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ClickFunnels For Accountants & Bookkeepers

Are you an accountant or a bookkeeper looking for an online marketing tool to grow your business and make more money? Well, you’re in the right place.

In this post, you’ll see for yourself just how powerful a tool ClickFunnels for accountants can be! Not only that I’ll also be going over:

A free ClickFunnels training course where you’ll get a new business strategy from an accountant who has made himself over $1,000,000!

  • How to use ClickFunnels for accounting
  • An example accountants sales funnel
  • Best practices when using ClickFunnels for accounting
  • A free lead generation training course
  • ClickFunnels pricing
  • 44% ClickFunnels pricing discount

ClickFunnels has a solid reputation for helping businesses increase profits using sales funnel techniques that have time and again returned great results.

Created with user-friendliness in mind, ClickFunnels gives you all the tools you need for generating new leads 24 hours a day, all without you having to learn complicated coding, becoming a tech-nerd, or spending a ton of money hiring someone who is!

If your tech skills, like mine, extend as far as using a calculator (although I do sometimes still add up using my fingers and toes!) typing text and uploading an image from your computer, you can use ClickFunnels!

With a straightforward fixed pricing structure, the top plan giving you UNLIMITED everything, you don’t get penalized for being successful with price hikes as your contacts list grows or you start to use more features.

You can start your no-obligation 14-day ClickFunnels free account trial today:

ClickFunnels 14 Day Free Trial Recap

ClickFunnels 14 Day Free Trial Order Button

If at any time you think ClickFunnels isn’t for you, simply cancel your ClickFunnels account before the 14-day free trial ends and you won’t be charged a single cent.

Related article: What Is ClickFunnels

What Is A Sales Funnel

Does ClickFunnels Work For Accountants & Bookkeepers

ClickFunnels Brick & Mortar Summit

Yes, it does. Check out the Brick & Mortar Summit series of free interviews and business strategies from ClickFunnels Two Comma Club members (entrepreneurs who have made at least $1,000,000 with a single sales funnel in ClickFunnels).

There is 1 strategy in particular that you should watch, which you’ll get on day 3, from the founder and CEO of, Andrew Argue:

Andrew Argue

For some reason, there is no interview with Andrew, but nonetheless, his free PDF business strategy is included, and it’s gold! How to attract 100 new clients in 100 days!

ClickFunnels Brick & Mortat Summit Order Button

Andrew’s plan is basically changing what services you offer your clients and changing the way they see you. Most clients see their accountant or bookkeeper as a ‘cost’, you need to make them see you as a ‘profit’

Instead of performing set tasks for a set fee, you would offer a free 45-minute tax assessment, advise your client how much money you could save them in taxes for the prior year, current year, and future years (tell me someone who doesn’t want to pay less in taxes!), and charge a percentage of those savings. Because you’ve started off saving your client money, you’ll have a much better chance to then upsell them on other commissionable services such as:

  • Tax Preparation
  • Accounting Services
  • Financial Officer Services
  • Wealth Management

In the example he gives he says he found that he could save his client $22,000 in taxes, took a 30% cut of those savings, and upsold them on additional commissionable services.

Here’s his example of how the same client would fare between a regular accountant and yourself following his plan:

Andrew Argue Client Charges Chart

Yes, you’ve charged your client a lot more than John Smith, but, with your new approach, your client has broken even, whereas they’d be $3,400 out of pocket if they’d used John Smith.

How To Use ClickFunnels For Accountants

1: Understand Who You Are Targeting

To use ClickFunnels for accounting and bookkeeping you first need to figure out “WHO” you are marketing to, Andrew goes over all of this in detail in his PDF.

Once you know who you’re targeting, you can then plan out your accounting sales funnel.

2: Plan Your Funnel

The perfect bookkeeping sales funnel would be a 3 page squeeze funnel like this:

Landing Page – After clicking on your ad, social media link, or wherever your lead has been, they arrive on your landing page (also called a lead magnet page) where they can give you their contact details.

ClickFunnels For Accountants Squeeze Page

Optin Page – After entering their details and clicking your Book My Free Tax Assessment button, your lead can now schedule their appointment with you through ClickFunnels ability to link your scheduling software into your funnel page:

ClickFunnels For Accountants Booking Page

Thank You Page – Your lead then comes to your thank you page where you confirm their appointment as well as reminding them of all the ways they can contact you:

ClickFunnels For Accountants Thank You Page

3: Drive Traffic To Your Landing Page

Now you’ve picked your “WHO” and created your funnel, you need to drive traffic to it.

The most obvious choices to generate leads would be:

  • Bing Ads
  • Facebook Ads
  • Google Ads

You could also use SEO (Search Engine Optimization) techniques on your website and social media accounts, but this takes more time to attract traffic than paid advertising.

There is a free book available (you just pay for shipping) from ClickFunnels called Traffic Secrets in which Russell Brunson teaches you all his very best lead generation techniques from your various social media accounts and paid adverts.

A new free training course has just been launched by ClickFunnels called the 5 Day Lead Challenge:

5 Day Lead Challenge Banner

The 5 Day Lead Challenge takes just 30 minutes per day for 5 days and teaches you how to get practically unlimited new leads to your funnel.

ClickFunnels For Bookkeepers Best Practices

Add Some Urgency To Your Landing Page

Using these scarcity tactics has been proven to increase sign-ups.

To add scarcity to your landing page you could:

  • Use terms like “Limited Time Offer” or “Only 100 Available”
  • Add a countdown timer to back up the Limited-Time Offer statement
  • Use colors like red, yellow, and orange on your call to action buttons

Set Goals And Track Your Results

Setting yourself goals is a great way to keep yourself on track a sit gives you something to work towards.

If you’ve set yourself a goal of generating 1,000 new leads by the end of the year, check once per week to see if you’re still on track to meet that goal.

If you’re falling behind you’ll know you need to up your game a little.

Split Test Your Landing Pages

ClickFunnels allows you to perform split tests on your landing pages.

You can try testing:

  • Different images
  • Different text
  • Different colors
  • Different offers
  • Different call to action buttons

By split testing you can work out what combination of the above will work best for you, saving you spending a ton of money sending traffic to a page that won’t work for you.

Use Social Media

Having social media accounts is a must.

With Instagram and Pinterest you can put out images showing what services you offer, how much money you have saved your clients, and encouragements to book an appointment with you.

Ask your clients to make you a video testimonial for your YouTube channel. You could also re-purpose these videos for your marketing funnels or Instagram stories.

Facebook and Twitter let you interact with people in your area and boost your lead capture.

Add The Facebook Pixel To Your Funnel Pages

By adding the Facebook Pixel to your funnel pages, you can track your leads.

What’s the Facebook Pixel you may ask. Have you ever been looking at something online, and as soon as you open Facebook you’re bombarded with adverts for the very thing you’ve just been looking at online?

That’s because the website you’ve just been browsing has the Facebook Pixel installed, and you got tracked to Facebook so that company can advertise to you there.

Host Webinars

Hosting webinars is a great way to interact with your clients, especially in the current climate with the Covid pandemic.

You could:

  • Tell them about all the services you offer
  • Explain the benefits of using your services and how much money you’ve saved clients so far
  • Interact with them by inviting them to ask questions and get a live answer from you
  • Have past clients who have used your services join in a group chat and give you an endorsement

Find Out What Your Competitors Are Doing

There are plenty of accountants using ClickFunnels, so why not find out what’s working for them and replicate that for yourself?

Russell Brunson (ClickFunnels co-founder) will show you exactly how to do this in an ethical way in his Funnel Hacking Secrets Masterclass webinar.

Learn From The Experts

Sign up for the Brick & Mortar Summit and get the battle plan of Andrew Argue.

If he can make over $1,000,000 using ClickFunnels for bookkeeping and accounting, there’s no reason why you can’t too!

Why Use ClickFunnels For Accounting

Build Amazing Landing Pages

Building ClickFunnels landing pages to send your leads to from your advertising campaigns and capture their contact information is a breeze.

With ClickFunnels you can also add digital files to your landing pages so you could give away a free PDF on something specific to your chosen target audience.

Fully Responsive Funnels

ClickFunnels’ funnels and pages are fully responsive and automatically adjust to the screen size of the device they are being viewed on.

Your pages will look amazing whether your client is on a phone, tablet, or desktop computer.

It’s all about making that first impression a good one!

Simple To Use

The funnel builder in ClickFunnels was created with user-friendliness as it’s No.1 priority. The above accounting funnel template example took me less than 30 minutes to create.

It’s so simple to use, you don’t even have to bother building a funnel if you don’t want to. There are over 100 ready-made templates inside of ClickFunnels, all you have to do is alter the text and images to suit your business.

If you want something professionally created you could look at buying a funnel from the funnel store.

ClickFunnels Share Funnel Feature

One of the best ClickFunnels features is the Share A Funnel. If you know another accountant who uses ClickFunnels and they have an awesome funnel that’d you’d like to use, they can share it with you!

All they do is send you the funnel’s URL link, you click on it and that funnel installs into your ClickFunnels account automatically.

Imagine how much time and effort that could save you so you can focus on other jobs that need doing.

Related articleHow To Share A Funnel In ClickFunnels

Easily Integrates With Many Other Tools You May Already Use

Nurturing your clients is what ClickFunnels does best.

If you already use other tools for nurturing your leads, such as a CRM or email autoresponder, ClickFunnels easily integrates with many of them with just a couple of mouse clicks, including:

CRM Integrations

  • Agile CRM
  • Close
  • Pipedrive
  • SalesForce
  • Zoho CRM

Email Marketing Integrations

Payment Processing Integrations

Phone & SMS Messaging Integrations

  • Burst SMS
  • Call Fire
  • Call Loop
  • ClickSend SMS
  • Mobile Text Alerts
  • RingCentral
  • Salesmsg
  • SimpleTexting
  • SlickText
  • Slybroadcast
  • TextMagic
  • Twilio
  • ZipWhip

Schedule & Booking Integrations

  • Acuity Scheduling
  • Calendly
  • Freshsales
  • Follow Up Boss
  • Insightly
  • Keap (Infusionsoft)
  • LeadOwl
  • LionDesk
  • Salesmate
  • ScheduleOnce

ClickFunnels Has Fixed Pricing

You shouldn’t have to pay a penalty for being successful, so why do so many online tools increase your monthly subscription just because your email list has grown?

ClickFunnels has a straightforward pricing structure:

  • ClickFunnels Basic $97 per month
  • ClickFunnels Platinum $297 per month

Follow-Up Funnels (ClickFunnels’ email autoresponder) is only available on the Platinum Plan. So if you already have an email autoresponder tool you can take the Basic Plan, integrate it with ClickFunnels, and save yourself some money.

However, unlike some of their competitors who increase your subscription cost as your email contact lists grow, or you want more features, with ClickFunnels Platinum you get:

  • UNLIMITED sales funnels
  • UNLIMITED funnel pages
  • UNLIMITED email contacts
  • UNLIMITED email sending
  • UNLIMITED monthly traffic

All for one fixed monthly fee.

You can get a 44% ClickFunnels discount if you go for the Funnel Hacking Secrets bundle.

If you’d like to see the difference between the ClickFunnels Basic and Platinum pricing plans, please see my ClickFunnels Pricing plans article.

Fantastic Affiliate Program

Another great feature is the ClickFunnels affiliate program.

You can earn up to a 40% recurring monthly commission for as long as your referral remains a subscriber.

The Share A Funnel feature mentioned previously is a great way of doing this. Once you’ve got your funnel working, you could recommend ClickFunnels to your friends in the accounting/bookkeeping industry, share your funnel with them, and start earning extra income from them.

3: Things You Should Do If You’re Considering Using ClickFunnels For Accounting

1: Sign Up For The Free Brick & Mortar Summit

ClickFunnels Brick & Mortar Summit

This will give you the business strategy from Andrew Argue who made over $1,000,000 using ClickFunnels for accounting and bookkeeping.

ClickFunnels Brick & Mortat Summit Order Button

2: Take The One Funnel Away Challenge

One Funnel Away Challenge Banner

A fast-paced 4-week training course that makes you take action and go from a newbie to having a fully functioning funnel in just 30 days!

You will be offered this opportunity at the Brick & Mortar Summit.

If you do take the One Funnel Away Challenge, I recommend that you don’t sign up for the ClickFunnels free trial until you actually need it in week 3 of the training, thus allowing you to get the most out of your free trial.

One Funnel Away Challenge Order Button

3: Take The Free 5 Day Lead Challenge

5 Day Lead Challenge Banner

This totally free course from ClickFunnels will teach you over 5 days how to generate practically unlimited new leads to your funnel.

Better yet, it takes just 30 minutes each day! I know you’re busy like most entrepreneurs are, but everyone can spare 30 minutes, can’t they?

5 Day Lead Challenge Order Button

ClickFunnels For Accountants Conclusion

Using Click Funnels for bookkeeping and accounting will make it easy for you to capture new clients through a landing page, upsell your clients on other services and keep in touch with your clients through the various messaging integrations.

ClickFunnels has a proven track record for helping businesses increase profits time and again, and returning great results.

Super simple to use so you don’t waste good time and money learning how to use it.

Fixed pricing structure so you know exactly what it’s going to cost you each month.

44% ClickFunnels pricing discount available if you want to pay for 6 months upfront.

You can integrate it with practically any tool you may already be using to keep in touch with your clients.

Now you know all about ClickFunnels why not sign up for their no-obligation free 14-day trial so you can start capturing new leads today:

ClickFunnels 14 Day Free Trial Recap

ClickFunnels 14 Day Free Trial Order Button

Thank you for taking the time to read my ClickFunnels for accountants article, I hope you’ve found it helpful.

Disclaimer: I am an independent ClickFunnels Affiliate, not an employee. All opinions expressed are my own, and not official statements of ClickFunnels or its parent company Etison LLC. I use affiliate links on my blog and may receive referral payments from ClickFunnels if you click on any links and make a purchase.

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