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Transform Your Tax & Accounting Practice with AI-Powered Growth Tools
At Kerrigan Bookkeeping, we specialize in transforming tax and accounting practices through AI-powered growth solutions. Our platform combines cutting-edge technology with human expertise to help firms stand out in a competitive digital landscape. Founded on decades of industry experience, our team understands the unique challenges faced by accounting professionals and delivers tools that streamline operations, enhance client engagement, and drive measurable growth. Our proprietary AI system, MAX, automates marketing, client communication, and tax research while maintaining the personal touch that defines successful practices.

We prioritize transparency, reliability, and innovation, ensuring our clients receive tailored solutions that align with their business goals. With a proven track record of helping over 8,000 firms achieve visibility and efficiency, we remain committed to delivering exceptional value through our comprehensive platform.
Services
AI-Powered Marketing Client Management Portal Website Design Tax Planning Automation Reputation Management
Highlights and features
  • We offer an AI-powered growth assistant trained on the tax code.
  • Our all-in-one platform integrates client management, marketing, and SEO tools.
  • We deliver custom brand narratives that differentiate your firm online.
  • Our automated marketing campaigns reduce administrative work by 72%.
  • We guarantee measurable ROI within 60 days of platform implementation.
What people say
Transformed my business Rank at the top Increased visibility Premium look Grew 58% revenue
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Services
AI-Powered Marketing
Our AI-driven marketing tools automate content creation, client outreach, and campaign management. Designed specifically for tax and accounting firms, this service reduces administrative burdens while increasing client engagement. By leveraging MAX, our AI assistant, we generate targeted emails, social media posts, and newsletters that enhance your firm's visibility and attract high-value clients.
Client Management Portal
The ClientHub platform centralizes communication, document sharing, and payment processing for seamless client interactions. This all-in-one portal streamlines onboarding, proposal approvals, and secure file transfers while maintaining a professional client experience. Integrated with MAX, it automates follow-ups and task triggers to improve efficiency and client retention rates for accounting practices.
Website Design
We create custom, SEO-optimized websites tailored to tax and accounting professionals. Our designs prioritize mobile responsiveness, fast loading times, and conversion-focused layouts. Each site incorporates narrative-driven content that establishes authority while improving search engine rankings to attract local and niche clients seeking specialized accounting services.
Tax Planning Automation
MAX automates year-round tax planning through personalized client reports and strategic recommendations. This service helps firms deliver proactive advisory solutions, identify upsell opportunities, and streamline client consultations. By integrating with existing workflows, our tools enhance service delivery efficiency while maintaining compliance with evolving tax regulations and client-specific requirements.
Reputation Management
Our reputation tools boost online presence through review management, social proof integration, and local SEO optimization. The system automatically requests client reviews, showcases testimonials, and enhances search visibility through TaxBuzz profiles. These features help accounting firms build trust, improve rankings, and differentiate themselves in competitive markets while maintaining consistent brand messaging across digital platforms.
People
Lee Reams II
Founder & Chief Content Officer
Lee Reams II combines tech expertise with marketing innovation to lead AI development at Kerrigan Bookkeeping. With extensive experience in tax industry technology, he directs platform enhancements that optimize practice efficiency and client engagement for accounting professionals nationwide.
Lee T. Reams, Sr
Founder & Tax Expert
Lee Reams Sr brings decades of tax expertise to Kerrigan Bookkeeping as a seasoned professional and educator. He has trained thousands of accountants through our platform, focusing on practical tax strategies and industry best practices that enhance client service quality and firm credibility.
Therese Tucker
Board Member
Therese Tucker, founder of BlackLine, contributes visionary leadership to Kerrigan Bookkeeping's innovation initiatives. Her software development background drives our commitment to technological advancement, ensuring our platform delivers cutting-edge solutions that address evolving needs in the accounting profession.
Questions
How does CountingWorks PRO help accounting firms grow?
Our AI-powered platform automates marketing, streamlines client management, and improves online visibility through custom websites and SEO strategies tailored to tax professionals.
What makes MAX different from other AI tools?
MAX is specifically trained on tax code and accounting workflows, providing industry-specific automation for client communication, content creation, and tax strategy development.
How long does setup take?
Most firms launch within 2-4 weeks, with initial training and system setup completed during the onboarding process that includes narrative development and platform customization.
Can the platform help with client retention?
Our retention tools automate upsells, advisory services, and client engagement strategies that increase recurring revenue while improving satisfaction through personalized interactions.
Is CountingWorks PRO suitable for small firms?
Yes, our scalable solutions work for solo practitioners and growing firms, providing enterprise-level tools that reduce administrative work while enhancing professional presentation.
How does the security system protect client data?
We implement enterprise-grade security with encrypted communications, secure file sharing, and compliance measures that meet industry standards for accounting professionals' data protection.