.
Переглядів: 30

Відео

Boomer Goldmine: Unlocking the Wealthiest Generation’s Potential for Your Firm
Переглядів 13День тому
Welcome to a brand-new episode of The Growth Minded Accountant, where we explore innovative strategies to help tax and accounting professionals expand their practices and better serve clients. In this kickoff to our Generational Marketing series, host Lee Reams, Founder & CEO of CountingWorks, is joined by Rebekah Barton, Chief Visibility Officer at CountingWorks, to discuss one of the most luc...
VoiceConnect for MAX: Where Your Voice & AI Converge
Переглядів 45День тому
Want your client comms to go from “meh” to “whoa”? This is your moment. Introducing VoiceConnect, our brand-new feature that merges your own voice (or our AI’s) with the power of MAX to create one- or two-way audio experiences on any topic-podcast intros, blog article recaps, tax return reviews, you name it. Why you’ll love it: - Speed & Ease: Record your script in your voice-or let MAX AI Deep...
VoiceConnect: Your New Secret Weapon in ClientHub
Переглядів 17День тому
Busy season is here, and you’re juggling complex returns, endless client emails, and back-to-back phone calls. Sound familiar? Imagine cutting your call volume in half-while keeping your clients happier than ever. That’s the power of VoiceConnect, our brand-new audio message feature for tax and accounting professionals inside ClientHub. In this tutorial, I’ll show you how to seamlessly record a...
AI Audio DeepDive in MAX: A Game-Changer for Explaining Complex Tax Topics
Переглядів 8414 днів тому
Tired of repeating the same explanations about tricky tax returns or accounting procedures? Meet AI Audio DeepDive, the new feature in MAX that lets you generate audio explanations using your own cloned voice or our AI voice library. In this video, you’ll see how to: - Turn complex tax details into simple, on-demand audio clips for your clients - Save hours of back-and-forth by automating FAQs ...
Podcast: Rising from the Rubble: Navigating Tax Implications for Homeowners Affected by Disasters
Переглядів 2714 днів тому
In response to recent Los Angeles-area wildfires-including the Palisades and Eaton fires-The Growth Minded Accountant presents a specialized episode delving into the complex tax challenges homeowners face in the aftermath of natural disasters. Geared toward both those directly affected and tax professionals, this discussion emphasizes the vital role qualified advisors play in guiding clients th...
Outrunning the Generalists: How Niche Specialization Fuels Accounting Growth
Переглядів 3921 день тому
Ready to stand out in a sea of generalist tax firms? In this episode of the Growth-Minded Accountant podcast, we dive into the power of niche specialization with our special guest, Rebekah Barton-author of “Ready to Outrun Generalist Tax Firms? Find Your Niche and Pick a Lane.” Discover how narrowing your focus can sharpen your expertise, attract high-value clients, and fuel long-term growth fo...
AI Agents as Lead Magnets: Convert Prospects with Instant, High-Value Analysis
Переглядів 72Місяць тому
In this video, we’re taking a deep dive into our brand-new AI Agents-the ultimate lead magnets for forward-thinking tax and accounting professionals. Learn how an automated, AI-driven analysis (covering Tax Minimization, Business Entity Selection, and Cash Flow insights) can be generated the moment a prospect fills out a quick intake form. Best of all, you stay in control-review the AI’s report...
Mastering Consistency: The #1 Marketing Secret That Pre-Sells Your Tax and Accounting Services
Переглядів 42Місяць тому
Welcome back to The Growth Minded Accountant Podcast with your host, Lee Reams! In this episode, we’re tackling the #1 marketing challenge for CPAs, EAs, and accounting professionals: consistency. Joining Lee is marketing expert Rebekah Barton, who’s helped countless firms streamline their outreach, leverage testimonials, and automate their marketing to pre-sell services before prospects ever g...
Introducing MAX Text-to-Voice
Переглядів 56Місяць тому
We’ve added a powerful new tool to CountingWorks PRO: MAX Text-to-Voice. This feature makes it simple to create natural-sounding, personalized audio notes based on any text you provide-perfect for sharing important updates or summaries with clients. Why MAX Text-to-Voice? - Sounds Just Like You Want quick, professional audio updates that match your own speaking voice? Our MAX Text-to-Voice feat...
CountingWorks PRO Product Update: Adding tags to ClientHub.
Переглядів 46Місяць тому
Tired of digging through endless folders to find your clients’ files? In this video, discover how our brand-new Tagging Feature in CountingWorks PRO 3.0 helps tax and accounting pros save time and stay organized. You’ll learn: • How to create tags with a single click • Simple color-coding tips for quick file recognition • Easy filtering by tag to instantly find receipts, K1s, 1099s, financial s...
Search Everywhere Optimization: Why It Takes More Than a Website to Get Found Online
Переглядів 65Місяць тому
It’s not enough to rely on a polished website and a few well-placed keywords. Clients are searching for tax and accounting professionals across multiple platforms-Google, social media, AI-driven tools like ChatGPT and Google Gemini, voice search, and beyond. So how do you stand out in a landscape where prospective clients can find (or miss) you virtually anywhere? In this episode of "The Growth...
Meet MAX: Your Ultimate AI Assistant for Tax Pros!
Переглядів 123Місяць тому
In this video, we’re introducing the newest features of MAX, now live in all CountingWorks PRO 3.0 subscriptions! Here’s what’s new: ✅ Three Powerful LLM Models: ChatGPT 4.0, ChatGPT Mini for quick tasks, and ChatGPT 4.0 Turbo for high-performance workloads. ✅ Trusted Knowledge Base: MAX layers human-researched, tax-specific insights onto every query for unparalleled accuracy. ✅ Voice Command: ...
Your Email Database: Unlocking the Goldmine in Your Tax and Accounting Practice
Переглядів 40Місяць тому
What if the key to adding hundreds of thousands in revenue was sitting right under your nose? Spoiler alert: it is. In this episode of The Growth Minded Accountant, Lee Reams II and Rebekah Barton reveal how your email database-yes, the one you’ve probably been underusing-can transform your practice into a revenue-generating powerhouse. 👉 Here’s what we cover: How upselling just a fraction of y...
CountingWorks PRO SEO Tool: OPTIMIZE Your Tax & Accounting Website + SEO
Переглядів 242 місяці тому
Say goodbye to the hassle of managing SEO and hello to effortless website rankings. With CountingWorks PRO’s SEO & website management tools, your website can soar to the top of search engines - with little to no effort on your part.
Myths vs. Reality: Overcoming AI Resistance in Tax Practices
Переглядів 472 місяці тому
Myths vs. Reality: Overcoming AI Resistance in Tax Practices
Tax Reform Strategies: Turning Changes Into Opportunities for Tax Pros and Clients
Переглядів 772 місяці тому
Tax Reform Strategies: Turning Changes Into Opportunities for Tax Pros and Clients
The Ultimate Guide to Landing Pages for Tax and Accounting Firms
Переглядів 1082 місяці тому
The Ultimate Guide to Landing Pages for Tax and Accounting Firms
Turning Blogs into Conversations: Why Audio is the Future of Client Engagement in Tax & Accounting
Переглядів 1473 місяці тому
Turning Blogs into Conversations: Why Audio is the Future of Client Engagement in Tax & Accounting
Writing Client Emails on Potential Tax Reform with CountingWorks PRO Ai Assistant
Переглядів 303 місяці тому
Writing Client Emails on Potential Tax Reform with CountingWorks PRO Ai Assistant
🚀 Transform Your Tax Planning with Tax Alpha AI Agent 🚀
Переглядів 1423 місяці тому
🚀 Transform Your Tax Planning with Tax Alpha AI Agent 🚀
Unlocking Tax Harvesting Power with AI: A Growth Strategy for Accountants
Переглядів 1633 місяці тому
Unlocking Tax Harvesting Power with AI: A Growth Strategy for Accountants
Operate Like a Large CPA Firm on a Micro Budget: Delegate These 7 Tasks to AI
Переглядів 993 місяці тому
Operate Like a Large CPA Firm on a Micro Budget: Delegate These 7 Tasks to AI
🎉 Exciting Updates for CountingWorks PRO Ai Assistant! 🎉
Переглядів 423 місяці тому
🎉 Exciting Updates for CountingWorks PRO Ai Assistant! 🎉
🚀 Introducing the Ai Smart Bot - Your 24/7 Tax & Accounting Genius! 🚀
Переглядів 793 місяці тому
🚀 Introducing the Ai Smart Bot - Your 24/7 Tax & Accounting Genius! 🚀
Upselling Tax Advisory Services: A Step-by-Step Guide to Earn More Right Now
Переглядів 694 місяці тому
Upselling Tax Advisory Services: A Step-by-Step Guide to Earn More Right Now
Enhance Collaboration with ClientHub's New Commenting Tool in CountingWorks PRO 3.0
Переглядів 384 місяці тому
Enhance Collaboration with ClientHub's New Commenting Tool in CountingWorks PRO 3.0
How Digital Marketing Can Grow Your Practice During Tax Season | The Growth Minded Accountant
Переглядів 1034 місяці тому
How Digital Marketing Can Grow Your Practice During Tax Season | The Growth Minded Accountant
Mastering AI for Tax Season Success | The Growth Minded Accountant Podcast
Переглядів 804 місяці тому
Mastering AI for Tax Season Success | The Growth Minded Accountant Podcast
New Ai Assistant Feature: Preferences
Переглядів 274 місяці тому
New Ai Assistant Feature: Preferences

КОМЕНТАРІ

  • @JiminTennessee
    @JiminTennessee 10 днів тому

    I am a CW customer. I have to say, I am just so against AI at this point, I really do not want to help it do anything. Especially my job.

    • @CountingWorksPro
      @CountingWorksPro 10 днів тому

      Jim, we are all in on humans in the loop. The VoiceConnect feature lets you record audio messages to share securely with your clients. You can decide if you want to use AI to create scripts or do research for you. Your call. But 100% your voice and expertise if you wish. Thanks for the feedback.

  • @vitorcarnello1
    @vitorcarnello1 17 днів тому

    That's awesome!

  • @AlextheLue
    @AlextheLue Місяць тому

    This is a fantastic upgrade! I can that this is the start of a technological revolution!

  • @jamespanehal7847
    @jamespanehal7847 Місяць тому

    This is super cool...I can see how prepping clients with an overview before a meeting or call will help the productivity of that call immensely

  • @MarkSetaro
    @MarkSetaro Місяць тому

    CWP just gets better and better! Thank you

  • @brunadavide6723
    @brunadavide6723 Місяць тому

    Novelas trocas

  • @brunadavide6723
    @brunadavide6723 Місяць тому

    Novela S Novela s Novelas trocas

  • @MultiRogerh1
    @MultiRogerh1 2 місяці тому

    No emails!! Call. your Honorable Clients!!!

  • @MultiRogerh1
    @MultiRogerh1 2 місяці тому

    Custom fee my man!!! no minimum fee!!! Notwithstanding the size or scope of the client....smh

  • @MultiRogerh1
    @MultiRogerh1 2 місяці тому

    Think high end clients only...packages will kill you....

  • @MultiRogerh1
    @MultiRogerh1 2 місяці тому

    What about a MINIMUM FEE? That simplifies it all...

  • @jamespanehal7847
    @jamespanehal7847 3 місяці тому

    Very informative! Great Episode!

  • @AlextheLue
    @AlextheLue 4 місяці тому

    Nice stuff!

  • @AlextheLue
    @AlextheLue 4 місяці тому

    Awesome stuff to learn!

  • @AlextheLue
    @AlextheLue 4 місяці тому

    Awesome!

  • @kazimuzahid9237
    @kazimuzahid9237 5 місяців тому

    best video

  • @smrubelmedia
    @smrubelmedia 6 місяців тому

    Your video is very beautiful. I like it a lot. I have been trying to talk to you for a long time. I am waiting for your response. Please give me a chance to talk to you.🥰😍😍

  • @Kimber1eeAnn
    @Kimber1eeAnn Рік тому

    Thank you so much for this! This gave me all the answers to the questions I had that I could not find 5-6 videos before this! Appreciate it! 👏🏼🙌🏼😁

  • @creekboie3277
    @creekboie3277 Рік тому

    I called the irs a couple of weeks ago and they told me the deadline the 18th I’m in San Bernardino ca,

  • @LegendOfJohnson
    @LegendOfJohnson Рік тому

    Great info! Super concise and clear too. Thank you!! Wish the IRS and the CA Franchise Tax Board were as clear as you 😂

  • @robertmirolo3755
    @robertmirolo3755 Рік тому

    Thank you Lee!

  • @trevorhoover6582
    @trevorhoover6582 2 роки тому

    𝐩яⓞ𝓂𝓞Ş𝐦

  • @randolphbernstrom8055
    @randolphbernstrom8055 2 роки тому

    😡 ρɾσɱσʂɱ

  • @gwiszitstaxtime7293
    @gwiszitstaxtime7293 2 роки тому

    Just as we tell our tax clients. You don’t know what you don’t know. The same concept applies to all firms. If you can’t get found, how can you serve them?

  • @gwiszitstaxtime7293
    @gwiszitstaxtime7293 2 роки тому

    I’ll be the first viewer 🔥💃🏼😎🥸🤜

  • @gwiszitstaxtime7293
    @gwiszitstaxtime7293 3 роки тому

    I just signed up! New client very excited to check it out! Great content.

    • @CountingWorksPro
      @CountingWorksPro 3 роки тому

      Glad you found value in our content! And welcome to CountingWorks PRO! We are excited to have you! :)

    • @5310derry
      @5310derry 3 роки тому

      Thanks for watching. Check out our podcast as well for some industry interviews. Link via www.countingworkspro.com/modern-marketing-for-todays-accountant-podcast/

  • @jasondurelo493
    @jasondurelo493 3 роки тому

    @Flashcardin.

  • @jasondurelo493
    @jasondurelo493 3 роки тому

    What a great deal with you on telegram ..

  • @larrywaswhton7879
    @larrywaswhton7879 3 роки тому

    Don’t not believe this bull shut lies fake it’s just don’t not believe this just report to local law enforcement officials or don’t not pick up you phone just blocked on your phone

  • @zay8452
    @zay8452 3 роки тому

    So on your taxes when it asked if you received unemployment would I put down my amount still if its below 10200 I received 10,011 dollars would I leave it blank or do I still put in my amount?

  • @williamjoline513
    @williamjoline513 3 роки тому

    GREETINGS TO YOU ALL. Most Doctors say Herpes Virus do not have a medical cure because the virus is capable of hiding within the human cells, it remains protected from your immune system. Herpes is not a special virus; your immune system has the power to fight it back but because it is able to lay dormant in protected cells, your immune system is unable to remove it from your body. But with strong reactive herbal medication is capable of getting rid of the virus gradually and totally from your body within just 14days without damaging any of your cells. Natural herbs kills the bad cells carrying the herpes virus totally! within just 14 days. I am not a medical doctor but i got cured with a natural herbal prepare by Dr Eddymon. he sent me a herbal medicine which I took according to the way he instructed me to do. After taking the medicine for two weeks i saw a changes on my body, then i called the Dr and told him about it and he said i should go for test. i can't believe when my result came out it was negative, i was very happy to share this great testimony to the world there is real cure for #herpes you can also contact DR.Eddymon Email: doctoreddymon@gmail.com also reach him on WhatsApp with this link wa.link/6c80nw or +2348128107710 He also have herbs medicine to cured the following diseases; DIABETES, LUPUS, GOUT, HEPATITIS A,B, INFERTILITY HIV/AIDS, CANCER, WART,ALS CURE/DIABETES CURE/EPILEPSY/HPV CURE/LOOSE WEIGHT AND BODY/MISCARRIAGE/STROKE, FIBROID, PSORIASIS, PREGNANCY HERBAL MEDICINE, ITCHING, BAD BREATH, CORONA VIRUS AND MANY MORE.

  • @tulocalfriend8502
    @tulocalfriend8502 3 роки тому

    I received $28k in 2020 from unemployment. Should I file my taxes yet or should I wait for the irs to say something

  • @RevolutionaryThinking
    @RevolutionaryThinking 3 роки тому

    In California we don't pay income tax on unemployment benefits.

    • @jacobmatteson9166
      @jacobmatteson9166 3 роки тому

      wait, yeah we do..

    • @RevolutionaryThinking
      @RevolutionaryThinking 3 роки тому

      @@jacobmatteson9166 not state at least it’s only federal.

    • @ritatorres5732
      @ritatorres5732 3 роки тому

      THE federal taxes unemployment in cali,I paid mine,,it's only state that u don't have to pay taxes on.

  • @RB-mw9qm
    @RB-mw9qm 3 роки тому

    My question is I already filed my taxes in Florida but forgot to include my unemployment, do I still need to file an amendment if they’ve made it untaxable

    • @RB-mw9qm
      @RB-mw9qm 3 роки тому

      @Milton Crummie II I only got like 3,500$ in unemployment

    • @RB-mw9qm
      @RB-mw9qm 3 роки тому

      Received a letter in the mail saying the second 600$ check they sent was not taxable but it didn’t say anything about 10,200

  • @Thedriver96207
    @Thedriver96207 3 роки тому

    Great info! My question is, I have already filed my taxes for 2020. On that year I had roughly 9,500$ in unemployment compensation. HOW do I file an amended return to get the tax refund on that? I’m just not sure exactly what I change within my return to adjust this. Thanks in advance!

    • @CountingWorksPro
      @CountingWorksPro 3 роки тому

      Hello! It is too early to know how the IRS intends to handle this issue. They may automatically make the adjustment and refund the taxes you paid on the $10,200 or maybe not. They may require you file an amended return. You probably should let the dust settle and wait for further guidance from the IRS. The President just signed the bill on the 11th.

    • @CountingWorksPro
      @CountingWorksPro 3 роки тому

      In that case, none of the unemployment is taxable for federal purposes. However, the IRS has indicated amended returns should not be filed until they provide further notice. Perhaps they will be able to that automatically. We will have to wait and see.

  • @NickJamesBanks
    @NickJamesBanks 3 роки тому

    I just filed my taxes in MA. I made around $16k with my job and 11k in unemployment. I ended up getting $56 back for State (MA) and I ended up owing $47 for federal. Should I amend my return now, or will they give a credit now for the non taxable unemployment? I got a notification that my federal and state were accepted by the IRS, but I haven't gotten the bill yet for $47.

    • @CountingWorksPro
      @CountingWorksPro 3 роки тому

      Hi Nick! As I understand, MA taxes unemployment benefits. I think you should wait and see if MA will conform to the federal change and also exempt the $10,200 from taxation. I would be a little a patient and see how MA and the Federal want to deal with this issue. It is too soon after the passage of the bill for either MA or the IRS to react, especially since this provision was added to the legislation in the last week before passage.

    • @CountingWorksPro
      @CountingWorksPro 3 роки тому

      Nick, since the last time we responded to you the IRS has indicated amended returns should not be filed until they issue further guidance.

  • @MTWood
    @MTWood 3 роки тому

    I filed last month. Should I amend or just wait? I made $14,000 in 2020 on unemployment and Texas takes out %10. Will I get a bigger refund? Plus, it’s been over 21 days and I haven’t seen any evidence my return is coming my way.

    • @xgreenbaynationx9812
      @xgreenbaynationx9812 3 роки тому

      Amend it after you get your taxes

    • @CountingWorksPro
      @CountingWorksPro 3 роки тому

      Since your post, the IRS has indicated amended returns should not be filed until they issue further guidance.

  • @akiram6609
    @akiram6609 3 роки тому

    Pennsylvania does not tax unemployment income.

  • @deydrypena3763
    @deydrypena3763 3 роки тому

    They take tax out here in Florida

    • @CountingWorksPro
      @CountingWorksPro 3 роки тому

      Florida has no income tax so unemployment is not taxable in Florida and thus no unemployment withholding in Florida.

  • @deydrypena3763
    @deydrypena3763 3 роки тому

    That not true

  • @deydrypena3763
    @deydrypena3763 3 роки тому

    They do take tax out in here florida

  • @mikefurr780
    @mikefurr780 3 роки тому

    I have already filed. Will I miss out on the break?

    • @CountingWorksPro
      @CountingWorksPro 3 роки тому

      Not law until signed by the President (Maybe Tuesday 3/9?). But unless the IRS automatically corrects the tax return for you, you will need to amend the return. Though seems worth it.

    • @mikefurr780
      @mikefurr780 3 роки тому

      @@CountingWorksPro and can you explain the child credit they proposed?

  • @andybreakstone1958
    @andybreakstone1958 3 роки тому

    do it

  • @aileenpalaran7640
    @aileenpalaran7640 3 роки тому

    Does the mo thky subscription include website already?

    • @CountingWorksPro
      @CountingWorksPro 3 роки тому

      Scale subscription and higher include the website. Call 1-800-442-2477 x3 with questions about your program. Link: pricing.countingworkspro.com/1

  • @jeffreysmith5489
    @jeffreysmith5489 4 роки тому

    i got a message like this im 15 how tf do i pay taxes

    • @rome79735
      @rome79735 3 роки тому

      Do what I do, I tell them to kiss my ass.

  • @DreamFirms
    @DreamFirms 4 роки тому

    Learned a few things from this video. Thanks for sharing your expertise with the world. Keep it up!

  • @axeblue
    @axeblue 5 років тому

    Oops! Could you repeat that.

  • @RobBonham
    @RobBonham 5 років тому

    There once was a time when businesses could sneak by using virtual offices for Google My Business profile locations. Now it is a significant risk. Try it and you might just earn a suspension. It’s worth spending a little more on a dedicated physical office location as it will help your business appear more frequently and higher in Google’s rankings. And your bottom line will thank you!

  • @geeth89
    @geeth89 5 років тому

    Very good info, thank you so much.

  • @davidmartin6474
    @davidmartin6474 7 років тому

    The last time I got one of these calls the "robo" was using such broken English it was funny. If I didn't contact them within 48 hours the "local cops come arrest me!"