Your Financial Services Website Launch Checklist
Go live with confidence and start attracting clients today.
Launching your website is a big milestone. For bookkeepers, accountants, financial planners, and tax advisors, your website is often the first impression a potential client has of you. That means it needs to be clear, professional, and ready to convert visitors into leads.
Your Financial Services BrandPack Bundle gives you everything you need—but before you hit “publish,” let’s make sure you’re launch-ready.
Confirm Your Branding & Contact Info
- Upload your logo using the custom values in your dashboard—this updates it across your site and emails.
- Check your phone number, email, and business address in your profile settings.
- Make sure your colors and fonts match your professional style—consistent branding builds trust.
Review Your Content
- Homepage – Does it clearly state who you help and what you offer?
- Services Page – Are your main services listed with easy-to-read descriptions? (Bookkeeping, Financial Planning, Tax Support, Accounting Services, etc.)
- About Page – Add your headshot and a short bio that shows credibility.
- Testimonials – Replace sample quotes with real client feedback if you have it.
- Policies – Review your Privacy Policy and Terms & Conditions pages (pre-built for you).
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Check Your Booking & Lead Generator
- Connect your calendar so clients can book consultations directly.
- Test your lead generator (like your free checklist or guide) to ensure it delivers automatically.
- Make sure your thank you pages and follow-up emails are working.
Test Across Devices
- Open your website on desktop, tablet, and mobile—it should look clean and professional on all.
- Click through each button and link to make sure everything works.
- Test your booking form and contact form by submitting a test entry.
Connect Your Domain
- Go to Settings → Domains in your dashboard.
- Connect your existing domain (like
yourfirm.com) or purchase one directly in the platform. - Once connected, your site will go live on your professional URL.
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Double-Check SEO & Social Sharing
- Add a page title and description for your homepage and services page.
- Test your website link on Facebook or LinkedIn to make sure your preview looks good (logo + description).
- Use your BrandPack’s suggested keywords to boost search visibility.
Publish & Celebrate 🎉
- When everything looks good, hit Publish inside your dashboard.
- Visit your live site and share the link with your clients, email list, and social media followers.
- Celebrate—you now have a professional online home for your financial services business!
Action Plan
Frequently Asked Questions
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