All-in-One Marketing
How It Works
What we do. Who we do it for. How we'll help your business grow.
What's Included
Our marketing packages have everything you need to gain 2–3 clients per month and scale your bookkeeping business from 0 to $500K.
Website & Brand Identity
We'll build your bookkeeping firm a professional website and brand identity that positions you as an expert.
It will immediately inspire trust, showcase your credibility, and convert visitors into booked consultation calls.
Your brand and website will clearly communicate why potential clients should choose you and make it easy for them to do so.
Search Engine Optimization
We'll provide carefully targeted SEO to generate a consistent stream of qualified leads for your practice.
Each month we deliver expertly-written articles, build valuable backlinks, and strengthen your local online listings.
Over time you'll build up rankings in search results, bringing in clients who are actively looking for the bookkeeping services you offer.
Ad Campaigns
We'll create, manage, and continuously optimize your Google and Meta advertising campaigns, giving you quick results.
Your ad strategy includes high-performing landing pages designed to turn clicks into calls, so you'll start signing clients fast while the longer-term SEO efforts gain traction.
How the Process Works
Here's the step-by-step blueprint we follow to build your marketing foundation, manage your monthly campaigns, and help you find 2–3 new clients per month.
Onboarding
Kickoff and Strategy
Meet with our team to set business details, pricing, niches, and content direction for your website and branding.
Onboarding
Tech and Tools Setup
Detailed, guided sessions to set up your domain, email, scheduling tools, analytics, ad accounts, and local business profiles.
Branding & Website
Website Launch
We build and launch your optimized, professional website, designed to convert visitors into booked calls and showcase your expertise.
Branding & Website
Brand Identity Delivered
You receive professional branding assets including logo, and social media visuals, ready for immediate use and consistency across platforms.
Sales
Sales Process Development
Hands-on sessions covering discovery calls, pricing, proposal creation, follow-ups, and practical scenarios to reliably close new clients.
Advertising
Ad Strategy & Plan
Your custom ad strategy is developed, outlining recommended keywords, ad targeting, campaign types, and local market analysis.
Advertising
Ad Campaign Launch
Launching your optimized Google and Meta ad campaigns, supported by custom built landing pages to kickstart client acquisition immediately.
Growth
Your First Clients
Expect initial consultations and the possibility to sign your first clients within 3-4 weeks of launching your marketing campaigns.
Ongoing Marketing
Monthly Management
Continuous monitoring of your ads, regular refresh of assets, and monthly budget optimization to maintain high-performing campaigns.
Ongoing Marketing
Consistent SEO
Monthly optimized blog posts and high-quality backlinks steadily improve your rankings and attract qualified leads to your website.
Ongoing Marketing
Local Visibility
Monthly local citation building and strategic Google Business posts to strengthen local presence and trust.
Ongoing Marketing
Reporting & Ongoing Support
Clear monthly reports of all marketing activities, performance results, and recommendations. Regular check-ins keep everything aligned.
Who Is This For?
Our services are ideal for bookkeepers who want high-value clients and steady growth.
You Are Just Getting Started
You want to work from home and build a successful bookkeeping business, but you're not quite sure how to make it happen.
You've got the bookkeeping skills. Maybe you took a course, or you're switching from a current accounting job. Finding actual paying clients though, remains a mystery.
You've tried posting on social media and reaching out to local businesses, but the clients just aren't coming.
We can help you get over these growing pains and build a profitable business right from the start.
Your Bookkeeping Business Is Struggling
You started your bookkeeping business because you wanted independence, flexibility, and income you control. You find that signing new clients is a challenge. You might have landed one or two, but it’s far from what you imagined when you started this journey.
You've probably tried paid ads or networking without much to show for it.
You're not ready to give up on your dream of running a successful firm and having the lifestyle it affords.
We can help you bulid a foundation for your business, find steady clients and finally reach the income you've been working toward.
Ready to Find Clients Fast and Build Your $500K-a-Year Business?
Schedule your call today and take the first step toward building a successful bookkeeping firm.
