A practice website that earns the first call.
Clients choose an accountant or bookkeeper on trust, usually after a referral and a look at your website. We build a site that explains your services in plain words and takes an intake request with the right details. Digital employees then draft replies to practice questions and look things up, while client matters stay with you.
Free website check. No card needed. About a minute.
Prospective clientDo you take on small contractors for monthly bookkeeping?
Maya, digital employeeWe do. Here's how an engagement starts, and the owner will follow up.
The jobs that matter
Where an accounting or bookkeeping practice wins or loses.
Practice questions, answered
Drafts replies to practice questions from your fact sheet: who you take on, how an engagement starts, what you do and do not offer, when you are booked until. She does not discuss any client's finances, tax positions or deadlines; anything of that kind comes to you.
Prospective clientAre you taking on new clients this spring?
MayaYes, from April. Here's what the first call covers; the owner will reply with times.
The details
Everything else, in plain words.
- Your website lists services nobody searches for
- "Tax preparation, bookkeeping, advisory" is true of every practice. A small business owner looking for help wants to know if you work with someone like them, in their industry, at their size.
- First contact is a long email thread
- Do you take new clients? What do you charge? Do you do payroll? The same questions arrive every week, and each answer is typed from scratch between client work.
- Busy season buries everything
- From January to April, new inquiries wait. A prospect who gets no reply for a week is gone, and you may never know they wrote.
- Staying visible between referrals
- Most work comes from referrals, which is good, but a prospect told to talk to you will look you up first. What they find has to match the recommendation.
A site that reads like your practice sounds.
Built for professional services: clear scope, a calm tone and an intake form that asks only what you need first.
- Service pages written for the clients you want: sole proprietors, small businesses, landlords, contractors
- An approach page that explains how an engagement works from first call to year-end
- An intake form that asks business type, size, services wanted and urgency, and tells the visitor not to send financial documents through it
- A team page with credentials shown only as you provide and can verify
- A resources area for your own notes, if you want one, with dates so nothing looks stale
- Domain records prepared and verified once you add them, plus local search basics
One selected design, with 3 revision rounds within the agreed scope. Revisions cover wording, images, colours and minor layout changes to approved content. A new application, major integration or new brand direction is separately scoped.
A new-client question during busy season.
Fernhill Bookkeeping is an invented one-person practice, used only to show the flow. It is not a real business.
- Thursday, 7:30 PMWebsite
A restaurant owner fills in the intake form: monthly bookkeeping, a payroll question, and a note that the books are six months behind.
- Thursday, 7:33 PMDigital employee
Maya drafts a reply from the fact sheet: yes, the practice works with restaurants, here is how a catch-up engagement usually starts, and a call is the next step. It says she is a digital employee and asks the owner not to send records by email.
- Friday, 6:45 AMYou
The bookkeeper reads it before client calls, adjusts the wording on her availability, and approves it.
- MondayYou
The owner books a call. The bookkeeper handles everything about the books herself.
- On requestDigital employee
Avery returns a short note, with sources, on how other local practices describe catch-up bookkeeping.
- OvernightDigital employee
Alex's daily check finds the intake form's confirmation page loading slowly. It goes on the fix list.
The prospect heard back the same evening. Nothing about their finances was discussed by anyone but the bookkeeper.
Fictional exampleThe business and the people in this example are invented. It shows the order of events, not a result.
Most practices already have a website, often an older one. The audit reads it honestly, says what to keep, improve or replace, and is credited toward a website order placed within 60 days.
Website
Get your business online. Your services, your wording and a request form that reaches you, on your own domain.
See Website →Business
Starting a business. Website, Brand Studio, customer setup and a practical launch plan.
See Business →- Best first step here
Business audit
Already in business. Know what to improve first. An evidence-backed review, one usable improvement and a 30-day plan.
See Business audit → SelfOperate
Want ongoing help. Five digital employees for customers, payments, research and your website, inside the limits you set.
See SelfOperate →
- It does not prepare, review or file anything, and it does not give tax, accounting or legal advice.
- It is not built for client financial records. The intake form says not to send them, and digital employees never discuss a client's numbers.
- It does not replace your practice management or accounting software.
Are my clients' documents safe with this?
The site and the digital employees are for public-facing practice questions. The intake form tells people not to send financial documents through it, and Maya never discusses a client's finances. Client records stay in the tools you already use.
Does Maya give tax answers?
No. She answers practice questions from your fact sheet, such as who you take on and how an engagement starts. Anything about a person's tax or accounting position comes to you.
What does the website cost to start?
The website is one price, one time. If you already have one, the audit tells you whether to rebuild it, and its fee is credited toward a website order placed within 60 days.
Can I keep my professional wording rules?
Yes. You approve every page before it goes live and every drafted reply before it is sent. Compliance with your profession's advertising rules is yours.