Intake / Reconciliation / Filed

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SPEC 01 / Bookkeeping and outsourced finance

A website built like the pipeline you run for clients.

Source documents in, a filed result out. Your site gets the same structure: one page per service, one page per client industry, and an intake step that routes straight into your CRM. Live in 7 days.

$137/mo$797 build fee, after launch7-day launch
yourfirm.com/contactIntake open

Engagement scope request

Entity type
LLC, multi-member
Monthly transactions
150 to 300
Payroll headcount
4 to 9

Routed to CRM

  • Ecommerce3-person team
  • Constructionneeds cleanup
  • Agencymonthly close
  • Clinicpayroll referral
  • Nonprofitgrant reporting
Ticker, the grey heron mascot in an indigo vest, presenting the intake form with an open wing
  • Build fee after launchThe $797 one-time build fee is invoiced only once your site is live and you have approved it.
  • Live in 7 daysThe clock starts at the onboarding call, and the launch date is agreed on that call.
  • 90+ PageSpeed guaranteedOn mobile and desktop, on launch day, not after months of cleanup.
  • The domain is yoursRegistered in your name. If you leave, we transfer it wherever you say, at no charge.
  • Serving the United StatesFirms in every state, working entirely remotely, the same way you work with your own clients.

Data flow, source to result

Every one of these steps is already mapped. The website usually is not.

Your firm runs a structured pipeline for a client's numbers: source documents in, a filed result out, with a defined step for every hand-off. Most firms cannot say the same about the website that brings the client in.

  1. 01

    Source documents

    Receipts, invoices, bank and card feeds arrive from the client.

    Received
  2. 02

    Intake and coding

    Sorted and coded against the chart of accounts.

    Coding
  3. 03

    Reconciliation

    Matched against statements until the books tie out.

    Matching
  4. 04

    Review and reporting

    Checked internally, packaged into statements.

    Review
  5. 05

    Filed result

    Delivered to the client, or filed on their behalf.

    Filed

We build the site as the sixth node.

Structured the way your engagements already are: one page per service, one page per client industry, an intake step that captures scope before the call, and a weekly review cadence that keeps it current. That is what makes the site the front door of the pipeline instead of a leaflet next to it.

A page for every client industry you serve

Open items

Five ways a firm's website quietly loses engagements

EX-01

No page for the client industries you actually serve

A prospect searching "bookkeeping for a construction company" never finds a page that says so, and lands on a generalist competitor instead.

EX-02

A generic contact form instead of an intake step

Name, email, message tells you nothing about entity type, transaction volume or payroll headcount, so every lead needs a qualifying call before you know if it fits.

EX-03

Slow on the phone, where the search happened

A site that takes seconds to open on mobile loses the visitor who was mid-search between two other firms.

EX-04

Built once, then left alone for years

Service lists, team pages and service areas go stale, and nothing on the site gives a search engine a reason to keep crawling it.

EX-05

Inquiries land in an inbox nobody owns

A lead that does not reach your CRM the moment it arrives is a lead your fastest-responding competitor answers first.

Accrued

What the current site is costing while nothing changes

None of this shows up as an invoice, which is exactly why it runs for years. It accrues the way an unreconciled account does: quietly, in small amounts, until somebody finally opens the ledger.

Open items on the current site
FrequencyOpen itemWhat it costs
Every week Leads that never became inquiriesSomebody searched for exactly the service you sell, in an industry you know well, and landed on a firm that had written a page about it. You will never see that visit in any report, because it never reached you.
Every week Inquiries answered too lateA form submitted at 8 p.m. that reaches a person at 9 a.m. is competing against a firm that replied within the hour. Response time is often the whole difference between two firms a prospect considers equally qualified.
Every month Calls spent on work you would not have takenAn unqualified inquiry still costs a half-hour call, a follow-up email and the context switch either side of it. Without an intake step, every lead costs that before you find out whether it fits.
Every month Referrals that go quiet after a lookAlmost every referred prospect checks the site before calling. A site that looks untouched since 2019 does not lose you the referral outright, it just lets it cool from a call into a maybe.
Every quarter Ground given to firms that publishCompetitors adding pages and articles accumulate reasons for a search engine to keep crawling them. A site that has not changed in three years accumulates the opposite, and the gap is cumulative rather than one-time.
Every year Fee pressure you cannot answerWhen the site says nothing specific about who you serve or how you work, price is the only thing left to compare you on. Specificity is what lets a firm hold its fee against a cheaper generalist.

The leak is structural, so it does not stop on its own. It stops when the site is rebuilt around how your firm actually works.

See what yours would look like

Posted against the fix

What changes when the site is built like the rest of your pipeline

  • 01No page for the industries you serveOne page per client industry, linked from the services you already list, so a search for "bookkeeping for a construction company" has somewhere to land.
  • 02A generic contact formAn engagement scope request: entity type, transaction volume band and payroll headcount, captured before the call and dropped straight into your CRM.
  • 03Slow on a phoneEvery page custom coded and served from the edge, with a 90+ PageSpeed guarantee on mobile and desktop alike.
  • 04Built once, never touched againWeekly detail updates keep hours, team and service pages current, and researched articles give search engines a reason to keep coming back.

Reconciliation

The same firm, six weeks apart

Close review6 items
  • 01 Client industry pages
    Open item:One generic "services" page for every kind of client.Reconciled:A dedicated page for each client industry, each with its own search visibility.
  • 02 First contact
    Open item:A contact form that asks for a name and a message.Reconciled:An engagement scope request that qualifies the lead before the call.
  • 03 Inquiry routing
    Open item:Inquiries sit in an inbox until someone checks it.Reconciled:Every inquiry drops straight into your CRM by API, Zapier or Make.
  • 04 Mobile speed
    Open item:Pages take seconds to open on a phone.Reconciled:A 90+ PageSpeed guarantee on both mobile and desktop.
  • 05 Freshness
    Open item:The site was built once, three years ago.Reconciled:Weekly detail updates and researched articles keep it current.
  • 06 After-hours leads
    Open item:A lead who arrives at 9 p.m. waits until morning.Reconciled:The AI Engine answers common questions and books the call overnight.

What it changes for the firm

Outcomes, not features

  • Prospects self-qualify before they call

    The engagement scope request tells you the entity type, transaction volume and payroll headcount up front, so the first call is a fit conversation, not a discovery one.

  • The site ranks for the clients you actually want

    A page per client industry crossed with a page per service gives search engines the specific pages a generalist competitor never built.

  • Nothing about the site is your job

    Hosting, speed, weekly updates and the articles are managed for you, on the same cadence you already hold yourself to for client work.

What is in the plan

Everything on the pipeline, itemized

Included on every plan
Line itemWhat it meansState
Custom-coded websiteEvery page built and coded for your firm, not a template swap.Included
Engagement scope toolQualifies a lead by entity type, transaction volume and payroll headcount.Included
One free domainRegistered in your name, or we point the one you already own.Included
Managed hostingCloudflare's network, SSL, CDN, DDoS protection, unmetered bandwidth.Included
CRM routingEvery inquiry delivered by API, Zapier or Make, the moment it arrives.Included
Weekly detail updatesHours, team, services and service-area pages kept current.Included

The whole package

Everything in the plan, and which plan carries it

There are 32 separate things in here, not one. Each line says what it is, the problem it removes from your week, and what you have to do about it, which is almost always nothing.

The website itself

Built for your firm, not adapted from a template, and structured the way your engagements already are.

09 items
  • Custom-coded pages

    Every page written and coded for your firm rather than assembled in a page builder from a template.

    Solves
    Your site stops looking like the other four a prospect opened in adjacent tabs this afternoon.
    You do
    Approve the design. You never open an editor.
    Every plan
  • A page for every service

    Monthly close, reconciliation, payroll support, AP and AR, catch-up work: each gets its own page and its own address.

    Solves
    A search for one specific service has a page written for exactly that service to land on.
    You do
    Give us the service list at onboarding. New services are one revision each.
    Every plan
  • A page for every client industry

    Ecommerce, construction, real estate, medical practices, nonprofits, agencies: a page each, in that industry’s own vocabulary.

    Solves
    A business owner searching for bookkeeping in their own industry finds a page that names it.
    You do
    Name the industries you serve. We research and write the pages.
    Every plan
  • Engagement scope request

    An intake form asking entity type, monthly transaction volume band, payroll headcount and current software. It never quotes a fee and never gives advice.

    Solves
    The first call starts as a fit conversation instead of a discovery one.
    You do
    Confirm the questions. Answers arrive structured.
    Every plan
  • Inquiries routed into your CRM

    Every form on the site delivers into your CRM by API, Zapier or Make, the moment it is submitted.

    Solves
    Nothing sits in a shared inbox overnight while a faster firm replies first.
    You do
    Tell us which CRM. If you switch later, we repoint it.
    Every plan
  • One domain, in your name

    One domain included free for as long as the plan runs, registered in your name so you own it outright, or we point the one you already have.

    Solves
    No lock-in. If you ever leave, tell us where to send it and we transfer it at no charge.
    You do
    Choose the name, or hand us the one you own.
    Every plan
  • Migration from your current site

    Existing copy, service descriptions, client industry pages and usable images carried across, with redirects set from your old page addresses.

    Solves
    Links from directories, referral partners and old marketing keep working, and you do not rewrite the site from a blank page.
    You do
    Send access, or just the content if access has been lost.
    Every plan
  • Built to be usable

    Real headings, keyboard reachable controls, visible focus, labeled fields, readable contrast and text that survives zoom, with the Web Content Accessibility Guidelines in mind.

    Solves
    Helps you meet the accessibility expectations a US business site is now judged against. It is a build standard, not a legal opinion.
    You do
    Nothing.
    Every plan
  • The policy pages that ship with it

    Privacy policy, terms, a cookie policy with a banner that genuinely gates scripts, an accessibility statement, and a plain notice that your site is not giving financial advice.

    Solves
    The pages a visitor and a regulator both look for are there on launch day, not on a list of things to write later.
    You do
    Read them and tell us anything specific to your firm. They are templates we fill in, not legal advice.
    Every plan

Managed, so nobody at your firm logs in

The part most firms underestimate. A site is not finished at launch, it is maintained.

05 items
  • Hosting, SSL and the network

    Managed hosting on a global edge network with SSL, a content delivery network, DDoS protection and unmetered bandwidth, all inside the monthly fee.

    Solves
    No hosting invoice, no certificate renewal, no bandwidth overage in a busy week, no control panel.
    You do
    Nothing.
    Every plan
  • Weekly detail updates

    Hours, team, the current service list and service-area pages checked and corrected every week.

    Solves
    The site stops quietly becoming untrue three months after launch.
    You do
    Mention changes when they happen. We check regardless.
    Every plan
  • 5 revisions a month

    Any change you ask for is one revision, with no limit on how much goes into it, completed within 2 to 5 working days. 5 a month are included.

    Solves
    A new service page, a rewrite, new photography: none of it needs a quote or an hourly rate.
    You do
    Raise it in the client portal.
    Every plan
  • A client portal

    Your account with us from launch day: request revisions, raise a support ticket, send files and message the team.

    Solves
    Nothing about your site lives in a forwarded email chain.
    You do
    Use it, or email us and we log it for you.
    Every plan
  • A launch date, agreed up front

    Live in 7 days on Intake, 10 on Reconciliation while the AI agents are trained, 15 on Filed with the content operation running. The clock starts at the onboarding call.

    Solves
    No open-ended build that drifts across a quarter.
    You do
    Get the onboarding form in. That is what starts the clock.
    Every plan

Found by people, by answer engines and by AI assistants

Three different things are searching now, and they do not read a page the same way.

07 items
  • Technical SEO

    Clean URLs, one heading structure per page, canonicals, an XML sitemap, a robots file, internal linking between services and industries, and the 90+ PageSpeed target on mobile and desktop.

    Solves
    The mechanical reasons a good site fails to rank are handled before launch rather than diagnosed a year later.
    You do
    Nothing.
    Every plan
  • On-page SEO

    One primary search term per page, a unique title and description everywhere, and copy that answers the question the page is named after.

    Solves
    Every page has a job in search instead of competing with its neighbors for the same phrase.
    You do
    Nothing.
    Every plan
  • Location and service-area pages for your cities

    A real page for each city or service area your firm works in, written about that area rather than templated with the name swapped.

    Solves
    Local searches such as bookkeeping plus a city name have somewhere on your site to land, which is how local organic traffic grows.
    You do
    Tell us the areas. New ones are added as revisions.
    Every plan
  • Answer-first content and FAQ blocks

    Every section leads with the direct answer, headings are shaped like the questions people actually ask, and pages carry visible FAQ blocks marked up as structured questions.

    Solves
    This is what a featured snippet, a voice answer or an AI summary can lift cleanly. It is called answer engine optimization, and most firm sites are not written for it.
    You do
    Nothing.
    Every plan
  • Structured data, properly

    Organization and LocalBusiness, Service, FAQPage and BreadcrumbList markup generated from your own site data, plus Review markup once you have real reviews to mark up.

    Solves
    Search engines get an explicit, machine-readable description of who you are and what you sell instead of inferring it from prose.
    You do
    Nothing.
    Every plan
  • Readable by AI assistants

    A machine-readable llms.txt and a full-content file, clean semantic markup that reads correctly without styling, consistent naming of your firm and services, and citable facts stated plainly.

    Solves
    Assistants such as ChatGPT, Claude, Perplexity and Google AI Overviews increasingly answer the question instead of linking to it. This is what makes your firm citable when they do. No one can guarantee an AI answer will name you, and we do not.
    You do
    Nothing.
    Every plan
  • Researched articles

    2 a week on Intake and Reconciliation, 3 a week on Filed, each 2,500 to 3,200 words, about how prospective clients find and choose a firm rather than about accounting technique.

    Solves
    A steady stream of new indexed pages, which is one of the clearest signals that a site is worth crawling again.
    You do
    Approve, or request a topic.
    Every plan

The AI Engine

Included on Reconciliation and Filed. It answers, qualifies and routes. It never advises and never quotes a fee.

07 items
  • An AI receptionist on your calls

    Answers calls your team cannot take, using your own service list, hours and intake process as its source material.

    Solves
    The call that arrives mid-close, or at 7 p.m., stops becoming a voicemail nobody returns.
    You do
    Nothing during the call. Read the summary after.
    Reconciliation and Filed
  • Call transcripts and summaries

    Every handled call is followed by a call-analysis document summarizing what was discussed.

    Solves
    You get the record without listening back to a recording.
    You do
    Skim it.
    Reconciliation and Filed
  • A chat widget on the site

    Answers common questions about your services and service areas on the page, around the clock.

    Solves
    A visitor at 9 p.m. gets an answer instead of a contact form and a wait.
    You do
    Nothing.
    Reconciliation and Filed
  • SMS, Facebook Messenger and Instagram agents

    The same agent answers text messages, Messenger and Instagram direct messages, trained on the same material.

    Solves
    Leads arriving on a channel nobody at the firm watches get an answer anyway.
    You do
    Connect the accounts once.
    Reconciliation and Filed
  • Call booking and text-back

    Books a discovery call onto your calendar, and texts a lead back automatically when they submit the intake form or when a call is missed.

    Solves
    The gap between a form landing and a human replying stops being where leads go cold.
    You do
    Share the calendar once.
    Reconciliation and Filed
  • A2P 10DLC registration handled

    Business text messaging in the United States has to be registered before it can send. We file that registration on your behalf as part of setup.

    Solves
    A compliance step most firms would otherwise have to work out themselves before they could legally text a lead.
    You do
    Provide the business details the registration asks for.
    Reconciliation and Filed
  • A hard handoff rule

    Anything that reads as a request for financial, accounting or tax advice, or that touches a specific client’s numbers, is handed to a person at your firm instead of answered.

    Solves
    The agent cannot drift into giving advice in your firm’s name, because it is built not to.
    You do
    Tell us who the handoff goes to.
    Reconciliation and Filed

The Content Engine

Included on Filed. A content operation, not a content plan.

04 items
  • 3 researched articles a week

    The full article cadence, each 2,500 to 3,200 words, published to your site with on-page SEO handled.

    Solves
    The publishing schedule you keep meaning to start actually runs.
    You do
    Request topics when you have one in mind.
    Filed only
  • 3 social image posts a week

    Produced from your own branding and scheduled, without briefing a designer or writing a caption.

    Solves
    Your profiles stop looking abandoned to anyone who checks them before calling.
    You do
    Nothing.
    Filed only
  • 2 short video reels a week

    Short-form video built from the same material as the articles and posts.

    Solves
    Presence on the formats that get distribution, without anyone at the firm being on camera every week.
    You do
    Nothing.
    Filed only
  • A managed Google Business Profile

    Hours, services and posts kept current on the listing that appears beside map results.

    Solves
    The profile a local searcher sees first stops being the least current thing about your firm.
    You do
    Grant access once.
    Filed only

PlansIntake, Reconciliation, Filed. See what each plan costs

Cost per click

A faster page can make the ads you already run cheaper

If your firm spends anything on search ads, the landing page is not a design question, it is a cost question. Google grades the page the click lands on, and it says plainly that higher quality ads typically cost less per click. Your site is built to a 90+ PageSpeed target on mobile and desktop from launch day, which is the part of that grade you can actually control.

Where the click landsTicker
Infographic with Ticker the heron mascot: Why speed protects your ad spend. Click already paid for. 90+ PageSpeed page opens. Visitor stays and reads. Fewer paid clicks wasted.
The click is bought before the page arrives. A page that opens fast keeps more of the visitors you have already paid for.
Google, in its own wordsQuoted
Higher quality ads typically cost less per click than lower quality ads.

Google Ads Help, About ad quality, read September 2026. Landing page experience is one of the three components Google names in its Quality Score diagnostic.

What we will not claimStated plainly

Nobody can promise you a specific drop in cost per click, and anyone who does is guessing. Quality Score is a diagnostic, your competition and your bidding move it, and your ad copy matters as much as your page. What a fast, relevant, well-structured landing page does is remove one of the reasons your account is being graded down, and keep more of the visitors you have already paid for on the page long enough to read it.

We also do not run your ad account. The plans on this site cover the website and its management. What we give the ad account is a page worth sending traffic to.

Throughput

Fast because it is coded that way. Found because it is structured that way.

A page that opens instantly keeps the visitor who was about to leave, and a page built for a specific service and a specific client industry is the page that has a chance to rank for it.

  • 90+
    PageSpeed guaranteed
  • 7
    days to launch, tier 1
  • 5
    revisions a month
  • 2
    articles a week

Catalog

Every way we build, and every kind of firm we build for

Each of these is its own page, written for that one thing. That is the same structure we build into your site, and it is the reason this one has somewhere for a specific search to land.

FIRM Who it is built for

Every firm type

Run order

Four steps, in order, every time

  1. You pay the first monthly invoice

    That starts the plan. The build fee is not charged yet.

  2. One onboarding call

    We map your services, client industries and where inquiries should route, and agree the launch date.

  3. We build

    Every page coded, the engagement scope tool wired to your CRM, live in 7 days on Intake.

  4. The build fee is invoiced

    Only after you have reviewed the site and approved it live.

Run orderTicker
Infographic with Ticker the heron mascot: Four steps, build fee last. 1. First monthly invoice. 2. One onboarding call. 3. We build the site. 4. You approve, then fee.

The arithmetic

Work it out the way you would work out a client's return

We are not going to tell you what a retained client is worth to your firm, because we do not know and any average we quoted would be made up. Here is our side of the ledger in full. You already know the other side.

Our side, first twelve monthsIntake
Intake, twelve months
$137 x 12
$1,644
One-time build fee, invoiced after launch
once
$797
Domain
included
$0
Hosting, SSL, CDN, bandwidth
included
$0
5 revisions a month
included
$0
2 researched articles a week
included
$0

Total, first twelve months$2,441

That is $137 a month plus the build fee, and the build fee is invoiced only after you have approved the site.

Your sideYou fill this in
  1. 01

    What is one retained monthly client worth to you over a year?

    Your own average monthly fee, times twelve, times however long a client typically stays.

  2. 02

    How many would the site have to bring you?

    Divide our total by that number. For most firms in this niche the answer is well under one client, which is the entire argument and we do not need to dress it up further.

  3. 03

    What is the hour you currently spend on it worth?

    Add the evenings someone at the firm spends editing pages, chasing a host, or meaning to write an article. That time has a billing rate, and it is currently going into a website.

We are not promising you a client. No agency, freelancer or platform can, and one that does is guessing. We are telling you exactly what it costs so you can do the arithmetic yourself.

See all three plans

Plans

Three ways to run it

Every plan carries the same $797 one-time build fee, invoiced only after your site is live and approved.

  • Tier 1

    Intake

    The website, fully managed

    $137/ month

    • Live in 7 days
    • 2 articles a week
    Compare Intake
  • Tier 2Adds the AI Engine

    Reconciliation

    Everything, plus the AI Engine

    $297/ month + usage

    • Live in 10 days
    • 2 articles a week
    • The AI Engine
    Compare Reconciliation
  • Tier 3Adds the Content Engine

    Filed

    Everything, plus the Content Engine

    $747/ month

    • Live in 15 days
    • 3 articles a week
    • The AI Engine
    • The Content Engine
    Compare Filed

See the full comparison and terms

Risk

What we guarantee, and the one thing we refuse to pretend

Everything below is a term you can hold us to, sitting next to the decision rather than four clicks away in a policy page. Including the last one, which most sites move somewhere quieter.

  • Guaranteed

    You approve before the build fee exists

    The $797 one-time build fee is invoiced only after your site is live and you have said you are happy with it. You pay the first monthly invoice to start the plan, and nothing else until there is a finished site to look at.

  • Guaranteed

    90+ PageSpeed, or we keep working

    The speed target is a term of the plan, on mobile and desktop, from launch day. It is not a best effort and it is not something you check for us a year later.

  • Included

    5 revisions a month, any size

    A revision is any change you ask for, with no cap on how much goes into one. Two new service pages with the copy supplied is one revision, not four. Every one is completed within 2 to 5 working days.

  • Yours

    No lock-in on your domain or your content

    The domain is registered in your name, not ours. If you leave, tell us where to transfer it and we release it at no charge. Your content is yours and leaves with you.

  • Open

    Cancel with two business days of notice

    Email us at least 2 business days before your next invoice date, during business hours, and no further invoice is raised. Your site runs to the end of the month you have paid for.

  • Stated plainly

    What we do not do: refunds

    All sales are final, including monthly fees and the build fee. We would rather say that here than hide it. The build fee is charged only after you have approved the site, which is exactly why it is not refundable afterwards. A duplicate or incorrect charge is a different matter and we correct those.

Start your orderRead every term first

live in 7 daysbuild fee after launch

What clients report

What firms say once the site runs like their pipeline

Statements from bookkeeping and outsourced finance firms, published as they wrote them. Turn the block to read the next one.

Read all 20 case studies

STATEMENT 011 of 4
If you only look at the design you miss the best bit, which is the inquiry form. The form gathers reporting needs, current software and reconciliation status at the start, exactly the details our follow-up messages always requested. The first message is usually enough to act on now.
Robin Houghton, Senior bookkeeperCharity bookkeeping and reporting service, St. Petersburg, Florida

Service area

LedgerWebStudio works with firms across the United States

Entirely remotely, which is how most of your own engagements run. Onboarding is a call, revisions go through the client portal, and nothing about the build needs anyone in the same room. Every plan, every state, the same price.

  • TXTexasno state income tax and a constant stream of new LLCs, so catch-up and entity setup questions arrive year round
  • FLFloridaa heavy mix of seasonal, hospitality and property businesses whose books swing hard by quarter
  • CACaliforniathe densest concentration of ecommerce sellers and venture-backed startups needing outsourced finance
  • NYNew Yorkprofessional services and agencies that buy on credibility, so the site is doing the first interview
  • ILIllinoismanufacturing, logistics and trades clients with job costing and multi-entity books
  • GAGeorgiaa fast-growing small business base and a lot of firms competing for the same local searches
  • AZArizonaconstruction and contractor clients whose bookkeeping turns on progress billing
  • NCNorth Carolinamedical practices and professional firms that need payroll handled alongside the close
  • OHOhioestablished family businesses that are moving their books off a spreadsheet for the first time
  • PAPennsylvanianonprofits and grant-funded organizations that need reporting packages, not just a reconciliation

The comparison you are already making

We are not the right answer for every firm

You are weighing this against something: a builder, a freelancer, an agency, a funnel, or doing nothing. We wrote a page on each of them, and each one names the cases where the other option is the better call.

All 10 comparisons, with a one-line verdict each

And the four things firms actually say on the call

  • 01We could just keep the site we have.You could, and if it is fast, structured around your services and client industries, and somebody is keeping it current, you should. The firms this is built for are the ones where none of those three things is true and nobody at the firm has an evening spare to change that.
  • 02Our leads all come from referrals anyway.Almost every referred prospect checks the site before they call. The site is not competing with your referral network, it is deciding what happens in the ninety seconds after a referral hands over your name.
  • 03We are too small for this.A solo practice is exactly the firm with no time to maintain a website and no budget for an agency retainer. That is why the entry plan exists and why nobody at your firm ever logs in.
  • 04We will do it ourselves when things quieten down.Things do not quieten down, and the version built in a quiet week in August tends to be the version still live three years later. The honest comparison is not between us and your ideal self-built site, it is between us and the site that actually exists today.

Forward look

What the next six months look like from inside your firm

Not a projection and not a promise of growth. A description of what is actually scheduled to happen, and what stops being your problem.

  1. Week one

    The onboarding call, and then quiet

    One call to map your services, your client industries and where inquiries should route. After that the next thing you hear from us is a link to look at.

  2. Day 7

    The site is live and you have approved it

    Only then is the build fee invoiced. Your old page addresses redirect to their new equivalents, so nothing that pointed at your firm is broken.

  3. Month one

    Inquiries arrive already sorted

    The scope request tells you entity type, transaction volume band and payroll headcount before the first call. You stop running discovery calls on leads that were never a fit.

  4. Month two

    You stop thinking about the website

    Weekly detail updates happen without you asking. A change you want is one message in the portal and it is done within 2 to 5 working days. Nobody at the firm has logged in, because there is nothing to log into.

  5. Month three

    The library starts to do work

    Articles have been publishing every week since launch, each one a new indexed page linking back into your services and industries. The site stopped being a brochure and started being a reason for a search engine to come back.

  6. Month six

    A prospect knows what you do before they call

    A referred business owner reads the industry page that matches them, sees how an engagement starts, fills in the scope request, and books. You meet them already knowing the shape of the work. That is the whole point of the thing.

Ticker, on the next six monthsTicker
Ticker, the grey heron mascot in an indigo vest, standing on one leg with his ledger, looking along a path of glowing milestone markers
Every entry in its place, one scheduled week at a time.

Start the first week

What ships with it

The pages a visitor and a regulator both look for, written and live on day one

Most firm sites launch with a privacy link that goes nowhere and an intention to write the rest later. Yours launches with all of it, and it is kept current the same way everything else on the site is.

  • Privacy policy

    What the site collects, why, how long it is kept and how someone asks for it back. Written for the forms your site actually has, not a generic paste.

  • Terms of use

    The terms a visitor agrees to by using the site, including what the site is and what it is not.

  • Cookie policy and a consent banner that works

    The banner genuinely gates the scripts behind it rather than decorating the page. Decline means nothing non-essential loads.

  • Accessibility statement

    What the site was built to, how someone reports a barrier, and who answers when they do.

  • A plain no-advice notice

    Your site says clearly that its content is general information about your services and not accounting, tax or financial advice for a reader’s own situation. This one matters more in your niche than in most.

  • A data-handling statement

    A short, readable description of how client financial information is handled, placed where a prospective client is deciding whether to trust you with their books.

And four things built into the site rather than written about it

  • No client financial data in a web form

    Your intake form asks operational questions: entity type, transaction volume band, payroll headcount, current software. It never asks for account numbers, statements or anything a firm would not want arriving by email. That boundary is built into the form, not left to a policy.

  • Consent wording on any SMS opt-in

    Any field that collects a mobile number for text messages carries its own explicit consent wording, and the opt-in is stored with the submission. On the AI Engine plans the A2P 10DLC registration that US business texting requires is filed on your behalf as part of setup.

  • Built with the accessibility guidelines in mind

    Real headings in order, every control reachable by keyboard, visible focus, labeled fields, contrast that holds in both color schemes, and text that survives being zoomed. It is how the site is built rather than a widget bolted on afterwards.

  • Reviews stay honest

    Testimonials are published on your site only once they are real and attributable, with the person and their business named. Anything illustrative is labeled illustrative on the page. The same rule we hold ourselves to on this site, for the same reason.

Next step

See your own service list mapped onto this structure

Bring your services and client industries to a 30-minute call and leave with the page list, the launch date, and the plan that fits.

Book a demo

from $137/molive in 7 days

Queries

Before you book a call

01What is included in each plan?

Intake, at $137 a month, is a fully managed, fast website built around your services, service areas and intake form, with domain and hosting included. Reconciliation, at $297 a month plus AI usage, adds the AI Engine: automated answering, call booking and text-back. Filed, at $747 a month, adds the Content Engine on top of that: more articles, social image posts, reels and a managed Google Business Profile. Every plan carries the same $797 one-time build fee, invoiced only after launch.

02How long until my site is live?

7 days on Intake, 10 on Reconciliation while the AI agents are trained, and 15 on Filed with the content engine running. The clock starts at the onboarding call, not at purchase, so the sooner the form is in, the sooner you are live.

03What do I actually pay, and when?

You pay the monthly fee for the tier you choose up front: $137, $297 plus AI usage, or $747 a month. The $797 one-time build fee is invoiced only after your site is live and you are satisfied with it. Domain and hosting are inside the monthly figure.

04What counts as a revision, and what happens after five?

A revision is any change request you send, and there is no limit on how much goes into one. New page, new service, updated prices, a different photo, a color change: each is one revision. So is something much larger. "Build two new service pages, here is the copy and the images for both" is one revision, not four. 5 are included every month. After the fifth, each additional revision is a flat $20, with no cap on how many you can buy and no hourly billing anywhere. Every revision is completed within 2 to 5 working days of you sending it, whatever the size.

05What does the AI Engine actually do on my site?

It answers common visitor questions about your services, books discovery calls onto your calendar, and texts a lead back automatically when they submit your intake form or miss a call. It runs as site chat, an AI receptionist, and SMS, Messenger and Instagram messaging, all trained on your services and service areas. It never gives financial or accounting advice and never quotes a fee on your behalf; anything sensitive or specific gets handed to a person at your firm to answer.

06What exactly do you do for SEO on my site?

Two layers, both included on every plan. The technical layer is clean page addresses, one clear heading structure per page, canonical tags, an XML sitemap, a robots file, internal links between every service and every client industry, and the 90+ PageSpeed target on mobile and desktop. The on-page layer is one primary search term per page, a unique title and description everywhere, and copy that answers the question the page is named after. We do not buy links and we do not do anything that would put your domain at risk.

07Does a faster site actually make my Google Ads cheaper?

It can help, and we will not put a number on it. Google names landing page experience as one of the three components of its Quality Score diagnostic, alongside expected clickthrough rate and ad relevance, and Google Ads Help states that higher quality ads typically cost less per click than lower quality ads. A page built to the 90+ PageSpeed target on mobile and desktop removes one of the reasons your account gets graded down. Your competition, your bidding and your ad copy all move that number too, so nobody can promise you a specific drop.

08Which policy pages come with my website?

A privacy policy written for the forms your site actually has, terms of use, a cookie policy with a banner that genuinely gates the scripts behind it rather than decorating the page, an accessibility statement, a plain notice that your content is general information rather than accounting or tax advice, and a short data-handling statement for prospective clients deciding whether to trust you with their books. They are live on launch day and kept current with everything else.

09How does my current website get moved over?

Send us access to your current site, or just the content if access is not available, through your onboarding form or the client portal. We pull over your existing copy, service descriptions, client industry pages and images that are still accurate, rebuild them into the new site, and flag anything outdated for you to update as part of your included revisions. You are not left rewriting your firm's entire site from a blank page.

10Do I have to pay for a domain?

No. One domain is included free for as long as your plan is active, registered in your name through Cloudflare Registrar or Spaceship, so you own it outright. If you already have a domain we point it at the new site instead and nothing changes for people who know your current address. If you ever leave, tell us where to send the domain and we transfer it at no charge.

Every question, grouped by topic

Filed

Map your site to the same pipeline you run for clients.

A live walk-through, on your screen, of the site you would get.