AI Web Maker90-day online marketing plan
Balanced Books Bookkeeping
Balanced Books Bookkeeping will win more calls by appearing when an owner searches for help with overdue records, by earning the trust of local accountants and by making a conversation easy to book.
More calls and enquiries · Under 100 US dollars a month
Your three priorities
Build a site around the jobs owners search for, monthly bookkeeping, payroll and catch-up work, with a call button wherever a visitor stops reading, so a worried owner can reach you in one tap.
Win referrals from local accountants and tax preparers, who hear that records are in a mess from their own clients and are glad to pass them to someone dependable.
Be visible where small business owners already talk, on LinkedIn and in local networking groups, with plain explanations that show how you work without revealing a single client detail.
What your customers search for
| Search on Google | Searches a month |
|---|---|
| “bookkeeping services near me” | not measured |
| “small business bookkeeping” | not measured |
| “monthly bookkeeping service” | not measured |
| “payroll services for small business” | not measured |
| “catch up bookkeeping” | not measured |
| “bookkeeper for small business” | not measured |
| “bank reconciliation service” | not measured |
| “outsourced bookkeeping” | not measured |
Searches a month in United States, from Google's own search suggestions, shown as a range.
Your customers
Owners of small shops, cafes and trades businesses
What they need: Monthly records they never have to think about, so the Sunday night paperwork stops and the accountant stops chasing them.
Where they look: Phone searches when the paperwork piles up, a nudge from their accountant and local networking groups.
Online sellers and freelancers growing past a spreadsheet
What they need: Payments from several places matched to the bank, and a monthly report showing what is left after costs, from someone who understands their set-up.
Where they look: Searches for outsourced and remote bookkeeping, LinkedIn and word of mouth among other sellers.
Small employers with staff on the payroll
What they need: Payroll run properly each pay period and the records kept tidy, by someone who answers when a payslip question comes up.
Where they look: Searches for payroll services and referrals from accountants and other advisers.
Your channels, in order
Website and Google search Medium effort · Low cost
Someone ready to hire types the job they need, so a separate page for monthly bookkeeping, payroll and catch-up work gives each search somewhere to land.
- Give monthly bookkeeping, payroll, bank reconciliation and catch-up bookkeeping a page apiece, titled with the phrases above.
- Show your phone number and a book-a-call button on every page, beside a short form that asks what the business does and how far behind the records are.
- Explain on the site how client records are kept confidential, and describe an ordinary month of working with you.
Google Business Profile Low effort · Free
It puts you in front of owners searching for a bookkeeper nearby and gives them a call button before they have read a word of your website.
- Choose a bookkeeping category, list your services and set a service area, hiding your home address if you work from home.
- Use photos of you and your workspace, and never of client paperwork.
- Ask happy clients for a review in their own words, with no figures in it, and only publish a name with their permission.
Local accountants and tax preparers Medium effort · Free
They meet owners whose records are a mess every week, and one trusted referrer can send you several monthly clients.
- List the accountants, tax preparers and business advisers near you who do not offer bookkeeping themselves.
- Write each a short note explaining the files you hand over at year end, and offer a call to show a sample report built from invented figures.
- Thank every referrer, and with the client's permission tell them how the work is going.
LinkedIn Medium effort · Free
Business owners, accountants and advisers all use it, and plain explanations of bookkeeping tasks show how you think.
- Write a headline that says who you help and what you keep, such as small business books and payroll.
- Post one short explanation a week of a task owners find confusing, such as a bank reconciliation.
- Connect with local owners and advisers with a personal note rather than a sales pitch.
Networking groups and talks High effort · Low cost
Owners trust a face, and a room of small business owners is full of people with a box of receipts at home.
- Join one local business networking group and one chamber of commerce, and go regularly.
- Offer a short talk on the records every small business should keep, with a printed checklist to take away.
- Carry printed cards that give your phone number and the page where owners can book a call.
What your website needs
- A home page whose opening line says bookkeeping for small businesses, followed by a call button and a brief enquiry form.
- A monthly bookkeeping page that lays out the routine from statements in to reports out.
- A payroll page for small employers, listing the pay runs and records you handle.
- A catch-up bookkeeping page for owners with months of unreconciled statements, explaining how a backlog is cleared.
- A bank reconciliation page that answers what it is and why it matters in plain words.
- A confidentiality page, plus a page addressed to the accountants and advisers who might send clients your way.
Your 90 days
Month 1: Get found
- Launch the website with every service page live and the call button in place.
- Finish the Google Business Profile: services, service area and photos of you at work.
- Refresh your LinkedIn headline and summary so a stranger can tell what you do in one read.
- Draw up the list of local accountants, tax preparers and advisers you will contact in Month 2.
Month 2: Build referrals
- Add a what-to-send-your-bookkeeper checklist to the website.
- Write to the advisers on your list and offer a short call to show how your files reach them at year end.
- Post one plain explanation a week on LinkedIn.
- Invite each current client to review you on Google, with their permission, and answer every review that arrives.
- Go to a local networking meeting and follow up with a personal note to everyone you meet.
Month 3: Fill the diary
- Run a small LinkedIn advert to owners of small businesses in your area, linking to the catch-up bookkeeping page.
- Offer a short talk to a networking group or a local trade association.
- Email past enquiries who did not book with a short note and a link to book a call.
- Compare pages, posts and referrers by the calls each produced, and put your time where the calls came from.
Content ideas
- A checklist of what to send your bookkeeper each monthWebsite
- Bank reconciliation explained in plain wordsLinkedIn
- How a catch-up project works, from a box of receipts to a clear reportWebsite
- Three things to look for in your monthly profit and loss reportLinkedIn
- What we need from you before a pay runWebsite
- How we keep client records privateGoogle Business Profile
- A one-page note for accountants on how our year-end files arriveEmail
- The difference between bookkeeping and accounting, in plain wordsLinkedIn
Your budget
The numbers to watch
Calls and booked intro calls a week
Tally calls from your Google listing and website form each week, and mark which ones booked a conversation.
Calls that become monthly clients
Each month, count how many of those calls ended with someone signing up.
Referrals from accountants and advisers
Ask every new caller who sent them, and tally the referrers by name.
Reviews on Google
Note each new review and what the client praised, so you know what to say more of.
Visits to the service pages
See which service pages get visits and which send the most enquiries.
How AI Web Maker runs this plan
Your website is where every channel sends people. On AI Web Maker it comes with the tools that do the work of this plan every week:
AI SEO Tool. Scores every page out of 100 and fixes each problem with a click, so your pages climb on Google for the searches in this plan.
AI Blog Writer. Writes and publishes articles about your business on a schedule, so new visitors keep finding you on Google.
AI Social Media Marketer. Writes and posts to Facebook, Instagram and more on a schedule, sending people to your site.
AI Chatbot. Answers your visitors day and night from your own information, and takes the details of people who want to talk.
Contacts and leads. Every sign-up, contact form and chat lead lands in one place, so no customer slips away.
AI Marketing Outreach. Finds businesses that need what you offer and drafts a personal email to each, sent from your own domain.