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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Surface
Ink
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Practice file
A nonprofit accounting site sells specialized knowledge that a general small-business accountant does not have, so the strongest pages explain fund accounting, grant reporting and Form 990 preparation on their own terms.
EntryWhat it costs the practice
The site reads like a general small-business accounting page, giving a nonprofit board member no reason to believe the firm understands fund accounting specifically.
Form 990 preparation, one of the clearest reasons a nonprofit searches for a specialist firm, has no dedicated page.
Grant reporting and restricted-fund tracking are never mentioned, even though they are exactly what separates a nonprofit specialist from a generalist.
The enquiry form assumes a for-profit business structure and does not fit how a nonprofit board or executive director actually describes their organization.
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 organization type, annual budget range and whether the nonprofit needs Form 990 preparation, audit preparation, or ongoing fund accounting, so the firm can scope the engagement in nonprofit terms from the first message.
How the intake form worksExecutive directors and board treasurers often research in the evening. Site chat answers questions about fund accounting, Form 990 preparation support and audit preparation, and books a call, without giving accounting advice.
Articles explain grant reporting, restricted funds and audit preparation in plain language for nonprofit staff and boards, as general information. On Full Ledger, social posts, reels and a managed Google Business Profile keep the firm visible across the sector.
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.
The audit found our bookkeeping onboarding details repeated across several pages, each worded slightly differently. Consolidation came with a checklist, so a change in one place is checked everywhere it matters. Customers no longer quote wording we retired two years ago.
Content audit and update process for bookkeeping onboarding
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
Case files: nonprofit accounting firms01 of 20
All 20 case studiesEach 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. Pages are written to be understood by an executive director or board treasurer, not only a finance professional, since that is often who is doing the research.
Yes, along with a plain explanation of what the filing involves and how the firm's preparation process typically runs.
Yes, we configure it around organization type and budget range rather than the for-profit fields a generic form would use.
Yes, on topics like grant reporting, restricted funds and audit preparation, framed as general information for nonprofit staff and boards rather than advice for a specific filing.
Yes, on Double Entry and Full Ledger. It answers questions about the firm's services and books a call, in plain language, and hands anything that would amount to accounting advice to a person.
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.
The site is built with WCAG accessibility guidance in mind: readable contrast, keyboard navigation and clear headings. That helps you meet accessibility expectations; it is not a legal certification.
Your current site stays live until the new one is approved. We then point your existing domain at it and redirect old page addresses to their closest match, so links and bookmarks keep working.
Closing entry
A live walk-through, on your screen, of the site you would get. About 30 minutes.
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