What Should a Bookkeeper's Website Include?

Bookkeeping is bought by a business owner who is behind, anxious about it, and slightly embarrassed. That is the emotional starting point on almost every inquiry.

Your site has to make it feel handleable and priced.

See where your marketing is leaking customers.
See where your marketing is leaking customers.

QuickBooks Online, Xero, and whatever else you support.

Owners search by platform because switching software is worse than switching bookkeepers. Naming yours captures searches a generalist page never will, and it filters out incompatible inquiries instantly.

"Small businesses" describes everyone. Trades contractors, ecommerce sellers, restaurants, professional services firms, each has different bookkeeping realities.

Specific beats broad here for the same reason it does everywhere: the reader recognizes themselves.

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Bookkeeping prices reasonably well as tiered monthly packages based on transaction volume or complexity.

Publish the tiers. This category has enough offshore and software-only competition that ambiguity about price reads as expensive.

A large share of inquiries are from businesses months or years behind.

Say clearly whether you accept catch-up work, roughly how it is priced, and that it is normal. That single paragraph converts people who assume they will be judged.

Most bookkeeping inquiries begin with an apology. Saying that being behind is common removes the biggest barrier to the first call.

Certifications, whether work is done in-house, and who the client will actually deal with.

Owners handing over financial access want to know who has it.

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How access is granted, how long setup takes, what happens with the previous bookkeeper or records, and when the first clean report arrives.

Switching anxiety is the main reason inquiries stall.

Name your software, name your industries, publish your packages, and say plainly that being behind is normal.

Most bookkeeping inquiries begin with an apology. The site that removes the embarrassment gets the call.

Action Plan

  1. Name your supported software platforms on the home page.
  2. Name the industries and business sizes you serve.
  3. Publish tiered package pricing.
  4. Add a clear section on cleanup and catch-up work.
  5. State credentials and who performs the work.
  6. Write an onboarding explanation.

Take the free Marketing System Scorecard to see which gap costs you most. Twelve questions, about a minute.

The Bookkeeper BrandPack includes the website, packages presentation, onboarding and client communication. Start free for 14 days, then $97 a month, cancel anytime. Also includes the Accounting, Financial Planner and Tax Advisor BrandPacks free.

Related: Marketing for Bookkeepers · Where to Advertise Bookkeeping Services Online

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