Login

Lead Magnets

Helping Bookkeepers Create Client-Generating Content
affordable templates // beautiful rebranding // from-scratch designs

The Swiss Army Knife of Content Tools

Not sure how to get people to sign up for your email newsletter? Or what to pass out at your next networking meeting?  Or maybe you're trying to make new connections in Facebook groups (in a non-sleazy way)?

These beautiful bookkeeping lead magnets can help!
Here's the 3 different ways I can help you create a beautiful client-converting lead magnet:

  1. TEMPLATES: A super-affordable (but still powerful) DIY option for even the smallest budget! 
  2. REBRAND: Why reinvent the wheel with a new concept?  Or spend hours fiddling around with Canva?  I've got multiple bookkeeper-specific designs that I can quickly (and beautifully) rebrand just for you and your business!
  3. DESIGN: Got a very specific idea in mind, but don't have the skills or time to bring it to life?  Let's talk about designing something from scratch for you!

Scroll down to see examples and learn more! 🧑
"Used those infographic handouts at a networking meeting yesterday where I was the guest speaker.  There were only 6 guests and 3 of them made appointments with me to talk about their books before I left! There were literal gasps when I gave them the handouts. They were very impressed!"

ANNE LINDEMAN
Independence Bookkeeping

Lead Magnet Templates for Bookkeepers

Starting at just $29, these DIY templates for Canva are both budget-friendly and value-packed!

Just click the button for the size you need to see the whole collection! πŸ§‘ 

(P.S. I'm always adding new templates to the store, so stay tuned!)
Click to See Letter-Sized Templates (USA)
Click to See A4 Size Templates (UK)
1099 vs W2
See Template Here
BOOKKEEPING CHECKLIST
See Template Here
CASH FLOW/PROFIT MARGIN
See Template Here
FINANCIAL REPORTS (TOP 3)
See Template Here
FINANCIAL REPORTS
(5 REPORTS + MORE)
See Template Here
QUICKBOOKS HACKS
See Template Here

Need A4 Size Instead?

NEW! For all my bookkeeper friends who are UK-based - or just need A4-sized templates - they're now in the shop!
Click Here to See UK-Size Templates

Which Lead Magnet Design Do You Want?

CASH FLOW/PROFIT MARGIN
⚈  Length: 1 Page
⚈  Price Starts at: $249
Click Here to See Up Close
BOOKKEEPING CHECKLIST
⚈  Length: 1 Page
⚈  Price Starts at: $249
Click Here to See Up Close
TAX DEDUCTIONS
⚈ Length: 1 Page
⚈ Price Starts at: $249
Click Here to See Up Close
QUICKBOOKS HACKS
⚈ Length: 1 or 2 Pages
⚈ Price Starts at: $249
Click Here to See Full Version
HELP US HELP YOU!
⚈ Length: 2 Pages
⚈ Price Starts at: $249
Click Here to See Full Version
1099 vs W2
⚈ Length: 2 Pages
⚈ Price Starts at: $299
Click Here to See Full Version
BOOKKEEPING CATCH-UP
⚈ Length: 4 Pages
⚈ Price Starts at: $379
Click Here to See Full Version
TOP 3 REPORTS
⚈ Length: 4 Pages
⚈ Price Starts at: $379
Click Here to See Full Version
FINANCIAL REPORTS
⚈  Length: 9 Pages
⚈  Price Starts at: $499
Click Here to See Full Version

Ready To Get Started?

Schedule a Call Today!

Get A Personalized Quote
"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!!"

GRISELL CANO
Busy G Bookkeeping Solutions

Custom Lead Magnet Design

Got a very specific idea in mind, but don't have the skills or time to bring it to life?  

Let's talk about designing something from scratch for you!
Schedule A Free Consultation Call

Hey There!

My name is Heather, and I help bookkeepers and accountants write client-doubling marketing content! 🧑   I have a degree in Journalism, 10 years of bookkeeping experience, and I’m an American ex-pat living abroad in Israel with my handsome Israeli hubby. (P.S. You can read more about me, and my weird background, here!)

FacebookInstagramLinked_inYoutube