Free tech stack
Accounting & Bookkeeping Tech Stack
Accounting is a retainer business. This stack makes you look established, qualifies inquiries before the call, and bills monthly without chasing.
Who this is for
Bookkeepers, accountants and tax preparers selling recurring monthly service.
The stack
Website
From $16/mo
Our pickSquarespace
Why: Credible service pages plus a qualifying inquiry form is enough to win the local search.
CRM
From $20/mo
Our pickHubSpot Starter
Why: Onboarding a client has real stages. Keep them visible instead of in your head.
Email marketing
Free up to 1,000 subscribers
Our pickMailerLite
Why: Deadline reminders and simple tax education keep you top of mind all year.
Scheduling
Free plan, $12/mo for advanced
Our pickCalendly
Why: Discovery calls booked without a single scheduling email.
Payments
No monthly fee
Our pickStripe Billing
Why: Recurring monthly retainers charged automatically, with dunning handled.
Analytics
Free
Our pickGoogle Analytics 4
Why: Free, well documented, and enough to see where traffic and conversions come from.
Optional tools
- QuickBooks Online Accountant
- Dropbox or Drive client folders
- Loom for client walkthroughs
Estimated starting monthly cost
$48 – $117/mo
Ranges assume entry-level plans and exclude transaction fees. Prices change — always confirm with the provider.
Go deeper on one category
Why each pick beats the alternatives for accounting businesses.
This is a great starting stack.
But is it the right stack for YOUR business?
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