Harbor Lane Dental Studio
Why it’s hereIn your area, an industry you said you want, and a published contact route.
PhoneWebsiteRevealed
For bookkeepers who love the books and dread the hunt
Find your next clients. Know what to charge. Get it signed.
Evisor gives you real local businesses that fit, a fee checked against your own floor, and engagement letters clients sign on their phone.
Free plan with no time limit. No card. Sign up with Google or email.
Suggested monthly fee
$1,180/mo
Clears your floor
Essential$890Standard$1,180Premium$1,540
Engagement letter, monthly bookkeeping
Maya OrtizHarbor Lane Dental, on a phone
Signed
One client, start to finish, with an illustrative business and figures.
You’re not the only one asking.
You were trained to do the books, not to find clients, price them and get them to sign. Most bookkeepers learn that part the hard way, on their own.
Real thread titles from public accounting and bookkeeping forums, quoted as posted. The people who wrote them aren’t Evisor users and haven’t endorsed it.
Getting first client
AccountingWEBnew bookkeeping business needs clients
Flying Solo forumsHow to find clients for a new sole practice?
AccountingWEB, 2024How much does a bookkeeper charge?
AAT Discussion forumsQuote for bookkeeping was far too low
AccountingWEB, 2019Potential new client says I’m too expensive. Am I?
AccountingWEB
None of that is a bookkeeping problem. It’s the client side of your practice, and it’s the only part Evisor does.
Note 1“Where do I even find clients?”
Ten businesses worth a conversation beat a hundred cold names.
Pick your area and the kinds of clients you want. Evisor shows the real local businesses that fit, why each one is on your list, how you could reach them, and what isn’t known yet. You decide who’s worth a conversation before you spend a thing.
Illustration of the Find Clients screen in Evisor. A list of local businesses with their names masked sits on the left. On the right is the selected business: why it is here, whether demand is known, the contact routes on record, what is not known, and a Reveal button that uses one unlock.
No recycled duplicates.
When an area is quiet, the list ends sooner. Evisor doesn’t recycle duplicates to fill it.
No bait-and-switch.
No silent jump to a bigger area, and no businesses swapped in from another state.
Nothing sent in your name.
You decide who to contact and what to say. Evisor never contacts a business for you.
Not sure what to say? Start like this.
You don’t need a sales script. Every business on your list comes with the reason it’s there, so a short, local, honest note is enough to open a conversation.
An example to adapt in your own words. Evisor doesn’t write or send messages for you.
To the owner of a local business on your list
Hi, I’m [your name], a bookkeeper here in [your town]. I work with local [type of business] owners so month-end isn’t a scramble and tax time isn’t a surprise.
If that’s ever on your list, I’d be glad to take a quick look at how things are set up. No charge for a first conversation.
[Your name], [your practice]
Not another lead site.
| Question | Lead sites | Evisor |
|---|---|---|
| How you pay | Per lead, even when it goes nowhere | Reveals come with your plan, from about 25¢ each on Starter |
| Who else gets it | Often several firms, racing to reply | Nobody’s bidding. These businesses haven’t asked for quotes. |
| What you see first | A name and a request | Why it fits, the contact routes on record, and what’s unknown |
| If a promised route isn’t delivered | Depends on the site’s refund rules | The unlock comes back |
| Has the business asked for help? | Yes, that’s the point | No. You start the conversation. |
Is Find Clients live in your state?
Live today: Colorado, New York and Oregon. Opening state by state. Pricing, proposals and e-signature aren’t limited to these states.
Look before you pay.
On the free plan you can browse the businesses near you with names masked. Reviewing never uses an unlock; revealing one is always a separate choice.
Start freeBuilt on open business-listing data from the Overture Maps Foundation. Always check a business’s details before you reach out.
Note 2“What do I even charge?”
The costliest mistake in your practice isn’t in anyone’s books.
It’s in your quote. A bookkeeper on AccountingWEB once quoted five hours a quarter. After a software migration, the work took sixteen. Others are quieter: $50 or $100 a month, repeated every month the client stays.
$12,000 a yearThat’s 10 clients, each $100 a month under, for a year. Money you earned and never billed.
Each one underquoted by
The pricing screen in Evisor: a suggested monthly fee of $1,180 that clears your floor, with Essential, Standard and Premium options to present.
- Set your rates once.Your target and floor rates. They’re private, and never shown to a client.
- Describe the job.The state of the books, transactions, payroll, catch-up.
- Get your number.A suggested monthly fee, plus three options to present.
- Never quote blind.Price below your floor and Evisor stops to check with you first.
Start free
The fee breakdown and floor check are on every plan, including Free.
Note 3“Can you send me something?”
Send it today. They sign it on their phone.
When a business says “send me something”, you’re ready the same day: a proposal in your branding, then an engagement letter they sign with a finger. No login, no app, no printing and scanning.
Northfield Bookkeeping
Please review and sign · from Northfield Bookkeeping
Engagement Letter — Monthly Bookkeeping
You are signing as Maya Ortiz.
I have read and agree to this engagement letter and the disclosure above, and I consent to sign electronically.
This is what your client sees. Tap the box to sign it yourself.
They accept, then they sign
The proposal is accepted with their name. On Practice, the engagement letter fills itself from it.
Evisor does the chasing
Not signed after two days? A reminder goes out, then one more. No “just following up” emails from you.
Both partners can sign
Co-signers on every plan, so a couple or two business partners sign the same letter.
Know when they’ve looked
On paid plans, get notified when a client opens your proposal or letter.
Built to be trusted with signatures.
- A record of what was signed. Each signature is stored with the disclosure shown, a SHA-256 fingerprint of the document, the signer’s IP address and the UTC time.
- Signed means final. Signed letters and accepted proposals can’t be edited afterwards. Changes happen in a new draft.
- Encrypted where it matters. Signatures and signed or accepted PDFs are encrypted, and each firm’s data is kept separate from every other firm’s.
- Two-factor sign-in. Turn on an authenticator app and Evisor asks for a 6-digit code each time you sign in.
- Your records stay yours. Export your data from Settings, up to once a day.
A simple electronic signature, recognized under laws including the US ESIGN Act, the UK Electronic Communications Act 2000 and the EU eIDAS Regulation. Not for documents that legally require a notarized or witnessed signature.
TrustData processing agreementSubprocessorsE-signature disclosure
After they say yes, it’s all still here.
The proposal, the letter, the onboarding and next year’s renewal stay on one client record. No spreadsheet, no Word template, no separate signing app.
One checklist link, not twelve emails.
Software access, statements, prior returns, a kickoff call. Your client ticks each item off, and you see their progress.
Illustration of a client’s onboarding checklist in the bookkeeper’s branding, with two of five items done.
Raise fees across your book in one pass.Practice
Twelve months after signing, each letter comes up for review. Choose a fee change, preview it, and prepare every renewal as a draft you check before it goes.
Illustration of the renewals screen, with two letters selected for a 5% fee increase, prepared as drafts.
100%
of your fee stays yours
Get paid directly. Evisor takes no cut.
On paid plans, your own Stripe, PayPal or GoCardless link appears once a client accepts or signs. They pay you, not us, straight into your own account.
Your payment provider’s usual processing fees apply. Evisor never touches the money.
- Your client signsor accepts the proposal
- They pay through your linkStripe, PayPal or GoCardless
- It lands in your accountEvisor’s cut: $0
Your brand, not ours
Your color on every client page, on every plan. On paid plans, your logo too, and no Evisor footer.
Bring your current clients
Import your client list from a spreadsheet and paper them properly. How many clients you can add depends on your plan.
Letters that know where you work
Clauses and wording adapt for the US, UK, Australia, Canada and New Zealand.
Evisor doesn’t do the books, tasks or time tracking. Keep QuickBooks or Xero and your practice tool; Evisor handles the client side.
Straight talk, before you sign up.
Evisor is early, and it isn’t for everyone. Here’s who it suits today.
A good fit if you…
- are good at the work and want more of the right clients
- would rather open a conversation with a reason than make a hundred cold calls
- want to quote with confidence instead of guessing and hoping
- want clients to sign on their phone, not print, sign and scan
Not a fit if you…
- want someone to do the outreach for you. Evisor never contacts a business in your name.
- need Find Clients outside Colorado, New York and Oregon today. Everything else in Evisor isn’t limited to them.
- want guaranteed new clients. Winning them still takes conversations only you can have.
- need tasks, time tracking or workflows. Keep your current tool alongside Evisor.
From the people building Evisor
No logos here yet. Here’s what we’ll stand behind instead.
You won’t find customer logos or five-star quotes on this page. We’d rather you judge the product than a testimonial we wrote ourselves.
What we can offer is this: every business in Find Clients shows why it’s there and what isn’t known, every plan limit is written down, and every message to hello@evisor.app is read by a person who builds Evisor.
The Evisor team
hello@evisor.app
Placeholder — replace with real, permissioned testimonials before launch
One client pays for years of it.
Start on Free with no card and no time limit. Upgrade the day a client says yes.
Which one is you?
- No card to start
- Cancel any time
- Unlock returned if a promised route isn’t delivered
- Export your data from Settings
$400 a month is $4,800 a year. Practice, billed annually, is $828 a year. One client covers it 5.8× over.
Prices in US dollars. Sales tax or VAT, where it applies, is added at checkout.
Monthly allowances count new proposals and letters, including drafts and new renewal documents. Editing or sending an existing document doesn’t count.
Cancel any time; your plan runs to the end of the period you’ve paid for. Fees generally aren’t refunded once a period starts, which is why Free has no time limit: try what matters before you pay. Refund policy
Practice Build, done with you
Rather not set it up alone? We’ll build your practice with you, in four weeks.
Four one-to-one sessions. We build it inside your own account, and you finish positioned, priced, papered and prospecting.
- Your niche and offer
- Your rate card
- Proposal, letter and checklist
- Your first prospects, hand-picked (in covered states)
- Your outreach, written
- 30 days of direct access
$1,500one payment
Includes 12 months of Practice ($828 of it). Nothing to pay on top.
Apply for Practice BuildWe take four practices a month.
The things people actually ask.
Still unsure about something? Ask a person. A real one reads every message.
What do I get on the free plan?
Everything you need to set up and paper a real client: a names-masked preview of businesses near you (in covered states), the pricing calculator with your floor check, 3 clients, 3 proposals, and 3 engagement letters with e-signature and co-signers. No card, no time limit. Revealing a business’s name and contact details starts on Starter.
Will these businesses actually become clients?
We won’t quote a close rate. We can’t measure one honestly yet, and an invented number is worse than none. What we stand behind: the businesses are real listings in your area, each one shows why it’s there and what isn’t known, and when one says “send me something”, you can have a priced, branded proposal in front of them the same day. Finding clients still takes conversations. Evisor makes sure you start the right ones, and don’t lose one to a slow quote.
Isn’t this just another lead list?
A list hands you names. Evisor shows why each business is in front of you, which contact routes are on record, what isn’t known, and which details are old or conflicting. It won’t recycle duplicates or quietly widen your search to fill a quiet area. Find Clients is built on open business-listing data from the Overture Maps Foundation; what you’re paying for is the matching, the case for each business, the unlock that comes back if a promised route isn’t delivered, and everything after the yes. Other Evisor users near you may see the same businesses, but nobody is bidding on a quote request. You start the conversation, on your terms.
Which areas does Find Clients cover?
Today: Colorado, New York and Oregon. We’re opening state by state. Everything else in Evisor (pricing, proposals, engagement letters, e-signature, onboarding and renewals) isn’t limited to these states. If your state isn’t live yet, start free and use Notify me when this place is live in Find Clients to join the coverage update list.
Does Evisor contact businesses, or write my outreach?
No. You decide who to contact, what to say and how: from your own email, by phone or in person, so the relationship is yours from the first sentence. You’re the sender, so following the rules where you work is up to you (in the US, for example, CAN-SPAM for email). If you’d like help, Practice Build includes your outreach, written in your voice.
I’m brand new. Is this too much for me?
It’s built for exactly that moment. The pricing calculator works out a fee from your own rates, and you can send a real engagement letter for signature on the free plan. If you get stuck in your first week, we’ll build your first proposal with you on a call.
I don’t know what my rates should be yet. Can I still use it?
Yes. When you set your rates, you choose an experience level (such as a new practice), and Evisor shows a published wage benchmark for your market as context. It’s an employed rate, not a client fee, so treat it as a floor for your thinking. Start with a target and floor you’re comfortable with and change them any time. Every estimate shows the hourly rate a fee really pays you.
I already have clients and use QuickBooks or Xero. Does it fit?
Yes. Evisor sits alongside your bookkeeping software; the books stay where they are. Import your client list from a spreadsheet (name, email, business), paper everyone properly with engagement letters, and on Practice each letter comes up for renewal so you can review your whole book in one pass.
Are signatures captured in Evisor legally valid?
Evisor captures a simple electronic signature, recognized under laws including the US ESIGN Act, the UK Electronic Communications Act 2000 and the EU eIDAS Regulation. Each one is recorded with the disclosure shown, a fingerprint of the document, the IP address and the time. Some documents legally need a notarized or witnessed signature; don’t rely on any e-signature tool alone for those.
Do my clients need an account or an app?
No. They open a link on any device, read, then accept or sign. On a phone they can draw, upload or photograph a signature.
Can I cancel? Do you offer refunds?
Cancel any time; your plan stays active until the end of the period you’ve paid for. Fees generally aren’t refunded once a billing period starts, which is why the free plan has no time limit: try the parts that matter to you before you pay. Full details are in the refund policy.
How is Practice different from Starter?
Starter is for winning your first clients: 75 reveals a month, your branding, payment links and up to 10 clients. Practice is for running the book: 250 reveals a month, 40 clients, the letter that fills itself from an accepted proposal, scheduled follow-ups, renewals and quick charges. Prices are in US dollars everywhere; sales tax or VAT, where it applies, is shown at checkout before you pay.
Picture next Monday.
- A short list of local businesses worth a conversation, and the reason for each.
- A fee you’re sure of, checked against your floor.
- An engagement letter out for signature, with the reminder already set.
Free plan with no time limit. Google or email.
Your first twenty minutes
- Minute 1Create your accountGoogle or email, then pick where to begin.
- Minute 3See who’s near youNames masked, in covered states.
- Minute 8Set your ratesThen price a sample client.
- Minute 20Send your first letterA real client, papered properly.
Ask a person.
A real person reads every message. Applying for Practice Build, or need more than three Firm seats? Say so.