Testimonials for bookkeepers

How it works

1. 1

   Share one link

   You get a single link. Send it by text or email to a client whose work went well.

2. 2

   They write it, in a minute

   No account and no app to download. They rate you and write a couple of lines.

3. 3

   You approve what appears

   Nothing is public until you say so. Approve the good ones and they appear on your website automatically.

When to ask

After the first clean month-end, or the first year-end that was not a panic.

The single biggest reason bookkeepers have no testimonials is that nobody asks while the work is still fresh, not that clients are unwilling.

Questions that get a real answer

“Please leave a review” produces “great service”, which persuades nobody. Ask something specific instead:

• What state were your books in when we started?
• How much time has this given you back?
• How do you feel about tax season now?

Exalted gives you the link. Send the text at the moment above, not a week later.

What good looks like

An example of the kind of thing bookkeepers collect with Exalted.

Illustrative, not a real client. Every testimonial Exalted publishes is written by a real person and approved by the business owner.

Your reputation, as a ladder

Each approved testimonial moves you up a tier, so you have a reason to keep asking. Visitors see the tier and know how established you are.

Pricing

Starter is $9 a month or $85 a year. Pro is $19 a month or $180 a year. Both are free until your fifth testimonial, and neither asks for a card to begin.

Worth reading before you ask

• The FTC rules on testimonials and fake reviews, in plain English
• Should you offer a discount in exchange for a review?
• What a September rate hike does to the quotes you sent in May

More on the blog. If you ask for Google reviews too, the free Google review link generator and the review request templates need no account. If you want a client quote as a picture to post, I made a free testimonial image maker.