Accounting Firm Pricing Calculator
Find out how much to charge for bookkeeping, tax prep, and CFO services based on your location and experience.
Free Tools
Getting Clients
How to Get Bookkeeping Clients: 9 Proven Strategies
Actionable strategies to attract and screen bookkeeping clients in 2026.
How to Get Accounting Clients
Proven methods to grow your accounting firm's client base.
How to Start a Bookkeeping Business
Complete guide to launching your bookkeeping practice from scratch.
Accounting Firm Lead Generation
Lead generation strategies specifically for accounting firms.
Website Lead Magnets for Accounting Firms
High-converting lead magnets that work for accountants.
Bookkeeping Lead Magnets
Lead magnet ideas that attract quality bookkeeping prospects.
Client Screening & Onboarding
Client Financial Screening
How to screen prospects before taking them on as clients.
How to Screen Bookkeeping Prospects
Red flags and green flags when evaluating new bookkeeping clients.
Client Onboarding Financial Analysis
Using financial analysis to streamline client onboarding.
CFO Reports & Financial Analysis
Automated CFO Reports
How automation is transforming CFO advisory services.
CFO Report Generator
Tools and software for generating professional CFO reports.
CFO Report Template
What to include in a comprehensive CFO report.
Financial Health Check Template
Template for conducting financial health assessments.
Monthly Financial Report Example
Sample monthly financial report structure and content.
What is a CFO Report?
Understanding CFO reports and their business value.
Manual vs Automated Reports
Comparing manual and automated financial reporting approaches.
Sample CFO Report
See what a BizDoc CFO report looks like.
QuickBooks Integration
QuickBooks Financial Reports
Getting more from QuickBooks reporting capabilities.
QuickBooks Online CFO Reporting
Turning QuickBooks data into CFO-level insights.
QuickBooks Reports for Clients
Creating client-ready reports from QuickBooks data.
Advisory Services
Advisory Services Lead Generation
Finding clients for advisory and CFO services.
Bookkeeping to Advisory Transition
Moving from bookkeeping to higher-value advisory work.
How to Sell Advisory Services
Positioning and selling advisory services to clients.
How to Price CFO Services
Pricing strategies for fractional CFO offerings.
Fractional CFO Tools
Essential tools for fractional CFO practitioners.
Industry Solutions
BizDoc for Accounting Firms
How accounting firms use BizDoc for client acquisition.
BizDoc for Bookkeeping Firms
Bookkeeping-specific use cases and benefits.
BizDoc for CFO Advisory Firms
Using BizDoc for CFO advisory practices.
BizDoc for Fractional CFOs
How fractional CFOs leverage automated reporting.
BizDoc for Tax Firms
Tax firm applications for financial health screening.
BizDoc for Virtual CFO Practices
Virtual CFO practice automation and scaling.
Client Industries
Construction Accounting
Financial analysis for construction businesses.
E-Commerce Accounting
Financial insights for e-commerce businesses.
Medical Practices Accounting
Healthcare and medical practice financial analysis.
Nonprofit Accounting
Financial health assessment for nonprofits.
Real Estate Accounting
Real estate industry financial analysis.
Restaurant Accounting
Restaurant and hospitality financial insights.
Website Integrations
BizDoc for WordPress
Embedding BizDoc on WordPress sites.
BizDoc for Squarespace
Adding BizDoc to Squarespace websites.
BizDoc for Webflow
Webflow integration guide.
BizDoc for Wix
Using BizDoc with Wix websites.