You would never hand a client a set of books without checking the work, and the same instinct applies to your own website. A designer who understands the shape of a practice, with a call booked, a package chosen and an onboarding started, will answer the questions below easily. One who cannot is selling templates.
Questions about the discovery call path
Ask the designer to walk you through what a visitor does from the home page to a booked call. How many taps? Where does the booking tool live? What does the visitor see after submitting? The path matters more than the colors.
Ask whether your existing scheduling tool can be connected, or whether you will be asked to switch. Tool fees belong to whichever provider you use; a designer should say that plainly.
Questions about wording and scope
- ✓Who writes the copy? — ask for a draft from your answers, not a blank template
- ✓Will it describe my packages? — each tier with who it suits and what it includes
- ✓How are claims handled? — nothing about outcomes you cannot support
- ✓What pages are included? — home, services, about, how it works, contact at minimum
- ✓What is not included? — client areas, integrations or accounting software connections
Questions about documents, privacy and ownership
Clients will ask how to send you records. Ask the designer how the site explains that, and be clear that a bookkeeping site should link to your secure document tool rather than invite statements by email. We do not build client login areas; we point to the one you already use.
Ask who owns the domain and all content, whether you receive the text and images on request, and what the hosting plan covers. Website Care at $30/month includes managed hosting, HTTPS, backups, uptime checks and up to 30 minutes of small edits per month.
Questions about seasons and changes
A bookkeeping practice has a calendar: quarter ends, year end, deadlines your clients feel. Ask how fast a banner or a package change can go live, and how many revision rounds are included. Ours is 10. Ask what happens during your busiest month when you have no time to review a draft.
Questions about the prospects you want, and the ones you do not
A good site filters as well as attracts. Ask the designer how the pages will steer away the owner with three years of shoebox receipts if you no longer take cleanup work, or the business on a platform you do not support. If the answer is only about getting more inquiries, they have not thought about your time.
Ask how the contact form will qualify people. Three short fields usually do it: what software the business uses, roughly how many accounts and transactions a month, and whether the books are current or behind. Those answers let you decide before the call whether it is worth booking.
Exact questions to read out on the call
- ✓"Show me the path from your home page to my calendar." — watch whether they can do it without hunting
- ✓"What would you write on my catch-up page?" — a strong answer mentions what the client sends and how long it takes
- ✓"Where does a form submission go, and who else can see it?" — you want it in your inbox only
- ✓"What do I get back if I leave?" — listen for domain, text and images, in plain words
- ✓"Who answers when I need a change in April?" — a named person or a form, not silence
Answers that should make you pause
Be careful if a designer suggests collecting bank statements or tax forms through an ordinary contact form, offers to publish client quotes before anyone has agreed to be quoted, or describes your services with words like audit or tax preparation that you never mentioned.
Also pause if the quote has no page list. Bookkeepers know that an unclear engagement letter leads to scope creep, and a website agreement works the same way.
What to expect, honestly
- ✓We cannot give financial advice — the site describes your services only
- ✓We do not build client areas — we link to your existing tool
- ✓No promises about search position — SEO is an optional add-on
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 · Who owns your website · Website monthly costs · Website mistakes to avoid
