More support for your bookkeeping firm.
Choose partner services, CRM tools, or strategy support. Explore Bookkeeper Growth's November membership offer.
30-day trial on CRM memberships. Annual Partner membership available separately.
Contact
New client intake
Follow-up
Automated reminder
Appointment
Scheduled call
Next step
Engagement set
Client follow-up sequence
Organized next steps for each contact
What would help your firm most right now?
Pick the area that fits where you are today. We'll suggest a membership to look at first — a starting point to consider, not a final recommendation.
Pick a focus area to see a suggested membership, its first payment, and renewal.
Choose the support your firm needs.
Start with merchant services and community, or add the CRM and strategy your practice requires. Apply your Thanksgiving event code for first-period pricing.
Have your Thanksgiving event code?
Apply it to reveal first-period Thanksgiving pricing across all eligible plans.
Standard ongoing rates are shown. Apply your event code to reveal Thanksgiving first-period pricing.
Merchant Services & Community
A focused starting point for your partner network.
per year
Annual membership. No trial.
- Merchant-account access
- Offer merchant services
- Business Lending offer access
- Bookkeeper Community access
Annual membership · No CRM included · No trial
CRM Foundation
Dedicated CRM with core automation and reporting.
per month
30-day free trial, then monthly billing.
- Dedicated CRM access
- Core automation and reporting
- Basic client portal and resources
30-day free trial · Month-to-month after trial
Automation and Growth
Advanced nurture, reactivation, and group strategy.
per month
30-day free trial, then monthly billing.
- Advanced nurture and reactivation
- Expanded templates and funnels
- Enhanced reports + monthly group strategy
30-day free trial · Month-to-month after trial
Strategy and Support
Custom reporting, 1:1 strategy, and priority support.
per month
30-day free trial, then monthly billing.
- Custom reports + full template library
- Monthly 1:1 and group strategy
- Quarterly review + priority support
- Up to 1 approved workflow hour/month
30-day free trial · Month-to-month after trial
Silver, Gold, and Platinum include a 30-day free trial; first-payment pricing applies to the first monthly charge after the trial. New memberships renew at the revised rates shown beside each plan. CRM usage and optional add-ons are billed separately.
Compare all four plansSee how the support fits into your day.
Operating an independent practice requires client communication, follow-up, and strategy. Here is how different membership tiers support that work.
Organize client information and next steps.
Keep client records, appointment history, document requests, and task follow-ups in one clean view instead of across scattered notebooks and inboxes.
Follow-up Workflow Comparison
Silver — Core Automation
Client intake forms, appointment confirmation, basic follow-up sequences.
Gold & Platinum — Advanced Nurture
Multi-channel reactivation, client nurture campaigns, expanded funnels.
Make follow-up more consistent.
Set up automatic reminders for client documents and follow-ups. Silver includes core workflows, while Gold and Platinum add expanded nurture and reactivation templates.
Access the level of guidance you need.
Gold includes monthly group strategy sessions. Platinum adds 1:1 monthly strategy plus up to one hour of approved custom workflow help per month.
Gold Strategy
Monthly group sessions focused on firm operations and client communication.
Platinum Individual Strategy
Dedicated monthly 1:1 strategy + 1 approved workflow hour/month.
Compare all four plans.
Clear comparison of first-payment terms, ongoing renewal rates, and feature inclusions.
Automation and Growth
$132.00 / month
Renews at $132.00/ month · 30-day free trial, then first payment
- Standard Ongoing Rate
- $132.00 / mo
- Ongoing Renewal Rate
- $132.00 / mo
- 30-Day Free Trial
- Included
- Dedicated CRM Access
- Advanced CRM
- Strategy & Support
- Monthly Group
CRM plans retain a 30-day free trial. All plans include the Bookkeeper Community.
Choose a starting point. Know what comes next.
Review the plan, first payment, and renewal terms before you enroll. If you need help comparing memberships, our team can answer your questions.
Choose the support your firm needs
Select 1791 Partner, Silver, Gold, or Platinum based on CRM, automation, and guidance needs.
Apply BKGTHANKS25
Enter event code BKGTHANKS25 at checkout for Thanksgiving pricing.
Review first-payment and renewal terms
Confirm introductory payment, trial period (if applicable), and ongoing renewal rates before enrolling.
Good company for the business of bookkeeping.
Every Bookkeeper Growth membership includes access to the Bookkeeper Community—a space to exchange practical workflow approaches and talk shop with peers running their own practices.
Community access is included in every paid membership tier. A separate free community invitation is also available for bookkeepers who want to start with conversation.
Questions about the Thanksgiving offer.
Transparent details regarding eligibility, renewal amounts, trial timing, and billing.
Have a question not listed here? Contact us at info@bookkeepergrowth.com
Ready to choose your membership?
Review the support, first payment, and ongoing cost, then enroll with your Thanksgiving event code.
Silver, Gold, and Platinum include a 30-day free trial. Partner is an annual membership. Ends November 30, 2026 at 11:59 PM America/Los_Angeles.