The AI receptionist
Answers the calls your team cannot take, books the appointment, and sends you a PDF summary of every call.
Surface
Ink
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Practice file
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.
EntryWhat it costs the practice
The site describes "bookkeeping services" in one sentence, leaving a prospective client unsure whether it covers catch-up work, payroll, or just monthly reconciliation.
There is no page explaining the software stack, so a client using a specific platform cannot tell if the firm actually works in it.
Pricing is nowhere on the site, so every enquiry starts with a back-and-forth about budget before the real conversation begins.
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
Every one is a real page with its own copy, not a section on a single scrolling home page.
The niche tool
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
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.
Answers the calls your team cannot take, books the appointment, and sends you a PDF summary of every call.
Answers visitor questions on the website day or night and books a call, without giving advice.
Answer text and Facebook Messenger enquiries and book calls, with A2P 10DLC registration filed for you.
2 to 3 articles a week, 2,500 to 3,200 words, cited and written for the firm's own services.
3 articles a week, plus 3 social image posts and 2 short reels a week, on Full Ledger.
Your Google Business Profile kept updated, monitored and consistent with the site, on Full Ledger.
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.
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.
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.
FAQ research and editorial review for bookkeeping onboarding
Case files: bookkeeping services03 of 20
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
The website, fully managed
$012345678901234567890123456789012345678901234567890123456789/ month
live in 7 days
Compare plansTier 2
Everything, plus the AI Engine
$012345678901234567890123456789012345678901234567890123456789/ month + usage
live in 10 days
Compare plansTier 3
Most completeEverything, plus the Content Engine
$012345678901234567890123456789012345678901234567890123456789/ month
live in 15 days
Compare plansYou are probably weighing a page builder, WordPress, a freelancer, an agency or a GoHighLevel setup. Each has a fair, side-by-side comparison written for accounting practices, including when the other option is the better fit.
Queries08 answers
Yes. A dedicated section names the platforms the practice supports, which is one of the first things a prospective client checks before reaching out.
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.
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.
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.
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.
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.
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.
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
A live walk-through, on your screen, of the site you would get. About 30 minutes.
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