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Sales Resources

An infographic titled 'Your Personalized Onboarding Process' from goodbookkeeping.com detailing six steps: 1. Onboarding Call explaining a one-hour online meeting, 2. Software & Setup with QuickBooks plan choices and third-party app connections, 3. Bank & Expenses Management including syncing and receipts, 4. Payroll, Loans & Revenue with loan documents and payroll setup, 5. Taxes, Reporting & Vendor Management with tax and report setup, 6. The Final Touches involving client system login and document verification.

CFO Services: Service Based Industry

Close-up of a smiling man with blue eyes, short hair, and a beard, wearing a beige shirt, sitting indoors near a window with white blinds.

Pricing Tool

Pricing Calculator

A promotional flyer for GoodBookkeeping.com, highlighting bookkeeping services starting at $299 a month, with text about tracking income and expenses, reconciling accounts, generating reports, and additional services like payroll management, receipt tracking, and bill pay. The flyer includes a call to action to book a free consultation and features an image of a person writing or using a calculator at a desk.

Internal Resources:

How to sell in our niche markets

CFO Services: Churches

CFO Services: Non-Profit

Schedule your client with James

Example Report

Flyers for clients

A group of five people in a meeting room discussing around a table, with laptops and documents, in front of windows with curtains.

CFO Discovery Call Link:

Client Facing Presentations:

Bookkeeping Sales Presentation

CFO Sales Presentation

Bookkeeping Compensation Plan: