Managed websites for accounting and professional services firmsManaged websites for accounting firms

Website design

Bookkeeping firm website design built around the ongoing relationship

Bookkeeping firm website design succeeds when the site sells an ongoing monthly relationship rather than a one-time project, since that is the actual engagement a bookkeeping or outsourced controller firm delivers.

Who it is for

Is this the right service for your firm?

Bookkeeping and outsourced controller firms selling an ongoing monthly relationship, whose site still reads like a one-off service and never names the software they support.

Signs the firm needs it

  • Most sales calls start with "do you work with our accounting software?"
  • Bookkeeping and controller services are described in the same paragraph.
  • The site says nothing about switching from a previous bookkeeper.
  • Pricing questions arrive before prospects know what the monthly service includes.
01

Separating bookkeeping from outsourced controller work

These are two different engagements at two different price points, and a design that describes both under one generic "bookkeeping services" heading forces every pricing conversation to start from confusion. This approach gives each its own page: what is delivered monthly, what software is used, and who the service is typically for.

02

Software and platform visibility

A prospective client's first filter is often which accounting software the firm supports. The design includes a clear software and integrations section so a visitor using a specific platform can tell within seconds whether the firm is a fit, rather than having to ask.

03

Making switching providers concrete

Someone who has never changed bookkeepers before does not know what the process involves, and that uncertainty stops inquiries before they start. A dedicated page walking through the actual switching steps removes a real source of hesitation.

The deliverable

What you get

  • 01

    Bookkeeping services page

    What is delivered monthly, described plainly rather than in vague terms.

  • 02

    Outsourced controller page

    A separate page for the higher-scope engagement, at its own price point.

  • 03

    Software and integrations section

    The platforms supported, visible without a phone call.

  • 04

    A switching-providers page

    A concrete walk-through of what changing bookkeepers actually involves.

  • 05

    Industries served page

    Relevant industry experience, visible to a prospective client scanning quickly.

Infographic with Tate the bison mascot: What a bookkeeping firm site carries. Bookkeeping services page; Outsourced controller page; Software and integrations; A switching-providers page; Industries served page.

What is not included

  • Accounting, tax, audit or financial advice of any kind, on the site or through the AI Engine.
  • Inventing credentials, years in practice, client numbers, results or reviews.
  • Paid ad management, PR or brand strategy (those belong with an agency if the firm wants them).
  • Hourly billing: extra revisions are a flat fee, never time-based.
  • A promise of a specific ranking position, traffic figure or cost per click.

How the work is done

What happens, step by step?

01

Onboarding form and call

About 15 minutes on the form, then one call to confirm the practice areas, partners, offices and goals behind bookkeeping firm website design.

Week one

02

Built and reviewed on screen

The site is built to the agreed structure and reviewed with the firm before launch: live in 7, 10 or 15 days depending on plan.

7 to 15 days

03

Launch, redirects and approval

The site goes live on the firm's domain with redirects from any old URLs. The build fee is invoiced only once the firm confirms it is satisfied.

$797, after approval

04

Managed every week

Weekly updates, 5 revisions a month within 2 to 5 working days, and researched articles on a fixed schedule.

For as long as the plan runs

01 / 04

Cost and timeline

What does bookkeeping firm website design cost, and how long does it take?

It is priced as part of a monthly plan, not as a project. The plan decides the launch time and what is added on top of the site: the AI Engine on Partnership, the Content Engine on Multi-Partner. What drives the choice is how many channels the firm wants covered, not how many pages it needs.

Plans for bookkeeping firm website design
PlanMonthlyLive inArticles a week
Practice$1377 days2
Partnership$297 + AI usage10 days2
Multi-Partner$74715 days3

Every plan: $797 build fee invoiced after launch, 5 revisions a month, 90+ PageSpeed, domain and hosting included.

Scope bookkeeping firm website design for your firm

In their words

What firms say about bookkeeping firm website design

My first check was simple: open the advisory consultations page on a phone and try to get in touch. Everything a visitor needs is up top, and the inquiry button stands out properly. It is far more practical than the old page when we share it with a caller.
Jason TalbotAssociate partner, Transformation advisory consultancyManchester, New Hampshire

Mobile navigation and page layout for advisory consultations

The time we spent on the advisory consultations wording was time well spent. The page describes the process faithfully and leaves the judgment calls to a conversation with our team. Customers arrive with realistic expectations, which changes the whole tone of the first call.
Bilal MahmoodClient care supervisor, Organizational design advisory firmAnn Arbor, Michigan

Service scope and expectations 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.
Christian RigsbyPartner, Independent business advisory firmSalem, Oregon

Structured reference pages for advisory consultations

Risk, reversed

What do we promise, and on what terms?

Seven commitments a firm can hold us to, each with its condition written beside it rather than in a footnote.

No build fee until you approve the live site

The $797 one-time build fee is not charged at sign-up. It is invoiced only after the site is live and the firm has confirmed it is satisfied with it.

Cancel before the build starts and no build fee is charged. Cancel mid-build and only the work completed may be invoiced.

90+ PageSpeed, guaranteed

Every page we build and host is guaranteed at 90+ Google PageSpeed on mobile and desktop. If a page falls below it because of our work, we fix it at no charge.

Excludes changes made by the firm or third parties. The remedy is the fix, not a refund.

Local search visibility, or we keep working

We guarantee the site starts ranking for local searches in the firm's area within 3 to 5 months of launch. If it has not, we continue the search work at no additional charge until it does.

Covers the firm's own area and services only. The remedy is the continued work, not a refund.

No fixed contract term

Cancel by email with the notice period in the terms and the site runs to the end of the paid month. No exit fee, no minimum term, and an export of the firm's content and articles within 14 days.

Notice must reach us at least 2 business days before the next invoice date.

The domain is the firm's

The included domain is registered in the firm's name and transferred at no charge if the firm leaves.

The firm tells us where to send it.

Revisions without hourly billing

5 revisions a month are included, each completed within 2 to 5 working days. Beyond that, each is a flat $20.

Unused revisions do not roll over.

Nothing invented about the firm

No credential, license, year count, client number or review is ever published unless the firm supplied it.

Applies to every page, article and bio.

The full terms Refund policy

Included alongside it

Everything else the plan 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.

Every feature in depth

Practice On every plan, from $137 a month

Partnership Added on Partnership, $297 a month plus AI usage at cost

Multi-Partner Added on Multi-Partner, $747 a month

Questions about bookkeeping firm website design

01Can the design list the accounting software platforms we support?

Yes, as a dedicated section, since which platform a prospective client already uses is often the first thing they check before reaching out.

02Can bookkeeping and controller services be shown as separate offerings?

Yes, and we recommend it, since the two are different engagements at different price points that deserve their own pages.

03Does the design include a page about switching bookkeepers?

Yes, a dedicated switching page is part of the standard structure for this design, since that uncertainty is a common reason inquiries never happen.

04Can we show transaction volume tiers or pricing bands?

Yes, if the firm wants pricing bands shown publicly; many firms prefer a fit form instead, which is also included and routes the volume detail straight to the team.

05Can the site explain our monthly close process?

Yes. A page describing what happens each month, in the firm's own steps, is one of the most useful pages on a bookkeeping site, and we build it from onboarding.

06Can we name the software brands we support?

Yes, as plain text names. We do not use third-party logos unless the firm has the right to display them and supplies the official files.

07Can the inquiry form ask about transaction volume?

Yes. The form can ask the questions the firm uses to scope work, such as entity type, monthly transaction range and current software.

08How often can we update the services we list?

Whenever the firm likes. 5 revisions a month are included, each completed within 2 to 5 working days.

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.

Book a demo

Or email and a person replies within one working day.