Booked By Friday is a lead generation and marketing system built specifically for bookkeepers, accountants, and fractional CFOs. We deliver warm, high-intent business owner leads who are actively looking for bookkeeping help… and we give you the tools to convert them into paying clients.

We’re not a directory, a cold list service, or a coaching program. We’re a demand engine that sends real opportunities directly to your inbox so you can focus on closing work — not chasing it.

All of our leads come from real business owners and high-net-worth individuals actively looking for professional help…whether that’s bookkeeping support or proactive tax planning.

We don’t buy lists, scrape emails, or recycle old data.

Every lead is generated through our own inbound campaigns, intake funnels, and content-driven systems built specifically for bookkeeping and tax planning demand.

We attract prospects through targeted ads, SEO, partnerships, and direct education…then qualify them through a multi-step verification process before passing them to any firm.

That includes:

• Intent verification (they must request a consultation or tax planning conversation)
• Contact validation
• Business and income profile enrichment
• Spam, duplicate, and fake lead filtering
• Optional industry, revenue, and complexity screening for higher-tier plans

In short…we don’t “find names.”

We capture active demand.

These are business owners and high-net-worth individuals who already know they need help and came to us to get connected with a professional who can guide them.

That’s why our leads convert so well…and why thousands of bookkeeping and tax planning conversations start inside our network every month.

We take lead quality seriously. Every lead that enters our system goes through multiple layers of verification and enrichment before it ever reaches your inbox. Our goal is to deliver real business owners with real intent… not just “contacts.”

Here’s how we do it:

1. Intent-First Capture
Leads must actively request bookkeeping help through our intake system. No scraped lists. No cold data.

2. 2-Factor Contact Verification
We verify both email and phone using a combination of real-time validation, 2FA authentication, and proprietary risk scoring to eliminate fake or unreachable submissions.

3. AI-Powered Enrichment & Filtering
We enrich every lead with business details automatically (industry, size, revenue range, etc.) and run them through AI-driven quality checks to detect spam, mismatched intent, student submissions, and other junk before they’re delivered.

4. Duplicate, Fraud, & Bot Protection
We flag duplicates across all campaigns, block known bots, and filter out high-risk patterns so you’re not wasting time chasing dead ends.

5. Human QA on High-Tier Plans
Accelerator and Enterprise leads get an additional manual review layer to ensure accuracy and intent before release.

The result: fresh, verified, high-intent leads that convert. That’s why our close rates are so strong and why thousands of new client conversations start in our network every month.

Our leads come from real business owners and high-net-worth individuals who actively requested help through our platform.

They are not cold lists.
They are not scraped data.
They are not recycled or aged leads.

Every prospect submits a request through our verified intake system, indicating clear intent to speak with a professional.

What That Means in Practice

• Leads are fresh (typically under 24 hours old)
• Intent is verified at the point of request
• Contact and business details are validated
• Spam, duplicates, and fake submissions are filtered out

All tax planning leads are exclusive.

For bookkeeping leads, we offer both exclusive options and warm shared leads. Most bookkeeping firms choose our shared structure because it delivers strong conversion rates while keeping acquisition costs efficient.

Our updated sharing model is designed to reflect how real business owners actually buy services…while still limiting competition and protecting your ROI.

Why Are Tax Planning Leads Exclusive?

Tax planning decisions are higher-stakes, more personal, and typically involve deeper financial disclosure. Because of that, prospects seeking tax planning are far less likely to speak with multiple firms at once.

To respect that buying behavior and protect both the prospect experience and firm ROI, all tax planning leads are delivered exclusively to a single firm.

Bookkeeping decisions, by contrast, are often evaluated side-by-side. Business owners naturally compare a small number of providers before choosing who to work with, especially for ongoing services. Our shared bookkeeping structure mirrors that reality while still keeping competition limited and predictable.

How Shared Leads Work

• Any plan that is not exclusive shares each lead with one other firm only
• That means you and one other firm receive the same opportunity
• No marketplaces, no overcrowding, no uncontrolled distribution

Why This Structure Works

• Ensures that all of our prospective clients receive communication from a qualified bookkeeper.
• Keeps competition limited and transparent
• Maintains strong conversion rates
• Allows firms to scale lead volume without excessive cost

Effective Date

This structure applies to all new subscriptions beginning 11/14/2025.
Existing subscribers will continue under the terms in place at the time of enrollment.

Exclusive Lead Packages

Firms interested in a fully exclusive bookkeeping lead plan can request a custom quote.

Please email [email protected] to discuss availability and pricing.

Leads are delivered directly to you within hours of qualification. If email delivery is enabled, they arrive straight in your inbox the moment a prospect completes our intake process and passes verification.

There are no weekly exports.
No batch files.
No cold lists.

As soon as a business owner or high-net-worth prospect qualifies, the lead is released automatically.

What Each Lead Includes

• Full contact information (name, email, phone)
• Business details (company name, industry, size, and structure)
• Their stated bookkeeping or tax planning needs and timing
• Additional intake responses and context
• Optional AI-based enrichment if you’ve added that upgrade

Real-Time Delivery

Leads are sent via drip delivery, meaning they arrive in near real time during regular business hours as demand comes in. This gives you the fastest possible follow-up window…which consistently improves conversion rates.

CRM & Automation Integrations

If you prefer leads to flow directly into your CRM or marketing automation platform instead of email, we offer an optional one-time integration setup. Once connected, leads are pushed into your system automatically with no manual work required.

At Booked By Friday, all standard plans are month-to-month — no long-term contracts and no hidden terms. You can cancel anytime before your next billing date with no penalties, fees, or awkward phone calls.

Here’s how it works:

Your subscription renews automatically every month on the same day you signed up

We send multiple reminder emails before every renewal so you always know when a charge is coming

If you want to stop, you simply cancel before the renewal date and you will not be billed again

Once a renewal has been processed, we do not offer refunds (whether leads have been delivered or not), so it’s important to cancel ahead of your renewal if needed

The only exceptions to month-to-month flexibility are:

Annual plans: Optional, paid upfront to lock in a discounted rate

Exclusive lead plans: Require a simple agreement since we build out a customized campaign for your firm.

Outside of those cases, you’re never locked in — stay as long as the leads are working for you. That’s our entire model.

Yes. You can pause, downgrade, or upgrade your plan at any time by emailing us at [email protected]

The faster, the better. Leads go out in real time. Following up within the first hour can double or triple your chances of closing. Templates and scripts are available.

Based on performance across our network, most bookkeepers who follow up quickly and consistently see positive ROI within their first 30–90 days. On our higher-volume plans, many firms report returns between 7x–12x in their first three months — and some significantly higher over time.

That said, ROI isn’t just about the leads… it’s about what you do with them.

Your results will depend on factors like:

How fast you follow up

Your sales process and close rate

Your pricing and client retention

Whether you use our recommended follow-up cadence

How many leads you work per month

We supply verified, high-intent prospects. Firms that treat them like real opportunities — and respond like professionals — tend to scale fast and see impressive returns. Firms that wait days to reply or don’t have a clear process usually see weaker results.

In short: the leads work… but only if you work them.

Not at this time — and here’s why.

Done-for-you sales outreach sounds appealing, but in practice it’s extremely expensive, rarely tailored to your firm, and almost never delivers strong results in the bookkeeping industry. Nobody can pitch your services as well as you can, and generic outreach from a third party usually leads to low close rates and wasted spend.

Instead of offering a high-cost service that doesn’t work, we focus on what does work:

We deliver warm, high-intent business owners already asking for help

You can get email templates, messaging, and follow-up frameworks through our Million Dollar Cadence (included after signup)

You stay in control of pricing, positioning, and conversations so you can sell based on your strengths, not a script someone else wrote

Our most successful users are not world-class salespeople — they’re bookkeepers who follow up quickly, use our proven messaging, and simply talk to prospects like real humans. That’s what closes deals.

If we ever introduce sales support services in the future, they will be optional, performance-driven, and built only if we know they’ll actually work. But we will never sell you a high-ticket, “done-for-you” outreach package that we know won’t.

Usually within 24–48 hours after your purchase, this changes if you sign up Friday or over the weekend. In those cases you typically see leads begin on Monday or Tuesday of the following week. This is because we manually have to add you into our system and confirm your information is accurate.

Most of our clients close at least 1–3 clients in their first month — but results vary based on speed, quality of follow-up, and offer strength. If you’re not closing, we’ll help you refine your approach before your next drop.

Please feel free to reach out to service at [email protected], we are happy to give you a cadence and discovery call script that has been tested and confirmed to produce results.

We don’t offer refunds once you subscribe and we begin delivery of leads. But if we ever miss the mark, we’ll bonus you extra leads. Our goal is happy clients who win work. For any questions please see our Terms of Service & Refund Addendum

Each plan gives you access to the same type of high-quality leads — the difference is volume, delivery method, and support access. Smaller plans are great for testing the waters, while larger ones are built for growth-mode firms that want volume and velocity.

No — but it helps. You can close deals manually via email and phone, but bookkeepers using tools like Calendly, HubSpot, or Close tend to convert more leads with less effort. We’ll provide best practices if you need help getting started.

At Booked By Friday, we guarantee you’ll have at least one real conversation with a prospect from your leads — by phone, text, or email — during your guarantee window. If that doesn’t happen, we’ll add more leads for free, up to your plan’s cap. The guarantee window is 30 days, and the cap depends on your plan: up to 2 extra leads for Spark, 3 for Builder, 4 for Accelerator, and 5 for Enterprise.

We’re not stingy — if we see anything off or you get a bad lead, we’ll make it right.

To stay eligible, respond to every lead within 24 business hours, make at least five contact attempts over seven days using a mix of calls, texts, and emails, and provide proof of outreach such as screenshots, call logs, or email threads.

A “conversation” means any response from the prospect — whether they’re interested, not interested, already working with someone else, or even a no-show for a booked call. If outreach requirements aren’t followed, the guarantee doesn’t apply.