Abendroth Accounting & Tax ServicesFuture-Ready
Firm Blueprint
Prepared byCountingWorks PRO

05Action plan

Now. Next. Later.

Now

Confirm priority client segments and core firm details
Why it matters: Positioning only works if it targets the clients Danielle wants most, with accurate contact details.
Expected outcome: A clear focus for the website and content.
Map the current inquiry, scheduling, portal, and document steps
Why it matters: You can’t simplify onboarding until every handoff is visible.
Expected outcome: A short list of the most disruptive breakdowns to fix first.
CountingWorks PRO support: Qount

Next

Launch small-business and nonprofit pages with a guided inquiry form
Why it matters: Better-fit clients need to recognize the firm quickly (WIN).
Expected outcome: More qualified inquiries with enough detail to respond well.
CountingWorks PRO support: Website & Content
Consolidate onboarding into one guided sequence
Why it matters: Fewer tools to check means less follow-up (DELIVER).
Expected outcome: Faster, more consistent onboarding.
CountingWorks PRO support: Qount

Later

Run a post-season review campaign for business tax clients
Why it matters: Recurring work is the firm’s strongest growth lever (GROW).
Expected outcome: Conversations that can lead to monthly bookkeeping, planning, or CFO engagements—subject to audit-independence review.
CountingWorks PRO support: MAX

How CountingWorks PRO helps

Used selectively, where it supports the plan.

01

Website & Content

Separate pathways for businesses, nonprofits, and individuals, plus content that demonstrates Danielle’s expertise in Google and AI recommendations.

02

Qount

Organizes inquiries, onboarding, document requests, responsibilities, and communication in one place.

03

MAX

Supports drafting, reminders, follow-up, and identifying clients who may need bookkeeping, planning, or CFO support. Professional judgment stays with Danielle and her team.

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 can help turn this Blueprint into action.

Let’s Build Your Future Firm

Items to verify before publishing

  • Primary phone: the website lists (708) 864-4071; the intake form lists (708) 773-0881.
  • Current office address (7060 Centennial Drive, Suite 105, Tinley Park, IL 60477-1699); listings show older addresses.
  • Current team members and office hours
  • Scheduling, client-portal, and SecureSend destinations
  • Nonprofit audit scope and industries actively served
  • Current software and workflow tools
  • Approved testimonials and current professional memberships

Local photographs are openly licensed images of Tinley Park and Oak Forest; Danielle’s photograph is from the firm’s current website. This is a concept, not a live website.