The Marketing Automation & Client Acquisition System Built Exclusively for Accountants & Bookkeepers
Attract premium clients, streamline all communications, and automate your practice growth — without juggling multiple software subscriptions
The Marketing Automation Gap in Most Accounting & Bookkeeping Practices
Your accounting software handles the numbers. Your practice management system handles workflows. But what's handling your marketing and client acquisition?
For most bookkeepers and accountants, marketing consists of sporadic efforts that compete with client deadlines—often getting pushed aside during tax season and busy periods.
The Real Cost of Inconsistent Marketing for Your Practice:
Each new client relationship is worth approximately $15,000 over five years. Most firms miss 30-45% of potential client opportunities during busy periods like tax season. The average bookkeeper or accountant spends 12+ hours weekly on disconnected marketing efforts that yield inconsistent results. Typical practices struggle to balance client work with the constant demands of marketing activities
While your QuickBooks, Xero, and practice management platforms are essential, they aren't designed to generate leads or nurture prospects. Keeperly specifically fills this critical marketing gap with automated lead generation that works even when you're buried in client deadlines.
How Keeperly™ Works with Your Current Software
| Your Accounting Software | Your Practice Management | Keeperly Marketing Platform |
|---|---|---|
|
QuickBooks, Xero, Sage, etc.
What you already have
|
Keeper.app, Karbon, Jetpack, etc.
What you already have
|
Keeperly
What you're missing
|
| Handles client bookkeeping & financials | Manages internal workflows | Drives client acquisition & marketing |
| Tax preparation | Task management & deliverables | Lead magnets & opt-in funnels |
| Financial reporting | Document management | Email sequences & nurture campaigns |
| Client data management | Time tracking | Marketing automation & client communication |
- Handles client bookkeeping & financials
- Tax preparation
- Financial reporting
- Client data management
- Manages internal workflows
- Task management & deliverables
- Document management
- Time tracking
- Drives client acquisition & marketing
- Lead magnets & opt-in funnels
- Email sequences & nurture campaigns
- Marketing automation & client communication
The Complete Keeperly™ Platform: Everything You Need to Grow Your Practice
1. Professional Digital Presence
That Converts Visitors
Your website is more than just an online brochure—it's your first impression and your best salesperson. Your completely customized, professionally designed website becomes a 24/7 lead generation engine.
Accounting-Specific Website Design – Professionally designed specifically for financial services credibility
24/7 Lead Capture System – Strategic forms and content that convert visitors into prospects
Appointment Scheduling – Simple booking that integrates seamlessly to your calendar
Mobile Optimization – Perfect experience on any device your prospects use
The Complete Keeperly™ Platform: Everything You Need to Grow Your Practice
1. Professional Digital Presence
That Converts Visitors
Your website is more than just an online brochure—it's your first impression and your best salesperson. Your completely customized, professionally designed website becomes a 24/7 lead generation engine.
Accounting-Specific Website Design – Professionally designed specifically for financial services credibility
24/7 Lead Capture System – Strategic forms and content that convert visitors into prospects
Appointment Scheduling – Simple booking that integrates seamlessly to your calendar
Mobile Optimization – Perfect experience on any device your prospects use
2. Complete Marketing Automation Engine
Unlike generic marketing tools, Keeperly provides comprehensive lead generation and nurturing systems specifically designed for accounting professionals.
Lead Magnet Creation – Develop resources that attract your ideal clients, whether they need monthly bookkeeping or annual tax planning
Opt-in Funnel Development – Build automated client acquisition funnels with multiple touchpoints
Email Nurture Sequences – Convert prospects through strategic, pre-written email journeys
Multi-Channel Campaign Management – Coordinate marketing across email and SMS
Smart Lead Qualification – Pre-qualify prospects based on your ideal client criteria
Automated Review Collection – Build your reputation systematically
2. Complete Marketing Automation Engine
Unlike generic marketing tools, Keeperly provides comprehensive lead generation and nurturing systems specifically designed for accounting professionals.
Lead Magnet Creation – Develop resources that attract your ideal clients, whether they need monthly bookkeeping or annual tax planning
Opt-in Funnel Development – Build automated client acquisition funnels with multiple touchpoints
Email Nurture Sequences – Convert prospects through strategic, pre-written email journeys
Multi-Channel Campaign Management – Coordinate marketing across email and SMS
Smart Lead Qualification – Pre-qualify prospects based on your ideal client criteria
Automated Review Collection – Build your reputation systematically
3. AI-Powered Marketing Suite
Leverage artificial intelligence to create engaging content and develop your marketing strategy with minimal effort.
AI Market Research Tool – Identify your ideal clients, analyze competitors, and discover potential opportunities in your niche
Brand Voice Creator – Develop a distinctive professional tone that resonates with your target audience
Content Marketing Planner – Produce engaging topics and create strategic posting schedules
Social Content Scheduling – Schedule your firm's social media content with ease
Automated Content Generation – Create marketing materials and client communications efficiently
3. AI-Powered Marketing Suite
Leverage artificial intelligence to create engaging content and develop your marketing strategy with minimal effort.
AI Market Research Tool – Identify your ideal clients, analyze competitors, and discover potential opportunities in your niche
Brand Voice Creator – Develop a distinctive professional tone that resonates with your target audience
Content Marketing Planner – Produce engaging topics and create strategic posting schedules
Social Content Scheduling – Schedule your firm's social media content with ease
Automated Content Generation – Create marketing materials and client communications efficiently
4. Complete Client Communication Hub
End the chaos of scattered client conversations across multiple platforms with one powerful communication hub.
All-in-One Communication Center – Every email, text, social message, and call in one timeline
Two-Way Messaging – Respond to clients from a single interface, regardless of channel
Professional Business Phone – Full-featured system without additional hardware
SMS Text Messaging – Two-way client texting from your business number
Call Tracking & Analytics – See exactly which marketing efforts generate calls
Missed Call Recovery – Automatic text-back ensures no opportunity is lost
4. Complete Client Communication Hub
End the chaos of scattered client conversations across multiple platforms with one powerful communication hub.
All-in-One Communication Center – Every email, text, social message, and call in one timeline
Two-Way Messaging – Respond to clients from a single interface, regardless of channel
Professional Business Phone – Full-featured system without additional hardware
SMS Text Messaging – Two-way client texting from your business number
Call Tracking & Analytics – See exactly which marketing efforts generate calls
Missed Call Recovery – Automatic text-back ensures no opportunity is lost
5. Practice Growth & Client Management Tools
Essential practice tools that streamline client acquisition and relationship management.
Digital Contract Signing – Close new client relationships without paperwork delays
Invoicing System – Simplified billing for services rendered
Client Review Framework – Structured processes for financial reviews
Appointment Management – Specialized calendars for different service offerings, from monthly reconciliation meetings to tax planning sessions
Team Collaboration – Assign and track client communications across your practice
5. Practice Growth & Client Management Tools
Essential practice tools that streamline client acquisition and relationship management.
Digital Contract Signing – Close new client relationships without paperwork delays
Invoicing System – Simplified billing for services rendered
Client Review Framework – Structured processes for financial reviews
Appointment Management – Specialized calendars for different service offerings, from monthly reconciliation meetings to tax planning sessions
Team Collaboration – Assign and track client communications across your practice
6. Comprehensive Analytics Dashboard
Gain complete visibility into your practice growth metrics with powerful tracking and reporting.
Lead Source Tracking – Identify your most valuable marketing channels
Conversion Rate Optimization – See which messages convert visitors to clients
Client Value Assessment – Understand lifetime value across different service types
Communication Analytics – Optimize response times and client satisfaction
Segmentation Intelligence – Deliver the right message to the right prospects at the right time
6. Comprehensive Analytics Dashboard
Gain complete visibility into your practice growth metrics with powerful tracking and reporting.
Lead Source Tracking – Identify your most valuable marketing channels
Conversion Rate Optimization – See which messages convert visitors to clients
Client Value Assessment – Understand lifetime value across different service types
Communication Analytics – Optimize response times and client satisfaction
Segmentation Intelligence – Deliver the right message to the right prospects at the right time
The Real Benefits of the Keeperly™ Marketing System
Save Valuable Time
Reclaim 10+ hours per week typically spent on marketing tasks. Our search engine optimization and digital marketing strategies automate follow-up, content creation, and reputation management while you focus on serving your accounting clients.
Maintain Growth During
Tax Season
Keep your pipeline full even during your busiest periods. While you're focused on deadlines, our marketing for accountants continues attracting and nurturing prospective clients 24/7 through strategic automation and efficient workflow systems.
Attract Higher-Value Clients
Position your practice—whether focused on bookkeeping, tax preparation, or both—as a premium service provider. Our marketing tools help you communicate your specific expertise and attract clients who value quality financial guidance.
Create Predictable Revenue
End the feast-or-famine cycle with consistent client acquisition. Develop a reliable stream of qualified leads regardless of seasonal fluctuations through strategic content marketing and brand awareness initiatives.
Reduce Marketing Costs
Eliminate the need for multiple software subscriptions and vendors. Keeperly's all-in-one platform replaces tools for website management, email marketing, customer relationship management, and content creation, offering a significant return on investment.
Build Scalable Systems
Create a marketing infrastructure that grows with your practice. Whether you're a solo practitioner or managing a multi-partner firm, our accounting marketing strategies scale effortlessly as you add team members, service areas, or locations.
Transform Your Client Acquisition Process
Capture Opportunities Even During Your Busiest Season
Industry research shows accounting firms miss up to 45% of potential client opportunities during tax season and busy periods—representing significant lost lifetime revenue. Our marketing system ensures your practice maintains visibility year-round, allowing you to focus on client service while still capturing qualified leads.
Don't let competitors claim your ideal clients. Our marketing strategies help you attract qualified prospects, establish brand credibility, and create predictable revenue growth. Contact us today to discover how Keeperly can transform your accounting practice's marketing approach.
Transform Your Client Acquisition Process
Capture Opportunities Even During Your Busiest Season
Industry research shows accounting firms miss up to 45% of potential client opportunities during tax season and busy periods—representing significant lost lifetime revenue. Our marketing system ensures your practice maintains visibility year-round, allowing you to focus on client service while still capturing qualified leads.
Don't let competitors claim your ideal clients. Our marketing strategies help you attract qualified prospects, establish brand credibility, and create predictable revenue growth. Contact us today to discover how Keeperly can transform your accounting practice's marketing approach.
Built Specifically for Financial Professionals,
By Someone Who's Been in Your Shoes
We understand the unique challenges of marketing an accounting or bookkeeping practice
After spending a decade working as a bookkeeper while simultaneously running marketing campaigns across various industries, I discovered why most financial professionals struggle with marketing: generic solutions simply don't address the unique dynamics of financial practices.
Today, I combine my 20 years of marketing expertise with over 10 years of real-world bookkeeping experience to help financial professionals automate their client acquisition and grow their practices effectively.
We understand the critical timing of tax season and how it affects your marketing capabilities
We recognize the unique challenges of attracting clients who truly value professional financial services
We know how to position your expertise to stand out in a crowded marketplace
Built Specifically for Financial Professionals,
By Someone Who's Been in Your Shoes
We understand the unique challenges of marketing an accounting or bookkeeping practice
After spending a decade working as a bookkeeper while simultaneously running marketing campaigns across various industries, I discovered why most financial professionals struggle with marketing: generic solutions simply don't address the unique dynamics of financial practices.
Today, I combine my 20 years of marketing expertise with over 10 years of real-world bookkeeping experience to help financial professionals automate their client acquisition and grow their practices effectively.
We understand the critical timing of tax season and how it affects your marketing capabilities
We recognize the unique challenges of attracting clients who truly value professional financial services
We know how to position your expertise to stand out in a crowded marketplace
Lock In Founder's Pricing Before It's Gone
Only 8 Spots Remaining at These Rates
Founder's Pricing Expires:
ESSENTIAL
Perfect for solo practitioners
$97/month
$147/month + $497 setup
Website & Online Presence
Professional website that converts visitors into clients 24/7
Mobile-optimized design that works perfectly on any device
Lead capture forms that automatically add prospects to your follow-up system
Integrated calendar that lets clients book appointments instantly
Connect your own domain for maximum credibility
Client Communication Hub
Unified inbox that manages all client conversations in one place (email & social)
Two-way email messaging so you never miss a client question
Automated appointment confirmations and reminders (eliminate no-shows)
Instant notifications when new prospects contact you
Marketing Essentials
Social media scheduler that keeps you manage posts across all platforms
Email marketing with professional newsletter templates
Basic automations: Website inquiry confirmations, unsubscribe handling, appointment confirmations and reminders
Support & Resources
Email support when you
need help
Access to twice-weekly office hours calls
Members-only community with fellow accounting professionals
*Additional fees apply for email usage. See Billing Policy for complete details.
PROFESSIONAL
Ideal for growing practices
$197/month
$297/month + $997 setup
Everything in LAUNCH, plus:
Enhanced Client Communication
Complete communication hub (email, SMS, social, phone)
Two-way SMS messaging from your business number
Virtual business phone system
Call tracking with detailed analytics and optional recording
Missed call text-back automation (never lose a prospect again)
Website chat widget (not AI) for instant visitor connection
AI-Powered Marketing Suite
AI Market Research Tool -Creates detailed audience profiles and personas including demographics, pain points, and communication preferences
Brand Voice Creator -- Develops your unique professional voice that attracts ideal clients across all platforms
Content Marketing Planner - Plans your content strategy so you always know what to post
Content Generation -- Creates professional blogs, emails, and social content using your established voice
Advanced Marketing Tools
One pre-built lead magnet funnel that turns visitors into prospects
Review request automation via email and SMS (build your reputation effortlessly)
Advanced automations that qualify prospects with lead scoring
Practice Management Tools
Automated invoicing system that gets you paid faster
Engagement letter signing that closes deals faster
Monthly and Quarterly Financial Review Calendars - Dedicated booking systems for follow-ups with existing clients
Enhanced Support
Priority email support
Dedicated strategy sessions during office hours
Advanced implementation guidance
*Additional fees apply for email, sms, and phone usage. See Billing Policy for complete details.
PREMIUM AI
Best for established firms
$347/month
$497/month + $1497 setup
Everything in ACCELERATE, plus:
Enhanced Website & Online Presence
Five-page professional website customized for your practice
Lead pre-qualification system that screens prospects before they can book appointments
Google Business Profile optimization that helps local clients find you first
AI-Enhanced Communication Hub
AI-powered website chat - that answers client questions instantly and helps leads schedule calls
AI receptionist - that answers when you can't - handles phone calls professionally and routes inquiries correctly (like having a receptionist who never sleeps)
Automated review replies - that maintain your reputation without manual effort
Premium Features
AI-powered website chat widget
Instant client Q&A
Automated appointment booking
Pre-qualification of leads
AI-powered phone assistant
Google Business Profile optimization
Advanced Calendar Systems
Tax Planning Session calendar - with confirmation and reminder workflows that maximize seasonal revenue opportunities
Audit Preparation Meeting calendar - with confirmation and reminder workflows for high-value audit services
Advisory Consultation calendar - with confirmation and reminder workflows that position you as a trusted financial partner
Budget Planning Session calendar - with confirmation and reminder workflows that strengthen client relationships and retention
Special Project Consultation calendar - with confirmation and reminder workflows for premium one-off services and specialized projects
VIP Support
Priority VIP support
Dedicated setup specialist for implementation assistance
Preferential feature request consideration
*Additional fees apply for AI, email, sms, and phone usage. See Billing Policy for complete details.
Lock In Founder's Pricing Before It's Gone
Only 5 Spots Remaining at These Rates
Founder's Pricing Expires:
ESSENTIAL
Perfect for solo practitioners
$97/month
$147/month + $497 setup
Website & Online Presence
Professional website that converts visitors into clients 24/7
Mobile-optimized design that works perfectly on any device
Lead capture forms that automatically add prospects to your follow-up system
Integrated calendar that lets clients book appointments instantly
Connect your own domain for maximum credibility
Client Communication Hub
Unified inbox that manages all client conversations in one place (email & social)
Two-way email messaging so you never miss a client question
Automated appointment confirmations and reminders (eliminate no-shows)
Instant notifications when new prospects contact you
Marketing Essentials
Social media scheduler that keeps you manage posts across all platforms
Email marketing with professional newsletter templates
Basic automations: Website inquiry confirmations, unsubscribe handling, appointment confirmations and reminders
Support & Resources
Email support when you
need help
Access to twice-weekly office hours calls
Members-only community with fellow accounting professionals
*Additional fees apply for email usage. See Billing Policy for complete details.
PROFESSIONAL
Ideal for growing practices
$197/month
$297/month + $997 setup
Everything in LAUNCH, plus:
Enhanced Client Communication
Complete communication hub (email, SMS, social, phone)
Two-way SMS messaging from your business number
Virtual business phone system
Call tracking with detailed analytics and optional recording
Missed call text-back automation (never lose a prospect again)
Website chat widget (not AI) for instant visitor connection
AI-Powered Marketing Suite
AI Market Research Tool -Creates detailed audience profiles and personas including demographics, pain points, and communication preferences
Brand Voice Creator -- Develops your unique professional voice that attracts ideal clients across all platforms
Content Marketing Planner - Plans your content strategy so you always know what to post
Content Generation -- Creates professional blogs, emails, and social content using your established voice
Advanced Marketing Tools
One pre-built lead magnet funnel that turns visitors into prospects
Review request automation via email and SMS (build your reputation effortlessly)
Advanced automations that qualify prospects with lead scoring
Practice Management Tools
Automated invoicing system that gets you paid faster
Engagement letter signing that closes deals faster
Monthly and Quarterly Financial Review Calendars - Dedicated booking systems for follow-ups with existing clients
Enhanced Support
Priority email support
Dedicated strategy sessions during office hours
Advanced implementation guidance
*Additional fees apply for email, sms, and phone usage. See Billing Policy for complete details.
PREMIUM AI
Best for established firms
$347/month
$497/month + $1497 setup
Everything in ACCELERATE, plus:
Enhanced Website & Online Presence
Five-page professional website customized for your practice
Lead pre-qualification system that screens prospects before they can book appointments
Google Business Profile optimization that helps local clients find you first
AI-Enhanced Communication Hub
AI-powered website chat - that answers client questions instantly and helps leads schedule calls
AI receptionist - that answers when you can't - handles phone calls professionally and routes inquiries correctly (like having a receptionist who never sleeps)
Automated review replies - that maintain your reputation without manual effort
Premium Features
AI-powered website chat widget
Instant client Q&A
Automated appointment booking
Pre-qualification of leads
AI-powered phone assistant
Google Business Profile optimization
Advanced Calendar Systems
Tax Planning Session calendar - with confirmation and reminder workflows that maximize seasonal revenue opportunities
Audit Preparation Meeting calendar - with confirmation and reminder workflows for high-value audit services
Advisory Consultation calendar - with confirmation and reminder workflows that position you as a trusted financial partner
Budget Planning Session calendar - with confirmation and reminder workflows that strengthen client relationships and retention
Special Project Consultation calendar - with confirmation and reminder workflows for premium one-off services and specialized projects
VIP Support
Priority VIP support
Dedicated setup specialist for implementation assistance
Preferential feature request consideration
*Additional fees apply for AI, email, sms, and phone usage. See Billing Policy for complete details.
Replace Multiple Marketing Tools With
One Integrated Solution
Most accounting and bookkeeping professionals waste thousands of dollars on disconnected marketing software that doesn't work together effectively. Keeperly changes that by providing everything you need in one platform designed specifically for financial professionals.
*Pricing estimates based on average costs of comparable business tools. Actual costs may
vary based on plan selection, usage levels, and vendor pricing.
With Keeperly, you get all these features in one seamless platform for just $347 per month.
That's a savings of over $19,900 annually while gaining specialized features built specifically for accounting and bookkeeping practices. More importantly, you eliminate the time wasted switching between different programs and the frustration of making disconnected tools work together.
Your practice deserves a marketing system as organized and efficient as the financial services you provide to clients. Keeperly delivers exactly that—at a fraction of the cost of piecing together separate solutions.
Frequently Asked Questions
Does Keeperly help me get more clients?
The Keeperly system helps you attract more qualified clients through several key components working together: conversion-optimized websites, intelligent follow-up automation, reputation management, and targeted content creation. While we're not a lead generation service that sells you generic leads, we're something more valuable—a complete system that helps you build sustainable client acquisition channels tailored to your specific practice.
What makes Keeperly different from other marketing software?
Unlike general marketing tools, Keeperly is built exclusively for accounting and bookkeeping professionals. We understand the unique challenges of marketing financial services, the critical timing pressures of tax season, and the trust factors that influence client decisions in your field.
Can Keeperly work with my existing website?
Yes, we can integrate Keeperly's lead capture, follow-up, and reputation management tools with most existing websites. We'll assess your specific setup and discuss the best integration approach during your complimentary consultation.
How are your websites different from typical accounting websites?
Our websites are active client acquisition systems, not passive brochures. Standard accounting websites focus primarily on aesthetics or basic information. Our approach centers on proven conversion strategies specifically for financial professionals. Every element is strategically designed to build trust, demonstrate expertise, and convert visitors into consultation bookings.
Do you provide support during implementation?
Yes, we provide comprehensive onboarding assistance. Our implementation specialists work directly with you to set up your Keeperly system and ensure you're comfortable with all features. This includes initial setup, template customization, automation configuration, and training for you and your team.
How does this work during tax season when I'm swamped with clients?
Unlike traditional marketing that demands your constant attention, Keeperly's automation continues working during your busiest periods. The system captures leads, nurtures prospects, and keeps your pipeline full even when you don't have time to focus on marketing.
How can I market my services without being 'salesy'?
We've designed Keeperly specifically for the professional, educational approach that works in accounting services. Our marketing templates focus on establishing expertise and building trust rather than aggressive sales tactics.
Can I cancel my subscription?
Yes, you can cancel anytime by submitting our cancellation form at least 10 days before your next billing date. No contracts or cancellation fees. For complete cancellation terms and conditions, see our Billing Policy.
What is your refund policy?
Keeperly services are non-refundable once charged, including subscription fees, setup fees, and usage charges. For billing errors, contact support for a case-by-case review. See our complete Billing Policy for full details.