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See how practices across different markets and specialties are using our service to bring in new clients.
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2:06CPA · Oak Park, IL
Hunter Green CPA
“I’m getting high-quality leads on an almost daily basis, and they’re in the niche that I targeted. My only regret is not starting earlier.”
Mason started Hunter Green CPA by chasing clients one at a time, working through cold calls, cold emails, business cards and texts to friends without anything taking hold. We built his website around the business owners he wanted to serve and structured his presence across Google and AI search so those owners would come to him instead. The site launched in early July, his first inquiries followed within weeks, and by September he was fielding five to eight leads a week and had signed 14 clients.
CPA · Alabama
Wealth Partners CPA
“I started getting leads immediately. She told me it might take three to four months to start getting three to five clients a month, but I already got three.”
After leaving a larger firm to start Wealth Partners CPA, Quinn initially used CPA Site Solutions but found himself having to direct the work on a basic site that wasn’t built to generate leads. We replaced his site and structured his presence across Google and AI search so prospective clients in Alabama would find him for tax savings. Expected to hit three to five monthly clients by month four, he started receiving leads immediately and signed three clients worth $10,000 in his first month.
Bookkeeping · Central Florida
Zacosta Bookkeeping
“We launched the website in March, and last month I was already seeing that I was getting my investment back. That’s why I asked if I could do a quick review for you guys.”
Before finding us, Johanna had no website for Zacosta Bookkeeping and didn’t know where to start with digital marketing. We built and launched her website in March and structured her online presence for both Google and AI search in Central Florida. Within three months, she signed five recurring clients—with half finding her through ChatGPT—paying back her initial investment and prompting her to reach out on her own to record a review.
Advisory · South Florida
Jargo LLC
“They know the complicated stuff beyond just slapping a website up on the web. Step by step, they helped me build something I could never do myself.”
John came to us at the very beginning of starting Jargo LLC, needing to define his company name, service offerings and market positioning in South Florida. We walked him step by step through the foundation of his practice, designed his website and set up his Google integration and analytics tracking. Within three months of launching, he signed three large clients and added $6,000 in monthly recurring revenue in a single month.
Bookkeeping & Advisory · San Marino, CA
Villa Group LLC
“We got our first client, which is exactly what was predicted. They signed up for a monthly retainer, and sure enough, we got our second client two weeks after.”
Christian handled clients on the side before taking Villa Group full-time at the end of 2025 with no website or marketing in place. We built his website from scratch and launched his local search and content plan in mid-December. Three months later, right on schedule with our initial projections, he signed his first monthly retainer client, followed by a second retainer client two weeks later.
Bookkeeping & Advisory · New Jersey
VJD Financial Solutions
“I figured if I got one client at my lowest amount, I’m getting my investment back. The actual results were better than anticipated. I landed four out of five.”
Vin offers bookkeeping and CFO services to small businesses in New Jersey and calculated that landing just one client at his lowest monthly rate would cover the cost of his plan. Alongside building his search presence to generate consistent inquiries, we gave him a structured framework for running consultations with non-referral leads. He closed four of his first five inbound prospects, far exceeding his initial break-even target.
Accounting · Santa Fe, NM
Focus Point Accounting
“Going through Facebook, doing content marketing and trying to network wasn’t getting me anywhere. BookedKeeper brings you the lead flow you need to build a profitable, sizable firm.”
Stephen spent months posting content on Facebook and networking around Santa Fe without getting traction. We built and launched his website, set up his Google Business profile and directory listings and published a press release and articles to establish his local credibility. By his second month, his firm was already generating 2,000 Google search impressions in a city of 100,000 people and receiving phone calls and website inquiries from local business owners.
Bookkeeping · Richmond, VA
Tri-County Bookkeeping
“My first client actually found my website through ChatGPT. I went from zero clients to two clients and eight businesses in a matter of a month.”
After leaving the restaurant industry and getting certified as a bookkeeper, Noe had an existing website that was bringing in zero inquiries. We overhauled his online presence for Google and AI search and helped him move from per-transaction pricing to revenue-based pricing on his consultations. Within one month, he signed two multi-entity clients a week apart, including a California owner who found him through ChatGPT, taking him from zero clients to eight business accounts.
Bookkeeping · Newman Lake, WA
Tend Bookkeeping
“Before working with BookedKeeper, we tried Google ads and Facebook ads with no results. Once we started working with them, we’ve had fantastic results. In three months, we’ve signed seven clients.”
After 20 years of keeping books for family businesses and another accounting firm, Emily launched Tend Bookkeeping to go out on her own. She initially spent money running Google and Facebook ads herself without signing a single client. After we took over her marketing and helped refine how she presents her services and pricing on consultations, she signed seven clients in three months.
150+ firms served
From solo practitioners signing their first clients to multi-partner firms expanding into higher-margin work.
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