Practice file

A website for a bookkeeping practice that sells recurring monthly work

A bookkeeping site sells a recurring relationship, not a one-time transaction, so the strongest pages explain what the monthly close actually looks like and what a client hands over versus what the bookkeeper handles.

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What usually goes wrong for Bookkeeping services

EntryWhat it costs the practice

  • 01

    The site describes "bookkeeping services" in one sentence, leaving a prospective client unsure whether it covers catch-up work, payroll, or just monthly reconciliation.

  • 02

    There is no page explaining the software stack, so a client using a specific platform cannot tell if the firm actually works in it.

  • 03

    Pricing is nowhere on the site, so every enquiry starts with a back-and-forth about budget before the real conversation begins.

  • 04

    The current site looks the same as it did before the practice added catch-up bookkeeping and advisory add-ons, so those services are invisible.

Site register08 pages

The pages your site will carry

Every one is a real page with its own copy, not a section on a single scrolling home page.

  1. 01Home
  2. 02About
  3. 03Monthly bookkeeping
  4. 04Catch-up and cleanup bookkeeping
  5. 05Payroll add-on
  6. 06Software and systems we work in
  7. 07Contact
  8. 08Client intake form

The niche tool

Client intake form

Asks the entity type, the current bookkeeping software and the general monthly transaction volume, so a new-client conversation starts with scope rather than a discovery call for basic facts.

How the intake form works
A laptop beside a tray of client receipts waiting to be reconciled
Photo: picjumbo.com / Pexels

The AI Engine and the Content Engine for bookkeeping services

Prospects often look for a bookkeeper in the evening, after their own business closes. Site chat and SMS AI answer questions about your services, software and process, and book a discovery call, without giving accounting advice.

Articles cover what a monthly close involves, what catch-up bookkeeping looks like and how to choose a bookkeeper, written as general information. On Full Ledger, social posts and reels turn the same research into short, regular updates.

What bookkeeping services tell us

  • Honestly, the redesign was nice, but the inquiry form is what changed our day-to-day. The form gathers accounting software, business type and last reconciled month at the start, exactly the details our follow-up messages always requested. It has quietly removed the slowest step in our intake.

    Zachary OglethorpeAccounts administrator, Hospitality bookkeeping serviceLexington, KY · Single Entry

    Inquiry form and response workflow for bookkeeping onboarding

  • Most of our visitors are on phones, so that is where I reviewed the new bookkeeping onboarding pages. Everything a visitor needs is up top, and the inquiry button stands out properly. Sending the link by text during a call finally works the way it should.

    Sidney SilvertonFront office lead, Farm accounts and bookkeeping practiceTacoma, WA · Single Entry

    Mobile navigation and page layout for bookkeeping onboarding

  • The starting point was our own sent mail, not a template, and it shows. The recurring questions were pulled out, rewritten clearly, and approved line by line by our team. I now share a link instead of digging through the outbox.

    Lionel SavilleClient onboarding manager, Medical practice bookkeeping serviceWorcester, MA · Single Entry

    FAQ research and editorial review for bookkeeping onboarding

Three ways to run it

Each plan includes everything in the one before it. The $797 build fee is the same on all three, and is invoiced only after launch.

Tier 1

Single Entry

The website, fully managed

$012345678901234567890123456789012345678901234567890123456789/ month

live in 7 days

Compare plans

Tier 2

Double Entry

Everything, plus the AI Engine

$012345678901234567890123456789012345678901234567890123456789/ month + usage

live in 10 days

Compare plans

Queries08 answers

Questions from Bookkeeping services

Can the site list the accounting software we work in?

Yes. A dedicated section names the platforms the practice supports, which is one of the first things a prospective client checks before reaching out.

Should we publish our pricing?

Many bookkeeping practices publish a starting range or package structure rather than a single number, because it filters out enquiries that are not a fit before the first call. We can build the page either way; tell us your preference during onboarding.

Do you write about catch-up bookkeeping specifically?

Yes, catch-up and cleanup work gets its own page and its own article coverage, because the client searching for it is in a different situation than someone comparing ongoing monthly plans.

Can the intake form ask about transaction volume?

Yes. We configure the intake form around whatever scoping questions the practice actually asks on a discovery call, so the enquiry that lands is already useful.

Can site chat answer questions about the software we use?

Yes, on Double Entry and Full Ledger. You tell us which platforms you support, and the chat answers from that list and books a discovery call. It does not give bookkeeping advice.

How long until the site is live?

7 days on Single Entry, 10 on Double Entry and 15 on Full Ledger, counted from the onboarding call. The $797 build fee is invoiced only after you approve the finished site.

Can the site show our software certifications?

Yes, stated as you hold them. Where a software company offers an official badge for its certified partners, we use that company's own asset rather than drawing one.

Will we have to update the site ourselves?

No. Send changes through your client portal, such as a new package or an updated price, and each is completed within 2 to 5 working days. 5 revisions are included every month.

Closing entry

See it built for Bookkeeping

A live walk-through, on your screen, of the site you would get. About 30 minutes.