10 Lead Magnet Ideas for Bookkeeping business

A ready-to-use Google Sheet that lets you input last 12 weeks of revenue, fixed and variable costs, and seasonality to generate a 90-day cash flow forecast with scenario options. It helps small business owners spot liquidity gaps before they become problems and includes a clear CTA to book a bookkeeping assessment.

A fillable PDF checklist covering documents, deadlines, and deduction tips to streamline tax season for small businesses. It pre-qualifies leads by showing they’re organized and ready for tax filing, increasing appointment conversions.

An AI workflow guide that shows how to set up automatic receipt categorization in popular accounting software, plus ready-to-paste prompts and a sample dataset for testing. It demonstrates automation value and reduces manual data entry, boosting perceived expertise.

An Excel/Sheets-based P&L projection with monthly lines, built-in formulas, and scenario toggles for best/worst cases; includes a concise guide to interpreting results and identifying cost-saving opportunities. It helps owners plan profitability and demonstrates tangible value.

Starter CoA templates tailored for three common service industries, with suggested accounts and example journal entries plus a quick setup guide. Provides a clean, scalable accounting structure and signals bookkeeping expertise.

A fillable directory template (CSV/Excel) to track vendors, customers, payment terms, contact details, tax IDs, and renewal dates; includes data validation tips and easy export. Reduces admin time and data errors for solo operators.

A concise 4-step monthly reconciliation workflow with sample journal entries and a printable checklist. Delivers a fast, repeatable process that reduces errors and accelerates month-end close.

A compact list of 25 common deductions for service-based businesses with quick notes on documentation and limits; includes a simple year-end prep reminder. A quick win that boosts perceived value and can lead to cross-sell opportunities.

AI-driven prompts pack and blueprint to automate bank reconciliation in popular tools, with recommended workflows and ready-to-use prompts for setup. Reduces manual effort and demonstrates the power of automation, increasing signups.

One-page scorecard using 10 metrics (profit margin, cash runway, A/R aging, etc.) to rate financial health, plus a printable summary and improvement suggestions. Helps owners assess where to focus and invites a strategy call.