All‑in‑One Program
How It Works
What we do. Who we do it for. How we'll help you grow.
What's Included
Everything you need to scale your bookkeeping business from 0 to $500K.
Mentorship
Partner one‑on‑one with an experienced mentor for 100 days of personalized guidance.
You’ll learn everything needed to build the foundation of a highly profitable bookkeeping business. By the end, you’ll know how to define your services, price for profit, find clients, master sales, and run your practice efficiently.
Expect practical, lived advice, the kind you won't find in any online course.
Website & Marketing
We'll build a website for your firm, designed to showcase your credibility and create instant trust with potential clients.
Your website is optimized to turn visitors into booked discovery calls, so you'll never lose out on a potential client.
We'll also handle your search engine optimization and social media marketing, building long-term sources of high-value leads for your business.
Long Term Support
We continue to run your search engine optimization and social media marketing, creating the links, content, and online visibility you need to steadily attract new bookkeeping clients.
Your mentor regularly checks in to help you overcome challenges and achieve your targets.
With our ongoing support, you're equipped to scale your firm to $500K annual revenue.
How the Program Works
Here’s the 100‑day plan we use to put you on track for a $500K per year bookkeeping business.
Orientation
Meet Your Mentor
You’ll meet your mentor, agree on your custom mentorship plan, set your schedule for working together, and clearly define what the upcoming 100 days will look like.
Strategy
Market Position
Work with your mentor to clarify your brand identity, pinpoint your ideal service locations and target markets, and choose specific niches to position your practice effectively.
Workflows
Streamlining Your Work
Your mentor shows you exactly how to set up workflows, choose the right tools, and optimize your practice. You'll learn how to save time serving each client and increase your client capacity.
Technology
Tools and Website
You'll set up practical tools, open all necessary accounts, and make key decisions for your website, laying the technical foundation for your bookkeeping business.
Sales
Proposals and Follow-Ups
Learn to craft clear, effective proposals, structure custom service packages with profitable pricing, and confidently follow up to consistently close more clients.
Sales
Discovery Calls
Master discovery calls by asking the right questions, quickly understanding client needs, providing fast and accurate pricing quotes, and confidently handling objections.
Sales
Practice Scenarios
Gain experience conducting discovery calls through live practice sessions with your mentor. Receive practical feedback and build your confidence speaking with prospective clients.
Outreach
Social Media Contacts
Learn to identify your ideal clients on social networks, strategically expand your connections, and naturally engage prospects to generate quality leads.
Marketing
Lead Generation
Discover efficient ways to find high-value bookkeeping leads from multiple sources, including local search engines, professional networks, online platforms, and accounting lead providers.
Marketing
Referral Partnerships
Learn how to build mutually beneficial referral relationships with other professionals. Use trust signals effectively to demonstrate credibility and leverage the power of referrals to win quality clients.
Done-For-You
Website and Brand Identity
We build an optimized website designed specifically to showcase your credibility, build immediate trust, maximize search visibility, and consistently convert visitors into discovery calls.
Long Term Support
Ongoing Guidance and Marketing
Your mentor remains available, providing practical guidance anytime you need it. We continue managing your SEO and social media marketing as your practice grows toward $500K.
Is This Program For You?
Here's who we created the BookedKeeper all-in-one program for.
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 Build Your $500K-a-Year Bookkeeping Business?
Schedule your call today and take the first step toward clients, confidence, and real independence.
