A website that is ready before tax season.

What the site can have for bookkeepers and tax preparers

These are examples of what the site can have. There is one enquiry form, and the pages are agreed on the intake call.

• A document checklist page

  For example, a page that lists what a client brings, so the first email is not a list of missing papers.

• A new-client cutoff banner

  When you are full, a banner that says you are not taking new clients after a date you set. Putting it up and taking it down is a text change.

• A link to your client portal

  A link to the portal you already use. The site does not take files; the enquiry form is for a first hello.

How it works

1. 1

   Ask and start

   Send a short enquiry with the form. I reply within 24 hours. Use the link to start. No set-up fee. Month 1 is charged when you start.

2. 2

   Send what I need

   You send the words and photos, and the intake call sets out exactly what I need. On the intake call we agree the pages and the enquiry form.

3. 3

   Build, preview, live

   I build it, and you see it before it goes live. From then on I host it, keep it updated and fix what breaks, and I make the small updates you ask for.

The whole process, step by step →

What is included

• A site built for you: I build it from what you send me, and you see it before it goes live.
• Hosting and looking after it: Hosting, backups, security updates and fixes when something breaks are part of the monthly price.
• Small updates: Changes to text, photos, hours and prices after launch are included. New pages or features are quoted separately.
• Fast, and built for local search: Pages that load quickly on a phone, set up for local search, with an enquiry form that sends each request straight to you.
• Online booking on Square Appointments: I set it up on your own Square account: up to 5 services, your availability, a deposit taken through your own Square account, reminders, an embed on your site and a link from Google, and one test booking, recorded.
• Me, directly: No account manager and no junior bench. You write to me and I answer.

Questions