Intake / Reconciliation / Filed

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Specification

Everything included in a LedgerWebStudio website

All 32 things included in a LedgerWebStudio website for bookkeeping and outsourced finance firms, what each one solves, and which of the three plans carries it. An AI receptionist that answers the call you miss, a chat widget, messaging agents on SMS, Messenger and Instagram, the search and structured data work, the policy pages, and the weekly cadence that keeps all of it current.

32 things included3 plansfrom $137/mo

At a glance

The whole package, before the detail

Ten deep-dives follow. This is the list they expand: every separate thing in the plan, what it removes from your week, what you have to do about it, and the tiers that carry it.

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

Feature 01

Pages that open instantly

Custom-coded pages served from the edge, 90+ PageSpeed guaranteed.

Available onIntakeReconciliationFiled

Feature 01Ticker
Infographic with Ticker the heron mascot: Why the pages open instantly. Custom-coded pages. Almost no JavaScript. Served from the edge. 90+ PageSpeed at launch.
The problem
A prospective client comparing three firms from a phone closes the tab before a slow page finishes painting, and you never know it happened.
What you do
Nothing. Speed is a property of how the site is built, not a setting anyone maintains afterwards.
Tier
Every plan

Why speed is the first feature

A page that opens instantly keeps the visitor who was about to close the tab. Every page on the site is custom coded rather than assembled from a page builder, ships almost no JavaScript, and is served from a global edge network rather than a single origin server. That combination is why the site scores 90+ on PageSpeed on the day it launches, not after months of plugin cleanup. For a firm competing for a prospective client's attention against three other tabs open in the same browser, the first two seconds decide whether the pitch is even read.

What loads on each page

Images are sized and compressed automatically for the device requesting them, fonts load without blocking the rest of the page, and there is no third-party script tax from a bloated theme or an unused analytics bundle. Nothing on the page waits on a database call at request time, so there is no slow query to spike a load time during a traffic surge. The result holds up the same on a five-year-old phone on a weak connection as it does on a new laptop on fiber, which matters because a prospective client researching a bookkeeping firm is often doing it from a phone between other tasks.

Feature 02

One page per service

A dedicated page for every service you actually offer, not one paragraph on a single page.

Available onIntakeReconciliationFiled

The problem
Your services are real and distinct, but one shared page describes all of them in a bullet each, so none of them ranks and none of them reads as a specialism.
What you do
Tell us your service list once at onboarding. Adding a service later is one revision.
Tier
Every plan

One URL for each service you offer

A firm that offers monthly bookkeeping, reconciliation, payroll support, AP and AR handling, catch-up cleanup work and advisory-adjacent reporting gets a separate page for each one, at its own URL, with its own heading structure and its own call to action. A prospective client searching for one specific service lands on the page written for exactly that service, not on a generic "Services" page that mentions it in a bullet list halfway down. Each page also links to the others, so a visitor who came in for payroll support can see reconciliation and AP and AR without hunting through a menu.

Why a shared services page ranks poorly

A single page that lists six services in a few sentences each has to compete for search terms against pages that were built for one service alone, and it loses that competition almost every time. Splitting services into their own pages gives each one enough room to describe how it works as a website deliverable, who it is for, and what a prospective client should expect next, which is what a search engine and a hurried visitor both need to see. New services get added the same way: a new page joins the set without disturbing the ones already ranking.

Feature 03

One page per client industry

A page for every industry you serve, so the firm ranks for "bookkeeping for X".

Available onIntakeReconciliationFiled

The problem
Someone searching for bookkeeping in their own industry never sees a page that names it, so they hire the firm that has one.
What you do
Name the client industries you serve. We write and build the pages.
Tier
Every plan

A page for every industry you serve

A firm that works with ecommerce brands, construction contractors, real estate investors, nonprofits, medical practices and agencies gets a separate page for each of those industries, written around the vocabulary and pace of that industry's back office rather than restated generic copy with the noun swapped. Someone searching "bookkeeping for construction companies" or "bookkeeping for ecommerce brands" finds a page that speaks to their situation by name, which is a meaningfully different first impression than landing on a page that mentions their industry once in a client list.

How this pairs with service pages

Industry pages and service pages cross-link each other, so a visitor reading the ecommerce page can jump straight to the reconciliation page or the catch-up cleanup page without leaving the site to search again, and a visitor reading the payroll page can see which industries that service is set up for. Every industry page is added the same way a service page is: named, structured and linked in, without touching the pages already live. Over time this builds a set of narrowly targeted pages that a single generic "who we serve" paragraph cannot match for search visibility.

Feature 04

Engagement scope request tool

A short form that qualifies a prospective client and routes them straight into your CRM.

Available onIntakeReconciliationFiled

The problem
Name, email and message tells you nothing, so every lead needs a qualifying call before you know whether it is a fit.
What you do
Confirm which questions you want asked. Answers arrive in your CRM already structured.
Tier
Every plan

What the engagement scope request does

The tool is a short form built into the site that asks a prospective client a handful of questions about their business: entity type, a rough band for monthly transaction volume, payroll headcount, and the software they currently use. The answers are packaged into a single, structured lead and sent into your CRM the moment the form is submitted, so your team opens a conversation already knowing the shape of the engagement instead of starting from a blank inbox message. It is a website lead-qualification tool, built and hosted like every other page on the site.

What it deliberately does not do

The tool never produces a fee, a quote, or a number of any kind, and it never gives financial, tax or accounting guidance of any kind. It only collects the operational facts a firm needs to route a lead to the right person and the right first conversation. Every question on it is about the business submitting the form, never about how to categorize a transaction or file a return. That boundary is fixed in how the tool is built, so it cannot drift into advice territory as questions are added or reworded later.

Feature 05

Inquiries into your CRM

Every form on the site drops into any CRM by API, Zapier or Make.

Available onIntakeReconciliationFiled

The problem
An inquiry that lands in a shared inbox at midnight waits until morning, by which time a faster firm has replied.
What you do
Tell us which CRM you use. If you change CRM later, we repoint it.
Tier
Every plan

Every form drops straight into your CRM

Contact forms, the booking widget, the engagement scope request tool and any other form on the site connect to your CRM directly by API where one is available, or through Zapier or Make where it is not. A submission does not sit in a site inbox waiting to be checked; it lands as a new lead in the system your team already works from, with the same fields every time, so nothing has to be retyped or reformatted before someone can act on it.

No inquiry sits in an inbox

Because routing is handled at the form level rather than by someone manually forwarding emails, a submission that arrives at midnight is in the CRM by midnight, not whenever someone next opens their inbox. If your CRM changes, the routing is reconfigured to point at the new destination without touching the forms themselves or asking a prospective client to fill anything out differently. The same routing covers every form added later, including new service or industry pages, so growth in the site does not create a growing list of places a lead could get lost.

Feature 06

Weekly detail updates

Small factual edits made every week so the site never goes stale.

Available onIntakeReconciliationFiled

The problem
Hours, team, services and coverage drift out of date, and nobody at the firm has an hour spare to fix a website.
What you do
Tell us when something changes. Or do not, and we will still check it every week.
Tier
Every plan

Small changes made every week, not once a year

Business hours, team members, the current service list, service-area pages and other factual details on the site are checked and updated on a weekly cycle rather than left until something is visibly wrong. A firm that adds a new hire, drops a service, or extends into a new state does not have to wait for an annual redesign to have the site reflect it; the change is made the same week it is reported, as part of the plan, with no separate invoice for the work.

What counts as a detail update

A detail update is a factual correction or refresh: a phone number, a staff photo, a change to which services are currently offered, a service-area page added because the firm now works in a new state, or a stale statement removed from an About page. It is different from a full new page or a redesign of a section, which are handled as part of the plan's revision allowance instead. Keeping the two separate means small, necessary corrections never wait behind a bigger request in the queue.

Feature 07

Researched articles

2 to 3 researched articles a week, 2,500 to 3,200 words, written for your prospective clients.

Available onIntakeReconciliationFiled

The problem
You know the site should publish, and it has not published since the office move, because writing is nobody's job.
What you do
Approve the schedule. Request a topic through the client portal whenever you want one.
Tier
Every plan

Articles written for the people who hire your firm

The site publishes 2 researched articles a week on Intake and Reconciliation, and 3 a week on Filed, each one 2,500 to 3,200 words long. Topics are chosen around what a prospective client is actually searching for when they are deciding whether to hire an outside firm, such as how a switch to outsourced bookkeeping usually goes or what to prepare before a first call, rather than generic filler posted to hit a schedule. Every article is written as a website page: it lives at its own URL, links to relevant service and industry pages, and is built to be found by search.

Every claim carries a source

An article never states a number or a claim without a cited source behind it, and it never gives specific tax, accounting or financial guidance framed as advice for the reader's own situation. Articles are about what a prospective client should know or expect, described in general terms, not a substitute for a conversation with your firm. Publishing on a fixed weekly schedule also gives the site a steady stream of new, indexed pages, which is one of the clearest signals a search engine uses to decide a site is active and worth crawling regularly.

Feature 08

Managed hosting

Hosting, SSL, CDN, DDoS protection and unmetered bandwidth, nothing itemized.

Available onIntakeReconciliationFiled

The problem
Hosting, SSL renewals, bandwidth overages and a control panel nobody wants to log into.
What you do
Nothing. There is no server, no certificate and no invoice to track.
Tier
Every plan

What is included in hosting

The site runs on a global edge network with SSL, a content delivery network, DDoS protection and unmetered bandwidth included as part of the plan, not as add-ons priced separately. There is no separate hosting bill to track, no SSL certificate to renew manually, and no bandwidth cap that turns a good month of traffic into a surprise invoice. One domain is included for as long as the plan is active, registered in your name so you own it outright, and pointed at the site we manage.

Nothing itemized, nothing extra to manage

Because hosting is handled entirely on our side, there is no server to patch, no backup schedule to configure, and no uptime dashboard for your team to watch. If a firm already has a domain, we point it at the new site instead of asking for a switch, so nothing changes for people who already know the current address. The same infrastructure that serves the fast pages described elsewhere in this list is what keeps hosting simple: one network, one bill, nothing left for your team to maintain.

Feature 09

The AI Engine

AI receptionist, site chat and messaging that answer around the clock and hand off what matters.

Available onReconciliationFiled

The problem
The call you miss during a close, and the 9 p.m. inquiry that goes cold before anyone at the firm sees it.
What you do
Review the call summaries. Anything sensitive is handed to a person at your firm rather than answered.
Tier
Reconciliation and Filed

What the AI Engine answers

On Reconciliation and Filed, the site is paired with an AI receptionist and site chat that answer calls, website chat, SMS, Facebook Messenger and Instagram messages around the clock, using the firm's own service list, hours and intake process as its source material. A caller who reaches out at 9 p.m. asking whether the firm works with their type of business gets an answer immediately instead of a voicemail, and every call is followed by a call-analysis PDF summarizing what was discussed so your team has a record without having to listen back to the recording.

What it will not do

The AI agents are configured to never give financial, tax or accounting advice under any circumstance, and to never quote a price. Any question that touches a client's specific numbers, a filing decision, or anything else sensitive is handed off to a person at your firm rather than answered by the agent. A2P 10DLC registration for SMS messaging is filed on the client's behalf as part of setup, which is a compliance step most firms would otherwise have to handle themselves before they could legally text a lead. The agent's job is to answer, qualify and route, never to advise.

Feature 10

The Content Engine

3 articles, 3 social posts and 2 reels a week, plus a managed Google Business Profile.

Available onFiled

The problem
Articles, social posts and a Google Business Profile that all need a person, and that person is you.
What you do
Approve the plan. Everything is produced, scheduled and published for you.
Tier
Filed only

What ships every week on Filed

Filed adds a full content operation on top of the site itself: 3 researched articles a week, 3 social image posts a week built from the firm's own branding, and 2 short video reels a week, all produced and scheduled without the firm having to brief a designer or write a caption. The Google Business Profile is also managed as part of this, kept current with hours, services and posts so the local listing that shows up next to map results stays active rather than untouched for months.

Why this sits on the top tier

A firm on Filed is treating its web presence as an ongoing channel rather than a page that gets built once and left alone, and the Content Engine is built for that pace: new articles feeding the blog, new social posts keeping profiles active, and a Google Business Profile that reflects what the firm actually offers this month. Everything the Content Engine produces links back to the service and industry pages already on the site, so the extra output compounds the same pages rather than living on its own separate channel.

Availability

Tier matrix, at a glance

Ten deep-dives above, the full item list in the matrix below. Anything marked on all three plans is in the entry plan too.

Feature availability by tier
FeatureIntakeReconciliationFiled
Pages that open instantly
One page per service
One page per client industry
Engagement scope request tool
Inquiries into your CRM
Weekly detail updates
Researched articles
Managed hosting
The AI Engine
The Content Engine

What each plan costs How this compares with the alternatives

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.

  1. 01

    The click is already paid for

    Whatever you spend on search ads, a local service ad or a boosted post, you have bought the click before the visitor sees anything of your firm.

  2. 02

    The page has to arrive

    Some of those visitors leave during the load, on a phone, on a weak connection, before any of your copy has painted. That spend is gone and nothing in your ad account explains why.

  3. 03

    Google grades the landing page

    Landing page experience is one of the three components Google names in its Quality Score diagnostic, alongside expected clickthrough rate and ad relevance.

  4. 04

    Quality feeds back into cost

    In Google’s own words, "Higher quality ads typically cost less per click than lower quality ads." A faster, more relevant page is one of the levers you control.

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.

Sources3

Sources

  1. 01Google Ads Help, About ad quality, read September 2026
  2. 02Google Ads Help, About Quality Score for Search campaigns, read September 2026
  3. 03Google Ads Help, Landing page, read September 2026

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.

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.

Said plainlyNot legal advice

These pages and build standards help you meet the expectations a US business website is judged against. They are not a compliance certificate and nothing here is legal advice. LedgerWebStudio is not a law firm, and we are not a bookkeeping firm, accounting firm, CPA practice or financial advisor, and nothing on this site is tax, accounting, audit or financial advice. If your firm has an obligation specific to your state, your clients or your professional body, take that to your own counsel and tell us what the site needs to say.

What firms report

Which of these features firms actually notice

  • STATEMENT 01
    They built the FAQ from our actual outsourced finance support correspondence. The recurring questions were pulled out, rewritten clearly, and approved line by line by our team. Pointing people to the page has replaced hunting through old emails.
    Justin Atwood, Client onboarding managerMedical practice bookkeeping service, Cedar Rapids, Iowa

    Got FAQ research and editorial review for outsourced finance support

  • STATEMENT 02
    They pushed us to be precise about outsourced finance support, which felt slow at first and right at the end. It is accurate about the process and careful not to promise what only a conversation can settle. We no longer open every call by correcting the website.
    Talib Jabara, Operations coordinatorLandlord accounts and bookkeeping firm, Burlington, Vermont

    Got Service scope and expectations for outsourced finance support

  • STATEMENT 03
    They tracked down every place our outsourced finance support information appeared; there were more than we admitted. Everything now lives in one maintained reference, with the duplicates retired or redirected. It is the least glamorous work they did, and possibly the most valuable.
    Viola Claybourne, Onboarding coordinatorSmall business bookkeeping practice, Stamford, Connecticut

    Got Content audit and update process for outsourced finance support

Queries

Feature questions

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.

02What 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.

03Do I need the AI Engine tier to get an AI receptionist?

Yes, the AI Engine is part of Reconciliation and Filed, not Intake. On Intake your site still has a working intake form that routes straight to your inbox or CRM, but the automated answering, call booking and text-back only run once the AI Engine is active. Moving up a tier turns it on without a separate purchase.

04What happens if a prospective client asks the AI something it should not answer?

It hands the conversation to your firm rather than guessing. The AI Engine is built to recognize anything that reads as a request for financial, accounting or tax advice, or anything involving a specific client's numbers, and routes it to a person on your team instead of answering. It sticks to what it is trained on: your services, your service areas, your pricing structure if you provide one, and booking a call.

05What are the articles about?

They are about your website's visibility and how prospective clients find and evaluate your firm online, not about accounting or tax technique. Typical topics include how to structure a bookkeeping intake page, what to show on a client industry page, how a payroll bureau or fractional CFO practice should present its engagement scope online, and how firms in your space get found in search. Every article is 2,500 to 3,200 words and researched, not filler.

06Who writes the articles, and can I request topics?

Our content team writes and researches every article, and yes, you can request topics. Send a topic through your client portal and we work it into the schedule alongside the standing rotation. On Intake and Reconciliation you get 2 articles a week; on Filed it is 3 a week. Every article publishes to your site with on-page SEO already handled.

07What 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.

08What is AEO, and why does it matter for a bookkeeping firm?

AEO is answer engine optimization: writing pages so a search result, a voice assistant or an AI summary can lift a clean answer from them. It matters because a growing share of searches are answered on the results page without anyone clicking through. Every section on your site leads with the direct answer before it expands, headings are shaped the way people actually ask, and each significant page carries visible questions and answers that are also marked up as structured data, with the text matching word for word.

09Can you get my firm mentioned by ChatGPT or Google AI Overviews?

Nobody can promise that, and anyone who does is guessing. What we do is the work that makes it possible: a machine-readable summary file and a full-content file for assistants that look for them, clean semantic markup that still reads correctly with styling turned off, one consistent name for your firm and each service across the whole site, and facts stated plainly enough to be quoted. Assistants cite sources they can read and trust, so that is what we build.

10Which 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.

Every question, grouped by topic

Filed

See these features on a site built for your firm.

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

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