Services

You don’t need another coach, course, or cookie-cutter agency.

You need a team that understands how bookkeeping firms actually grow — from the inside out.

At Bookkeepers Growth Lab, we combine operations, marketing, automation, hiring, and leadership support into one connected ecosystem. We’ve built every service with bookkeepers in mind — practical, strategic, and designed to scale with you.

Whether you’re refining your systems, building your team, or preparing your firm for a future sale, we’ll help you make smart moves that create lasting growth.

Annual Strategic Growth Plan

For bookkeepers who want clarity, direction, and a roadmap that makes sense.

Every partnership starts here — with your personalized Annual Strategic Growth Plan.

Through two to three deep-dive sessions, we’ll assess your systems, pricing, marketing, and capacity to design a clear 12-month plan for profit, efficiency, and scalability.

This plan becomes your compass for the year ahead — whether you implement it yourself or invite us to walk alongside you in a Growth Retainer.

We’ll use our Sellability Scorecard and 7 Strategic Objectives to pinpoint your firm’s strengths, gaps, and next best moves — so you can grow with confidence, not guesswork.

📍 Ideal for firms ready to make intentional progress.
💼 Includes your baseline Sellability Scorecard.
🕓 Two to three sessions + final deliverable presentation.

Fractional Ops & Marketing Growth Retainer

For firms ready to scale — sustainably and strategically.

Once your Growth Plan is complete, we partner with you to bring it to life.

Our Fractional Operations & Marketing Retainer gives you the balance of strategy and structure most bookkeepers don’t have in-house.

Each retainer is personalized to your firm’s priorities — whether that’s operational efficiency, marketing visibility, or both — but every client receives:

You’ll work directly with both Cameron (strategy + marketing) and Ciaara (operations + hiring) — two brains, one team — guiding your firm through implementation and growth.

Each retainer is personalized, but all include:

- Collaborative leadership from both founders

- A full GoHighLevel CRM (customized for bookkeepers)

- Continuous lead generation and nurture systems

- Hiring support for U.S. and overseas bookkeepers or admin staff

- Quarterly strategy calls & performance tracking

- Access to vetted partners for advanced automation or creative support

📍 You focus on client work — we’ll handle the systems, visibility, and structure that make your firm scalable.

BOOK A CALL TO START YOUR PLAN

GHL for Bookkeepers

For bookkeepers who want tech that saves time, not adds to it.

Our GoHighLevel setup gives you everything you need to manage your firm efficiently - without duct-taping together multiple tools.

Includes:

- CRM, pipelines, and onboarding workflows

- Automated review requests and referral systems

- Pre-built nurture campaigns and follow-ups

- Scheduling, forms, and text/email automations

Every template and automation is built specifically for bookkeeping firms — so you can stay organized, nurture leads, and scale without tech overwhelm.

📍 Built for efficiency. Designed to grow with you.

Get Matched With a Bookkeeper

For business owners who need a bookkeeper they can actually trust.

We personally connect you with a vetted, growth-minded bookkeeping firm from our BGL network — professionals who share your values, understand your business, and have the systems and support to keep your books and goals on track.

Spend 20 minutes with our team, and we’ll uncover what your business really needs — then match you with the bookkeeper whose expertise, experience, and stage of growth align best with yours.

📍 Our network is full of firms we’ve trained, supported, and stand behind — because good bookkeeping is built on trust, alignment, and shared values.

Not Sure Where to Start?

We’ll meet you where you are — whether that’s cleaning up your systems, building your first team, or preparing your firm for sale.
Every journey begins with a quick discovery call to help you map your next best move.

BOOK A CALL

Key Benefits

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We help you understand customer behaviors and what they reveal

We help break down barriers to innovation within your firm

We help resolve the pricing paradox to enable growth

We help align your brand strategy with key objectives