LEAD MAGNET TEMPLATE: Bookkeeping Checklist Chart

Want more engagement, email sign-ups and clients for your bookkeeping business?
Heard about how great a lead magnet (or two) can be for your marketing efforts?
But have a limited budget - and no idea on how to start making something like that?

Guess what - if that sounds like you, then you've come to the right place 😉

What Others Are Saying

I cannot thank Heather enough!! Fresh off of her honeymoon and still GLOWING, she took care of a "rush" project for me that we had previously discussed. She totally understood what I envisioned and what I wanted to accomplish with my handouts. she even gave me the file so I can update as needed!! ... She is helping me to present myself as the authority in my business!

Grisell Cano, Busy G Bookkeeping Solutions

The biggest difference Heather's made for me is in my confidence. As an introverted numbers geek, I've never felt like I had a knack for writing...it's just too hard. Heather is able to take my voice and put it into words in a way that I can't. If you feel like you need help expressing your ideas with confidence and clarity, I highly recommend Heather and Pukkapith Content!

RJ Douglas, Evanced Bookkeeping

What's Included In This Template:

Instant Access to Easily Editable Canva Document - No need to fumble with advanced Adobe programs
"Free" Membership Friendly - No need for a Pro Canva subscription to access or edit
Easy Editing Prompts - Simple instructions for how to personalize this just for your business
Digital and Printable - Upload it to your website or email as a digital document with hyperlinks, or print out for your networking events

Here's What It Looks Like

BOOKKEEPING CHECKLIST CHART

Checklists for weekly, monthly and quarterly bookkeeping tasks
Clean, professional, easy to understand, and easy to edit
Ability to hyperlink to your website, social media, and more
Sized for letter-sized paper, for easy printing and handing out at networking events!
And more!)

Need Some Inspiration? Check Out A Few Customized Designs! *

* Just a heads up, I did use the "Pro" version of Canva for the more sophisticated designs above. However, there's a LOT you can still do in the free version of Canva!

Want something fancier designed for you? Just reach out about my custom design and rebranding lead magnet services!

Click Here To Learn More About Custom Lead Magnets

Info to Access Editable Template from Canva

Info To Access Canva Template

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