Marketing Resources for bookkeepers

A collection of tools and services I confidently recommend

drive traffic to your website

Social Accountant

Social Accountant is a marketing membership that offers ready-made, customizable content for Facebook, Instagram, and email newsletters.
Save 50% with referral code - CHATSONI

Rise Media

Rise Media is a content membership that offers customizable social media templates for Instagram, lead magnets, and email newsletters. Save 20% with referral code - CHATSONI20

Pukkapith Content

Pukkapith Content creates strategic and easy-to-use pre-written templates for emails, Facebook, and LinkedIn written specifically for bookkeepers.

get leads from your website


Mailerlite makes it easy to build your email list of potential clients and send regular email newsletters to help stay on top of mind.

Copy on Demand

A copywriter in your back pocket - without the price tag! Get custom copy guidance, templates, coaching, and more.

book calls from your website


Dubsado is the CRM tool I use to manage and automate client onboarding. It handles proposals, contracts, invoicing, appointment scheduling and more. Save 20% with referral code - CHATSONIBROOKS


Dubsado may be overkill if you need just an appointment calendar, in those cases, I recommend Calendly - they even have a free option available!

build your website


Flywheel's keeps my client's WordPress sites blazing fast and secure with dedicated hosting - unlike some popular competitors.

Fathom Analytics

While there are many free analytics options out there, I use Fathom because their reports are easy to understand and they don't sell user data.


Termageddon keeps my client sites compliant and protected against privacy related lawsuits and expensive fines. Save 10% with referral code - CHATSONI

*important disclaimer*

Some of the links above are affiliate links. This means, if you make a purchase through these links, I may earn a commission at no additional cost to you. I recommend these products and services because I know, like, and trust that they will deliver great results for my clients – the affiliate commission is just a bonus. 🙂 Please don’t fall subject to “shiny object syndrome” and make a purchase if you aren’t 100% sure it will solve a problem or help you reach your goals.