The Bookkeeper's Marketing Plan OnDemand Training

The Bookkeeper’s Marketing Plan


Learn how to market your bookkeeping business

Do you want to learn how to get new bookkeeping clients? Ready to learn some of the best tactics to advertise your practice? In this on-demand training, you’ll learn how to develop a marketing plan for your bookkeeping practice.

We won’t overwhelm you with a million different things you HAVE to do. This training provides you a kickstart to your marketing efforts. Learn how to strategize and build something that will work best for your practice to attract your ideal clients.


  • Describing Your Business & Services
  • Learning the Sales Process
  • Market Analysis
  • SWOT Analysis
  • Marketing Objectives
  • Tactical Plan
    • Inbound Marketing
    • Outbound Marketing
  • Measuring Success

What Others Are Saying

The Bookkeeper’s Marketing Plan provides a great framework of the sales process and marketing strategy.  It helps you move forward and get a plan in place. Cathy Iconis is very relatable and does a great job explaining the process. – Catherine Frasier, CPA