Accounting

Clear services. Easy onboarding.

The short version

Accounting firms sell reliability. The site should make services, pricing approach and onboarding clear enough that a business owner feels handled before the first call.

§ 1

What’s broken

Services are listed by accounting term, not by client problem.
Onboarding is a PDF checklist.
The client portal is a login button to another brand.

§ 2

What we build

Service pages by client need Startups, owners, individuals, each with what you do and how it works.
Onboarding flows Document collection, engagement letters and scheduling on your brand.
Resource and deadline content Guides and calendars that bring people back.

§ 3

Three things you could walk away with

An accounting firm website Custom build with service pages, team and onboarding.
A client onboarding system Intake, documents, e-sign handoff and status.
A tax season microsite Deadlines, checklists and document upload for clients.

NoteWant to click around a working one first? Try the CRM we built as a demo: pipeline, contacts, invoices and booking, with sample data.

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