CountingWorks PRO

Marketing & Digital PresenceLow PriorityNot Contacted
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Overview

Marketing automation and digital presence platform for independent tax and accounting professionals, covering websites, content marketing, and client communication

Strategic Fit for DCC

Serves a large base of independent tax and accounting professionals, providing a broad distribution channel into the professional market. Platform's content marketing capabilities could be used to distribute Bitcoin-related educational content to a large audience of tax professionals. CEO's positioning of the platform as a 'relationship layer' aligns with DCC's thesis of building trusted advisor relationships.

Integration Potential

Bitcoin and crypto-focused marketing content and campaigns could be offered as a premium add-on. The client communication tools could be used to introduce Bitcoin-related services to existing clients. The platform could integrate with crypto tax software to offer a complete solution for tax professionals.

Financial Profile

Revenue Model
SaaS subscription (per-firm pricing)

Company Information

Headquarters
Newport Beach, CA, USA
Founded
2003
Employees
11-50
Geographic Focus
North America (primarily USA)
Primary Customers
Independent tax professionals, CPAs, EAs, accounting firms

Ownership & Funding

Ownership Type
Bootstrapped
Last Known Funding
Bootstrapped

Leadership

CEO
Lee Reams II
Research Date
2026-02-24