Pricing
Invest in Client Growth.
Strategy, marketing, and ongoing management to help your firm find and win more high-value clients.
Our Fees
1. Setup Phase
$6,000 total, paid in two installments, 30 days apart.
At Signing
$3,000
Day 31
$3,000
Included
Strategy & Positioning
Ideal clients, specialties, services, pricing, and market position
Brand Identity
Logo, visual identity, and core brand assets
Website & Messaging
Strategy, copy, design, and development
Advertising Campaigns
Targeting, creative, campaign setup, and launch
SEO/AI Foundation
Business listings and initial search optimization
Business Profiles
Guided setup of Google and key social profiles
Sales & Practice Guidance
Sales coaching, operations, and systems guidance
2. Ongoing Phase
Starting on day 60.
Monthly Fee
$750/mo
Ad Budget
$750/mo
Included
Campaign Management
Performance review, testing, and ongoing refinement
Search Optimization
Continued work to strengthen organic search rankings
AI Visibility
Continued work to strengthen visibility in AI search
Press & Authority
Monthly press releases and ongoing authority building
Website Updates
Updates as your services, team, or priorities change
Strategy & Support
Ongoing access when questions or decisions come up
Client Economics
What a Basic Bookkeeping Client Is Worth
$18,400
Client lifetime value
$500
Spend to acquire
36.8×
Return on spend
Take a relatively modest bookkeeping client at $400 a month. If they stay for three years and begin with $4,000 of catch-up work, that relationship is worth $18,400 in revenue. Our bookkeeper clients average around three new clients per month, which puts the acquisition cost at about $500 each, $250 in ad spend and $250 in management fees. The actual types of clients and their value will vary with each firm's services, pricing, and target market.
FAQ
Questions You May Have
How does the pricing work?
The initial fee is $6,000, paid as $3,000 at signing and $3,000 on Day 31. From Day 60 onward, ongoing marketing and management is $750 per month. Most firms also start with about $750 per month in advertising, paid directly to the advertising platform and separate from our fee.
Can I increase or decrease my advertising budget?
Yes. We can raise or lower the budget based on campaign performance, your capacity for new clients, and how aggressively you want to grow.
Does the type of client we want affect the budget?
Our fees do not change, but the advertising budget may. A bookkeeping client, tax-planning client, and CFO client can have very different values, so we set the ad budget around the clients you want to bring in and what it takes to pursue them effectively.
Can I cancel the ongoing service at any time?
Yes. After the first 60 days, service continues month to month and can be canceled at any time.
Who is BookedKeeper a good fit for?
We primarily work with established accounting firms that want to add clients, expand into new services or markets, or grow an acquired practice. We also work with new owners who are building a firm from the ground up.
How is BookedKeeper different from a traditional marketing agency?
Our work is focused entirely on accounting, bookkeeping, CPA, tax, and advisory firms. We understand what makes a client valuable, how these services are bought, and how to position a firm around the work it wants more of. We work through the strategy first, then build and manage the marketing around it.
How is this different from buying leads?
Lead sellers typically sell names or introductions, often to more than one firm. We help your firm generate its own inquiries. They come to you already interested in your firm and what you offer.
Why not handle the marketing myself?
You can. But doing it well means getting the positioning, offer, website, advertising, search visibility, testing, and measurement right over time. That is our full-time work.
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