Technology Platform
Every plan includes dedicated CRM access, contacts, pipeline and tasks, inbox, calendar and forms, core automation snapshot, and reviews and reputation flow.
For Professional Bookkeepers and Small Firms
Build a More ProfitableBookkeeping FirmWithout Doing Everything Yourself.
Bring technology, marketing, automation, staffing support, technical help, training, and potential partner opportunities into a more deliberate operating model for your firm.
Free for 30 daysMonth-to-monthCancel anytimeNo long-term contract
See the Operating View
Understand the CRM Before You Commit.
This short overview introduces workflows, lead follow-up, scheduling, communication, pipeline visibility, and automation without exposing customer data or implying unsupported integrations.
WorkflowsLead follow-upSchedulingCommunicationPipeline visibilityAutomation
Eight Connected Capabilities
Support the Firm, Not Just One Task.
Bookkeeper Growth brings together the systems, support, training, and partner access firm owners often have to manage separately.
Technical Support
Technical work after the allowance is $25 per hour across all plans. Platinum includes up to one custom-workflow hour per month.
AI and Automation
The core automation snapshot is included in every plan. Advanced nurture and reactivation are included with Gold and Platinum.
Marketing System
The marketing template library is limited with Silver, expanded with Gold, and complete with Platinum.
1791 Partner Program
Partner opportunity access is standard with Silver and priority with Gold and Platinum, subject to provider and regulatory requirements.
Junior Bookkeeper Support
Optional junior bookkeeping assistance is available at $25 per hour across every plan.
Training and Community
Every plan includes community and training. Gold adds monthly group strategy; Platinum adds monthly 1:1 plus group strategy.
Strategic Partnerships
Potential provider relationships may be available. Eligibility, services, availability, and terms can vary.
A Practical Five-Stage Path
Turn Better Tools Into a Better-Run Firm.
Build the foundation first. Then put your workflows to work, add capacity with control, and pursue growth opportunities from a stronger operating position.
Stage 01
Choose the Support Your Firm Needs Now.
Start with a free 30-day trial and select Silver, Gold, or Platinum based on the automation, resources, and strategic support that fit your current operation. Every plan is month-to-month, with no long-term contract.
Start with clarity
Choose for the way your firm works today. The goal is a useful operating system—not a larger package filled with features your team will not use.
Stage 02
Organize the Core of Your Client Journey.
Bring contacts, opportunities, appointments, and essential follow-up into one working CRM foundation. Your team gains a clearer view of who needs attention, what has happened, and what should happen next.
Included in every plan
CRM access, the core snapshot, contact and opportunity management, an appointment calendar, standard email and SMS workflows, and onboarding resources.
Stage 03
Make Follow-Up Consistent and Visible.
Activate the workflows your firm will actually use for lead response, scheduling, reminders, and pipeline movement. Test each handoff, assign ownership, and make sure automation supports the client experience instead of replacing good judgment.
Build in layers
Every plan includes standard workflows. Gold and Platinum add advanced workflows, broader campaign resources, and funnel and landing-page templates.
Stage 04
Create Capacity Without Losing Control.
Document repeatable work, define the standard, and decide who reviews the result before delegating. Add support when the process is ready—not simply when the team is busy.
Support when needed
Junior bookkeeping labor and additional technical work are available at $25 per hour. Scope, availability, turnaround, and review responsibility are confirmed before work begins.
Stage 05
Grow From a Stronger Operating Base.
Use the time, structure, and visibility created by the system to improve client service, run more focused campaigns, and evaluate partner opportunities that genuinely fit the needs of your clients.
Expand responsibly
Partner and referral opportunities remain subject to provider, eligibility, licensing, and jurisdiction requirements. Compensation, referrals, and business outcomes are not guaranteed.
Potential Partner Opportunities
Start With a Real Client Need, Not an Earnings Promise.
Availability and participation can vary. Each introduction must be relevant, transparent, and handled under the applicable provider and regulatory requirements.
Merchant Processing
A potential introduction for eligible business clients. Provider terms, economics, eligibility, and availability must be reviewed before participation.
Insurance Referrals
A potential referral path through qualified professionals where permitted. Licensing and disclosure requirements may apply.
Business Lending
A potential introduction for clients exploring financing. Qualification and approval remain with the provider.
Financial Planning
A potential introduction to qualified professionals. Licensing, suitability, disclosure, and jurisdiction requirements may apply.
Silver, Gold, and Platinum
Three Dedicated CRM Plans for Bookkeeper Partners.
Every plan starts with a dedicated CRM foundation. Higher tiers add deeper automation, assets, reporting, strategy, and support.
CRM foundation
Silver Partner
$44.99/ month
- Dedicated CRM Access
- Core automation and reporting
- Basic client portal and resources
Most Popular
Automation and growth
Gold Partner
$99/ month
- Advanced nurture and reactivation
- Expanded templates and funnels
- Enhanced reporting and monthly group strategy
Strategy and support
Platinum Partner
$199/ month
- Custom reporting and full template library
- Monthly 1:1 and group strategy
- Quarterly priority support plus 1 workflow hour
Feature by Feature
Complete Plan Comparison
Use the plan selector on smaller screens to compare each membership without a cramped spreadsheet.
| Plan comparison | Silver | Gold | Platinum |
|---|---|---|---|
| Monthly price | $44.99 | $99 | $199 |
| 30-day free trial | Yes | Yes | Yes |
| Commitment | Month-to-month | Month-to-month | Month-to-month |
| Dedicated CRM Access | Included | Included | Included |
| Contacts, pipeline & tasks | Included | Included | Included |
| Inbox, calendar & forms | Included | Included | Included |
| Core automation snapshot | Included | Included | Included |
| Reviews & reputation flow | Included | Included | Included |
| Community + training | Included | Included | Included |
| Marketing template library | Limited | Expanded | Full library |
| Advanced nurture/reactivation | — | Included | Included |
| Funnel/landing templates | — | Included | Included |
| Client portal/resources | Basic | Expanded | Expanded |
| Reporting & dashboards | Core | Enhanced | Custom |
| Strategy sessions | — | Monthly group | Monthly 1:1 + group |
| System review + support | Standard | Standard | Quarterly + priority |
| Custom workflow allowance | — | — | Up to 1 hr/month |
| Partner opportunity access | Standard | Priority | Priority |
| CRM usage + optional add-ons | Billed separately | Billed separately | Billed separately |
| Junior bookkeeping labor | $25/hour | $25/hour | $25/hour |
| Technical work after allowance | $25/hour | $25/hour | $25/hour |
$297 Unlimited: manual provisioning. Plan value is delivered through snapshots, assets, training, reporting, and support; CRM usage and optional add-ons are separate.
Questions Before Joining
Clear Answers Before You Join.
The essential details about eligibility, trial terms, cancellation, and additional services.
Who is the program for?
Bookkeeper Growth is designed for professional bookkeepers and small bookkeeping firms that want a more supported operating model.
Is there a long-term contract?
No. Membership is month-to-month with no long-term contract.
Can I cancel?
Yes. Membership can be canceled anytime.
Do I need a website?
No. A website is not required to join.
Which services cost extra?
CRM usage and optional add-ons are billed separately. Junior bookkeeping labor and technical work after the allowance are $25 per hour across all plans; Platinum includes up to one custom-workflow hour per month.
A More Supported Firm
Build a Stronger Firm With More Support Behind It.
Bring technology, automation, staffing support, technical help, training, and potential partner opportunities into a more deliberate operating model.
Start Your Free 30-Day Trial
Month-to-month. Cancel anytime. No long-term contract.