For bookkeeping & pro services
The CRM and the books, finally in the same place.
Firms, agencies, and consultants. Manage clients and leads, send proposals, invoice and collect, and keep real double-entry books — without leaving the platform.
STATEMENT · THIS MONTHLIVE
Invoiced+$18,400
Collected+$14,900
Operating costs−$3,260
Net posted+$11,640
ILLUSTRATIVE — SAMPLE DATA
Running a firm today
Sound familiar?
Clients across email threads
Proposals in Google Docs
Invoicing in a separate app
Reconciling line by line
Referrals left on the table
There’s one system for all of it.
The workflow
How an engagement flows with Leadqor
01
Every client in one CRM
Leads, clients, and history — no more email-thread archaeology.
02
Proposal → engagement
Send a proposal; approve it into active work in a click.
03
Invoice & collect
Bill retainers or projects and take payment in-platform.
04
Keep the books live
Chart of accounts, journal, and a live P&L — always current.
Your Leadqor stack
The modules bookkeeping turns on
6 of 10 · turn on what you needWhy Leadqor
Why firms choose Leadqor
01
Stop stitching tools together
CRM, invoicing, and bookkeeping in one dataset.
02
Audit-ready by default
An audit log of who did what, when — plus one-click export.
03
Scale your book of business
Manage many clients — or run it white-label for yours.
Get started
Ready to run your bookkeeping business on one system?
Join the waitlist — we’re onboarding early teams now, under your brand and your domain.