LEAD MAGNET TEMPLATE: Financial Reports (5 Reports + More)

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

"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

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

See Full Version Here

UNDERSTANDING FINANCIAL REPORTS (5 REPORTS + MORE)

Great for You

A beautiful 9-page booklet breaking down 5 key financial reports
Easy accounting checklist for your clients (to help make your onboarding a breeze!)
Clean, professional, 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 Great For Your Clients!

Each report broken down piece by piece on a single page with simple definitions and numbered annotations
No jargon here - all carefully broken down in clear and easy-to-understand non-accounting language

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 - Financial Reports (5 Reports + More).pdf

149 KB