A Smart Marketing System for Bookkeepers Who Want Clients — Not Just a Web Presence

Your website should do more than look good. It should bring in leads, follow up automatically, and book discovery calls for you — even while you're working with clients.

A Smart Marketing System for Bookkeepers Who Want Clients — Not Just a Web Presence

Your website should do more than look good. It should bring in leads, follow up automatically, and book discovery calls for you — even while you're working with clients.

You're Great at Bookkeeping — But Marketing Feels Overwhelming

Most bookkeepers struggle to get consistent leads because:

  • Your current website just sits there (and doesn't explain what you do well)

  • You rely too much on referrals

  • Marketing tools feel too technical and time-consuming

You shouldn’t have to become a marketing expert just to grow your business.

Meet the Book Ease Marketing System

Your complete marketing department — without the $250K/year Overhead

This system does the heavy lifting for you:

  • Builds trust with a professional website

  • Attracts qualified leads through targeted funnels

  • Follows up automatically via email, text, and AI

  • Books calls directly to your calendar

  • Helps you show up and stand out locally

Consistent Lead Flow Without Cold Outreach

Instead of chasing clients or waiting for referrals, your Smart Website and lead funnels work 24/7 to attract and qualify new prospects — so your calendar fills with people who already understand what you do.

Automated Follow-Up That Closes Clients for you

Stay top-of-mind and build trust automatically with done-for-you email and text sequences. Leads don’t fall through the cracks — they move toward booking without manual effort.

A Professional Online Presence That Builds Instant Credibility

In a trust-driven industry, how you show up online matters. Your site will not only look polished, but will position you as a specialist — helping clients say "yes" faster.

The Book Ease Smart Start

Everything you need to start attracting, booking, and converting Clients — without getting lost in the tech.”

Your Book Ease Growth Engine

$2.500 Build Out + $297/mo

All the tools you'd expect from a full marketing team — without the $250K/year overhead.

📞 Verified Business Phone Number

For texting, AI voice calls, and missed-call text-back automation

🤖 AI Chat Widget

24/7 lead capture, answers FAQs, and books appointments

📅 Calendar + CRM Integration

Booking system tied to your schedule; leads flow directly into your CRM

✉️ Lead Follow-Up Automation

Prebuilt email + SMS sequences for new leads, booked calls, and re-engagement

🚀 One Lead Funnel + Automation

Choose: “Free Profit Check” or “Messy Books Audit” — fully built and connected

📲 LeadConnector App Access

Manage chats, leads, and pipeline from your phone

🌟 AI Review Request System

Automatically follows up with happy clients to:

  • Request 5-star Google reviews

  • Share links via text or email

  • Route negative feedback privately

🔄 Quarterly Campaign Check-Ins

Every 90 days, we meet to:

  • Review what’s working

  • Identify gaps or friction points

  • Plan your next campaign, funnel, or strategy move

  • Helps you stay aligned and always moving forward.

🔧 Hosting + Monthly Support

Everything maintained and optimized for performance — no technical work needed

The Surge

$2000 Build Out + $297/mo

Everything you need to launch a smart website that gets calls.

  • Conversion-optimized website (Home, Services, About, Contact, niche pages)

  • Call Now and Email button

  • AI Chat Widget

  • Contact form

  • Calendar booking

  • Review request system

  • CRM for tracking leads

  • Hosting and support

  • Lead Management App

The Growth Engine

$3.500 Build Out + $497/mo

Everything in The Surge

Add to it

  • Lead generation funnels (e.g. “Free Profit Check” or “Messy Books Audit”)

  • Email + SMS nurture automations

  • AI Employee

  • Google Business Profile Optimization

  • Quarterly Campaign Check-Ins to review what’s working and plan your next move

The Client Machine

$997/month No Build Out Fee

Everything in The Growth Engine

Add to it

  • Ad campaign management (Meta or Google)

  • 1 custom funnel/landing page per quarter

  • Quarterly content campaigns (e.g. checklists, workshop campaigns)

  • VIP support & monthly strategy calls

— we run the system, you run your firm.

12 month Committment

“Before this system, my website was just a digital business card. Now it actually brings in leads — and the follow-up runs on autopilot. I’ve booked more calls in the last two weeks than I did all last quarter.”

— Sarah T., Owner, Ledgerwise Bookkeeping | Charlotte, NC

Your New Marketing Department

In Just Three Simple Steps

No tech headaches. Not Overwhelm. Just a simple, done-for-you process

Step 1

Book Your Free Discovery Call

Let’s talk about your goals and match you with the right plan.

Step 2

We Build Your System

We handle everything — from website and forms to funnels and automation.

Step 3

You Start Getting More Leads & Calls

Your system runs in the background, working while you work.

Don't Let Another Month Go By Without a System that Works

Let’s stop relying on referrals or random marketing efforts.

You don’t need more tools — you need a system. Book Ease builds it for you.

3-5

New Qualified Leads Per Month

24/7

Lead Generation (Even While You Sleep)

90%

Less Time Spent on Marketing

0

Cold Calling or Awkward Networking

You've Got Questions, We've Got Answers

What exactly is the Book Ease Marketing System?

It’s a complete done-for-you marketing system designed specifically for bookkeepers. It includes a lead-generating website, follow-up automations, appointment booking tools, and — depending on your plan — lead funnels, AI tools, ads, and more.

What’s the difference between the Good, Better, and Best plans?

Each level builds on the one before it:

The Surge (Good): Gives you a Smart Website and lead capture tools.Growth Engine (Better): Adds funnels, automations, and local SEO

Client Machine (Best): Includes ad management, AI assistants, and quarterly campaigns — all managed for you.

How long does it take to get everything set up?

Typically, 2–4 weeks depending on your selected plan and how quickly we receive your intake info. We'll give you a project timeline after your discovery call.

Do I have to know how to use any special software?

Nope! We handle all the setup, integrations, and management. You’ll get access to your dashboard (if you want it), but you won’t have to figure anything out alone.

Will this help me show up on Google?

Yes — we optimize your website and Google Business Profile (Better plan and above) to help you appear in local search results.

Will this help me if I’m just starting out?

Absolutely. In fact, it’s the best time — before you waste time on a DIY website and a year of trying to figure out follow-up systems that we already have ready to go.

Can this work if I only serve a specific niche (like realtors or trades)?

Absolutely. We tailor your site, messaging, and funnels to match your niche — whether you serve a specific industry or offer general bookkeeping services.

What happens if I cancel?

You’ll keep your website, but any hosted tools (chatbots, automations, calendar, CRM, etc.) will be disconnected unless you switch to a standalone hosting/support option. We’ll walk you through options if that ever comes up.

Is there a long-term contract?

Only the Client Machine (Best) plan requires a 12-month commitment. The other plans are month-to-month after the initial setup. You can upgrade anytime.

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