Brand & Marketing Automation

Marketing Automation for Bookkeepers Who Want Better Clients, Not More Busywork.

Brand Strategy, content systems, and visibility workflows for solo bookkeepers and small bookkeeping firms.

Most bookkeepers rely on referrals, look interchangeable online, and have no repeatable marketing system. These packages fix that.

Four Packages, One Goal

Go from invisible to in-demand with a repeatable marketing system designed specifically for bookkeeping practices.

Payment plans available on all one-time packages.

Brand Foundation Sprint

Best for bookkeepers who have no defined niche, no value proposition, and no brand consistency.

  • Niche positioning workshop — define who you serve best and why.
  • One-sentence value proposition you can use everywhere.
  • Brand messaging framework: elevator pitch, about page, website hero copy.
  • Google Business Profile setup and optimization for local discovery.
Starting at $1750
One Time.  Delivery: 2 Weeks

Content Engine Setup

Best for bookkeepers who know they should post, write, and publish but have no system or consistency.

  • Weekly content calendar answering what your niche Googles and asks AI.
  • FAQ page with structured data for Google and AI discoverability.
  • LinkedIn content system — templates, post formulas, posting schedule.
  • 5–7 email nurture sequence for automated new-lead follow-up.
  • Content repurposing workflow: one blog post becomes a month of content.
Starting at $1800
One Time. Delivery: 3-4 Weeks

Search & AI Visibility Review

Best for bookkeepers who are invisible in search results and want to be recommended by ChatGPT, Gemini, and Perplexity.

  • Full visibility audit across Google, ChatGPT, Gemini, and Perplexity.
  • Directory and citation gap analysis for your local market.
  • Action plan to get cited by AI tools and rank in local search.
  • Google Business Profile optimization to strengthen AI + local discovery.
  • LinkedIn, Facebook, and X (Twitter) authority-building roadmap.
Starting at $950
One Time Review.  Delivery: 1 - 2 Weeks

Fractional Marketing Leadership

Best for growing firms ready to invest monthly in a repeatable client acquisition engine.

  • Monthly content production: 2–4 blog posts, 8–12 social posts, 1 email.
  • LinkedIn personal branding for the firm owner.
  • Lead magnet creation (e.g., "Tax Deduction Checklist for [Your Niche]").
  • Landing page for lead capture and onboarding.
  • Monthly analytics review and strategy adjustment.
  • Referral system design with automated review collection.
Per Month. 3-Month Minimum Commitment
Starting at $1500

Launch Bundle

Brand Foundation + Content Engine + Get Found Audit — everything you need to go from invisible to in-demand in one project.

$4000
Save $500 vs. purchasing separately.

Why This Matters

Bookkeepers face specific marketing challenges
that generic agency services don't solve. Here's what I can help fix.

All my clients come from referrals

Content engine + LinkedIn + SEO/AEO builds a predictable lead pipeline that doesn't depend on word-of-mouth.

Prospects pick the cheapest bookkeeper

Brand positioning + value proposition lets you command premium rates through differentiation.

I have no time to market

Automated content scheduling, email sequences, and a repurposing system turn 4–6 hours/week into under 1 hour.

Nobody finds me online

Google Business Profile, FAQ schema, and AI discoverability get you found in local search and AI recommendations.

My content feels generic

Niche-specific content strategy with your voice attracts ideal clients, not tire-kickers.

I look the same as every other bookkeeper

A defined niche, clear messaging, and consistent brand presence make you referable by name, not by category.

Ready to Stop Competing on Price?

Book your discovery call today or start with brand clarity review.

Book your Discovery Call Today