10 Lead Magnet Ideas for Accounting firm

A quick, interactive calculator tailored for US-based small business owners and solo entrepreneurs that estimates federal, state, and self-employment tax, QBI deductions, and home-office expenses. Users enter simple inputs and receive a ready-to-use year-end tax estimate plus a printable summary to share with their accountant.

A 2–3 page onboarding checklist to set up bookkeeping, invoicing, expense tracking, and tax calendars for freelancers and consultants in the US. It reduces missed deductions and penalties and is easily implemented in a weekend.

A concise, actionable guide for US-based startups to establish a lean accounting system, track runway, and build monthly close rituals. Includes a 90-day setup plan and template dashboards to impress investors.

AI-powered wrapper that accepts receipts and invoices and outputs an organized expense report with GL codes and totals. Connects to common bookkeeping software and saves hours of manual data entry for solo accountants serving freelancers and small teams.

A lightweight cash-flow projection tool for the next 12 weeks with scenario planning and simple auto-suggested cost-cutting ideas. Designed for US small businesses needing quick clarity on liquidity; exportable reports to share with lenders or your bookkeeper.

A curated directory of US tax deadlines, forms, and filing calendars by state with reminder prompts. Helps solo founders and small teams stay compliant year-round and avoid penalties; includes printable calendars.

AI-powered quarterly tax planner for US small businesses. Input revenue and expenses and it outputs estimated quarterly taxes, deduction opportunities, and action reminders; includes a templated planning workbook.

A ready-to-use Google Sheet/Excel bookkeeping template with a clean chart of accounts, P&L, balance sheet, and monthly close steps. Simple enough for solo bookkeepers yet robust for clients to review alongside their accountant; includes setup instructions.

A 12-month, month-by-month roadmap for US small business owners to prep for year-end taxes, with due dates, tasks, and checklists. Keeps cash flow and tax planning on track and reduces last-minute scramble.

A curated directory of trusted accounting software, payroll providers, CPAs, banks, and service vendors tailored for US small businesses. Includes brief reviews, pricing notes, and recommended usage plus an optional partner discount list.