Bookkeeping firms
A bookkeeping firm website needs a page for every service and every client industry, not one page that lists both
A bookkeeping firm competes for search terms as specific as "monthly bookkeeping for dental practices," and a single services page cannot rank for that. The site is built as one page per service crossed with one page per client industry, with a lead-qualification form that routes prospects straight into your CRM before the first call.
Recognize any of these
The signs the site is the problem, not the market
If two or more of these are true of your practice, the site is costing you engagements you never find out about.
- 01Almost every new client still arrives by referral, and nothing at all arrives from a search for monthly bookkeeping in the cities you actually work in.
- 02The first call is spent collecting facts a form could have collected: entity type, how many bank and card accounts, which software, whether last year was closed.
- 03Leads book expecting ongoing monthly work and turn out to need a year of catch-up, because nothing on the site separates the two.
- 04Prospects ask on the call whether your team works in QuickBooks Online or Xero, because the site has never said.
- 05The services list still names something the firm stopped offering, and nobody has had a spare hour to fix it.
Open items
For bookkeeping firms, the current site is usually the weak link
- The current site has one "Services" page mentioning bookkeeping, reconciliation and reporting in a few sentences each, so none of them rank on their own.EX-01
- There is no page for any client industry, so a search for "bookkeeping for construction companies" never surfaces the firm.EX-02
- The contact form is a name, email and message box with no way to see what a lead actually needs before calling them back.EX-03
- Team and service list changes sit unmade for months because there is no ongoing process to update the site.EX-04
Build manifest
The pages your site will carry
Home
About
One page per service (monthly bookkeeping, catch-up, reconciliation, reporting)
One page per client industry
Pricing philosophy
FAQ
Contact
Book a call
Configured for you
What a bookkeeping firm gets on top of the standard build
The structure is a grid rather than a list. Every service you sell gets a page, every client industry you serve gets a page, and the two link into each other, so a prospect searching for one of them lands on copy about their own situation instead of a paragraph that mentions everybody.
- A page for each service you actually sell: monthly bookkeeping, catch-up and cleanup, reconciliation, management reporting.
- A page for each client industry, so a search for bookkeeping for a dental practice or a construction company reaches copy about that kind of back office.
- An engagement scope form asking entity type, number of bank and card accounts, current software and whether the last financial year is closed, delivered into your CRM as a sorted lead.
- A software page naming what your team works in, since a prospect filters on that before they read anything else.
- A page on how switching from a current bookkeeper actually works, because that is the objection sitting under most of the inquiries that never arrive.
- Location and service-area pages for the cities your firm covers, each linked into the same service pages rather than copied out as duplicates.
Engagement scope request
A short form asking entity type, rough monthly transaction volume, and current software, so a lead arrives in your CRM already sorted by the kind of engagement it is, with no fee or advice attached.
Out of scope
What we deliberately do not do
Said here rather than discovered on the onboarding call.
- We do not do the bookkeeping. We build and run the website, and every engagement, every reconciliation and every client file stays inside your firm.
- The site never quotes a fee on your behalf. The engagement scope form gathers facts and routes them, it does not price an engagement.
- The AI agents answer questions about your firm, your services and your process. They never give accounting, tax or financial advice, and anything close to it is handed to a person on your team.
- We do not run your ad accounts. Form submissions are delivered into the CRM you already use, and we do not manage that CRM for you.
Six months out
A Tuesday in month six
Before anyone opens a client file on Tuesday morning, the engagement scope submissions that came in overnight are already sitting in your CRM: one from a contractor whose books have not been closed since the year before last, one from an owner who wants monthly work and nothing else. Nobody had to call either of them to find that out. One goes to the cleanup queue and one goes to the monthly team, and the first conversation starts at the part that needs a person.
What firms report
What firms in a similar position say
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 Got Inquiry form and response workflow for outsourced finance support
We reviewed the draft on phones rather than a big screen, deliberately. Key information comes first and the contact option is clearly labeled. It is far more practical than the old page when we share it with a caller.
Alice Tredwell, Engagement coordinatorContractor and CIS bookkeeping practice, Fort Wayne, Indiana Got Mobile navigation and page layout for outsourced finance support
Case studies
Case studies close to bookkeeping firms
Real engagements, anonymized by business type and region. Each one covers the starting point, what was built and what changed.
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, and the same 5 revisions a month.
- Tier 1IntakeThe website, fully managed, live in 7 days, 2 articles a week
- Tier 2ReconciliationEverything, plus the AI Engine, live in 10 days, 2 articles a week
- Tier 3FiledEverything, plus the Content Engine, live in 15 days, 3 articles a week
Compare the plans Every feature, with its tier
The AI Engine is Reconciliation and Filed. The Content Engine is Filed only.
Questions from bookkeeping firms
01Can the site have a page for each industry we work with?
Yes. Each client industry, such as ecommerce, construction or medical practices, gets its own page written around that industry's back office rather than a shared paragraph with the name swapped for another one. The page describes what the firm handles for that kind of client and links to the relevant service pages. New industries are added the same way as the firm takes on new kinds of clients, without disturbing pages already ranking.
02Will the site quote a price to a prospective client automatically?
No. The engagement scope tool only collects operational details like entity type and rough transaction volume so your team can qualify the lead before the first call. It never calculates or displays a fee, never estimates a cost range, and never gives financial or accounting guidance of any kind. Pricing is discussed by your team once you understand the engagement, never by the website itself.
03How do form submissions reach our team?
Every form on the site, including the engagement scope request and the general contact form, connects to your CRM directly by API where one is available, or through Zapier or Make where it is not. A submission lands as a structured lead the moment it is sent, with the same fields every time, rather than sitting in a site inbox waiting for someone to notice and forward it manually.
04What happens when we add a new service?
A new service gets its own page, built and linked from the services overview and from every relevant client industry page, as part of the plan's ongoing updates rather than a separate project. If the firm drops a service, that page is removed the same way. Neither change waits for a broader redesign; both are handled the week they are reported.
05Do you need logins to our accounting or practice management software?
No. The website is never connected to QuickBooks Online, Xero, your practice management system or any client ledger, and it does not read or write client data of any kind. It collects what a prospect types into a form and delivers that to your CRM. The only access we need is to the domain and the hosting we already run for you.
06What happens to the pages on our current site that already bring in inquiries?
They are migrated and redirected. Every URL worth keeping is mapped to its new page before launch and served with a redirect, so a link on an old directory listing, in an email signature or on another firm's referral page still lands somewhere useful instead of on a dead page. Pages already attracting search traffic are rebuilt rather than quietly dropped.
07How long does it take to get the new site live?
Launch runs about 7 days on Intake, 10 days on Reconciliation and 15 days on Filed, counted from the point we have your content and brand details. The one-time build fee of $797 is invoiced after launch rather than before the work starts, and the monthly plan begins from $137. Nothing is billed while the site is still being built.
08Who updates the site when our hours, our team or our service list change?
We do, and nobody at the firm ever logs in. You send the change however you prefer and it is made for you, with small detail edits handled weekly and a change request turned around in 2 to 5 working days. There is no content management system to learn and no page builder to break, which is also why the site still holds 90+ on PageSpeed a year after launch.
Comparing this against a builder, a freelancer or an agency? There are 10 comparison pages, and each names where the other option wins. See the comparisons
Filed
See it built for bookkeeping firms.
A live walk-through, with the $797 build fee invoiced only after launch.