Bookkeeper Payroll Playbook
Wagepoint
FinTech
HRIS
Published a playbook showcasing various ways more than a dozen bookkeepers offer payroll services while maintaining profitability, with emphasis on how they leverage a partner such as Wagepoint.
Key Results
137
Net new leads
47%
Of sales team's quota generated in 2 months
780
Downloads in 60 days
Challenge
Wagepoint wanted to grow its footprint among bookkeepers—a high-value channel partner segment. However, many bookkeepers were hesitant to offer payroll services due to razor-thin margins and operational inefficiencies. The core challenge was clear: how do we show bookkeepers that payroll can be both manageable and profitable with the right approach?
Solution
To address this, I developed the Bookkeeper Payroll Playbook, a downloadable best-practices guide featuring real-world insights from over a dozen successful bookkeepers. The playbook highlighted how they structured, priced, and streamlined their payroll offerings—often with Wagepoint as a key partner in their tech stack.
The content was designed to be both educational and actionable, and was supported by a targeted campaign that included outbound emails, organic and paid social, and sales enablement materials.
