EX-01
No page for the client industries you actually serve
A prospect searching "bookkeeping for a construction company" never finds a page that says so, and lands on a generalist competitor instead.
SPEC 01 / Bookkeeping and outsourced finance
A website built like the pipeline you run for clients.
Source documents in, a filed result out. Your site gets the same structure: one page per service, one page per client industry, and an intake step that routes straight into your CRM. Live in 7 days.
$137/mo$797 build fee, after launch7-day launch
Engagement scope request
- Entity type
- LLC, multi-member
- Monthly transactions
- 150 to 300
- Payroll headcount
- 4 to 9
Routed to CRM
- Ecommerce3-person team
- Constructionneeds cleanup
- Agencymonthly close
- Clinicpayroll referral
- Nonprofitgrant reporting
Data flow, source to result
Every one of these steps is already mapped. The website usually is not.
Your firm runs a structured pipeline for a client's numbers: source documents in, a filed result out, with a defined step for every hand-off. Most firms cannot say the same about the website that brings the client in.
- 01
Source documents
Receipts, invoices, bank and card feeds arrive from the client.
Received - 02
Intake and coding
Sorted and coded against the chart of accounts.
Coding - 03
Reconciliation
Matched against statements until the books tie out.
Matching - 04
Review and reporting
Checked internally, packaged into statements.
Review - 05
Filed result
Delivered to the client, or filed on their behalf.
Filed
We build the site as the sixth node.
Structured the way your engagements already are: one page per service, one page per client industry, an intake step that captures scope before the call, and a weekly review cadence that keeps it current. That is what makes the site the front door of the pipeline instead of a leaflet next to it.
A page for every client industry you serve
EcommerceConstructionReal estateMedical practicesNonprofitsAgenciesTrucking and logisticsRestaurantsProfessional services
Open items
Five ways a firm's website quietly loses engagements
EX-02
A generic contact form instead of an intake step
Name, email, message tells you nothing about entity type, transaction volume or payroll headcount, so every lead needs a qualifying call before you know if it fits.
EX-03
Slow on the phone, where the search happened
A site that takes seconds to open on mobile loses the visitor who was mid-search between two other firms.
EX-04
Built once, then left alone for years
Service lists, team pages and service areas go stale, and nothing on the site gives a search engine a reason to keep crawling it.
EX-05
Enquiries land in an inbox nobody owns
A lead that does not reach your CRM the moment it arrives is a lead your fastest-responding competitor answers first.
Posted against the fix
What changes when the site is built like the rest of your pipeline
- 01No page for the industries you serveOne page per client industry, linked from the services you already list, so a search for "bookkeeping for a construction company" has somewhere to land.
- 02A generic contact formAn engagement scope request: entity type, transaction volume band and payroll headcount, captured before the call and dropped straight into your CRM.
- 03Slow on a phoneEvery page custom coded and served from the edge, with a 90+ PageSpeed guarantee on mobile and desktop alike.
- 04Built once, never touched againWeekly detail updates keep hours, team and service pages current, and researched articles give search engines a reason to keep coming back.
Reconciliation
The same firm, six weeks apart
- 01 Client industry pagesOpen item:One generic "services" page for every kind of client.Reconciled:A dedicated page for each client industry, each with its own search visibility.
- 02 First contactOpen item:A contact form that asks for a name and a message.Reconciled:An engagement scope request that qualifies the lead before the call.
- 03 Enquiry routingOpen item:Enquiries sit in an inbox until someone checks it.Reconciled:Every enquiry drops straight into your CRM by API, Zapier or Make.
- 04 Mobile speedOpen item:Pages take seconds to open on a phone.Reconciled:A 90+ PageSpeed guarantee on both mobile and desktop.
- 05 FreshnessOpen item:The site was built once, three years ago.Reconciled:Weekly detail updates and researched articles keep it current.
- 06 After-hours leadsOpen item:A lead who arrives at 9 p.m. waits until morning.Reconciled:The AI Engine answers common questions and books the call overnight.
What it changes for the firm
Outcomes, not features
Prospects self-qualify before they call
The engagement scope request tells you the entity type, transaction volume and payroll headcount up front, so the first call is a fit conversation, not a discovery one.
The site ranks for the clients you actually want
A page per client industry crossed with a page per service gives search engines the specific pages a generalist competitor never built.
Nothing about the site is your job
Hosting, speed, weekly updates and the articles are managed for you, on the same cadence you already hold yourself to for client work.
What is in the plan
Everything on the pipeline, itemized
| Line item | What it means | State |
|---|---|---|
| Custom-coded website | Every page built and coded for your firm, not a template swap. | Included |
| Engagement scope tool | Qualifies a lead by entity type, transaction volume and payroll headcount. | Included |
| One free domain | Registered in your name, or we point the one you already own. | Included |
| Managed hosting | Cloudflare's network, SSL, CDN, DDoS protection, unmetered bandwidth. | Included |
| CRM routing | Every enquiry delivered by API, Zapier or Make, the moment it arrives. | Included |
| Weekly detail updates | Hours, team, services and service-area pages kept current. | Included |
Throughput
Fast because it is coded that way. Found because it is structured that way.
A page that opens instantly keeps the visitor who was about to leave, and a page built for a specific service and a specific client industry is the page that has a chance to rank for it.
90+PageSpeed guaranteed
7days to launch, tier 1
5revisions a month included
2researched articles a week
Run order
Four steps, in order, every time
You pay the first monthly invoice
That starts the plan. The build fee is not charged yet.
One onboarding call
We map your services, client industries and where enquiries should route, and agree the launch date.
We build
Every page coded, the engagement scope tool wired to your CRM, live in 7 days on Intake.
The build fee is invoiced
Only after you have reviewed the site and approved it live.
Plans
Three ways to run it
Every plan carries the same $797 one-time build fee, invoiced only after your site is live and approved.
- Tier 2Most chosen
Reconciliation
Everything, plus the AI Engine
$297/ month + usage
- Live in 10 days
- 2 articles a week
- The AI Engine
- Tier 3
Filed
Everything, plus the Content Engine
$747/ month
- Live in 15 days
- 3 articles a week
- The AI Engine
- The Content Engine
What clients report
Illustrative outcomes, before verified reviews are added
REF 01Owner, solo bookkeeping practiceMoved from a page-builder site
Prospective clients used to ask basic questions we had already answered on the old site, because nobody could find the answers. The new site actually gets read, and the intake form fills out before they ever call us.
REF 02Partner, outsourced controller firmRebuilt from a template site
We serve a handful of very different client industries and the old site lumped them all into one paragraph. Now each one has its own page, and referral partners tell us the site looks like a firm that knows what it is doing.
REF 03Founder, virtual bookkeeping firmFirst website for the firm
It loads instantly on a phone, which is where most of our leads find us in the first place. That alone changed how many people actually finish the intake form instead of bouncing.
REF 04Operations lead, payroll bureauUpgraded from a static brochure site
The AI chat catches after-hours questions and books a call before we even see the message. We stopped losing leads to the gap between a form submission and someone on our team replying.
Illustrative examples of the outcomes clients report. Verified reviews are added after launch.
Next step
See your own service list mapped onto this structure
Bring your services and client industries to a 30-minute call and leave with the page list, the launch date, and the plan that fits.
Book a demo
from $137/molive in 7 days
Queries
Before you book a call
01What happens straight after I buy?
You fill in the onboarding form and submit it. It asks for your services, the areas you serve, your brand, your domain and where enquiries should land, and it takes about 15 minutes. If something is missing, submit anyway: you can send the rest by email or raise it as a ticket in your client portal, and it will not hold up the build. We then run one onboarding call to fill any gaps and agree the launch date.
02What is the client portal?
It is your account with us, and you get it the day your site goes live. From the portal you request revisions, raise a support ticket for anything that needs attention, send us files you still owe us, and message our team directly. Everything to do with your site runs through it, so nothing gets lost in an inbox. You never log in to the website itself; we handle that side.
03What counts as a revision, and what happens after five?
A revision is any change request you send, and there is no limit on how much goes into one. New page, new service, updated prices, a different photo, a colour change: each is one revision. So is something much larger. "Build two new service pages, here is the copy and the images for both" is one revision, not four. 5 are included every month. After the fifth, each additional revision is a flat $20, with no cap on how many you can buy and no hourly billing anywhere. Every revision is completed within 2 to 5 working days of you sending it, whatever the size.
04How do I actually request a change?
Raise it in your client portal. You describe the change, attach anything we need, and it lands with the team as a tracked request so you can see where it is. You can also email us or reply to any thread with our team, and we log it for you. Unused revisions do not roll over to the next month.
05Can a revision add a new client industry page or update our engagement scope?
Yes. Adding a client industry page, such as a page for restaurant bookkeeping or ecommerce reconciliation, is one revision, and so is rewriting how you describe your engagement scope on an existing page. Send the copy and any images you want used and we build it within 2 to 5 working days. It counts toward your 5 included revisions the same as any other change.
06What are the articles about?
They are about your website's visibility and how prospective clients find and evaluate your firm online, not about accounting or tax technique. Typical topics include how to structure a bookkeeping intake page, what to show on a client industry page, how a payroll bureau or fractional CFO practice should present its engagement scope online, and how firms in your space get found in search. Every article is 2,500 to 3,200 words and researched, not filler.
Filed
Map your site to the same pipeline you run for clients.
A live walk-through, on your screen, of the site you would get.