How to grow your payments app with accountants and bookkeepers
By SendPay Business · · 2 min read
Small business owners often ask their accountant or bookkeeper how they should take payments. An accountant who likes your app, because it gives clean records and clear fees, can recommend it to many clients. Winning a few trusted local accountants can bring you more business customers than any advert.
Talk to accountants and bookkeepers
Ask local accountants and bookkeepers:
- How do your clients take payments today?
- What makes their records hard to sort out at the end of the year?
- What do clients most often complain about with payment providers?
- What would you need to see before recommending an app?
Give clean records
Every payment with a date, a reference and the fee shown clearly, plus an easy export, saves the bookkeeper time and makes your app easy to recommend.
Be clear about fees
Accountants notice fees. Show every fee plainly so they can compare your app honestly with what their clients use today.
Grow through their clients
One accountant can look after dozens of small businesses. Give them a simple page they can share with clients, and each recommendation brings you a business customer.
Build it
Create your own financial platform.
Pick a template, name it, brand it, preview every page before you pay. Your brand, your users, your fees.
Build my platform →Questions people ask
What about charities?
The charities and community groups guide covers donations and membership payments.
Charities and community groups →Can I call it a bank?
In most countries "bank" is a protected word you can only use with a banking licence. Call it an account, a wallet, an app or a platform. The accounts and payments behind a SendPay Business platform are powered by licensed partners.
Is there a step-by-step plan I can follow?
Yes. The free launch checklist takes you from picking your people and naming your app to setting fees, going live and winning your first ten customers.
Digital bank app launch checklist →How do I start?
Pick a template, name it and preview every page before you pay. Your platform can be live on your own domain within 24 hours of confirmation.
Build my platform →Read next
This guide is general information, not legal or financial advice. SendPay Business is a technology company, not a bank, and does not take deposits; regulated services on the platforms are provided by licensed partners. PayPal, Patreon and Substack are named as reference points only and are not affiliated with SendPay Business.