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Professional Services — LeadMax 24/7

LeadMax for Bookkeeping Services

A professional website that demonstrates your expertise and generates client inquiries.

Why It Matters

Why bookkeepers need professional websites

Small business owners need bookkeepers they can trust with their finances
Cloud bookkeeping allows you to serve clients anywhere
Industry specializations attract higher-value clients
Clear service packages help clients understand what they're getting

What's at Stake

What's at risk without LeadMax

Common challenges

  • Your website doesn't convey professionalism and trustworthiness
  • Potential clients don't understand your service offerings
  • Competing with large accounting firms on visibility
  • Inquiries are inconsistent and often unqualified

What we deliver

  • Professional presence that builds trust with small business owners
  • Clear service packages that attract ideal clients
  • Industry specialization that differentiates your practice
  • Steady flow of qualified client inquiries

Deliverables

What we build for bookkeeping services

Service packages

Clear descriptions of monthly bookkeeping, catch-up services, and advisory work.

Industry expertise

Highlight specializations in specific industries or business types.

Technology stack

Showcase your proficiency with QuickBooks, Xero, and other platforms.

Client intake forms

Capture business information and service needs for follow-up.

Our Process

From first call to launch and beyond

1

Discovery

We learn about your business, goals, and customers.

30 min call
2

Build

Custom LeadMax system tailored for your business.

2–4 weeks
3

Launch

Go live with analytics, tracking, and lead routing.

Launch + 30 days
4

Partnership

Monthly support, optimization, and Scoreboard reporting.

Ongoing

Tracking & measurement

Client inquiry tracking
Service page engagement
Form completion rates
Traffic source analysis

Transparent Pricing

Choose your LeadMax tier

One-time setup + monthly hosting & support. No hidden fees, no long-term contracts.

LeadMax Website

Conversion-focused site + forms — capture leads from day one

$2,500$4,000 setup

$249–$399/mo

  • LeadMax conversion-first website template, mobile-first
  • Up to 5 core pages (Home, Services, About, Contact + 1 extra)
  • Conversion-focused layout: CTAs, trust sections, sticky call button on mobile
  • Web forms → Lead object + email routing
  • Basic Lead log (Sheet/dashboard)
2 weeks
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Most Popular

LeadMax 24/7 Core

Capture, route, and measure every lead — around the clock

$4,000$7,500 setup

$699/mo typical

  • Everything in LeadMax Website
  • AI chat assistant (24/7 lead capture)
  • Lead qualification flow (questions + contact capture)
  • SMS lead routing
  • CRM integration (Zapier/API webhook)
2–3 weeks
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LeadMax + SEO Growth

Everything in Core + local SEO, content, and conversion optimization

$7,500$12,500 setup

$1,250–$2,500/mo

  • Everything in LeadMax 24/7 Core
  • Local SEO foundation (service/location pages, internal linking)
  • Google Business Profile optimization help
  • Schema markup (LocalBusiness + Service + FAQ)
  • Content roadmap + ongoing pages (monthly plan)
3–4 weeks
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Questions & Answers

Frequently asked

We position your services for small businesses who need dedicated bookkeeping, not just tax prep.

Absolutely. Your proficiency with popular platforms is a selling point we make prominent.

We can present package pricing or invite inquiries — whatever works for your business model.

Still have questions?

Get in touch →

Ready to capture more bookkeeping services leads?

Talk to us about LeadMax for Professional Services. No pressure, no contracts — just a conversation about growing your business.

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