Paul, Cox & Todd PLLCPaul, Cox & Todd PLLCGrowth Blueprint
Prepared byCountingWorks PRO
Blueprint overview

Your Growth Opportunities

Here are the opportunities we identified to help your firm attract better clients, increase engagement, and grow revenue.

WIN

Win better-fit clients
01WIN

Attract better-fit clients with a dedicated small business page

What we found
Verified finding The homepage speaks to individuals and businesses generally — no owners, no decisions, no dedicated path in.
Why it matters
Your intake asks for more new and better-fit clients. Owners who instantly see “this is for me” convert better.
Example
An owner searching “CPA for small business Winston-Salem” finds hiring, cash flow, and year-round planning — with the team visible.
Recommended workflow
Publish the entrepreneur page → feature the team and Insights → link every section to the inquiry → review quarterly.
Benefit
More well-fit inquiries converting into recurring relationships.
Measures
  • Qualified owner inquiries per month
  • New recurring clients from the focused page
How CountingWorks PRO helps
CountingWorks PRO builds and hosts firm websites with focused pages and inquiry paths.
02WIN

Qualify prospects before the first call

What we found
Verified finding A contact form only — no scheduling, no way to learn a prospect’s stage, team size, or decision before the call.
Why it matters
Poor-fit first calls cost partner time. Fit information up front lets the team prepare, decline politely, or route correctly.
Example
Three answers — size, stage, next decision — and the team sees “12 employees, growing, considering a hire” first.
Recommended workflow
Answer common questions → ask three fit questions → route good-fit inquiries to a call, others to a resource → refine.
Benefit
Fewer unproductive calls, better-prepared conversations.
Measures
  • Share of first conversations that are good fit
  • Inquiry-to-client conversion rate
How CountingWorks PRO helps
The question-to-qualification flow in your Website Preview shows how this works.
03WIN

Turn the Insights blog into discoverable answers

What we found
Verified finding Articles on tax planning and financial reviews exist, but not organized around the questions owners search.
Why it matters
Owners ask specific questions in Google and AI assistants. Answers built from existing articles are findable without new research.
Example
An owner asks “Can I afford to hire?” and finds an answer, a checklist, and a link to talk.
Recommended workflow
Pick relevant articles → one short answer page per question → organize by decision → end each with the inquiry.
Benefit
Existing expertise becomes a steady source of prospects.
Measures
  • Organic visits to answer pages
  • Inquiries started from answer pages

GROW

Grow existing relationships
04GROW

Spot changing needs inside existing relationships

Assumption
Assumption Your intake names introducing advisory services as a friction; research cannot show which clients have unmet needs.
Why it matters
Clients hiring, expanding, or nearing retirement often need planning they haven’t asked for — spotting it early lifts retention.
Example
A long-time client’s payroll has grown two quarters and they’ve mentioned slowing down — a sign exit planning may fit.
Recommended workflow
Agree on change signals → review a small client group monthly → flag needs → assign an advisor.
Benefit
Earlier, more relevant conversations and stronger retention.
Measures
  • Clients reviewed per month
  • Advisory conversations started per quarter
How CountingWorks PRO helps
MAX can analyze connected client information to surface opportunities. It has not analyzed the firm’s records.
05GROW

Turn opportunities into defined, well-priced advisory offers

Assumption
Assumption Advisory and exit planning are listed, but research can’t show whether planning is sold as scoped, intentionally priced engagements.
Why it matters
Your intake names advisory revenue, pricing, and margins. A flagged need only pays off as a clear offer.
Example
The client considering a sale is offered a one-time exit-readiness engagement, then quarterly advisory check-ins.
Recommended workflow
Define two or three offers → prepare a planning agenda → advisor confirms scope → track acceptances.
Benefit
Recurring and one-time revenue outside existing scope, at intentional prices.
Measures
  • Advisory proposals accepted
  • Clients adding a recurring advisory service
How CountingWorks PRO helps
MAX can help prepare planning conversations for the advisor to review.

How Intelligence, Advisory Growth, and Automation Connect

An illustrative example of how GROW and DELIVER work together for one monthly client. It does not describe any real Paul, Cox & Todd client, and MAX has not analyzed the firm’s records.

A long-time monthly client mentions they are thinking about selling the business in the next few years.

  1. 01MAX prepares

    Prepared for review

    With suitable client information available and authorized, MAX could surface planning questions — valuation drivers, statement readiness, tax implications of a sale, timing — explain why each matters, and draft a conversation agenda.

  2. 02Advisor decides

    Advisor decision

    David or the assigned advisor reviews the questions, confirms whether exit planning is appropriate, and agrees scope and pricing with the client. Nothing goes out automatically.

  3. 03Automation maintains

    Runs on a schedule

    A supported recurring workflow keeps follow-through moving: it creates the monthly review task, schedules document requests and reminders, and prepares items for the team to check.

Implementation dependency: which data sources connect and which recurring workflows are supported must be confirmed with CountingWorks PRO during setup. No autonomous client communication is assumed.

DELIVER

Deliver with less manual work
06DELIVER

Automate document collection, reminders, and follow-through

Assumption
Assumption Your intake names document collection as a top friction, with Canopy arriving soon; research can’t show how much is manual.
Why it matters
Every manual chase takes time from advisory work. Automating routine collection keeps quality steady as the base grows.
Example
Requests go out on schedule, reminders follow automatically, and follow-up items are ready for the team to check.
Recommended workflow
List recurring collection activities → automate one supported workflow → measure time saved → extend to the next.
Benefit
Recovered capacity and fewer missed follow-ups.
Measures
  • Hours recovered per month
  • Documents received without manual chasing
How CountingWorks PRO helps
CountingWorks PRO supports recurring workflows; the automations available should be confirmed during setup.
07DELIVER

Improve onboarding and the client experience

What we found
Verified finding A portal is live and Canopy is on the way, but the site doesn’t explain the path to an ongoing relationship.
Why it matters
Your intake names client experience. A slow start means back-and-forth for the team and doubt for the client.
Example
After scope is accepted: a portal checklist, a named contact, and a review call after the first close.
Recommended workflow
Name a handoff owner → document the steps → standard checklist → first-close review and regular check-in.
Benefit
A faster start and clients more likely to stay.
Measures
  • Days from accepted scope to first close
  • Client questions in month one
How CountingWorks PRO helps
CountingWorks PRO practice management tracks each onboarding step and owner.

What Could These Opportunities Mean for Your Firm?

Illustrative scenarios only. Every default is a labeled placeholder—not Paul, Cox & Todd’s actual fees, client counts, time, or results—and nothing here is a forecast or promise. Replace the inputs with your own numbers.

A. New recurring clients · Supports WIN 1–3Illustrative scenario

3 clients × $750/month × 12 = $27,000 additional annualized recurring revenue

  • $750/month is a placeholder, not Paul, Cox & Todd’s pricing
  • The additional client count is hypothetical, not a projection.
  • This is a full-year run rate once all clients are active—not necessarily revenue collected in the first year
  • Count each new client once, even if the focused page, an answer page, and the guided inquiry all helped win them
B. Existing-client expansion · Supports GROW 4–5Illustrative scenario

4 clients × $300/month × 12 = $14,400 additional annualized recurring revenue

3 engagements × $1,500 = $4,500 one-time revenue (shown separately)

  • All defaults are placeholders, not Paul, Cox & Todd’s clients or pricing
  • Count only fees for work outside each client’s existing scope
  • Recurring and one-time revenue are shown separately and are not added together
C. Recovered team capacity · Supports DELIVER 6–7Illustrative scenario

40 activities × 15 min × 12 cycles ÷ 60 = 120 hours recovered per year

  • Defaults are placeholders: e.g., 40 recurring document requests or reminders per monthly cycle, 15 minutes saved each
  • Hourly cost is optional; leave it at 0 to see hours only
  • Recovered time becomes cash savings only when actual costs decline; otherwise it is capacity for advisory work or growth

These three scenarios stay separate. Revenue and capacity value are not combined into one ROI total, and new-client revenue is counted once.

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