Double Entry and Full Ledger
The AI receptionist
Answers the calls your team cannot take, books the appointment, and sends you a PDF summary of every call.
Practice file
A website that sells an ongoing advisory retainer, not a one-time engagement
A fractional CFO site has to prove judgment before a prospect ever gets on a call, because the buyer is evaluating a person or a small team they will trust with financial strategy, not a commodity service.
- 01234567890123456789pages in the build
- 01234567890123456789days to launch
- 01234567890123456789revisions a month
- $012345678901234567890123456789012345678901234567890123456789build fee, after launch
What usually goes wrong for Fractional CFO firms
EntryWhat it costs the practice
- 01
The site reads like a general accounting firm site, when the buyer is comparing the firm against other advisory options, not other bookkeepers.
- 02
There is no way to show the kind of company the firm typically works with, so every enquiry has to be qualified from scratch on a call.
- 03
Pricing structure for a retainer is completely absent, leaving budget-conscious founders unsure if the service is even in range.
- 04
The site has no page dedicated to the specific outcomes a fractional CFO delivers, like cash flow forecasting or fundraising support.
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.
- 01Home
- 02About
- 03Who we work with
- 04Fractional CFO services
- 05Cash flow and forecasting
- 06Fundraising and investor support
- 07Contact
- 08Client intake form
The niche tool
Client intake form
Asks company stage, current monthly revenue range and the specific advisory need, so a call only happens once the fit is roughly clear on both sides.
How the intake form works
The AI Engine and the Content Engine for fractional CFO firms
Founders reach out between meetings. Site chat and SMS AI answer questions about scope, company stage and how a retainer works, and book an introductory call, without offering financial advice.
Articles cover what a fractional CFO does, when a company typically brings one in and how forecasting or fundraising support engagements run, as general information. On Full Ledger, social posts and reels keep the firm in front of founders.
- Double Entry and Full Ledger
The AI chat widget on your site
Answers visitor questions on the website day or night and books a call, without giving advice.
- Double Entry and Full Ledger
SMS and Messenger AI agents
Answer text and Facebook Messenger enquiries and book calls, with A2P 10DLC registration filed for you.
- Every plan
Researched articles, published on a schedule
2 to 3 articles a week, 2,500 to 3,200 words, cited and written for the firm's own services.
- Full Ledger only
The Content Engine: social posts and reels
3 articles a week, plus 3 social image posts and 2 short reels a week, on Full Ledger.
- Full Ledger only
A managed Google Business Profile
Your Google Business Profile kept updated, monitored and consistent with the site, on Full Ledger.
What accounting practices 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
We asked for substance over slogans on the bookkeeping onboarding page, and that is what we got. Everything published is material we reviewed ourselves, chosen because it answers a real question. It feels closer to a real conversation with our office than to a brochure.
Chloe BeckettPractice manager, Cloud bookkeeping and advisory firmFrederick, MD · Single Entry Reference content and service presentation 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 plansTier 2
Double Entry
Everything, plus the AI Engine
$012345678901234567890123456789012345678901234567890123456789/ month + usage
live in 10 days
Compare plansTier 3
Most completeFull Ledger
Everything, plus the Content Engine
$012345678901234567890123456789012345678901234567890123456789/ month
live in 15 days
Compare plansWeighing another option first?
You 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.
- GHL funnels vs GetAccountingWebsiteUse a GHL funnel for a single campaign or offer. Use a managed site for the firm itself, and route its enquiries into GHL.
- GHL websites vs GetAccountingWebsiteGHL websites suit a firm with an in-house builder. We suit a firm that wants the site written, run and kept fast for it.
- GHL AI vs GetAccountingWebsiteHighLevel's AI suits a firm that will configure its own agents. Our AI Engine is set up, scripted and kept advice-free for you.
- WordPress vs GetAccountingWebsiteWordPress wins if you have a developer and want full plugin control. We win if you want the site run for you, fast, on one fee.
Queries08 answers
Questions from Fractional CFO firms
Can the site describe the kind of company we work with?
Yes, a dedicated section describes the stage, size and situation of companies the firm typically serves, which is one of the strongest filters on an advisory site.
Do you help explain a retainer pricing structure?
We build the pricing page around whatever structure the firm actually uses, whether that is a published starting retainer, a range, or a "let us scope it" approach.
Can the site cover specific deliverables like forecasting or fundraising support?
Yes, each specialty gets its own page rather than being folded into a general "advisory" paragraph, because founders search for the specific problem they have.
Is this different from your accounting firm build?
The offer and pricing are the same across every practice type. What differs is the page structure and copy, built here around advisory sales rather than compliance work.
Can the site pre-qualify founders before a call?
Yes. The intake form asks company stage, revenue range and the specific need, and on Double Entry and Full Ledger the chat can ask the same questions before booking a call.
How long until a fractional CFO 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 we publish client case examples?
Yes, with client permission. We write them factually, describing the situation and the work, and never present a past result as a promise to the next client.
Will the AI give financial advice to founders?
No. It is configured not to give financial advice. It answers questions about the firm and its services and hands anything that would amount to advice to you.
Closing entry
See it built for Fractional CFO
A live walk-through, on your screen, of the site you would get. About 30 minutes.