Case Studies/B2B/Bookkeeping
    📒 B2B

    Bookkeeping Service

    Steady lead flow for monthly retainer clients

    Bookkeeping Service SEO performance dashboard

    A bookkeeping service needed predictable monthly retainer clients. We delivered top-3 rankings for local bookkeeping searches and a steady pipeline of recurring-revenue clients — white-labeled for their agency.

    7
    Local Keywords
    top 3
    4.0x
    Retainer Inquiries
    monthly
    -38%
    Cost per Lead
    vs. paid
    2
    New Clients Won
    from case study

    The Challenge

    Bookkeeping is a recurring-revenue business where each client has high lifetime value. The client's agency needed to fill a predictable pipeline, but local competition and generic directory sites dominated search.

    Our Solution

    Local SEO for bookkeeping, niche content (e-commerce, real estate, trades), and a conversion-optimized landing page strategy. Delivered white-label with pipeline-focused reporting.

    The Results

    Top-3 rankings for 7 local bookkeeping keywords, a steady 4x increase in monthly retainer inquiries, and a 38% lower cost-per-lead versus paid channels. The agency added two more B2B clients from this win.

    90-Day Execution Plan

    Days 1–30

    Local Foundation

    Local SEO setup and niche landing pages. Conversion-optimized copy deployed.

    Days 31–60

    Niche Authority

    Niche content published and local citations built. Bookkeeping keywords entered top 10.

    Days 61–90

    Pipeline Steady

    Top-3 local rankings secured. Monthly retainer inquiries hit 4x baseline.

    White-Label Services Delivered

    • Local B2B SEO
    • Niche Content Strategy
    • Conversion Optimization
    • Pipeline Reporting

    "Predictable monthly retainer leads changed our client's business. The white-label reports focus on pipeline value, which clients love. Outstanding partner."

    Nathan Olsen
    Agency Partner

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