BOOKKEEPING LEAD GENERATION PRICING°
Bookkeeping lead generation pricing.
There’s no flat rate for bookkeeping lead generation, because no two firms sell the same thing — a transactional SMB book is a different campaign than multi-entity, advisory, or fractional-CFO work. Every program is scoped to your niche, your offer, and the clients you can actually absorb. Here’s what shapes the number.
HOW WE SCOPE°
Four factors determine your scope.
Every bookkeeping engagement is scoped to your firm. The four factors below shape both the team we assemble and the price.
01
Target meeting volume
How many new clients you can realistically onboard and serve each month. We size outreach to the meetings you can absorb — a firm with one open seat is scoped differently than one staffing up a new pod. Higher target volume means more dial hours and SDR coverage.
02
Prospect complexity
Transactional SMB books vs. multi-entity, advisory, or fractional-CFO targets. Senior finance buyers and complex engagements take more research and more touches to reach. The more sophisticated the prospect, the more it costs to engage them well.
03
Niche and geography
How tight your ICP and territory are — a single industry vertical in three metros vs. SMBs nationwide. Narrow, well-defined targets convert better but take deeper list-building and enrichment upfront. Tighter focus lifts conversion and adds early effort.
04
Your sales infrastructure
Whether someone is ready to close the meetings we book. If you have a partner or AE who can run a discovery call, we scope to keep them full; if the close side needs more support, the cadence and handoff change. Outreach only pays off when the meetings get worked.
WHAT’S INCLUDED°
Every bookkeeping engagement includes:
No à la carte add-ons. The full engine is in scope from week one.
- ICP list build — a targeted prospect list matched to your niche, firm size, and territory
- Multi-channel cadence — phone, email, and LinkedIn outreach in your brand voice
- Qualification against the three-point standard before anything reaches your calendar
- Briefed meetings — your team walks in knowing the prospect’s pain, authority, and timeline
- CRM integration and reporting — activity, qualification context, and pipeline visibility
QUALIFICATION STANDARD°
One definition of qualified. All three.
Every appointment we put on your calendar meets a three-point standard before it lands.
- Verified pain — the prospect has named a specific bookkeeping, reporting, or finance-staffing problem
- Decision authority — they can sign for the engagement, or they’re one of two people who can
- Active timeline — they’re looking to move in the next 90 days, not exploring options indefinitely
Anything short of all three doesn’t make your calendar. Most agencies count anything with a pulse as a “lead.” We don’t.
PRICING QUESTIONS°
Four questions about how we scope and bill.
Do you publish prices?
No. Every bookkeeping program is custom to your niche, your offer, the clients you can absorb, and your KPIs. We don’t publish a rate card because a flat price would either overcharge half our clients or undercharge the other half. Book the assessment and you’ll get a written scope and quote within 30 minutes.
What does a typical program cost?
It depends on the four factors above — target volume, prospect complexity, how tight your niche is, and your close-side capacity. Rather than quote a range that wouldn’t fit your firm, we scope your specific program on a 30-minute call and hand you a written number before it ends.
Is there a contract or lock-in?
Engagement terms, including any notice period, are spelled out in your agreement before you sign. We scope month-to-month retainers and aren’t in the business of trapping firms that aren’t getting value — the qualification standard is what keeps the program worth renewing.
What if a meeting doesn't meet the standard?
A meeting only reaches your calendar after it clears all three points — verified pain, decision authority, and active timeline. If something slips through that doesn’t fit, flag it and we recalibrate the targeting and scripts on real call data. The qualification standard is the offer; we own everything up to the calendar.
GET YOUR SCOPE°
30-minute call. Written scope and quote.
We’ll review your niche, your offer, and the clients you want to land — then walk you out with a written scope and quote before the call ends. No deck. No template.