Straight Answers Before You Choose a Plan.

Bookkeeper Growth is designed for solo bookkeepers, virtual bookkeeping practices, and small bookkeeping firms. Tax professionals, accountants, fractional CFOs, and related advisors may also be a fit when the services match their operating model.

No. The program is built for bookkeeping professionals as well as credentialed accounting and advisory professionals. Service-specific eligibility is confirmed before activation.

Silver is $44.99 per month, Gold is $99 per month, and Platinum is $199 per month. See the complete plan comparison for included features.

Yes. Silver, Gold, and Platinum each begin with a 30-day free trial.

All three plans are month-to-month with no long-term contract. Review the enrollment terms for the required cancellation notice and effective date before starting.

Choose Silver for the essential CRM foundation, Gold for deeper automation and marketing assets, or Platinum for custom reporting, monthly one-on-one strategy, and priority support.

Yes. Dedicated CRM access is included with Silver, Gold, and Platinum.

The shared foundation includes contact and opportunity management, pipeline and task tracking, inbox, calendar, forms, core automation, reporting, reviews, and reputation workflows.

Your current bookkeeping and practice-management tools can be reviewed during discovery. The team will clarify what remains in place, where the CRM fits, and whether any requested connection requires additional scope.

Timing depends on your current systems, data, workflows, selected plan, and any requested custom work. Your setup scope and timeline are confirmed before activation.

Yes. Community and training access are included across all plans. Gold adds monthly group strategy, while Platinum adds monthly one-on-one strategy plus group access.

Silver includes a limited marketing template library. Gold expands the library and adds funnel and landing-page templates. Platinum includes the full marketing template library.

CRM usage and optional add-ons are billed separately when applicable. Junior bookkeeping labor and technical work beyond an approved allowance are also separate.

The documented rate is $25 per hour for qualifying partners. Scope, availability, deadlines, access, and review responsibilities are confirmed before work begins.

Technical work beyond an included or approved allowance is $25 per hour across all plans.

Platinum includes up to one approved custom-workflow hour per month. Additional technical work is billed at the documented hourly rate.

No. The calculator uses only the assumptions entered by the visitor. It provides an illustrative scenario, not a guarantee of savings, time recovered, new clients, revenue, or profit.

Partners may introduce qualified clients to third-party providers for merchant processing, insurance, business lending, financial planning, and other approved services. Every opportunity is subject to provider terms, disclosures, qualification, and applicable law.

No. Availability, qualification, economics, client participation, provider approval, and applicable regulations all affect whether an opportunity produces revenue.

Requirements vary by activity and jurisdiction. Regulated services must be handled by appropriately qualified professionals and follow applicable licensing, state, and federal rules.

Client ownership, data access, referral responsibilities, and relationship terms are governed by the enrollment agreement and any applicable provider agreement. Review those terms before participating.