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      How to: Use CountingWorks PRO’s MAX AI to Write a Professional Biography

      Watch the tutorial and then try it out with the instructions below

      To view the video larger, click the icon at the bottom right of the video.

      The About Us or Bio page is one of the most visited sections of a tax and accounting professional’s website. Clients want to connect with you on a personal level before trusting you with their financial matters. Writing an engaging, professional biography can help build credibility and establish trust.

      With Max AI in CountingWorks PRO, you can easily create a compelling biography—even if you only have basic details or a resume. Below, we’ll explore different methods to generate a personalized bio that resonates with your audience.

      Step 1: Generating a Bio from Existing Information

      If you already have a detailed bio or an online presence, you can use Max AI to refine and enhance your biography.

      Example Prompt:

      "Create a professional biography for me using information from [your website]. Write it in the style of David Ogilvy, with a focus on storytelling and audience engagement."

      Output:

      • A well-structured, engaging bio emphasizing your expertise, values, and unique approach to tax and accounting.
      • A client-focused narrative that builds trust and connection.
      • A biography optimized for website visitors, highlighting your key achievements and differentiators.

      Tip: If you want a bio written in a specific tone (e.g., professional, conversational, storytelling-driven), include that in your prompt.

      Step 2: Creating a Bio from a Resume

      If you don’t have a pre-written bio, you can upload a resume and let Max AI generate a structured biography from it.

      How to Do It:

      1. Upload your resume into Max AI.
      2. Use the following prompt:
        "Create a professional biography based on this resume. Make it engaging and easy to read for potential clients."
      3. Max AI will extract key details such as:
        • Your professional experience
        • Key skills and specialties
        • Certifications and credentials
        • Areas of expertise (e.g., tax planning, CFO services, financial consulting)

      You’ll get a ready-to-use biography that can be fine-tuned for different audiences.

      Step 3: Customizing the Bio for Specific Audiences

      Your bio should be tailored to who you want to attract. Here’s how to do that using Max AI:

      Example Prompt:

      "Write a professional biography for me, targeting real estate professionals. Highlight my experience in tax planning, deductions, and financial strategy for real estate investors."

      Result: The AI will generate a bio emphasizing your expertise in real estate tax strategies, making it more relevant to your audience.

      You can further refine the bio by specifying:

      • A specific tone or style (e.g., informative, friendly, authoritative)
      • Talking points to include (e.g., "Mention my 15 years of experience in tax advisory.")
      • Length requirements (e.g., "Keep it under 200 words.")

      Step 4: Experimenting with Writing Styles

      Want your bio to stand out? You can ask Max AI to write it in the style of a famous writer or advertising legend.

      Example Prompt:

      "Rewrite my biography in the style of Stanley Kubrick, using a cinematic, visionary tone."

      Result: A unique, creative biography that captures attention in a bold and unconventional way.

      By adjusting the style and tone, you can shape how potential clients perceive you.

      Final Steps: Refining and Publishing Your Bio

      Once Max AI generates your biography:

      1. Review & Edit – Ensure accuracy and refine the wording.
      2. Optimize for Readability – Keep it concise, engaging, and structured.
      3. Add a Call to Action – Encourage potential clients to contact you.
      4. Publish on Your Website & Social Media – Make your bio easily accessible.

      Key Takeaways

      • Use AI to Generate Personalized Bios – Whether from a resume or online details, Max AI can craft a compelling biography.
      • Tailor the Bio to Your Audience – A bio for real estate professionals will differ from one for startup founders.
      • Experiment with Writing Styles – From professional to creative, adjusting the tone can make your bio more engaging.
      • Save Time & Improve Client Engagement – A strong bio helps build trust and credibility with website visitors.

      By leveraging Max AI in CountingWorks PRO, you can effortlessly create a professional, client-focused biography—saving time while improving how potential clients perceive you.