Tracy Carlton

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2299 E Main St Ste 5
Ventura, CA 93001
+1 (805) 701-7100
https://www.countingworkspro.com

Tracy Carlton is a company based in Ventura, CA, offering innovative automation solutions for tax and accounting professionals. Their platform, CountingWorks PRO, provides a range of features including Marketing Concierge, Website & SEO optimization, Client Retention tools, and AI Assistant functionalities like Lead Funnels and Automated Workflows.

With a focus on modernizing client onboarding processes, Tracy Carlton leverages AI technology to streamline workflows, personalize client experiences, and enhance marketing strategies for future growth. Their Three-Pillar Narrative emphasizes AI-Optimized Digital Engagement, Generational Marketing, and creating seamless touchpoints that resonate with clients of all ages.

CountingWorks PRO aims to revolutionize the tax and accounting industry by offering a comprehensive system that maximizes efficiency, improves client engagement, and drives practice growth. By combining AI-powered solutions with intuitive platforms, Tracy Carlton helps professionals save time, attract high-value prospects, and stay ahead of the evolving market trends.

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Reviews

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5.03 reviews
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Robert W. G.
6/7/2019

We have been getting our taxes done for many years by the same individual. We were very happy with his service, But when he retired and left a scrambling for a new option . Tracy Carlton was...

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John S.
5/18/2022

Tracy is timely & thorough and always helpful, as well as always nice to talk to. We've been clients for many years, and hope to be, for many more.

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Brandt J.
8/13/2021

I have had my taxes done with the Pugh family for well over a decade. Upon Davids passing his daughter,Tracy Carlton, took over as my preparer. She, just like her dad has taken good care of me....

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"Shiva has been doing my taxes for many years. She is the best of the best. I cannot say enough about her. She is professional, knowledgable, and responsive. She has done all sorts of..."
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