Bookkeeping sites go wrong when the owner tries to write everything at once. You do not need to. You need a handful of decisions and facts, and we turn them into pages. Use this list as a working document, answer in bullets and send what you have.
Who you serve and what you do
Write two or three sentences about your ideal client: size, industry, how they currently keep records, and what they are usually worried about when they call you. Then list the services in order of how often you sell them, with one sentence each in your own words.
Include the software you work in and any you refuse to support. A visitor using a platform you do not handle is better told up front than after a call.
Facts to gather
- ✓Ideal client profile — industry, revenue range, transaction volume, stage of business
- ✓Service list — monthly bookkeeping, catch-up or cleanup, payroll support, reporting, as you offer them
- ✓Software supported — accounting platforms, bank feeds, receipt apps
- ✓Turnaround rhythm — when records are due and when reports go out
- ✓What you do not do — tax filing, audit, legal, or anything outside your scope
Packages and onboarding
Describe each package: who it suits, what is included, how often you report, and whether it is a fixed fee or a quote. If you price by quote, list what drives it so visitors can estimate.
Then write the onboarding sequence in steps: discovery call, engagement, access to accounts, first month close, first report review. Visitors worry about the unknown; a numbered path removes it.
Policies, tone and what you approve
Note how you handle confidentiality, how clients share documents, and your response time on messages. Tell us the tone you want: formal, friendly, or somewhere in between. We write drafts and send them back; you approve each page, with up to 10 revision rounds included. We will not add financial outcome promises or claims you have not given us.
Decisions only you can make
- ✓Discovery call length and format — video, voice or in person
- ✓Which packages to feature — the ones you want more of
- ✓Photo of you — optional, but people hire people
- ✓Booking tool — the one you already use, or help setting one up
The questions prospects already ask you
Open your sent folder and copy the last ten questions a prospect asked before signing. They are usually some version of: can you fix last year, do I have to change software, how do I send you receipts, what happens if I fall behind again, and do you talk to my tax preparer. Paste them into the brief exactly as people wrote them.
Those questions become your FAQ and shape the services page. Written in the prospect’s own words, they read as if you already know the reader, because you do.
Sample answers to draft in your own words
- ✓Catch-up work — a line on how far back you go and what you need first, such as statements and prior returns
- ✓Switching software — whether you migrate clients or work in what they have
- ✓Receipts and documents — the tool or method you use and how often you expect uploads
- ✓Falling behind — what happens when a client misses a deadline, said without scolding
- ✓Working with their tax preparer — whether you hand off reports and in what format
A one-page format that works
Keep the whole brief in one document with headings that match the sections above. Bullets are fine; full sentences are not required. Mark anything you are unsure of with a question mark rather than leaving it out, so we can raise it on the consultation instead of guessing.
If you have an old brochure, a proposal template or a welcome email you send new clients, attach it. Those documents already contain the plain explanations your site needs, written for real people.
What to expect, honestly
- ✓Credentials appear only if you supply and can document them — we do not verify
- ✓We write services, not advice — no tax or legal guidance
- ✓Client areas are outside our scope — we link to your existing tool
One example of what your site could look like
This is one sample we designed. Yours is built around your business, your photos and your words, and we have more examples if you want to compare directions.
How it works
1. Consultation
We learn your services, customers and goals, in English or Spanish.
2. We write and design
We draft the words and build the site around your business.
3. 10 revision rounds
You review and request changes until it is right.
4. Launch and care
We launch, then Website Care keeps it hosted, backed up, checked weekly and A/B tested.
Keep reading
Websites for bookkeepers · What to send a web designer · Plan your website · Questions to ask a designer
