Your Action Plan

Five prioritized actions, each tied to an opportunity.

Now

First 30 Days

Action 1 · Supports: Align the website with better-fit small-business clients

What to Do: Confirm best-fit client, services, credentials, and whether free filing stays.
Why It Matters: The site can’t attract better clients until it says who it serves.
Expected Outcome: A focused message.
How to Measure It: Approved positioning and service hierarchy.

Action 2 · Supports: Turn more inquiries into qualified conversations

What to Do: Fix the 2025 appointment link, the .net/.biz mismatch, and testimonial permissions.
Why It Matters: Inconsistencies create doubt at the moment of contact.
Expected Outcome: A more credible first impression.
How to Measure It: Working links and higher contact completion.

Days 31–90

Action 3 · Supports: Turn more inquiries into qualified conversations

What to Do: Build the new site, guided inquiry, scheduling paths, and analytics.
Why It Matters: It addresses your main conversion challenge.
Expected Outcome: Inquiries arrive with the context to evaluate fit.
How to Measure It: Qualified inquiries, bookings, and conversion.
How CountingWorks PRO Can Support It: CountingWorks PRO supports the website, lead capture, and follow-up.

Action 4 · Supports: Create a recurring small-business financial foundation

Months 4–12

Action 5 · Supports: Turn existing client knowledge into timely follow-up

What to Do: Run annual reviews, publish local content, and build referrals.
Why It Matters: Grows visibility and value from existing clients.
Expected Outcome: More planning conversations and referrals.
How to Measure It: Expansion revenue, referrals, and organic leads.
How CountingWorks PRO Can Support It: MAX surfaces opportunities and drafts outreach; workflows track follow-up.

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