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.
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.
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.
Free forever, no credit card, and the link never changes when your details do.