A Now / Next / Later sequence built only from the actions already introduced in this Blueprint—starting with clarity of ownership, not new software.
Now
First 30 days
Define team roles and service ownership
What to do
Define team roles, recurring service ownership, escalation rules, and the work that should continue to require Lisa’s direct involvement.
Why it matters
Automation cannot solve owner dependence when responsibilities remain unclear.
Expected outcome
Greater internal clarity and a practical foundation for delegation.
Next
Days 31–90
Standardize onboarding in TaxDome
What to do
Build standardized TaxDome onboarding and document workflows for monthly business clients, nonprofits, and individual tax clients.
Why it matters
Each client type requires different information, deadlines, and communication.
Expected outcome
Less manual follow-up and a more consistent client experience.
Later
Beyond 90 days
Reposition the website around the team
What to do
Reposition the website and ongoing client communication around the team, recurring relationships, and planned advisory conversations.
Why it matters
The firm’s public experience should reinforce the operating model it wants internally.
Expected outcome
Better-fit inquiries, stronger client confidence in the team, and more capacity for Lisa to lead rather than coordinate routine work.
Current Technology Guidance
The firm’s existing stack—TaxDome, Levitate, CPACharge, email, and the current website—can carry this plan. Replacing tools is not the first move.
The existing stack
TaxDome
Levitate
CPACharge
Email
Current website
Focus first on
Clear process ownership
Consistent templates
Better qualification
Fewer duplicate communications
Thoughtful automation
Team adoption
No integrations between CountingWorks PRO, TaxDome, Levitate, or CPACharge are promised unless verified during setup.
Opens your print dialog with the full report—Overview, Growth Opportunities, and Action Plan. The interactive Website Preview is linked, not printed. Choose ‘Save as PDF’ in the print dialog.
Your next step
Ready to Put Your Blueprint to Work?
You’ve seen what your future website could look like, where your growth opportunities are, and what to prioritize next.
CountingWorks PRO brings your digital presence, client relationships, practice management, and AI-powered opportunity intelligence together to help turn your Blueprint into action.
Let’s Build Your Future FirmYou’ve already completed the Blueprint intake—this goes straight to the CountingWorks PRO team.
