By focusing on Google and niching down the clients services, we were able to go after hyper-specific keywords with high intent that not only brought in the types of clients the firm wanted, but it also also helped with retention and revenue.
MyBookly is an accounting firm in Oakville, Ontario that serves tech startups, ecommerce brands, and crypto businesses.
They came to us looking for a predictable way to attract clients beyond referrals and paid listings. Within forty five days of launching their new site and Google strategy, they generated a four hundred sixty two point five percent return on investment.
❛❛Working with Sachin has been a great experience. He really knows his stuff when it comes to accounting marketing, and his honest, straightforward feedback on our sales and marketing process was exactly what we needed.
He’s professional, easy to work with, and genuinely invested in helping our accounting firm grow.❜❜
MyBookly faced problems that most growing accounting firms experience.
They relied heavily on referrals and networks. Referrals are great, but they slow down as you grow and they are unpredictable. At a certain point you need a system that consistently brings in the right type of clients.
Outdated Website: Their website was outdated and didn’t communicate their strengths. It didn’t reflect their expertise, their niche, or the level of service they offered. Even if you are an excellent accountant, a weak website leaves prospects unsure about choosing you.
No CRM Software: Their CRM was not being used properly. They had HubSpot, but it wasn’t connected to their site or their Bark.com account. Because of this, they didn’t have visibility into where leads came from or which marketing efforts were working.
No Marketing Strategy: They had no repeatable marketing engine. Other than referrals and paid directories, there was nothing in place that could produce steady monthly demand.
These challenges limited their ability to grow, scale, and forecast revenue.
We started by clarifying MyBookly’s ideal clients. They wanted to serve crypto traders, tech founders, and small businesses. Knowing this allowed us to build a strategy focused on intent driven searches rather than broad, expensive terms.
Specialties: The first step was understanding who MyBookly actually wanted to work with. Once the team clarified that their ideal clients were tech founders, ecommerce brands, and crypto traders, the entire strategy became easier to shape. A firm that knows its niche becomes much more visible to the people searching for exactly those services.
Positioning the firm around those specialties allowed the website and content to speak directly to the industries MyBookly serves best. Instead of broad, generic messaging, every page was rebuilt to match the real questions, problems, and search terms used by their ideal clients. This opened the door to ranking for high intent keywords that most generalist firms overlook.
Website Design: The entire website was then rebuilt to reflect the quality and professionalism of the firm. A modern design, clearer messaging, and improved structure gave prospects a strong first impression and strengthened MyBookly’s brand across all channels.
Google SEO: Search engine optimization was structured around user behavior rather than shortcuts. Easy navigation, helpful content, strong testimonials, and targeted keywords made the site more relevant to the people searching for niche services. Google rewards sites that answer real questions, so the focus was on delivering exactly what users expect to find.
CRM Management: On the backend, the CRM was finally connected and organized. Every lead source, form submission, and Bark.com inquiry fed into one place. This gave MyBookly full visibility into what was working, what was generating revenue, and where to direct their marketing budget moving forward.
It took roughly 6 months for all the SEO and website improvements to gain traction. Once everything clicked, results accelerated quickly.
Within 45-days of seeing that traction, MyBookly generated a 462.51 $ ROI. The firm saw a surge in inbound leads from Google and began attracting the exact type of client they had wanted from the beginning.
Their email inbox began filling with qualified leads who found them through their industry pages, niche keywords, and targeted Google Ads. These were not low quality or price sensitive leads. They were aligned with the services and expertise MyBookly specializes in.
Below is a screenshot of leads that came through MyBookly’s email inbox as a result of our efforts.
Marketing is not a one time project. Platforms shift, user behavior changes, and new technologies influence how people search online. What matters is having a strategy that adapts while still delivering reliable results.
When firms like MyBookly work with Shorecrest Digital, the goal is always the same: build a marketing system that consistently attracts the right clients, strengthens the brand, and increases revenue.
Right now, Google is the strongest channel for accounting firms. In the future, that may shift toward AI driven search. Our role is to make sure your firm stays ahead of that curve.
Click below to book a free strategy call. We will walk you through the exact plan your firm can use to attract more clients and increase revenue using a predictable, measurable approach.
Shorecrest Digital is a boutique sales & marketing agency located in Toronto, ON that focuses on helping local business owners grow there book of business through client acquisition.
457 Plains Rd E. 223 Burlington, ON L7T 0B8 Canada
