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StratPad Helps Bookkeepers Bill More

StratPad-Certified Bookkeepers have access to business planning software, educational videos, highly-targeted leads, and the training you need to increase your offerings and help your clients succeed.

All for less than the price of one billed hour a month.

Grow Your Client Base

Grow Your Client Base

StratPad introduces you to new prospective clients who are looking for your services.

Expand Your Offerings

Expand Your Offerings

• Workshops.
• Online coaching.
• Planning engagements.
• Business plan preparation.
• Financial projections creation.
• Monthly and quarterly reviews.

Increase Your Billings

Increase Your Billings

Grow your client base, improve utilization and increase each client’s life-time value.

Click here to see how much your billings can grow.

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 Six Pieces That Fit Together Beautifully

Deliver thoughtful and effective business planning advice to your clients.
Our products are simple, practical and proven.
They’re used by over 100,000 business owners in over 100 countries.

Screen Shot 2015-06-18 at 5.23.39 PMPlanning Software       Triangle Light BlueWorkshops       Triangle PurpleCertification       Screen Shot 2015-06-18 at 5.24.44 PMNew Leads       Screen Shot 2015-06-18 at 5.24.10 PMWorkbooks       Triangle OrangeCoaching

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 Planning Software

Browser-based software that builds a strategic business plan step-by-step –
with complete financial projections!
It’s multi-user so you can work together with your clients.
And it integrates with QBO so you and your client can track their progress together.

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Triangle Light Blue


Become your region’s business planning expert.
Teach business owners how to plan and how to build their business plan.
Add huge value to your existing clients.
Get introduced to prospective new clients.

Triangle Purple


Our three-level certification program brands you as a strategy and planning expert.
Use it in your marketing to further differentiate yourself from the “other guys”.


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 New Leads

Get listed – and featured! – in our online directory.
StratPad Connect helps local business owners find you and connect with you.

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Our high-quality planning workbook is a perfect way to get your clients started.
It supports the workshop and integrates beautifully with our software.
It’s a great way to start the planning conversation with your client.

Triangle Orange


Our business is all about growing YOUR business.
We teach you about all of our products and services and
we show you exactly how to grow your practice.
Need more help? We can even provide you with one-on-one coaching.

IPBC logo

National Bookkeeper Association
Chooses StratPad Exclusively

The Institute of Professional Bookkeepers of Canada selected StratPad
as their exclusive strategy and business planning partner.

StratPad teaches IPBC members new services and marketing approaches
that transform and grow their practices.

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 QBO Integration

Link every client’s business plan to their QBO file.
Meet every month to discuss how they’re doing and help keep them on track.

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Boost Your Billings. As easy as 1-2.

When you help your clients grow, you help your firm grow.

Check out these numbers
See how StratPad can help you grow your firm. 1 page PDF.

Let’s talk about your specific situation
Email us
with a date, time, time zone and phone number and we’ll call you then.