What a CompanyCard looks like
Three example cards made with CompanyCard (the people and companies are demo examples). Each one opens from a link or QR code, and the reader saves the contact with one tap — no app needed.
Bookkeeping clients arrive through an accountant's email or another owner's recommendation, and most of them you will only ever meet on a call. Your card should be a link that answers their first questions wherever it is forwarded.
Three example cards made with CompanyCard (the people and companies are demo examples). Each one opens from a link or QR code, and the reader saves the contact with one tap — no app needed.
A bookkeeper is hired for the months that follow, not for one job. The client is choosing who will see their bank feeds every week, so the decision is made slowly and usually on someone else's word: the accountant who does their year-end, another owner in the same trade, a business group where someone asked who does their books. By the time they contact you they have normally been sent your details by someone else, which means your card is read second-hand, often on a phone, often weeks after it was shared.
Much of the work is remote. You may never meet a client in person: the introduction is a forwarded link, the first meeting is a video call and the rest happens inside the accounting software. A paper card has nowhere to go in that sequence. A link does — it sits in the email introduction, in your email signature, on the video call, and in the client's contacts once they save it.
The details a prospective client checks are specific to bookkeeping: which software you work in, whether you take on catch-up work for a year of unreconciled accounts, whether you run payroll or only the books, and what a month of your time costs. Those change more often than a name and phone number do, and a card you can edit keeps every copy you have already handed out current.
| How the client finds you | How the card reaches them | What they need to see first |
|---|---|---|
| Introduced by an accountant | The accountant forwards your link in an email to their client | Your software, what you do each month and a booking link |
| Referred by another owner | Pasted into a text or a trade group chat | The client types you work with and how you price |
| Owner searching for help catching up | Found your card link in a directory profile or social bio | That you take catch-up work and how far back |
| Local business networking | Scans the QR code on your phone or name badge | Save-contact button, then the discovery-call link |
| Existing client, a year on | Opens the contact they saved when they signed up | Your current number, portal link and hours |
The same link works in every row, and edits reach all of them.
A bookkeeping practice changes in small steps: you add payroll, drop a software platform, start or stop taking catch-up work, move a monthly package price, or close to new clients for a busy quarter. Each change makes a printed card slightly wrong. With CompanyCard you edit the card once and every link, QR code and saved copy shows the update.
If you have one card to run, the free plan covers it: one card with QR and link sharing, your profile, links and socials, and an Apple or Google Wallet pass. The free card carries a small CompanyCard credit. Pro removes that credit and adds lead capture and analytics, so you can see how often the card an accountant forwarded was actually opened. See pricing for the full plan list.
A bookkeeping business card is usually the same card as a bookkeeper’s, organised around the practice rather than the person: the business name first, then who to contact, then what the practice does each month. How you set it up depends on how the business is run.
| Your practice | How to set up the card |
|---|---|
| Sole practitioner under your own name | One card, your name as the headline, “Bookkeeper” as the title, then software, monthly services and the discovery-call link. The free plan covers it. |
| Sole practitioner with a trading name | Still one card. Put the business name on the card alongside your own, and a link to the practice website if you have one. Pro adds custom branding and themes if you want the card in your practice colours and removes the CompanyCard credit under the card. |
| Small practice with staff | One card per person, each with their own direct line and booking link, on one shared design. Business is priced per user with no seat minimum, so a practice of two pays for two; it adds a central admin dashboard and brand and template lock, and is set up by talking to us. |
| You still want printed cards | Print the QR code from your CompanyCard on the back. A client who scans it saves your details as they are today, so a printed card stays useful after you add payroll, change a package price or move to a new number. |
In every row the card opens in the browser of the person receiving it, with a one-tap save contact button and no app or account needed. On Pro, lead capture lets a prospective client leave their name and email from your card, and analytics shows how often it was opened. Pro is $4.99 a month, or $3.99 a month billed yearly. See pricing.
Your name and business, the accounting software you work in and any certification you hold for it, the monthly services you provide, whether you take catch-up work, the client types you specialise in, how you price, a link to book a discovery call and a link to the secure portal clients use to send documents.
An accountant's card is organised around qualifications and the filing calendar. A bookkeeper's is organised around ongoing monthly work: which software you use, what you reconcile and run each month, and where your work hands over to the client's accountant. Our accountants page covers the accountant's side.
Yes. The card is a link, so it goes in an email introduction, a message, your email signature or the chat of a video call. The person who receives it opens it in their browser and saves your details with one tap — they do not need an app or an account.
That is your decision. Showing a starting monthly price, or saying that fees are fixed after a free review, filters out enquiries that were never going to fit. Because the card is editable, a price change reaches every copy you have shared.
It depends where you work. Some countries and states regulate bookkeeping services or require registration for certain work, such as payroll or tax filings; many do not. Check the rules that apply to you, and if you hold a registration, adding it to the card is quick.
Yes. The free plan includes one digital business card, a QR code and sharing link, your profile, links and socials, an Apple and Google Wallet pass, and unlimited updates — free forever, no credit card. Free cards carry a small CompanyCard credit; removing it is part of Pro.
The business name and the person to contact, "Bookkeeper" or the title you use, the accounting software you work in, the monthly services you offer, whether you take catch-up work, a phone number and email, and a link to book a discovery call. On a CompanyCard those details open from a link or a QR code, and every one of them can be edited later without handing out a new card.
Yes. Each person gets their own card with their own direct line and booking link. The Business plan is priced per user with no seat minimum, at $4.99 per user a month or $3.99 per user a month billed yearly, and adds a central admin dashboard and brand and template lock so every card in the practice uses the same design. Business is set up by contacting us. A sole practitioner only needs one card, and the free plan covers it.
Free forever, no credit card, and the link never changes when your details do.