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For accountants, bookkeepers and tax preparers

A website that earns trust before the first meeting.

We build your new site first: services, credentials, your client portal link and a way to book a consultation. You look it over. If you want it, you pay once and it goes live.

$997, paid once, if you want it. Hosting included. No monthly fee. Your files are yours anytime.

Design concept for Anytown Tax & Bookkeeping, a fictional firm. Imagery is generated; your site uses your own approved photos.

Why the website matters for a firm.

New clients judge credibility on the site before trusting you with their books.

People are about to hand you their financial life. Before they do, they check that you are real, credentialed and current.

An outdated site raises a question nobody asks out loud: are they keeping up? A clean, current one answers it without a word.

Small businesses looking for a bookkeeper compare services and fit, not just price. Spelling out who you help and how makes that choice easy.

What goes on your new site.

Built from your real information: your current site, your Google profile and your reviews. Nothing invented.

  • Services

    Tax preparation, bookkeeping, payroll, advisory: the work you actually take on, and for whom.

  • Credentials

    CPA, EA, ProAdvisor and memberships. Only the ones you hold.

  • Client portal button

    Your existing portal stays exactly as it is. The site just makes it easy to find.

  • Deadlines and checklists

    Key dates and a what-to-bring list, so clients show up prepared.

  • Consultation request

    A clear way for new clients to call or email you, with a note not to send documents that way.

  • About the firm

    The people behind it, in your own words.

We do this work in the fall so your site is done before tax season, not in the middle of it.

How it works.

  1. The preview

    We build around your business.

    Your services, your photos, your business details. We bring them together in a new website made for your line of work.

  2. The review

    You take a proper look.

    Open the working preview on your phone and computer. Read the pages, check the details and see how it feels to be your customer.

  3. Your decision

    Choose to make it yours.

    If you want the site, Complete website is $997, paid once. You’ve seen what you’re buying before you spend anything.

  4. The launch

    Your new website goes live.

    We make the agreed changes, get your approval and help connect your domain. Your customers find the new site on your own domain.

Two options. Both paid once.

Complete website

Your preview, live

$997paid once

Your complete business website, with all agreed pages and functions.

  • All agreed pages and functions — no page-count cap
  • One round of changes
  • Connected to your domain
  • Hosting included, no monthly fee
Every month after
$0 (No monthly fee.)

Complete website + editing

$1,197paid once

A complete website plus agreed owner editing controls and a guided handoff.

Everything in Complete website, plus:

  • All agreed pages and functions — no page-count cap
  • Agreed owner editing controls
  • Guided editing handoff
  • Two rounds of changes
  • Hosting included, no monthly fee
Every month after
$0 (No monthly fee.)

Hosting included. No monthly fee. Your files are yours anytime. Not sure which one? Start with the free preview and decide after you’ve seen it.

A real person, from preview to launch.

Matt builds your preview, answers your questions and makes your changes. Reply to any of our emails and it goes straight to Matt.

Tell us what feels right and what needs work. We’ll explain what’s included and agree on the details before your site goes live.

Fair questions.

Something we didn’t cover? Ask Matt.

We already have a client portal. Does that change?

No. Your portal stays as it is. The new site links to it from every page.

Should clients send financial information through the site?

No. The site is for introductions only. It says so right on the page and points clients to your portal for documents.

Can you list our credentials and memberships?

Yes, the ones you hold. We never add a credential or badge you have not confirmed.

Do I pay anything to see my preview?

No. We build it first, at our own cost. Looking is free and there’s nothing to sign.

What does it cost?

Complete website is $997: your complete website with all agreed pages and functions and one round of changes. Complete website + editing is $1,197: agreed owner editing controls, a guided handoff and two rounds of changes. Neither package has a page-count cap. Both are paid once.

Who owns the website?

You do, once it’s paid for. Ask for the files anytime and we’ll send them. Another web designer can pick it up whenever you like. You’re never locked in.

See yours first.

Send us your current website. We’ll build the new one for your firm and email you a preview link. If you want it, it’s $997, paid once.