Client dashboards
Role-based views for referrals, documents, tasks, next steps, training, handoffs, and approved reporting.
BGN can give bookkeepers a curated network and practical systems without asking them to become experts in every adjacent service.
Replicated websites
A BGN master site plus configurable firm templates with separate branding, forms, booking paths, content, and permissions.
AI for bookkeepers
Approved FAQ, intake, follow-up, voice, content, SEO/AEO, and next-step workflows with human review where needed.
Consulting and implementation
Offer design, CRM, automation, onboarding, training, data rules, launch sequencing, and ongoing optimization.
Suggested path
01 · Foundation
Confirm the BGN model, launch categories, member journey, permissions, referral rules, and dashboard requirements.
02 · Front door
Deploy the BGN site, FAQ/chat, booking and intake paths, and a controlled AI front desk with approved scripts.
03 · Replication
Build reusable websites, forms, pipelines, campaigns, and content for the first bookkeeper pod.
04 · Network
Add referral visibility, resources, training, partner handoffs, and reporting after the first workflow proves out.
Planning bands
Foundation$2,500–$5,000 setup
Growth system$5,000–$9,000 setup + $750–$1,500/mo
Dashboard / portal$7,500–$15,000 setup + support
Replicated platform$15,000–$35,000 discovery/build + support
BGN growth partner$1,500–$3,000/mo
Recommended first decision
Approve a focused discovery and pilot sprint: finalize the first pod journey, approve the FAQ/voice script, and build the first dashboard and replicated-site slice before expanding the network.
Request a planning conversationThis is an internal discussion draft, not a quote or commitment. Partner terms, commissions, licensing language, savings claims, regulated advice, and live integrations require Dave’s approval before publication or deployment.