How to Customize and Publish Your Bookkeeper Website
Make your bookkeeping site look professional and go live in just minutes.
Your Bookkeeper BrandPack includes a sleek, ready-to-use website built for clients who value clarity and trust. You don’t need coding skills to make it your own. Here's how to update your site, connect your domain, and publish it so potential clients can find and book with you.
Accessing and Navigating Your Website
- Log in to your Marketing OS dashboard.
- Go to Sites → Websites.
- Select your Bookkeeper website template—this is pre-populated with pages like Home, Services, Booking, Thank You, Terms & Conditions, and Privacy Policy.
- Want to borrow features from another template? Feel free to mix in sections from other BrandPacks to better fit your offerings.
Customizing Your Content & Design
- Your Photo & Bio
Click the placeholder to upload your headshot, then update your name and intro to reflect your bookkeeper’s brand. - Client Testimonials
Replace sample quotes with real feedback from your clients—build instant credibility. - Logo
Upload your logo in the BrandPack settings using the “custom value” feature—this automatically updates it across your site and emails. - Contact Info
Update your business phone number and email address in your profile settings—those changes will flow site-wide. - Colors & Design
Use the color picker to match your branding—anything from a fresh teal to a trustworthy navy. - Pop-Ups
Add pop-up prompts (like “Download your bookkeeping checklist”) and schedule when they appear—on exit, after a delay, or on specific pages.
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Domain Setup & Publishing
- Connect an Existing Domain
Head to Settings → Domains, enter your domain (like “YourBookkeepingBiz.com”), and follow the setup prompts. - Buy a New Domain
Don’t have one yet? You can purchase it inside the platform—common extensions like .com or .accountant are available. - Publish Your Site
Once your domain is connected, hit Publish—and voilà! Your site is live and ready for clients.
Keeping Everything Updated
- Update Once, Everywhere
Change your logo in the custom value section and it will refresh across your website, emails, and marketing assets automatically. - Edit Policies and Contact Info
Update details in the relevant settings—changes apply everywhere they appear. - Refresh Pop-Ups and SEO Settings
Update your pop-ups, page titles, or descriptions anytime to stay aligned with your current services or promotions.
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