Baloun and Company

About This Business

Baloun and Company is a forward-thinking firm that offers a comprehensive solution for automating the front office of accounting and tax practices. Their flagship product, CountingWorks PRO, is an AI-powered platform that streamlines various aspects of a practice's marketing and client management. From customized websites and SEO optimization to done-for-you blogs, newsletters, and social media posts, CountingWorks PRO helps practices stay visible and attract new clients. The platform also includes personalized playbooks that auto-educate and upsell clients based on the practice's services, client needs, and timing. Powered by MAX, a built-in AI marketing assistant, CountingWorks PRO enables practices to connect with clients, convert leads, and advocate for their services. With a focus on delivering custom content tailored to each practice, Baloun and Company's solution helps accounting and tax professionals build trust, win referrals, and close clients faster. By joining the forward-looking movement, practices can relax and let Baloun and Company handle the heavy lifting, defining what makes their firm exceptional and writing their compelling brand story. The company's marketing concierge team and coaches are also available to help practices fine-tune their strategy, review performance, and keep growing month after month. With CountingWorks PRO, practices can turn inquiries into clients quickly and efficiently, using automated proposals, e-signatures, engagement letters, and secure payment links. Overall, Baloun and Company is dedicated to helping accounting and tax practices succeed in a competitive market, providing them with the tools and support they need to thrive.