Practice
The website, fully managed
Live in 7 days, plus $797 build fee invoiced after launch.
See PracticeBookkeeping and controller firms
A website for a bookkeeping or outsourced controller firm that sells the ongoing relationship
A bookkeeping or outsourced controller firm sells an ongoing relationship, not a one-time project, so the site's job is to make that recurring engagement concrete before the first call.
Four recurring faults
What usually goes wrong for bookkeeping and controller firms
01The site describes "bookkeeping services" in general terms, without saying what is actually delivered each month.
02There is no page distinguishing basic bookkeeping from outsourced controller or fractional CFO-adjacent work, so pricing conversations start from confusion.
03Software integrations the firm supports (which accounting platforms, which industries) are missing, so a prospective client cannot tell if they are a fit.
04The site has no page for the onboarding process, so a prospective client does not know what switching bookkeepers actually involves.
The architecture
The pages your site will carry
- 01Home
- 02About the firm
- 03Bookkeeping services
- 04Outsourced controller services
- 05Industries served
- 06Switching from your current bookkeeper
- 07Partner and staff bios
- 08Get started
Built for this practice type
Service fit form
A short form that asks the current bookkeeping setup, software platform and monthly transaction volume, so the firm can scope the engagement before the first call.
In their words
What clients say about the same work
Before this, sending our advisory consultations form felt like posting a letter into the dark. Submitters now see exactly what we will do with their request and when to expect us. A modest change with an outsized effect on our mornings.
Submission acknowledgment and follow-up for advisory consultations
We knew the advisory consultations document was a problem; we had just never prioritized fixing it. Each section has its own link, so answering a question no longer means attaching the whole file. The print-friendly version remains, but it is no longer the only option.
Structured reference pages for advisory consultations
Splitting new advisory consultations inquiries from follow-ups sounded minor and was not. New business and existing conversations now arrive under different subjects. The morning triage is minutes rather than an hour.
Inquiry categories and guided navigation for advisory consultations
Case studies
Case studies of work this practice type relies on
Market entry consultancy
Repairing the opening step of advisory consultations
Our replies to advisory consultations start with answers instead of questions. That is the whole improvement, and it is not a small one.
Patrick Kettering, Client onboarding lead
Read the case studyAdvisory consultations within easy reach on a phone
With advisory consultations, phone visitors complete the journey the site always intended.
Read the case studyA common reference for advisory consultations questions
Day to day with advisory consultations, the same question now gets the same answer everywhere.
Read the case studyThree ways to run it
Pick the plan that matches the firm
Partnership
Everything, plus the AI Engine
Live in 10 days, plus $797 build fee invoiced after launch.
See PartnershipMulti-Partner
Everything, plus the Content Engine
Live in 15 days, plus $797 build fee invoiced after launch.
See Multi-PartnerWhat every plan carries
Everything a site for bookkeeping and controller firms includes
The site itself, search visibility and management come on every plan. Partnership adds the AI Engine. Multi-Partner adds the Content Engine. Nothing below is an add-on invoiced later.
Practice On every plan, from $137 a month
Custom-coded pages served from the edge, 90+ PageSpeed guaranteed on every plan.
Tax, audit, advisory, bookkeeping: each service line gets its own page built to be found and read.
Structured bios that read as senior: background, focus areas, credentials as stated by the firm.
Multi-office firms get a page per location, built for the searches run in that city.
A short form that asks what type of engagement a prospective client needs, then routes it into the CRM.
Partner changes, new services, updated hours: handled every week, not left for the next redesign.
Practice-relevant articles written and published every week, without the firm writing a word.
Cloudflare hosting with SSL, CDN, DDoS protection and unmetered bandwidth, nothing itemised.
Technical and on-page SEO, answer-first content, structured data and AI-readable files on every plan.
The policy pages a US firm website needs, with cookie consent that actually blocks tracking until a visitor agrees.
What is worth keeping is moved across, and every old URL is redirected so earned rankings are not thrown away.
One domain included and registered to the firm, transferred free if the firm ever leaves. No fixed contract term.
5 revisions a month included, each completed within 2 to 5 working days, requested from one portal.
Partnership Added on Partnership, $297 a month plus AI usage at cost
An AI receptionist and site chat that handle routine questions when the office is closed.
Answers the phone when the team is with clients or the office is closed, with a call-analysis PDF after each answered call.
One assistant answers routine questions on the website chat, by text message, on Facebook Messenger and in Instagram DMs.
The carrier registration US business texting requires, filed on the firm's behalf so SMS works from day one.
Multi-Partner Added on Multi-Partner, $747 a month
3 researched articles a week, 3 social image posts a week, 2 reels, and a managed Google Business Profile.
3 designed image posts and 2 short reels a week, written from the firm's practice areas.
The firm's Google profile kept accurate and active every week.
Questions from bookkeeping and controller firms
01Can the site list the accounting software platforms we support?
Yes. A software and integrations section is a standard part of the services pages, since which platform a prospective client already uses is often the first thing they check before reaching out.
02Can we show a step-by-step of what switching bookkeepers looks like?
Yes, and we recommend it. A "switching from your current bookkeeper" page that lays out the actual steps removes a real source of hesitation for someone who has never changed providers before.
03Do you distinguish bookkeeping from outsourced controller work on the site?
Yes, as separate pages. The two are different engagements at different price points, and separating them helps a prospective client self-select into the right conversation instead of assuming one price fits both.
04How do new client inquiries reach us?
Every inquiry from the service fit form is delivered into your CRM or inbox by direct API, Zapier or Make, the same day it is submitted, with the software platform and volume details already attached.
05Can the site explain what is delivered each month?
Yes. A monthly deliverables page, in the firm's own steps, answers the question most prospects ask before they book a call.
06Can we show different packages without publishing prices?
Yes. Packages can be described by scope, with prices shown only if the firm wants them published.
07Do you write articles for small business owners?
Yes. Articles are written for the firm's audience, at 2,500 to 3,200 words, and can be steered toward the industries the firm serves.
08Can prospects book a call directly?
On Partnership and above the AI chat and messaging agents take inquiry details and book appointments. On every plan the inquiry form routes into the firm's CRM or inbox.
See it built for bookkeeping and controller
A live walk-through, on your screen, of the site you would get.
Book a demo