Services and bookings
For bookkeepers: which channels bring clients who stay on a monthly package.
A bookkeeping practice sells monthly packages priced by the size of the client's books, plus catch-up work for the months a business fell behind. Tally ties each package and project to the visits the client made first, so you can see which channels bring small businesses that stay for years.
14 days free, no card needed.
01How they sell
- SubscriptionMonthly packages in tiers by transaction volume, billed by Stripe subscription and running for years once a client settles in.
- One-offCatch-up and clean-up projects for months or years of unrecorded books, often the first job before the monthly package.
02Payments it reads
- StripePackages as Stripe subscriptions started from the pricing page or after a call, and catch-up projects as Stripe invoices.
What Tally can't read
- Fees collected through your accounting software's own payment feature, outside Stripe, aren't read.
- Clients paying by bank transfer or direct debit outside Stripe aren't read.
- Your clients' books and accounts aren't read; Tally only reads your own practice's payments.
03Where buyers come from
- Advisor directoriesAccounting software publishers list certified advisors; those listings send small businesses with a referrer.
- Accountant referralsAccountants pass clients on, and those visits arrive typed or as shared links.
- SearchSearches for bookkeeping for a trade or an industry bring owners who compare a few practices before calling.
- Year-endOwners facing a filing deadline arrive needing catch-up work, which shows as a seasonal rise in one-off projects.
04What Tally answers
Which channel's clients stay longest?
Lifetime value counts every monthly payment under the client's first source, with renewals and repeat rate, so directory clients and referrals can be compared over years.
Lifetime valueDoes the pricing calculator lead to calls?
Send a goal when someone finishes the calculator, such as tally('estimate', { tier: 'growth' }), and another for a booked call; the funnel shows where owners stop.
Goals and funnelsWhen does catch-up work come in?
Peak hours shows sales by weekday and hour for any period, so the months before a filing deadline can be compared with the rest of the year.
Peak hoursWas this new subscription linked to the owner's visits?
The receipt shows the method: a subscription started through Checkout with the visitor's id links with high confidence, and one you start after a call links by email, at medium.
Receipts
05Numbers worth watching
- Renewals
- Monthly payments after the first, by first source, the income a practice is built on.
- Lifetime value by first source
- Average lifetime revenue per client by first source, which shows which channel brings long relationships.
- Median time to buy
- The median time from first visit to the first payment, which for bookkeeping can include a call and a proposal.
06An example
Lifetime value by first source
All time: every payment since 1 Nov 2025. The period above doesn't apply.
| First source | Customers | Lifetime revenue | Average value | Renewals | Repeat rate |
|---|---|---|---|---|---|
| GoogleOrganic Search | 325 | $40,560 | $125 | 845 | 52% |
| ChatGPTAI Assistants | 126 | $21,071 | $167 | 391 | 61% |
| Direct | 178 | $18,216 | $102 | 374 | 44% |
| NewsletterEmail | 94 | $17,362 | $185 | 357 | 69% |
| Hacker NewsOrganic Social | 84 | $11,741 | $140 | 227 | 55% |
| x.comOrganic Social | 115 | $10,190 | $89 | 161 | 33% |
| RedditOrganic Social | 84 | $9,016 | $107 | 160 | 40% |
| PerplexityAI Assistants | 42 | $6,342 | $151 | 101 | 57% |
| Every source | 1,048 | $134,498 | $128 | 2,616 | 51% |
A customer is a visitor linked to a sale, counted under the source of their first visit. Lifetime revenue is net of refunds and chargebacks; repeat rate is the share who paid more than once (a renewal, an upgrade or another purchase). $13,167 from 426 payments not linked to a visitor is in no row.
07Setting up
- Any HTML sitePut the tag on every page of the practice's site, including the pricing page and the booking confirmation.
- StripePass the visitor's id in subscription_data for packages started through Checkout, so every monthly payment keeps the source.
- Call tally('identify', { email }) when a call is booked, so a subscription you start for the client afterwards links by email.
08Questions
Does Tally connect to our clients' accounting software?
No. It reads your site's visits and the payments in your own Stripe account, nothing in your clients' books.
A client moves up a tier. How is that counted?
The new price shows in their later payments, which stay renewals of the same subscription with the first payment's link.
Can I see which trade's page brings clients?
The page breakdown puts revenue beside each page, so a page for a trade or an industry can be compared by the clients it brought.