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Website Launch For Solon Bookkeeping Solutions

Elizabeth reached out to me because although she had successfully gotten a few clients from her previous DIY website, she hated every minute of building it herself.

She also felt that because her dream clients are in the cryptocurrency industry and are tech-savvy, it would be best to upgrade her DIY website with a professional one to make online ads more effective.

Together, we replaced her previous DIY website with one designed to attract her dream clients and allow her to track and measure her marketing success.

Visit to check out the new site!

Website Launch for Accounting Solutions

Becky reached out to me for industry-specific marketing support to clarify her marketing message after receiving feedback that her message wasn’t clear enough.

Together, we clarified her marketing message and replaced her previous DIY website with one designed to attract her dream clients, position her as more than “just a bookkeeper”, and help her build her email list of potential clients.

Visit to take a look at the new site!

Start Now, Optimize Later

I did it! I hired a Virtual Assistant (VA), Michelle, and she is AMAZING!

With this being my first hire (aside from my lovely bookkeeper Megan) I’m realizing firsthand how important it is to have processes and systems in place.

Before you can effectively delegate tasks, you need to have documentation on how to complete them step-by-step.

Now, the thought of listing out how to do everything in your business might sound overwhelming. 

Trust me, I get it. 

This is something that I’ve been putting off for way too long. However, even having just a basic checklist to serve as an outline is super helpful. This is pretty much all I started out with when I hired Michelle and I’m updating, organizing, and making improvements as we go along.

So, even if you don’t plan on hiring now, I encourage you to start getting your processes and systems in place so you aren’t starting from scratch when/if you finally do! 

Have any questions about hiring a VA? Post them over in the Facebook community!

What type of clients do you want your website to attract?

Before investing your time, energy, or money in building a website or marketing to drive traffic to your website, you should get crystal clear on the type of clients you want to attract.

If you’re like many bookkeepers I know, you may think you want to work with anyone willing to hire you but this can be harmful in the long run.


Because, when you try to market to everyone, you really end up marketing to no one because your message is too basic.  

This makes it near impossible for you to stand out from the competition and be seen as an industry expert.

If you don’t want to be compared to basic bookkeepers, you can’t afford to have a basic marketing message and strategy.

I love working with virtual bookkeepers (especially moms) to help them clarify their marketing message and implement a strategy to get leads from their website.

I’m actually working on a project now, A website revamp, to help someone do this exact thing! 
I look forward to sharing her success story in the coming weeks and invite you to be my next one by booking one of my website services!

Enthusiasm v. Endurance

It’s January.

The first month of the new year.

Almost everyone is on a “New Year, New Me” high and full of enthusiasm when it comes to their business goals. 

But did you know that a 2021 study reports that nearly 64% of people give up on New Year’s resolutions by end of January?

You see, especially when it comes to business, you have to be willing to endure and adapt to challenges without losing the enthusiasm to take action and move forward.

If your marketing isn’t working as quickly as you hoped, and you’re not getting many (if any leads from your website) try changing one of these 3 things:

  1. Try a different marketing method – Here’s a list of 35 ideas you can try
  2. Try changing your message slightly – Here’s a worksheet to help you braindump and clarify your marketing message
  3. Change your mindset – don’t let imposter syndrome win, marketing takes time but you can do this!

Not sure where to start? Here are a few resources to help point you in the right direction


  1. Facebook community – Free group for marketing accountability and support
  2. Accountability membership – Paid private group with weekly video support calls
  3. Consulting – Paid 1:1 session for personalized support and guidance

Let’s make 2023 a great year through endurance, enthusiasm, and commitment to take action!

I’m Niching Down (Again)

Niching down can feel scary (and sometimes discouraging). 

Many people avoid it due to the fear of missing out on potential clients, opportunities, and money.

But yesterday, I went ahead and did it anyway. 

I lost a few Facebook group members (6 so far if I remember correctly) and while I was hesitant and nervous initially, I actually feel so relieved as I’m typing this out.


Because I understand these 3 things…

1. I’m not the right fit for everybody.

2. I don’t need to (or want to) attract everybody. 

3. I definitely don’t want to work with everybody.

I only want to attract and work with people I’m confident that I can deliver AMAZING results to and see not only as clients but as friends.

After realizing this was possible through the lovely relationships I have with a few clients now, I decided to make my focus this year on quality, not quantity.

So, I decided to niche down even further to market to a specific type of person, in a specific industry, with a specific problem, looking for a specific outcome…

Bookkeeping moms who don’t have the time or desire to DIY their WordPress website project but want to generate leads.

I chose this super specific niche because I’m familiar with the bookkeeping industry, understand how important and valuable bookkeepers are for small business owners, and my heart is in supporting moms. I also happen to be pretty good at building WordPress websites. 🙂

Niching down makes sense for me and I’m confident that it will result in meaningful, long-lasting relationships with clients I enjoy working with.

What’s your biggest fear about niching down? Let me know over in the Facebook community!

Tracking Your Progress

I was recently inspired by a “Year In Review” post shared by a successful bookkeeper, where he shared his revenue progress year by year, successful marketing strategies, and important lessons and breakthroughs.

After reading through his post, I felt so motivated and excited about doing something similar to help encourage and inspire others as well as keep myself accountable by making the time to stop, track, and reflect on my progress regularly.

So, I decided to take action!

Every week, I’ll be sharing my progress report in the Facebook community under the new topic #ProgressReport and encourage you to join me!

As vulnerable as it may feel to publicly share our progress, I’m convinced that this level of transparency and accountability is much needed for both ourselves and others.

To join me on this journey, make a copy of the spreadsheet I created to track my progress week-by-week and share your progress in my Facebook community!

Yes, No, or Not Yet

I normally don’t do custom proposals.

I realized that the process of spending an hour on a call, then another couple of hours putting together and sending a proposal, and waiting days (sometimes weeks or more) to hear back wasn’t worth the stress. So, I decided to simplify and automate my sales process by having packages listed directly on my website to kick off an onboarding workflow.

But recently, I went against my own process and sent out a custom proposal. 😩

At the time of writing this, it’s been a week since hearing from this prospective client and up until now, I’ve been putting off following up because it was nerve-wracking.

I kept making excuses to justify why I should wait another day but finally decided to cross it off my list.

I told myself, what’s the worst that could happen? I’ll either get a yes, a no, or a not yet. 

And when I think of it that way, following up isn’t as scary as it sounds. 

Do you have any proposals floating around that you need to follow up on? Here’s your reminder to stop waiting – send that email today. 

When you get a response, tell me all about it over in the Facebook community!

Not everyone can do what you do

When you have one of those moments where imposter syndrome creeps in, here’s a friendly reminder…

Not everyone can do what you do. Completing the BL program, getting certified in QBO or Xero, and having the knowledge to help clients get their business financials in order are all huge accomplishments that you should be proud of.

Don’t set your prices based on what YOU would pay because you don’t value your work as much as other business owners would.

You take it for granted that you can do what you do. Other people can’t do that or don’t have the time or desire to learn!

Don’t undervalue yourself or your services. Don’t underprice your work.

As someone who has hired a bookkeeper for my business, let me tell you…

You’re amazing and much needed in this space.

5 website stats to consider before your first (or next) website project.

Launching a website for your bookkeeping business is a huge milestone. But, if you’re like many new bookkeepers I know, you may be tempted to cut costs (and corners) by building your website on your own, asking a friend or family member to do it for you, or hiring the cheapest freelancer you can find online.

But before you do that, here are 5 website stats to consider before your first (or next) website project.

5 Eye-Opening Website Statistics

1. First impressions are 94% based on design. So, while it’s true that anyone can build a bookkeeping website these days, not everyone can make it look good AND convert visitors into leads, booked calls, and clients.

This is what makes professional website services different from DIY website projects and those $500 websites people whip up on online marketplaces like UpWork and Fiverr.

2. 46% of users base their decisions on a website’s credibility on its visual appeal & aesthetics. If your DIY website LOOKS like a DIY website, potential clients may question how serious you are about your business and whether or not they can trust you.

3. 94% of negative website feedback is design-related. 

4. Nearly 80% of people will stop engaging with a website that doesn’t work well on their device. This means before you invest in SEO or social media marketing, it’s crucial to ensure your bookkeeping website looks & works well on all devices. All the traffic in the world doesn’t mean a thing if users bounce off the second they land on your website.

5. After a bad mobile website experience, 40% of users will visit a competitor’s site instead.

I’ll be adding some of these statistics to my web design proposals this week. 

What are some bookkeeping industry stats that you can use in your marketing, proposals, on your website, etc. so you can look like the legit bookkeeping professional you are?

Share them over in the Facebook Community!

What are you taking action on today?

Taking action. Being self-aware of your shortcomings. Embracing discomfort.

These things are not always easy but they WILL make your life easier! They will make you better, stronger, and greater.

As an introvert, the thought of social outreach and networking is something I’ve avoided in my business for years out of fear of being judged or rejected.

I’ve recently decided to feel the fear and do it anyway by reaching out to other business owners in my industry to build a referral network where I can confidently refer leads when necessary.

It may sound silly to pass on potential clients but for me, it makes sense because I understand that I’m not the right fit for everyone. 

Rather than taking on a client who isn’t a good fit, I’d much rather point them in the right direction toward another professional and reserve room for my dream clients. 

A simple email introduction was all it took for me to connect with 2 website professionals I can confidently refer leads to when their vibe, scope of work, or budget isn’t a good fit for me and what I offer.

Making these connections will allow me to:

  • Save time with a handy list of referrals to quickly send off
  • Save energy by not accepting clients that will bring me stress
  • Save room for my dream clients

I’m actually meeting with a potential referral partner later this week and am super excited! 

What are you taking action on today? What’s the ONE step you’re taking?

Let me know over in the Facebook community!

Once you take that first step, the second step is easier.

You don’t have to be great to start

I’ll admit it. I’m not a great writer…yet.

But, I understand how important it is to create content for social media, email newsletters, and my website to increase my chances of potential clients finding me on Google.

One of my goals this year is to make writing a daily habit. 

Will every blog post, Facebook post, or email I send out be perfect? Of course not. 

But I believe each day my writing will improve and by taking action and staying consistent, I’ll hopefully help motivate others along the way!
What’s one of your goals for the new year? Let me know over in the Facebook community!

Be better than basic

While it may seem counterintuitive, you should always get crystal clear on the type of clients you want to attract before investing your time, energy, or money in building a website or marketing to drive traffic to your website. 

If you’re like many bookkeepers I know, you may think you want to work with anyone willing to hire you but this can be harmful in the long run.


Because, when you try to market to everyone, you really end up marketing to no one because your message is too basic.  

This makes it near impossible for you to stand out from the competition and be seen as an industry expert.

If you don’t want to be compared to basic bookkeepers, you can’t afford to have a basic marketing message and strategy.

I love working with virtual bookkeepers (especially moms) to help them clarify their marketing message and implement a strategy to get leads from their website.

If one of your goals for 2023 is to level up your marketing, schedule a free consultation with me to get started!

Inject Your Personality

Most people don’t know this about me, but I am actually a big fan of watching animated tv shows (one of my current favorites is Rick & Morty), comic book movies (both MCU and DC), and anime (Bleach, My Hero Academia, Boruto, etc). 

Watching these shows and movies together is how my husband and I unwind from a long day and spend quality time together once the kids (finally) go to bed.

It’s common to see business owners putting their personal interests aside when marketing their businesses out of fear of not being “professional” but I disagree with this way of thinking.

I believe that injecting some personality into your marketing by sharing things about yourself makes you relatable and can help you stand out from your competition.

Moving forward, I plan to incorporate more of my thoughts, opinions, and personal stories into my marketing – focusing less on potentially putting off the wrong people and more on connecting with the right people who appreciate, agree with, or can relate to what I have to say.

Marketing is all about building relationships and building relationships with other business owners who you have something in common with can be way easier and much more fun! 

What are some things you love, enjoy, and are passionate about? What are some ways you can incorporate these things into marketing your bookkeeping business?

Remember why you started

I don’t know about you, but I am NOT an early bird. I’m actually not much of a night owl either. I fall somewhere right in the middle being most productive mid-afternoon.

However, for the past 2 weeks, I’ve been following a routine that involves me waking up at 5 AM before the house (and the sun).

As you can imagine, it’s not easy getting up so early after being the last one to go to bed the night before, but dedicating an hour to work on my business without adorable (and sometimes destructive) distractions called toddlers helps me feel accomplished and allows me to be more present with them during the day with less guilt. 

But this morning was different. 

This morning as my alarm went off, I thought about quitting. 

I thought about putting my work off until later (which really meant tomorrow) because let’s face it, getting work done with two toddlers running around is nearly impossible. 

But instead, I pushed myself to (grumpily) get out of bed and sit at my desk because spending quality time with my family is my “why”. 

I spent an hour scheduling emails, recording Loom videos for my virtual assistant, and creating content like this! 

Shortly after, I was rewarded with cuddles from my youngest as he crawled out of bed and into my lap with a big yawn and sleepy eyes – reminding me that getting up early is worth it.

Don’t overthink it

It was a Thursday morning when I got an automated email alert that one of my client’s websites went down while doing routine maintenance.

I was SUPER nervous when I saw that she had also emailed me about the issue. As an overthinker, my mind was automatically trying to prepare for the worst-case scenario even though I was able to get the site back up and running quickly.

After updating her on what happened, I sat at my desk (practically sweating bullets) waiting for the dreaded email of getting fired. Maybe you can relate?

Instead, this is the email I got: “Oh no problem on the downtime. it happens. It’s useful to know when I get these that you are also getting the notifications so I will just blissfully ignore them from now on, knowing that “my awesome web lady” will take care of it. :-)”

Even after this technical hiccup, she continues to be a website success plan client, trusts me, and still sees me as her “awesome web lady.” 🥰

All of my stress, worrying, and overthinking about what she would say was for nothing.

The same thing often goes for marketing on social media or sending out newsletters.

We often overthink so much that we don’t take action out of fear of the worst.

Sometimes, you just have to put yourself out there, hit “Send” or “Publish” and sit back and wait at your desk for the results. You may be pleasantly surprised!

The right people will gravitate toward you

Sharing content for your bookkeeping business can be scary. 

A couple of accountability partners and I were discussing the topic of email newsletters last week and I get it. 

Even after having my own newsletter for over a year, I still get nervous about scheduling my newsletter to send out every Friday morning due to fears of unsubscribes or negative email replies. 

But the truth is, the right people will appreciate what we have to say. 

Do you really want to invest time and energy in building and nurturing an audience that doesn’t allow you to speak freely and be yourself? I sure don’t. 

So my advice? 

Be yourself, be genuine, and the right people will gravitate toward you. 

Yes, you may get unsubscribers, unfollows, etc. but think of it as a blessing in disguise. 

The people who stick around are way more likely to become supporters, friends, and even clients!

Introducing the Client Dashboard

Up until now, recurring payments have been processed via ACH through Quickbooks Online sales receipts. During the last year of using this system for billing, I’ve decided it would be best to offer clients more payment options and control by switching to Stripe.

Starting April 1, 2023, all recurring payments (such as my Website Success Plans) will be processed via SureCart.

This change not only comes with more payment options (card, bank transfer, and Google Pay) but also a better experience with a new, user-friendly client dashboard. (See example below)

Chatsoni & Co Client Dashboard example

From this dashboard, you will have 24/7 access to quickly and easily:

  • View your current plan(s)
  • View your payment history
  • Update your payment methods
  • Update your billing details

While this update will be rolling out gradually over the next few months, if you are an existing Website Success Plan client, you can renew your plan here to opt into this new and improved experience now.

Please note that this will also update your payment schedule. 

For example, if your current payment schedule is the 1st of every month and you renew your plan (using the link above) on the 5th, your current payment schedule will be updated and all future payments will automatically renew on the 5th of each month unless canceled. 

I’m super excited about this new and improved client experience and hope you are too!

For more information on this update or to ask any questions, please send me an email. I’m always happy to help!

Megan’s Journey To 28 Bookkeeping Clients

For those of you who don’t already know Megan, she’s a fellow Bookkeeper Launch student who started her bookkeeping business in January 2020.  She didn’t have a bookkeeping background before getting started but instead, taught elementary school for 12 years.

She started her business because she really wanted home homeschool her kids but needed to financially fill in the gaps. 

A friend recommended that she look into the Bookkeeper Launch program and while she was hesitant at first, she took a leap of faith and has since had great success in building her team of 8 and serving 28 clients and counting.

You may often hear the phrase that the “riches are in the niches” but Megan is living proof that you don’t need to decide on a niche to be successful. Since starting her business, she has not niched down and serves clients in lots of different industries. 

Interested in learning how she did it? Watch the interview below to hear her story!

YouTube video

Why I Host With Flywheel

Over in my Facebook group, I was asked the following question: “Just wondering, any reason you like Flywheel for hosting above others? They are pretty darn expensive.”

Since I only build and manage WordPress websites hosted on this platform and part of my website success plan onboarding process is to migrate existing websites over to FlyWheel, I’m sure this question will come up often.

So, I figured answering this question would make a great blog post for new and potential clients. So here we go!

Why I host with Flywheel

It’s true that web hosting providers like Flywheel are significantly more expensive than others you may be more familiar with (BlueHost, Dreamhost, GoDaddy, Siteground, etc.) However, I’ve found the investment in hosting with Flywheel worth it in terms of performance, security, and support.


Every second counts when a visitor is waiting for your landing page to load. Slow page speeds lead to poor user experience. Stats show that your conversions drop for every second longer your visitor has to wait and nearly half of all visitors will leave a desktop site if the page doesn’t load within 3 seconds.

Flywheel’s servers are specifically optimized for WordPress to ensure lightning-fast, reliable site performance which is great for search engine optimization (SEO).

“Flywheel’s infrastructure is optimized to give your WordPress site maximum uptime and insanely fast page speeds. Our container technology powered by the Google Cloud Platform enables us to ramp up instantly to meet traffic spikes, surges, and everything in between.”

Learn more about Flywheel’s performance


Flywheel uses dedicated hosting which means your website isn’t sharing resources (and risks) with other website owners. Shared hosting companies like those previously mentioned above, “house” multiple websites under one roof.

This opens you up to more security risks. Think of it as an apartment building. For example, if one website is hacked, all websites housed on that server are also at risk.

With Flywheel, it’s more like a single-family home. You aren’t sharing any resources or security risks with others. This helps keep your website secure.

“Our rock-solid platform was carefully crafted from every angle to protect your WordPress sites from threats. That means no more stressing about security plugins and far more peace of mind!”

Learn more about Flywheel’s security


The Flywheel team is made up of WordPress experts that you can easily get a hold of.

I’ve heard the horror stories of bookkeepers struggling to get a hold of QBO’s customer support so I understand how frustrating it can be to have to jump through hoops to get your questions answered.

I don’t want any of my clients (past or current) to have that type of experience. It is extremely reassuring for me to know that even those not enrolled in one of my website success plans will be able to contact a real person (who knows what they are talking about) for support if needed.

“Say goodbye to robotic auto-responses and low-quality answers. Our team of technical WordPress experts aren’t just here to clear out a queue, they’re here to support you, your sites, and your business.”

Learn more about Flywheel’s support

“How important do you think it is to have a phone number and email on your website?”

A common question many bookkeepers have when building their website is how important it is to have a phone number and email on their website.

As someone who has helped quite a few bookkeepers with their websites, I say the answer to this question depends on how you prefer to do business.

Personally, I don’t accept unscheduled calls and take consultations by appointment only (stay-at-home mom of toddlers life) so I don’t have my number listed.

There’s no right or wrong way it really just depends on your personality and how you want to run your business.

If you’re an introvert or have a busy schedule

If you’re an introvert like me or have a busy schedule, you probably prefer potential clients to schedule a consultation or send you an email rather than call you on the phone. In this case, below are two alternatives I recommend.

Use an appointment calendar

Using an appointment calendar like Dubsado, Calendly, or Acuity with an attached contact form is a great solution.

This gives you freedom and flexibility since you aren’t required to be “on call” and gives you the ability to gather info and prepare for your meetings.

Need help adding your appointment calendar to your website? Check out this article.

Let your calls go to voicemail

If you do decide to list your phone number, you can always let your calls go to voicemail and use it to provide instructions on how to get in touch with you.

This is my voicemail greeting as an example:

“Hi, this is (my name) thank you so much for reaching out. I’m available by appointment only so I’m unable to take your call right now.

For a quick response, you can email me at (my email) to schedule a consultation or leave a message with your name, company name, and number and I will get back to you within 48 hours.

Thank you and have a blessed day.”

If you’re an extrovert or have an open availability

Having a number listed makes it easier for prospects to get in touch with you and this is important if your main goal is to get more calls and don’t mind them being unscheduled.

This can be a great way to stand out from introverted bookkeepers but can be pretty overwhelming if you expect to get a lot of calls since you won’t be able to plan things out or prepare in advance.

Similarly, having your email listed is another way to make it easier for people to get in touch with you since it’s quicker than submitting a form. However, this increases your chances of getting SPAM and solicitation emails.

Next steps

Hopefully, you find this information helpful in making an informed decision on whether or not you want to list your phone number and email address on your website.

Do you have your number listed on your website? Why or why not? Let me know about it in my Facebook community. I’d love to hear your thoughts!

“Why are Google reviews important?”

A member of my Facebook community asked a great question about Google Business Profile (formerly known as Google My Business).

“Why is it important to have reviews there versus my website or my QuickBooks online profile?”

Here are my thoughts.

Why are Google reviews important?

Google reviews are GREAT for attracting local businesses.

A complete and optimized profile with positive reviews will help you rank higher in local searches. For example, if you search for “bookkeepers near me” you’ll see a list of local bookkeepers in your area along with their contact information.

However, as a virtual bookkeeper, the key to getting reviews is to build them on the platforms your ideal clients are most likely to look at.

If your ideal clients are on Facebook, you should focus on building reviews there.

If your ideal clients look at QuickBooks online for bookkeepers, you should focus on building your reviews on that platform and so on.

Whichever platform you choose though, you should always add the reviews you collect to your website. This helps build the know-like and trust factor when visitors find you directly from your website and is a great backup in case any of the platforms you use to collect reviews shut down or have issues (which happens quite often.

Adding reviews to your website

Facebook and Google are the top two review platforms I recommend because you can easily automate the process of adding these reviews to your website using a WordPress plugin like WP Social Ninja to pull in new testimonials behind the scenes! Not only will this help you save time and keep your website up-to-date, but it will also help you boost your credibility.

There are some people out there who don’t trust website reviews that are manually added. There’s always a chance that negative reviews are filtered out or that the reviews are made up entirely so having a plug-in to display reviews directly from trusted sources like Facebook and Google makes it way harder to doubt your trustworthiness.

Should you reply to client reviews?

Once clients begin leaving reviews, you may be wondering if you need to reply.

In my professional opinion, you should absolutely respond to client reviews! (Even negative ones). It’s always great to be responsive to let your clients know that their positive feedback is appreciated and it also lets potential clients get a feel for how it would be to work with you.

I’m sure you’ve heard complaints about previous bookkeepers or accountants not being responsive or communicating well so replying to reviews quickly is a great way to stand out and assure your potential clients that you are different.

Where and how are you collecting and displaying client reviews? Let me know over in the Facebook community!

“What are bookkeepers using as a lead magnet?

This is a question that was asked in my Facebook community, followed by what software to use for sharing the lead magnet, capturing email addresses, and sending automated follow-up emails. In this article, I’ll be answering these questions and sharing a few helpful resources to help you generate leads and build your email list of potential clients.

What are bookkeepers using as a lead magnet?

A DIY Solution

If you want to create your own lead magnet from scratch, a simple idea is to put together a handy checklist of things clients can do to prepare to hire a bookkeeper and what documents to gather. This way, by the time they come to you, your job will be a lot easier. This can be extremely helpful as many business owners may know they need a bookkeeper but are confused about the process of where to start.

A Done-For-You Solution

If you’re looking for a quick, done-for-you solution, Heather Boyer, a content strategist for bookkeepers has a growing collection of lead magnet templates you can customize with your logo and brand colors quickly and easily. She used to be a bookkeeper so she knows the industry and what clients will find helpful.

Below are my referral links for a few she has available in her shop.

Lead magnet templates for bookkeepers


What software should you use for sharing the lead magnet and capturing emails?

Once you finish putting together your lead magnet, you may be wondering what software you should use to deliver the lead magnet and send automated follow-up emails.

In my business, I use MailerLite both to deliver my lead magnets and for automated nurture emails. However, there are plenty of other options available.

Instead of procrastinating and going down the rabbit hole of comparing tools and features, I recommend picking one tool that fits your budget and requirements and mastering it. The most important thing is to take action, stay consistent, and measure your results.

A quick tip: When you’re ready to get started with email marketing, be sure to check out this post with 5 email marketing tips.

I hope you’ve found this information helpful! Have questions about creating a lead magnet for your bookkeeping business? Post your question in the Facebook community for support. I’m always happy to help!

P.S Want to learn more about lead magnets and how they can help you grow your bookkeeping business? Grab my free lead generation guide.

“Are pop-ups when the website opens a good idea?”

“Are pop-ups when the website opens a good idea?” This is a question a bookkeeper asked about getting signups for her email newsletter. In this post, I’ll share my thoughts.

My answer

Pop-ups definitely have a place in web design with a proper strategy. While I use pop-ups on my own site as well as the sites I build for clients, I wouldn’t recommend them as soon as the website opens up.

This is normally viewed as intrusive – kind of like walking through the mall and having a salesman ask you to buy something before you’ve had a chance to look around. It doesn’t give users the best experience and often just annoys people.

Instead, I’d recommend two simple alternatives:

Two alternatives for pop-ups

1. Create a separate page for email signups

Having a separate page for email signups, also known as a landing page, makes it easy to send and share the link on social media. Below is an example of a landing page I designed for one of my clients, Vanessa.

Once someone clicks the “Send Me The Guide” button, the action triggers a pop-up form to appear and collect the website visitor’s name and email address.

2. Add a signup form to the footer of your website

Having an email signup form in the footer of your website makes sure it’s visible and easily accessible on each page of your website so visitors who aren’t ready to take the next step to book a call or contact you have a clear, low-risk action to take.

Bonus points if you offer a valuable free resource, also known as a lead magnet, in exchange for their email address like in the example below!

Your thoughts

What do you think about pop-ups from a consumer’s perspective when you visit a website?

Do you find them annoying?

Do you quickly close them out to continue browsing?

Or, do you find them useful?

Share your thoughts in my Facebook community!

“Why do I get so many site lockout notifications?”

“I’d like to know why I get so many lockout notifications and what I’m supposed to be doing with them.” This is a question that was posted over in my Facebook community. I figured many other bookkeepers who DIY their websites may run into this same issue so, in this post, I’ll share my answer.

What is a site lockout notification?

A site lockout notification is a message letting you know that someone is trying to hack into your website. Depending on which plugin you have installed, it may look something like the image below.

iThemes Security Site Lockout Notification email

Fortunately, if you’re getting these site lockout notifications, it means you have a security plugin installed to help protect your website from these attacks – great job for having that in place! 

According to iThemes Security, a popular WordPress security plugin, “on average, 30,000 websites are hacked every day. Every 39 seconds, a new cyberattack happens somewhere on the web. It’s not a matter of if, but when your site will become a target.

What should you do with these notifications?

As long as you are keeping up with regular WordPress website maintenance to keep your plugins up-to-date and prevent future vulnerabilities, there is no further action required on your part. – Your security plugin software is just keeping you updated on your site’s activity.

However, I understand how annoying these notifications can be so here’s a quick solution.

Adjust the frequency of these notifications

Depending on which plug-in you have installed, you should be able to easily adjust the frequency of these notifications or turn them off completely in your settings.

Below is a step-by-step walk-through on how to disable notifications for the iThemes Security plugin.

1. Go to Your Dashboard

2. Click on Security

Click on Security

3. Click on Settings

Click on Settings



5. Click on Site Lockouts

Click on Site Lockouts

6. Uncheck Enabled

Uncheck Enabled

7. Click on Save All

Click on Save All

8. Click on Security Digest

Click on Security Digest

9. Uncheck Enabled

Uncheck Enabled

10. Click on Save All

Click on Save All

Hopefully, this information helps ease your mind and unclutter your inbox!

Keeping your website safe and secure

If you’re not sure about what proper WordPress maintenance looks like or what it includes, I put together a detailed DIY website maintenance checklist as well as a done-for-you website management solution if you prefer to keep your site safe, secure, up-to-date, and running smoothly without you lifting a finger.

Still feeling unsure about how you can keep your website safe and secure, ask your questions in the Facebook community. I’m always happy to help!


  • New: The Yoast SEO plugin has been replaced by Slim SEO. Slim SEO is simple, lightweight, and optimized for great performance without the bloat.
  • New: Google Analytics plugins have been replaced by Fathom Analytics, a simple, user-friendly, privacy-focused website analytics alternative that doesn’t compromise visitor privacy for data.

11 Tips for building your bookkeeping website

If you’re like many new virtual bookkeepers I know, you may be building your own website to cut costs. If this sounds like you, below are 11 tips for building your bookkeeping website to help ensure your DIY website makes a great first impression and helps you attract potential clients instead of sending them to your competitors.

✅ 1. Keep it simple.

Avoid cluttering your website by keeping your design to 1 or 2 colors, not giving too much information, and utilizing white space.

✅ 2. Have a clear call to action above the fold.

This means, having your “contact us”, “book a call”, or “schedule a consultation” button(s) displayed in the header of your website BEFORE you have to scroll down the page.

✅ 3. Make sure your website is optimized for mobile devices.

Having a website that isn’t mobile-friendly can drive away clients, looks unprofessional, and can hurt your SEO.

✅ 4. Have a customized privacy policy to establish trust with your audience.

While templates can be a great place to start and are better than having nothing at all, you won’t be fully protected when the laws change and policies are added and updated every year.

This means you could be leaving yourself open to being fined or sued.

You can learn more about privacy policies here.

✅ 5. When writing the text for your website, focus on what you do for your clients.

Don’t just tell what you do, tell your audience what you can do for them and how your services will help make their lives better.

✅ 6. Add a face to your website to add a personal touch and let your audience know that they are working with a real person.

Include your own professional branded images – team photos, and examples of your work.

✅ 7. If you are going to use stock photos, avoid the generic ones that everyone has seen before.

Invest in high-quality stock photos that are relevant to your company until you are able to replace them with your own actual photos

✅ 8. Include client reviews and testimonials to establish credibility.

Sprinkle testimonials across your entire website instead of burying them on a separate page.

✅ 9. Add your own videos when possible to help build the know, like, and trust factor.

Be sure to avoid auto-play audio or video, pop-ups, or other aggressive, forced elements.

✅ 10. Start a blog to build trust and position yourself as an authority, improve SEO and be a trusted source of information.

Search engine optimization (SEO) is a marketing strategy to help you generate inbound leads. It automatically targets your ideal clients and allows Google to act as your salesperson 24/7.

You can learn more about SEO here.

✅ 11. Add a lead magnet to your website to build your email list.

Building an email list allows you to capture, educate, and nurture leads that otherwise would have left your website without taking action.

You can learn more about email marketing here.

Have any questions?

In addition to offering website services to help bookkeepers get online without wasting countless hours and headaches struggling with tech, I also share free website and marketing tips, tools, and resources in my Facebook community.

Do you have any questions about implementing these 11 tips on your website? Post your questions over in my Facebook community!

“Anybody Can Launch A Website”

“Anybody can make and launch a website. What I need help with is finding clients.“

This is a comment I got in the Facebook community last week, and while I used to let comments like this bother me and make me feel undervalued and under-appreciated, (like when business owners say bookkeeping is just data entry and anyone can do it themselves), I’ve learned to take it as an opportunity to educate instead.

So in this post, I want to share a little secret with you…

You can have all the bookkeeping certifications, the perfect niche, and the carefully crafted service packages…

… and still not get great results with getting clients if you don’t know how to build a good website.

Yes, it’s true that anybody can make and launch a website. But there are websites…and there are gooooood websites.

Think of it like this:

There’s pizza.

And then there’s pizza so good that you’d happily go out of your way to pay extra for it. 🍕 🤤

That’s the kind of website you want.

And it’s the kind that fills up your calendar with new consultations.

Take one of my clients, Vanessa, for example. Just one month after her website revamp, she already had 4 people schedule meetings directly from her website!

So, If you’re a new bookkeeper who wants to get a good website online without spending thousands hiring a professional or wasting countless hours and headaches working through a DIY course and learning from trial and error, my new bookkeeping website setup service might be perfect for you!

When you book this service, you’ll get a move-in-ready bookkeeping website set up for you within 48 hours.

And then, we’ll hop on a LIVE customization + Q&A call together to help you add in your appointment scheduler, business information, text, and images.

You’ll walk away with your new consultation-booking bookkeeping website ready to launch!

Here’s that link again if you’d like to learn more.

Already have a website and want to know if it’s good? Here’s a free website audit guide you can grab that covers six key areas that you should focus your attention on, to ensure that your website delivers success to your bookkeeping business.

Of course, if you have any questions, you can share a post in the Facebook community. I’m always happy to help!

Website Launch For 10.14 Bookkeeping

Dominique reached out to me to launch her first website. As a startup, she knew she needed to have a professional online presence but wasn’t sure where to start.

Together, we launched a one-page website designed to grow as her business grows, build her email list of potential clients, and encourage website visitors to schedule a consultation via the Calendly appointment scheduler embedded on her site.

Visit to check out the new site!

Website Launch for Butler CFO & Tax

Vanessa reached out to me to launch a new website to go along with her elevated branding. She knew she needed a website but was overwhelmed with getting it done.

Together, we replaced her previous DIY website with one designed to attract her ideal clients, generate leads, and leverage the use of time-saving automation. We also clarified her marketing message to ensure she attracted and connected with her ideal clients with professional copywriting.

After just 30 days, Vanessa already had 4 people schedule meetings directly from her website!

Visit to take a look at the new site!

How To Add Certification Badges To Your Website

In this article, I’ll be sharing how you can add your certification badges to your website quickly and easily. Feel free to watch the video below or follow along with the step-by-step written instructions underneath.

How To Add Certification Badges To Your Website

1. Log into your website dashboard (The backend)

2. Click on All Pages

Click on All Pages

3. Choose your page and click on Edit with Elementor

Choose your page and click on Edit with Elementor

4. Click on Add Section

Click on Add Section

5. Click on the number of columns you want to add

Click on the number of columns you want to add

6. Click on Widgets Panel

Click on Widgets Panel

7. Type “image”

Type "image"

8. Drag highlighted element

9. Drag and drop the “image” widget to your new section

Drag and drop the "image" widget to your new section

10. Click on “Choose Image”

Click on "Choose Image"

11. Click on Insert Media

Click on Insert Media

12. Click on Media Library (or Upload files)

Click on Media Library (or Upload files)

13. Choose your certification badge

Choose your certification badge

14. Click on “Insert Media”

Click on "Insert Media"

15. (Optional) – To add spacing around your image, click “Advanced”

(Optional) - To add spacing around your image, click "Advanced"

16. (Optional) – Click on Link values together

(Optional) - Click on Link values together

17. (Optional) – Enter your value. (In this example I entered 100)

(Optional) - Enter your value. (In this example I entered 100)

18. (Optional) – To add a link to your certification badge, Click on Content

(Optional) - To add a link to your certification badge, Click on Content

19. (Optional) – Copy the URL link for your certification details

20. (Optional) – Paste the URL

(Optional) - Paste the URL

21. Click on the gear icon

Click on the gear icon

22. Check Open in new window

Check Open in new window

23. Click on UPDATE

Click on UPDATE

24. Click on Preview Changes

Click on Preview Changes

I hope you’ve found this walkthrough helpful! Do you have any questions about how to add certification badges to your website? Post your questions in the Facebook community. I’m always happy to help!

How to add external links to your CTA buttons

In this article, I’ll be sharing how to add external links to your call-to-action (CTA) button. In this example, I’ll be adding a link to my Dubsado appointment scheduler. As always, if you have any questions, I’m here and always happy to help!

1. Log into your website dashboard (the backend)

Log into your website dashboard (the backend)

2. From the sidebar menu, hover over Pages and click All Pages

From the sidebar menu, hover over Pages and click All Pages

3. Choose the page you want to edit and click on Edit with Elementor

Choose the page you want to edit and click on Edit with Elementor

4. Once you click on the section you want to edit, add in the external link from the sidebar menu

Once you click on the section you want to edit, add in the external link from the sidebar menu

5. In this example, I’m adding my Dubsado appointment calendar link

In this example, I'm adding my Dubsado appointment calendar link

6. Copy your external link

Copy your external link

7. Paste your external link

Paste your external link

8. Click on the settings icon

Click on the settings icon

9. Check Open in new window

Check Open in new window

10. Click on UPDATE

Click on UPDATE

11. Click on Preview Changes

Click on Preview Changes

12. Click on Schedule A Consultation

Click on Schedule A Consultation

13. Done!


How To Add Your Logo & Site Icon

In this article, I’ll be sharing how to add your logo and site icon to your new WordPress website. Feel free to watch the video below or follow along with the step-by-step written instructions underneath. As always, if you have any questions, I’m here and always happy to help!

1. Log Into Your Website Dashboard (The Backend)

Log Into Your Website Dashboard (The Backend)

2. Click on All Pages

Click on All Pages

3. Choose The Page You’d Like To Edit (You Can Use Any Page)

Choose The Page You'd Like To Edit (You Can Use Any Page)

4. Click on Edit with Elementor

Click on Edit with Elementor

5. Click on Menu

Click on Menu

6. Click on Site Settings

Click on Site Settings

7. Click on Site Identity

Click on Site Identity

8. Click on the Default Site Logo

Click on the Default Site Logo

9. Click on Insert Media

10. Upload A New File or Select An Existing File From the Media Library

Upload A New File or Select An Existing File From the Media Library

11. Select Your Image and Click Insert Media

Select Your Image and Click Insert Media

12. Remove the Default Site Icon

Remove the Default Site Icon

13. Click the Plus Icon to Choose A New Image

Click the Plus Icon to Choose A New Image

14. Click on Insert Media

15. Choose Your Image

Choose Your Image

16. Select the Image and Click Insert Media

Select the Image and Click Insert Media

17. Click on UPDATE

Click on UPDATE

18. Click on Preview Changes

Click on Preview Changes

19. Done!

How To Add Your Site Title, Description, and Logo

In this article, I’ll be sharing how to change the site title and tagline on your new WordPress website. As always, if you have any questions, I’m here and always happy to help!

1. Log Into Your Website Dashboard (The Backend)

Log Into Your Website Dashboard (The Backend)

2. Click on All Pages

Click on All Pages

3. Choose Any Page And Click Edit With Elementor

Choose Any Page And Click Edit With Elementor

4. Click on Menu

Click on Menu

5. Click on Site Settings

Click on Site Settings

6. Click on Site Identity

Click on Site Identity

7. Add Your Site Name

Add Your Site Name

8. Add Your Site Description

Add Your Site Description

9. Remove The Sample Logo

Remove The Sample Logo

10. Click on the Plus Icon To Add Your Own Image

Click on the Plus Icon To Add Your Own Image

11. Click on Insert Media

12. Upload Your Image To The Media Library

Upload Your Image To The Media Library

13. Select Your Uploaded Image and Click Insert Media

Select Your Uploaded Image and Click Insert Media

14. Click on UPDATE to Publish Changes

Click on UPDATE to Publish Changes

15. Click on Preview Changes

Click on Preview Changes

16. Done!

How To Embed Your Appointment Calendar

If you’re like most bookkeepers I’ve worked with, the primary action you want your website visitors to take is to schedule a consultation with you.

After reviewing many bookkeeping websites, one of the most common things I find myself recommending is embedding an appointment calendar directly into your website for two reasons.

  1. This method DRASTICALLY reduces (in many cases it actually eliminates) the amount of SPAM submissions cluttering your inbox
  2. Many people don’t have the patience to click through to a contact page and fill out a form to schedule a call anymore and going back and forth via email to sort out available times to meet can be frustrating and time-consuming. This is especially true when working virtually since you have prospects and clients in different time zones. If you are still using a traditional contact form, you could be losing a lot of potential clients right now by making it hard to contact you.

A quick and easy solution is to replace your traditional contact form with an embedded appointment calendar (you can also include a brief questionnaire form!) so your website visitors can choose the day and time that works best for them quickly and easily.

In my business, I use Dubsado for appointment scheduling, workflow automation, and more. However, Calendly is a simple and free appointment scheduling tool I highly recommend for those just getting started.

Below is a video to walk you through adding your Calendly appointment calendar to your website as well as written step-by-step instructions for adding your Dubsado appointment scheduler.

I hope you find this information helpful! If you need additional support or have any questions about adding an appointment calendar to your website, let me know in the Facebook group. I’m always happy to help point you in the right direction!

1. Go to Your Dashboard (The Backend)

2. Click on All Pages

Click on All Pages

3. Choose The Page You Want To Edit

Choose The Page You Want To Edit

4. Click on Edit with Elementor

Click on Edit with Elementor

5. Click on main

Click on main

6. Click on the Blue Plus Icon to Add A New Section

Click on the Blue Plus Icon to Add A New Section

7. Click on Widgets Panel

Click on Widgets Panel

8. Type “html”

Type "html"

9. Drag highlighted element

10. Drag the HTML Widget Into Your New Section

Drag the HTML Widget Into Your New Section

12. Click on Templates

Click on Templates

13. Click on Scheduler

Click on Scheduler

14. Choose Your Scheduler and Click on Copy Link

Choose Your Scheduler and Click on Copy Link

15. Copy iFrame Code

Copy iFrame Code

17. Paste selected iFrame Code into text area

Paste selected iFrame Code into text area

18. Click on UPDATE

Click on UPDATE

19. Next, We’ll Add Spacing. To Do This, Click on main

Next, We'll Add Spacing. To Do This, Click on main

20. Click on Advanced

Click on Advanced

21. Click on Link values together to Unlink values

Click on Link values together to Unlink values

22. Under Padding, Type “100” for the Bottom Value

Under Padding, Type "100" for the Bottom Value

23. Click on UPDATE

Click on UPDATE

24. Done!


Your website is like your superhero costume…

In addition to being a digital marketing nerd, I’m also a big fan of comic book movies, specifically the Marvel Cinematic Universe (MCU). 

To help build up anticipation for the latest MCU film, Spiderman: No way home, my husband and I re-watched all of the old Spiderman films.

Of course, with me being the analogy lover I am, I found a way to use this as an opportunity to relate the film to marketing.

Your first website is like a superhero’s first costume. It’s not going to be perfect and it’s not going to be final. 

Start with what you have so you can put yourself out there and start helping people. You can always upgrade later.  

Below is an image from one of the early Spiderman films. 

Spiderman’s first costume

This first costume was a simple mask and a hoodie with his symbol painted on it. The goal was to hide his personal identity and establish himself as a superhero. Your first website project will probably be very similar. A few simple pages (maybe even just one) with your contact information and a quick logo you put together to establish yourself as a professional bookkeeper.

Will it be the final version? Probably not. But can it get the job done to help you get your name out there and start landing clients? Absolutely. 

Once you get into the swing of things (see what I did there?), you can always upgrade your website the same way Spiderman upgraded his costume to the version we all know and love. 

Spiderman’s final costume

The moral of the story is not to let perfectionism become an excuse for procrastination. 

Every day you waste tweaking your website before launching is a day you miss out on building relationships with potential clients. Remember, done is better than perfect. 

If you need help putting together your first website, you can schedule a call with me and I’ll point you in the right direction. I’m here and always happy to help!

Website Launch for Pachira Business Solutions

Becky reached out to me to launch her very first website. When she came to me, she had a logo, a vision, and a goal to streamline her new client onboarding process.

She wanted her website to provide clear and consistent information about the coaching services she offers so she could spend less time explaining what she does and spend more time supporting, educating, and encouraging her clients.

Together, we built and customized a website to accurately represent her brand and clearly communicate what sets her coaching services apart from the rest.

Her website features a warm and inviting welcome video to help grab the attention of website visitors and help potential clients quickly get to know, like, and trust her.

In addition to the glowing testimonials from past clients, we also showcase explainer videos to go over the details of each level of support she offers, what’s included, and who will benefit from them.

To help accomplish the goal of streamlining her onboarding process, we also integrated her client relationship management (CRM) software by embedding a custom contact form.

If you’re a new bookkeeper looking for personalized, 1:1 support from a teacher with over 15 years of business management and bookkeeping experience, Becky is your go-to!

Head on over to her website to learn more about how she can help you gain confidence in your bookkeeping business!

Is Chatsoni & Co. right for you?

As a stay-at-home mom and former Bookkeeper Launch student turned web strategist, I understand how difficult it can be to grow your bookkeeping business while maintaining a healthy work-life balance.

While my goal is to help you save countless hours and headaches so you can create the lifestyle of freedom, flexibility, and fulfillment you deserve, I understand my services are not right for everyone.

So, before our call, here is my service guide with three frequently asked questions and answers to help you decide whether or not my services are right for you.

Question 1: What Services Do You Offer?

I know firsthand that DIY website projects can cost countless hours and headaches. That’s why I offer quick and simple solutions to help you avoid the tech overwhelm.

Website Success Plans

This solution is perfect if you are a bookkeeper ready to start marketing and networking your growing business. Discover an easy way to drive traffic to your existing website and build your list of potential clients.

While there are many ways to drive traffic to your website, the three strategies I help clients implement include:

  • Ongoing website care to keep your site secure, safe, up-to-date, and running smoothly without you lifting a finger
  • SEO blog writing service to help you drive consistent traffic to your website and help you rank higher on Google search engines
  • Google Business Profile setup and management to help you attract more clients in your local area

If you are interested in additional marketing strategies, such as marketing on Instagram or Pinterest, paid ads on Facebook or Google, or video/audio content, I’d be glad to help you find a specialist once our project is completed.

Website Launch (or Revamp)

This solution is perfect if you are a bookkeeper ready to grow and scale your business but are too busy to rebuild your own website. Save time with a fast, done-for-you solution.

This website solution includes:

  • Your new website done in a day and fully customized with your branding and business information
  • Done-for-you copywriting to clarify your marketing message and sell your service
  • One day of my time, dedicated to your website project and exchanging feedback at a steady pace throughout the day 
  • 14 days of email support, a website owner’s manual with important details about your new site, and access to tutorials for future reference

Website Consulting

This solution is perfect if you are a bookkeeper just starting your business journey and feel confused or frustrated while building or optimizing your own website. Save yourself the headaches with professional help.

This website solution includes:

  • One 1:1 consulting call (up to 2 hours) to troubleshoot your frustrations together
  • Clarity on where you are now and resources to help you get to where you want to be
  • Access to the recording of our website consulting call for future reference
  • A post-call follow-up to check on any next steps & action items and a discount on future consulting services

Question 2: What If We’re Not A Good Fit?

Depending on your stage of business, my website solutions may not be a good fit for you yet. In these instances, instead of working together directly, I will share resources or referrals to help point you in the right direction to reach your goals.

My services may be a good fit for you if…

  • You’re a bookkeeper with goals to grow and attract more clients online
  • You have a clearly defined niche and know exactly how you stand out from your competition
  • You understand the value of a professional online presence, are willing to spend money on marketing, and trust my team and me to help guide you in the right direction to reach your goals

My services may not be a good fit for you if…

  • You’re a bookkeeper happy with your current number of clients
  • You haven’t decided on a niche yet and aren’t sure how to stand out from other bookkeepers
  • You aren’t ready to delegate your project yet, are not willing to spend money on marketing, and prefer to invest your time and energy doing it yourself, learning from trial and error

Question 3: Why Should I Work With You Instead Of Another Freelancer Or Agency?

Three core beliefs are at the heart of my business that helps set me apart from other digital marketing freelancers and agencies.

1. Support

I believe in building meaningful, long-lasting relationships with my clients to solve problems and help support them on their business journey from start to finish. I’m constantly expanding my education and partnerships to better serve my clients. My goal is to support you so you can focus on supporting others.

2. Simplicity

I believe that when it comes to marketing, less is more. The websites I choose to build and the marketing strategies I implement are simple, straightforward, well-organized, and designed to grow with you. My goal is to help you grow your business quickly and easily without wasting countless hours and headaches.

3. Specialization 

I believe in the power of being an expert in one area. Staying inside of my zone of genius (building websites) and partnering with industry specialists to collaborate on projects allow me to do my best work. My goal is to deliver you an excellent level of service and quality results by doing what I do best and delegating the rest.

Are we a match?

Hopefully, this guide helps you decide whether or not my services are a good fit to help you reach your goals. If so, I can’t wait for us to start the conversation during our upcoming call.

If not, no worries! This winning website project guide will give you the information you need to help find the right fit for you, and I’d still be glad to chat with you and point you in the right direction!

Everything you need to know about our upcoming call

If you’re anything like me, you hate going into any situation unprepared. That’s why I put together this guide on everything you need to know about our upcoming call.

What is it?

The goal of our call is to find out as much as I can about you and your business to see if we’ll be a good fit working together to help you reach your goals. It consists of me asking you questions about your business over a recorded 1:1 video call.

Why is the call recorded?

Multitasking and taking notes during calls isn’t my strong suit. Recording the call allows me to give our conversation my undivided attention. After our call ends, I am able to watch the replay and take detailed notes.

What kind of questions will you ask?

To keep from forgetting important things, I have a handy dandy checklist to refer to. Luckily though, you’ve answered a lot of the prep questions when you scheduled this call so it will be conversational and won’t feel like an interview or sales pitch.

Some questions I may ask include:

  • Why you reached out
  • What your goals are
  • What your client situation is like
  • How your marketing efforts have been going
  • What your current client onboarding process looks like
  • What problems you’ve been having
  • How you’ve tried solving your problems in the past

How long is the call?

Most typically last around 10-15 minutes and are meant to help point you in the right direction towards a solution to help you reach your goals.

What if we’re not a good fit?

If during our call either of us decides we aren’t a good fit, I’ll do my best to point you in the right direction and follow up with any resources I believe you will find helpful.

What if I’m not ready to get started right away?

I understand that not everyone is not prepared to invest in their project right away and may need some time to think before moving forward. This is why I allow 7 days before custom proposals expire. This means after our call, you will have 7 days to think over the project before making a decision.

Of course, if you need more time to think about it, you’ll always have the option to book a service directly from my website when you’re ready to start.

What next?

If you haven’t already, check out these resources for bookkeepers before our call. The e-books break down some strategies I use to help my clients generate more leads from their websites in less time. I can’t wait to chat with you!

5 Important Questions to Ask Your Website Designer

In this post, I want to cover 5 questions you should ask when meeting with a website designer.

If you’re like most new bookkeepers I know, building a website is new to you. You may already have a website you built yourself and want to upgrade. Or, you may want to hire a professional the first time around.

Asking these five questions and implementing the action items will help you make a confident and informed purchase decision.

1. Do you have examples of websites you’ve built for similar industries?

Many established bookkeepers have a niche or specialize in serving a specific industry, web designers often do the same. Make sure that the website designer you choose to partner with understands your industry. This will ensure that they make strategic design decisions that align with your business goals.

Action item: Create a list of bookkeeping websites you like and take notes of features and design elements you like. After you’ve completed your list, share your ideas with your designer.

2. What does the project cost include?

Website projects are similar to bookkeeping projects. Costs can vary and are customized based on what the client needs. The level of investment you can expect depends on the scope of work for your website project.

Be sure to get a clear understanding of what is included. This will help you avoid paying for features and functionality you don’t need and missing the things you do need.

Action item: Make a prioritized list of website wants and needs. Your dream website might require a level of investment outside of your budget. If so, you can potentially reduce the cost by reducing the scope of work.

3. What is your process and typical turnaround time?

Building a website is similar to a catchup/cleanup project. You never really know what to expect until you have all of your information gathered and dive in. And, the timeframe is heavily dependent on effective and timely communication.

It’s always great to have a target launch date or estimated deadline. But, try to be flexible and have a little wiggle room in case something unexpected pops up.

Action item: Start rounding up all of your website content and relevant logins now. This includes your professional logo, specific brand colors, website-ready text, and high-quality images. Having this information ready from the start will help ensure your project is completed on time.

4. How will we measure results?

There are a TON of websites online. However, not all websites are designed to deliver results like generating leads.

It’s important to make sure you and your designer are on the same page when it comes to your business goals. You also need to know if they have a plan in place to help you track and measure results.

Action item: Get clear on your website goals. What is the end result you want website visitors to take? This can be booking a consultation on your calendar, submitting a contact form, downloading a free guide, giving you a phone call, etc.

5. Do you offer post-launch support?

A great website is never really finished. Every once in a while you may want to update your headshot, change your bio, add a new certification badge, write a blog post, or add additional pages. You also need to consider technical updates, maintenance, and fixes.

It’s important to know whether or not your designer will help you with these tasks. If so, what does the process look like and what is the cost? If not, what training resources are provided to help you manage and maintain the website yourself?

Action item: Decide on how often you plan to update your website and whether or not you want to make these updates yourself.

I hope you find this information helpful!

If you’d like more tips for a successful done-for-you website project, you can download this free 5 step winning website project guide.

SEO For Bookkeepers: Get Free Traffic to Your Website

In this post, I’ll be discussing SEO for bookkeepers to help you drive traffic to your website. Search engine optimization (SEO) is a marketing strategy to help you generate inbound leads. While it’s a long-term strategy that can take months to deliver results, it automatically targets your ideal clients and allows Google to act as your salesperson 24/7.

3 Steps to SEO Success for Bookkeepers

  1. Research and choose the best keywords
  2. Optimize your content around keywords
  3. Build domain authority with backlinks

1. Keyword Research – The Foundation of SEO

Many people believe that websites rank in Google search engines. But the truth is that Google search result rankings are per page, not per website. So, each page of your website is listed and ranked individually.

When researching keywords you want your bookkeeping website pages to rank for, the best practice is to look for high converting keywords with low competition. This will help you avoid wasting time creating content around keywords that no one searches for or is too dominated by many other bookkeeping businesses.

This is why it is important to have a clearly defined niche, such as “bookkeeping for photographers”.

Trying to rank for generic keywords such as “bookkeeping for small businesses” or “bookkeeping for service providers/entrepreneurs” is too broad and has high competition.

At the time of writing, the keyword “bookkeeping for small businesses” is dominated by paid ads by bookkeeping and accounting software companies like Quickbooks Online.

3 Steps for keyword research

  1. Brainstorm 50-70 keywords that are relevant to your niche
  2. Narrow down your list of keywords by using an SEO tool
  3. Finalize your keyword selection by reviewing your competition

2. Content Optimization – On-Page SEO

On-page SEO is all about optimizing your website content around your keywords. This allows Google to recommend your web page when someone searches for your services.

6 Content Optimization Tips

  1. Optimize URL’s
  2. Write title tags
  3. Write meta descriptions
  4. Optimize heading tags and body text
  5. Optimize images
  6. Interlink between posts/pages

3. Domain Authority Link Building – Off-Page SEO

When a website relevant to your niche links to your website, Google sees this as a positive recommendation or badge of trust that increases your domain authority online. You can build your domain authority in two ways:

Two link building strategies to pursue

  1. Writing blog posts – Create great content that your niche finds relevant and helpful
  2. Networking – Build relationships with industry leaders in your niche through manual outreach

Two link building strategies to avoid

  1. Buying links – this link building strategy is penalized by Google
  2. Social media – sharing your website links on social media is great for increasing brand awareness but has no direct impact on SEO

Next Steps

Looking for more detailed information on SEO and how you can get your bookkeeping website found on Google? Grab my free SEO guide to learn how to optimize your website and the secrets you need to unlock for the search engines to rank your website higher.

5 Email Marketing Tips For Bookkeepers

Someone asked me which email marketing tool I use in my business and if I had any tips. It was a great question that I was happy to reply to individually, and I figured it would also be an awesome blog post topic to share with you. But first, I’d like to point out the benefits of email marketing for bookkeepers.

Benefits of email marketing for bookkeepers

Email marketing allows you to sell your services on autopilot and reduce the amount of time between a lead becoming a prospect.

By sending consistent email campaigns that educate and nurture your audience, you build relationships that position you as an industry expert they know, like, and trust.

While an email list can be slow to build from scratch, I believe the result is well worth the wait.

5 email marketing tips for bookkeepers that you can use to start, build, and grow your email list today.

1. Choose one day at the same time

Sending your email campaigns on the same day of the week at the same time helps avoid spam filters. It also helps train your audience to look out for and anticipate your next email.

Committing to one day a week is a great way to get started. Once you’ve mastered that, ideally, you want to aim for sending one email campaign per day.

2. Treat your email campaigns as if you are sending them to one person

Your email campaigns should be personal and conversational. While you may be sending mass emails to multiple people at once, your audience should feel as if you are speaking directly to them.

It can be tempting to use your email campaigns to only talk about you and your business to sell your services but outreach emails asking questions or asking for help are a great way to increase engagement and begin building real relationships with your audience.

This increased engagement in the form of email replies increases your deliverability rates (helps keep you out of the spam folder) and allows you to get feedback on your business from your ideal clients so you can continually grow and improve.

3. Remove unnecessary HTML, design, headers, and templates

I’m sure you’ve seen quite a few “fancy” emails in your inbox with all the bells and whistles to promote discounts, flash sales, and more.

While these emails may be great for e-commerce-based businesses promoting physical or digital products, it’s not as effective for service providers.

Removing unnecessary distractions and stripping your email campaigns down to the basics (think a typical Gmail email) seems more personal and helps increase conversion rates and the chances that your audience will take action from your email. For example, visiting your website to check out your latest blog post or scheduling a free consultation.

4. Make it personal – don’t be a faceless brand

The purpose of email marketing is to build, grow, and nurture relationships with your audience to keep you and your business at the top of their mind when your services are needed.

Introducing yourself, sharing personal stories and experiences, using your name instead of your company name, and including your image in your emails are great ways to help your audience connect with you and grow to know, like, and trust you.

When someone signs up for your email list, they are interested in working with you. You can stand out from your competition by being personal and memorable.

Having a specific niche or ideal client for your business makes this much easier.

For example, my ideal clients are virtual bookkeeping moms who consider themselves to be non-techy. My email list focuses on marketing support for those who are growing their businesses while balancing motherhood. I believe sharing my personal stories, experiences, and lessons helps me stand out in a crowded industry of digital marketers.

5. Don’t worry about the “Best” platform to use

I use MailerLite in my business and set up a website integration to help my clients build their list of potential clients. However, I believe the right tool is the one you can afford and feel comfortable using.

There are plenty of email marketing tools to choose from, and essentially, they all do the same thing.

Aside from MailerLite, some popular options include:

  1. ActiveCampaign
  2. MailChimp
  3. ConvertKit

Instead of procrastinating and going down the rabbit hole of comparing tools and features, pick one tool and master it. Take action, stay consistent, and measure your results.

Have a question about how you can apply email marketing in your business? Share your questions in the Facebook community and I’ll help point you in the right direction!

3 tips for balancing your bookkeeping business and motherhood

I’m in mommy mode 24/7 but manage to run my business early in the morning before my oldest wakes up, and during bedtime. I’ve only recently learned to sneak in time for myself on the weekends.

Let me tell you…It’s A LOT!

Can you relate?

After hosting a virtual meetup with other stay-at-home moms enrolled in the Bookkeeper Launch course earlier this week, I realized that I’m not alone in this.

Juggling work, motherhood, and personal life takes some serious skills and self-discipline. So today, I’m reaching out to share three tips I’ve learned to help balance it all:

Tip #1. Block out time in your calendar for recurring tasks

I created 2 daily recurring events in my calendar labeled “Deep Work” (inspired by the current book of the month over in the BBL Book Club). These blocks of time are set for when my kids are normally asleep so I can work distraction-free.

Every once in a while I’ll have a rough night with my toddler and wake up late, or my youngest will wake up early and join my work session but making it a habit to knock at least one task off my to-do list is an absolute must. 

Tip #2. Tackle the biggest, most challenging tasks first thing in the morning

If you’re anything like me, you may go back and forth between feeling guilty when you’re working on your business and unproductive when you’re 100% focused on spending quality time with your kids.

I find that I feel much better throughout the day knowing that I accomplished a big daily business goal – which in my case is normally planning, writing, and scheduling content for my blog, social media posts, and sending emails.

Tip #3. Automate and outsource what you can

Since my business is solo-owned and operated, organization, automation, and outsourcing are essential for keeping my sanity. When I first started my business I did (and was) everything. In addition to being a service provider, I was also the:

Finance department

Bookkeeping, accounting, and taxes are not my jam. I studied accounting alongside marketing and entrepreneurship when I was in school but it wasn’t until I enrolled in the Bookkeeper Launch course that I really understood everything that was involved in this industry. I jumped out and haven’t looked back since.

Solution: Outsourcing.

Once I shifted my business to offer website solutions and digital marketing support for bookkeepers, bookkeeping was the FIRST thing I outsourced and it was one of the best decisions I’ve made for my business.

Marketing and sales department

As an introvert, this has always been my biggest challenge. Previously, I was networking and promoting offline to find opportunities, constantly checking in to nurture leads and build relationships in hopes that they would become prospects, and hopping on sales calls to convert prospects into clients. It was mentally and emotionally exhausting. 

Solution: Automation.

Now, I network 100% online and have a streamlined, automated system to help me generate and nurture leads. Leads qualify themselves as prospects by scheduling a call directly from my website, and the event is automatically added to my calendar so all I have to do is show up for our meeting. The last booked call I received was actually a referral I got last night as I was putting my toddler to bed! 

Administration department

I’m all about productivity and working efficiently. Going back and forth sorting availability to schedule appointments, spending hours customizing proposals for prospects, and sending (way too many) onboarding emails manually is not what I started my business for.

Solution: Automation

Now, my client relationship management (CRM) system handles these tasks for me so I can spend more quality time with my family and work on my business instead of in it.

I hope you found these tips helpful!

How do you juggle it all?

I’d love for you to join the next virtual meetup for bookkeeping moms and share your thoughts, advice, and ideas!

Branding your bookkeeping business: 9 questions to ask yourself

Do you feel stuck when it comes to the branding/marketing side of building your bookkeeping business?

If you’re like most bookkeepers I know, you have the business training, skills, and experience but have a hard time with the creative, marketing side of building your business like choosing a logo, designing your business card, marketing on social media, and creating your website.

This is why brand discovery is a crucial process to complete before you begin searching for clients.

Here are nine questions to ask yourself when planning your brand to increase your chances of a successful DIY or professional website or digital marketing project.

1. What is your purpose?

A successful brand is clear about what the company stands for and builds the entire organization around this one core purpose.

This core purpose is your WHY. It’s the impact you want to have on your client’s lives in the long term.

Once you have clarity on your purpose, the next step is to identify your values.  

2. What are your brand values?

Values are the guidelines on how you run your business and should be specific, clear, and actionable.  I’ve listed my brand values below to give you an example.

  • Scalability – Leveraging tech and automation to increase organization and productivity 
  • Family – Creating and pursuing a healthy work life balance to create a lifestyle of freedom, flexibility, and fulfillment
  • Relationships – Building and nurturing meaningful connections to earn trust
  • Transparency – Sharing personal stories and experiences to educate, inspire, and empower informed decision making 
  • Simplicity – Clarifying complicated ideas and focusing only on what is needed; avoiding unnecessary distractions

Once you have your brand values listed out, you’ll be able to make more confident business decisions moving forward such as who you choose to work with.

3. Who is you ideal client?

Before you build a brand, you need to know who you are building it for. Some questions to ask yourself are:

  • Who are your ideal clients?
  • What do they want/need/struggle with?
  • What impact will your solution have on their life?

On the other hand, you also need to know who you DON’T want to work with, what are your red flags or dealbreakers, what personality traits or characteristics do you clash with and want to avoid?

Look back on your brand values to help determine what separates your dream clients from your nightmare clients.

4. What is your personality?

We always hear that people do business with people they know like and trust. So, help your audience get to know like, and trust you by adding some personality to your brand! 

Think of your brand as a person. It should allow you to stand out and be remembered. How would you want other people to describe it?

5. What will you name your brand?

Naming your business is a lot like naming a baby. While it is possible to rebrand and change your business name later, It’s something best done right the first time.

Your brand/business name should be:

  • Meaningful
  • Future proof
  • Available – check with your state’s business registration office, domain registration/(website URL), and social media profiles.
  • Simple to say
  • Easy to remember
  • Purposeful and fits your personality 
  • Appropriate – check translations and spelling in URL

When choosing your brand name, you have three options to choose from:

  • Descriptive – clearly describe what you do
  • .For example Bookkeeping by Beth

  • Emotive – describe a feeling or experience
  • For example Prosperity Bookkeeping Solutions

  • Inventive – weird and wonderful
  • Chatsoni & Co. – That’s me 🙂

    6. What should your logo look like?

    Your logo symbolizes everything your brand stands for and what you want your brand to communicate and allows you to clearly and confidently connect with your audience.

    If at all possible, invest in hiring a professional to design your logo. This is because a DIY logo or one that is too complex will alienate and turn off a lot of people so less is more.

    Your logo should be:

    • Versatile – your logo should be readable not only on your business cards, but also your social media profile, your website, stationary, and promotional items such as bags and t-shirts.
    • Simple – avoid overusing clip art and colors.
    • Unique – avoid copying other logo designs. It’s great to find inspiration from others but you don’t want to build your brand in the shadow of someone else’s. Be original.
    • Timeless – avoid trends and clichés. Have you ever looked back on an old photo of yourself and cringed at your outfit? Or maybe came across one of your Facebook memory posts and felt embarrassed of the content or quality of your post? Don’t make this mistake with your logo. Design for the future, not the present. What’s popular or funny now may not be 2-5 years from now.

    7. Which fonts should you use?

    Different fonts trigger different emotions. When planning out your brand, you want to ensure the fonts you choose reflect your brand personality and will resonate with your ideal clients.

    8. What’s your tone of voice?

    Your tone of voice is how you talk to your audience. Do you want to be fun, casual, and friendly or sophisticated and formal?

    Think back on your brand’s personality to help decide on your tone of voice and strive to maintain consistency.

    Remember, it’s not what you say, it’s how you say it.

    9. What are your brand colors?

    How do you want your audience to feel when they are introduced to your brand?

    The biggest mistake I see many bookkeepers make when choosing brand colors is by simply choosing a color that they like. However, your brand isn’t about you. It’s about your ideal clients.

    Believe it or not, there’s a science behind colors. Certain colors trigger certain emotions. This is why this step is crucial.

    In the same way you would carefully select an outfit for a traditional job interview, as a business owner, your brand should dress to impress your ideal clients.

    For example, my primary brand color is hot pink. I chose this color because it is feminine, bold, and energetic.

    Even though my personality is very calm and mild, this vibrant brand color will help me attract my ideal clients – bold, energetic, female bookkeepers, accountants, and tax professionals.


    Think of your brand and future marketing as a journey, not a destination.

    Your branding will change and evolve as your business does and you’ll take a few pitstops and may need to reroute along the way.

    But, as long as the foundation of your brand is solid, you’ll reach your goals and begin to set new, bigger ones.

    I hope you find this information helpful as you begin to plan your brand before starting your new website project!

    If you have any questions or would like help with anything mentioned in this article, book a 1:1 brainstorming call.

    If you’re a fellow Bookkeeper Launch student interested in learning more about digital marketing for your business, join my private Facebook community to post your questions.

    Either way, I hope to hear from you soon!

    How to add a new WordPress user

    Do you need professional help with your WordPress website and want to invite your website designer/developer to log into your account without sharing your login credentials?

    If so, you’re in the right place!

    In this article, I’ll be covering how to add a new WordPress user to your website account quickly and easily.

    How to add a new user

    1. Log into your WordPress website dashboard. This is the backend of your website.
    2. Once you’re logged in, hover over the link Users on the lefthand navigation menu.
    3. From the Users dropdown menu, select Add New.
    4. From the Add New page, you will be able to invite a new user by creating a new username, entering a valid email address, generating a secure password, choosing a user role/level of access, and sending the new user notification about their new account, so they know that have access.
    How to add Chatsoni Brooks as a new WordPress user.

    Please note: Your website developer will need Administrative access to your account in most cases. This is the level of access I require from my clients.

    Once your project is complete, you can easily remove their Administrative access by either changing their user role or deleting the user altogether.

    I hope you found this information helpful!

    3 DIY Website Projects Mistakes

    If you handed one of your bookkeeping clients a detailed checklist outlining the tasks required to do your job, would they be able to do it as well as you can?

    We both know how much of a mess clients can make of their bookkeeping when left to DIY and how costly it is to invest in a professional to undo their mistakes later on. 

    As a bookkeeper, you’re constantly trying to demonstrate your value and explain to potential clients how working with you (an industry expert) will help them save time and money in the long run. 

    This same principle applies to building your website. 

    Whether you outsource your entire website project or need support and guidance in a specific area, taking your own advice and working with a professional will save you time, money, and countless headaches. 

    Here are 3 ways you may be making launching your bookkeeping website harder than it really has to be:

    1 – You don’t have a strategic plan

    Building a website is a lot like building a house. You need to have a plan.

    In addition to a technical plan that covers setting up a domain name, web hosting, and professional email address, you also need a plan for your brand, which is much more than just your logo and favorite colors. 

    In short, your brand is the reputation you want your business to have.

    • What do you want to be known for?
    • How do you want others to describe you?
    • What problem do you solve?
    • Who do you solve this problem for and why?

    This is where having a niche comes in handy. It’s easier to be a big fish in a small pond than a little fish in a big pond.

    Need help getting clear on your brand/marketing message? Head on over to my Facebook group to grab my worksheet on The Essential Questions Every Bookkeeping Website Needs to Answer.

    2 – You don’t have the right materials

    Before you can build a house, you have to gather your materials. 

    To keep the house-building analogy going, let’s break down your materials into two parts: interior and exterior.

    The exterior is the layout, design, or framework you plan to build. Think of this as an empty home waiting to be moved into.

    The interior is the content. Think of this as your paint, furniture, and personal belongings – everything that makes your business unique.

    • Logos
    • Brand colors
    • Business Information
    • Website ready text
    • High-quality images

    Similar to how most bookkeeping tasks are held up by clients not providing the requested information promptly, website projects are typically held up due to waiting for website content.

    Having this information planned or available ahead of time will help you complete your website project easily.

    Here’s a website planning checklist I put together and shared over in my Facebook community.

    3 – You don’t have a support team

    Building a home, like building a website, involves many moving parts.

    To build a house, carpenters, plumbers, electricians, and many other specialists come together to accomplish one goal. The same goes for your website. 

    Successful website projects are typically a collaborative effort between you and industry experts/specialists such as (but not limited to):

    • Business coaches/Brand strategists – to help you clarify your goals 
    • Graphic designers – to help you create the visual elements/identity for your brand. This includes logos, business card designs, social media graphics, etc.
    • Copywriters – to help you connect with your ideal clients, encourage them to reach out, and repel prospects who aren’t a good fit.
    • Website designer/developer – to help you connect the dots so you can establish credibility, generate leads, and attract clients while you sleep
    • SEO specialists – to help your website get found in Google so you can stop trying to “find clients” and let them find you
    • Social media managers – to help you position yourself as an authority and industry expert and drive traffic to your website

    Depending on your goals and current stage of business, your support team may vary from what I have listed. However, the ones mentioned above are those I most commonly partner with on my client projects.

    I hope you find this information helpful! 

    If you have any questions or want help with anything mentioned in this article, I’d love for you to book a call with me or join my private Facebook community to post your questions.

    Either way, I look forward to hearing from you!

    Website Launch for Prosperity Bookkeeping Solutions

    Kate reached out to me because the website she built herself was turning off potential clients that were finding her through Google Ads.

    Together we launched a new, mobile-friendly, starter website strategically designed to help her attract her ideal clients, live up to the Google ads she created, and encourage qualified website visitors to take action and schedule a consultation with her.

    Visit to take a look at the new website!

    Domains, Hosting, and WordPress – 3 Website Terms Explained

    In this blog post, I want to briefly explain three common website terms: domains, hosting, and WordPress.

    A member of my Facebook community recently asked a question: “What is a web host and what is WordPress?” This is a very common question and many people answer it in different ways but here’s my simple definition:


    The easiest way for me to explain web hosting is to compare it to a home. Your web hosting is the plot of land that your home will be built on.

    I use and recommend FlyWheel for myself and my clients but some other options you may have heard of are Dreamhost and BlueHost.

    Here’s why I prefer Flywheel over other available options.


    Think of your domain name or website URL as your street address. It’s what people type in their web browser to find you.

    Some website hosting companies give you the option to register your domain name when you purchase your hosting plan. Another option is to register your domain name directly through Google Domains instead of a 3rd party like your hosting provider.

    This is the direction I typically recommend since it will simplify the process of setting up your professional email address through Googe Workspace later.


    And last but not least, is the home, which is your website. While there are many tools available to build your website, I specialize in using WordPress. Similar to how many bookkeepers specialize in using Quickbooks Online versus other software like Xero.

    WordPress is a website-building software you can use to build your online home.

    Here’s why I recommend using WordPress.

    Next Steps

    Once you’ve gathered all of your materials, you’ll need someone to bring your vision to life and get your website up and running.

    If you’re tech-savvy and have the free time and patience to learn new software, you can tackle this step yourself and reach out to schedule a 1:1 consulting call with me if you run into any issues.

    If you prefer to save time with a done-with-you solution, you can learn about my website setup service here.

    Do you have questions about hosting, domains, or WordPress? Ask me over in the Facebook Community!

    I’m always happy to help!

    The Importance of WordPress Website Maintenance

    Recently, I had a meeting with a past client who ran into an issue with her WordPress website after not logging into the backend for a few months.

    Her WordPress plugins were no longer up-to-date so certain website features stopped working properly and a potential client let her know that a few links were broken.

    The Problem

    Together, we walked through how to grant admin access to the backend of her website so I could take a look and help sort things out. After logging in, I learned that the broken links brought to her attention were her main call-to-action links, the Contact button.

    This left me to wonder,

    1. How many leads and potential clients did she miss out on because of this broken link?

    2. How long would this have gone unnoticed if a website visitor hadn’t brought this to her attention?

    3. How many other bookkeepers are in the same situation without even realizing it?

    The Solution

    Luckily, I was able to resolve the broken contact button links the same day so she could resume generating leads from her website. After resolving the problem, I also shared information about how to prevent this from happening again.

    How You Can Avoid A Similar Situation

    To avoid a similar situation with your bookkeeping business website, I recommend investing in routine WordPress website maintenance.

    There are a ton of DIY WordPress website courses floating around online but not many of them mention what can happen to a WordPress website that isn’t properly maintained. That’s why I put together this Website Maintenance Checklist to teach you how to keep your WordPress website safe, up-to-date, and running smoothly.

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