Service file

Bookkeeping website design built to sell a recurring monthly relationship

Bookkeeping website design succeeds by explaining exactly what the monthly close looks like, because a bookkeeping client is buying an ongoing relationship and needs to picture the handoff before they commit to it.

What it costs

Plans from$012345678901234567890123456789012345678901234567890123456789 / mo
Build fee$012345678901234567890123456789012345678901234567890123456789
Live in01234567890123456789 days
Revisions01234567890123456789 / mo
Domain and hostingIncluded

The build fee is invoiced once, after your site is live and you have approved it.

Who it is forbookkeeping website design

Who is bookkeeping website design for?

Bookkeeping practices selling monthly, recurring engagements.

  • Bookkeeping practices selling monthly, recurring engagements.
  • Bookkeepers who also take on catch-up and cleanup work.
  • Practices that offer payroll or advisory as add-ons.
  • Solo bookkeepers who want to look as established as a larger practice.

Signs your firm needs this

If two or more of these sound familiar, the site is costing you enquiries.

  • 01

    Monthly bookkeeping and catch-up work are described in the same sentence.

  • 02

    Prospects email to ask which accounting software you work in.

  • 03

    Every first call starts with a budget conversation because nothing on the site sets expectations.

  • 04

    Your payroll or advisory add-on is not mentioned anywhere.

Not includedStated up front

What is not included

The exclusions, in writing, so the included list means something.

  • Tax, accounting or financial advice. We write about your services as general information, and your own professionals own the accuracy of anything technical.

  • Licences for your CRM, practice management or accounting software. We connect the site to them; the subscriptions stay yours.

  • Revisions beyond the 5 included each month, which are $20 each. Unused revisions do not roll over.

What you get

  • 01

    Separate monthly and catch-up pages

    Each written for the specific situation the visitor is in.

  • 02

    A software and systems section

    Names the platforms you work in, answered before it has to be asked.

  • 03

    Pricing built your way

    Published ranges, packages, or a scoped-quote path, matched to how you actually sell.

  • 04

    A client intake form

    Asks entity type and transaction volume so a call starts with scope, not discovery.

  • 05

    90+ PageSpeed

    Fast on mobile, where a first search for a bookkeeper usually happens.

What a bookkeeping site carries: Separate monthly and catch-up pages; A software and systems section; Pricing built your way; A client intake form; 90+ PageSpeed.

Section 01

Separating monthly bookkeeping from catch-up work

A prospective client with two years of unreconciled books is in a completely different situation from one who just wants ongoing monthly support, and a single "bookkeeping services" page cannot serve both well. We build them as separate pages, each written for the visitor actually reading it.

Section 02

Naming the software you work in

A visitor evaluating a bookkeeper very often filters by which accounting software the practice supports before reading anything else. A dedicated software and systems section, rather than a buried mention, answers that question in the first few seconds on the page.

Section 03

Pricing presented the way you actually price

Some bookkeeping practices publish a starting range or tiered packages; others prefer a scoped quote after a short call. The design supports either approach, built around how your practice actually prices engagements rather than forcing a format that does not fit.

What it costs

What bookkeeping website design costs, and what decides the plan

  • A single-office bookkeeping practice usually starts on Single Entry, which carries the full site, the intake form and 2 researched articles a week.
  • If prospects often reach out after hours, Double Entry adds AI chat and SMS that answer questions and book a call. Full Ledger adds social posts, reels and a managed Google Business Profile.

Rate card

Single Entry, live in 7 days$137 / mo
Double Entry, live in 10 days$297 + usage / mo
Full Ledger, live in 15 days$747 / mo
One-time build fee, after approval$797

Extra revisions beyond 5 a month are $20 each. Domain and hosting are included.

Full plan comparison

What else comes in the package

The service on this page is one part of a managed plan. These are the features most relevant to it, each with the plan that carries it.

The site itself05 entries

  • Every plan

    Pages that open before the call transfers

    Custom-coded pages served from the edge, with a 90+ PageSpeed target on every page we build.

    Solves
    Most people looking for an accountant search on a phone, in a spare minute. A slow page loses them, including the ones you paid for through ads.
    You do
    Nothing. Speed is built in and checked by us.
  • Every plan

    A page for every service you actually bill for

    Tax preparation, bookkeeping, payroll, advisory and audit support each get their own page, written for that service.

    Solves
    When every service shares one paragraph, nothing ranks and a visitor cannot tell whether you handle their situation.
    You do
    Tell us what you offer on the onboarding form. We write the pages.
  • Every plan

    A page for every office you run

    Multi-office practices get one page per location, so each office can rank in its own city.

    Solves
    A firm with offices in two towns but one address in the footer is invisible when someone searches for an accountant in the second town.
    You do
    Send the address, hours and the team at each office.
  • Every plan

    A client intake form built around your engagement process

    The niche tool: a structured new-client intake form that asks what you need to scope an engagement, not a generic contact box.

    Solves
    A one-line "message us" box starts every relationship with a round of clarifying questions, and many visitors give up rather than guess what you need.
    You do
    Tell us the questions you ask on a discovery call. We turn them into the form.
  • Every plan

    Enquiries route straight into your CRM

    Every form on the site delivers into your CRM by direct API, Zapier or Make, no manual re-entry.

    Solves
    An enquiry sitting in a shared inbox until someone checks it is an engagement another firm wins.
    You do
    Tell us where enquiries should land. We connect it before launch.

Kept current and managed05 entries

  • Every plan

    Weekly detail updates, no waiting on a developer

    5 revisions a month included, any size, each completed within 2 to 5 working days.

    Solves
    A fee change, a new hire or a new service sits unpublished for weeks because every edit is a quote and a wait.
    You do
    Send the change through your client portal.
  • Every plan

    A client portal for every request

    Revisions, support tickets, files and messages to our team, all in one place from launch day.

    Solves
    Change requests scattered across email threads get lost, and nobody can see what is done.
    You do
    Log in when you need something. Everything else is ours.
  • Every plan

    Managed hosting, domain and security, nothing itemized

    Cloudflare hosting with SSL, CDN, DDoS protection and unmetered bandwidth, plus a domain in your name, inside the monthly fee.

    Solves
    Hosting renewals, expired SSL certificates and a domain registered to a former web designer are how firm sites go down.
    You do
    Nothing, unless you already own a domain, in which case we point it for you.
  • Every plan

    Moving from your current site, without losing what ranks

    Pages worth keeping are rebuilt, and old URLs are redirected to their closest match.

    Solves
    A rushed redesign breaks bookmarked links and throws away pages that were quietly bringing in clients.
    You do
    Tell us your current domain. We map the old pages.
  • Every plan

    Compliance pages and consent that really works

    Privacy policy, terms, a cookie banner that gates scripts, an accessibility statement and no-advice disclaimers.

    Solves
    Copied policy pages that do not match how the site collects information, and a cookie banner that loads tracking before anyone agrees.
    You do
    Review and approve the wording, with your own counsel if you wish.

The AI Engine03 entries

  • 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.

    Solves
    In your busiest weeks and after hours, calls go to voicemail and the caller rings the next firm on the list.
    You do
    Review and approve the call script before launch.
  • 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.

    Solves
    Evening visitors with a simple question (what to bring, are you taking new clients) leave instead of waiting for office hours.
    You do
    Approve the answers it is allowed to give.
  • 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.

    Solves
    Prospects text or message before they will call, and a slow reply loses them.
    You do
    Nothing beyond approving the scripts. We file the carrier registration.

How it runs7 to 15 days

How it works, and how long it takes

From order to a live, managed site, with what happens at each step and when the build fee is due.

  1. 01

    Day 0

    Order and pay the first month

    The plan starts. The $797 build fee is not charged yet.

  2. 02

    First days

    Onboarding form and one call

    About 15 minutes for the form, then one call to fill gaps and agree the launch date. Missing content does not hold up the start.

  3. 03

    7 to 15 days

    We build and write

    Live in 7 days on Single Entry, 10 on Double Entry, 15 on Full Ledger, counted from the onboarding call.

  4. 04

    Your sign-off

    You review and approve

    You see the finished site before anything else happens. The build fee is invoiced only once you approve it.

  5. 05

    Every month

    Managed from then on

    Your client portal opens. 5 revisions a month, each within 2 to 5 working days, and articles on schedule.

Guarantee 01

90+ PageSpeed, or we fix it

Every page we build and host is held to a 90+ Google PageSpeed score on mobile and desktop. If a page we control falls below it, we fix it at no charge. A fast, relevant landing page also helps Google Ads landing page experience, so more of your paid clicks stay. How speed helps your ads.

Guarantee 02

Local ranking within 3 to 5 months

We guarantee your site starts ranking for local searches in your area within 3 to 5 months of launch, and keep doing the search work at no extra charge until it does. We never promise a position, and nobody can promise a mention in an AI answer.

What firms say about bookkeeping website design

  • 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

See bookkeeping website design for your own firm

A 30-minute live walk-through of the site you would get, before you commit to anything.

Book a demo

Queries08 answers

Questions about bookkeeping website design

Can the site list every software platform we support?

Yes, and it is one of the highest-value sections on a bookkeeping site, since it is often the first thing a prospective client checks.

Do you build a page for payroll if we offer it as an add-on?

Yes, payroll can be its own page or a section on the bookkeeping page depending on how central it is to your practice; we plan that during onboarding.

Should our pricing be public?

Many bookkeeping practices publish at least a starting range because it filters unqualified enquiries before the first call, but the choice is yours and we build either way.

Can the intake form ask about transaction volume?

Yes, we configure the fields around whatever information you actually need to scope a new client.

What happens in the first week after we sign up?

You complete the onboarding form, we hold one onboarding call to confirm your services, software and pricing approach, and the build starts. On Single Entry the site is live in 7 days from that call.

Will the site show up when someone nearby searches for a bookkeeper?

It is built to: a dedicated page per service, local business structured data, consistent contact details and articles written around what prospects search. We guarantee the site starts ranking for local searches in your area within 3 to 5 months of launch, though not any specific position.

Can articles cover bookkeeping topics without giving advice?

Yes. Articles explain what a monthly close or a catch-up engagement typically involves and what to ask a bookkeeper, framed as general information rather than advice for a specific business.

Can prospects book a discovery call from the site?

Yes. Every page leads to the intake form, and on Double Entry and Full Ledger the AI chat and messaging agents can also book a call or intake appointment.

Closing entry

See it built for your firm

A live walk-through of the site you would get, in about 30 minutes. Plans from $137 a month, the $797 build fee invoiced only after launch, domain and hosting included.

Or email and a person replies within one working day.