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How to make a website for bookkeeping to tally up more clients


How to make a website for bookkeeping

With more than 1.5 million bookkeepers across the United States, creating a website can significantly boost your business and retain clients. Unlike retail, most accounting and bookkeeping firms don't benefit from high street visibility. Instead, potential clients often discover your services through online reviews or word-of-mouth referral, with your website being their next stop. Ensuring you create a website that serves as a welcoming introduction is key in building a meaningful connection with y clients. 


Whether you're just starting a business in the bookkeeping industry or looking to revamp your current bookkeeping website, this guide will walk you through the essential steps to create a website that stands out in the competitive field of bookkeeping. From selecting the perfect domain name to designing a friendly user interface, we'll help you tally up more clients in no time.


Ready to make a website for bookkeeping? Get started with an AI generated website today.



What is a website for bookkeeping?


A website for bookkeeping is a digital platform that showcases your business and services related to bookkeeping. It serves as a virtual storefront where potential clients can learn more about your firm, its offerings and how to contact you. By focusing on clear, approachable content that speaks directly to the needs and challenges of your audience, you position yourself as a supportive, knowledgeable guide. This approach not only demonstrates your expertise but also builds trust, encouraging visitors to engage with your services.



Blue calculator on a yellow background


How to make a website for bookkeeping in 10 steps




01. Define your website audience and goals


Understanding your audience and setting clear goals are key steps in building a successful website. By identifying who your target audience is, you can tailor the tone, design and content to meet their specific needs. Whether your website focuses on small business accounting or offers diverse bookkeeping services, knowing your audience allows you to effectively address their requirements and provide valuable solutions.


Knowing your goals will guide you in creating an effective website that meets your business objectives. You may look to draw in new clients, offer valuable resources to current ones or highlight your expertise. Identifying these objectives early guides your site’s structure and content, ensuring it aligns with your business objectives and audience expectations. This clarity will also help in measuring the success of your website once it's live, allowing for more targeted improvements over time.



Wix finance website template


02. Pick a domain name and website host


Next, you need to select and register your domain name. You may have already used a business name generator to choose a name that reflects your bookkeeping firm's identity or you're considering using your last name for a touch of personal branding. Use a domain name search tool to verify the availability of your desired domain.Consider the credibility of the domain extension you choose for your website. Popular extensions like .com or .net for instance have established a higher level of credibility.


Learn more about what is a domain.



How to buy a domain name


With a domain name picked, you’ll want to find a hosting website. Hosting providers offer the server space where your future website will live. Picking the right provider is important because it will have an impact on your website speed, uptime and security. As a bookkeeping firm, it is crucial to prioritize your website security. Your clients will be trusting you with sensitive financial information and it is your responsibility to keep it safe from any potential cyber attacks. This means choosing a hosting provider that offers strong security measures such as SSL encryption and regular backups. By taking these precautions, you can ensure the safety of your clients' data and build trust in your business.


Learn more: Web hosting cost



03. Choose a website builder and template


Now that you have your domain and hosting provider sorted out, it's time to start building your website. One of the easiest ways to build these types of websites is by using a website builder. These tools offer pre-designed website templates and drag-and-drop features, making it simple for anyone to create a professional-looking website without any coding knowledge.


Read more about website builders: Wix vs Squarespace


Similar to templates, some hosting providers offer a wide selection of free plugins and extensions as part of their package, while others may charge for more advanced options or unique features. It's important to research and compare the available plugins and extensions when choosing a hosting provider to ensure they meet your website's needs. The Wix App Marketplace offers options to enhance your site features such as Quickbooks Connector to integrate QuickBooks Online to your site. 



Wix AppMarket accounting apps


Find a website template that resonates with your brand and the services you provide. Clients seeking an accountant or bookkeeper typically expect a mature, professional appearance that instills confidence and trust. To achieve this, don't hesitate to experiment with various layouts, fonts and color schemes. Take the time to explore different options until you find the combination that perfectly embodies your brand and appeals to your target audience. This meticulous approach will not only enhance your online presence but also significantly contribute to building a strong and recognizable brand identity.



Wix bookkeeping website template


When seeking a bookkeeping firm, many turn to their mobile devices. Mobile users are more likely to go to a competitor’s site when your page loads slowly. Prioritize your user's experience by optimizing your site for mobile. This means considering the size of images, the spacing and the text among other elements. Once you create your business website, you can use Google’s Mobile-Friendly Test to double-check its accessibility for your smartphone-savvy clients. 



04. Customize your bookkeeping website


Take the time to customize your bookkeeping website with tailored web design elements. This will not only make your website visually appealing but also help establish a sense of professionalism and credibility. Consider the following items to create a cohesive look.


  • Layout: Choose a clean and organized layout that is easy to navigate. Use common design elements such as menus, headers and footers to ensure consistency throughout your website.

  • Color scheme: Select a color scheme that aligns with your brand and conveys the tone of your business. Cool colors like blue and green can create a sense of trust and reliability, while warmer tones like orange and yellow can evoke feelings of energy and creativity.

  • Font selection: Stick to two to three fonts throughout your website for a cohesive look. Make sure the font is legible on both desktop and mobile devices.

  • Images: Photos, infographics and statistics can effectively persuade prospective customers. By incorporating images of your workplace, you foster a sense of community. 



Wix bookkeeping website template


05. Plan and prepare your pages


With your website goals and audience in mind, start building your website by planning its structure, a landing page or a multi-page website. A one-page website can efficiently present key information, making it easy for your audience to grasp your message quickly. Alternatively, a multi-page website allows you to dive deeper, offering detailed information across various subpages. This structure enables you to cater to your customers' needs more specifically—be it through a services page with a clear price list or a contact page with an accessible online form.


If you choose a multi-page website, here are some important web pages to include on your website for bookkeeping:


  • Services page: This page should highlight the services you offer, including bookkeeping and any additional services, such as tax preparation or consulting. Be sure to include clear descriptions of each service, their prices and a call-to-action (CTA) button for online scheduling of your services. Consider adding a range of prices for different services and mention if they are customizable based on individual client needs.

  • About page: Share your story and what sets you apart from other bookkeeping businesses. This is also a great place to showcase any certifications or credentials you may have.


  • Testimonials page: Featuring positive reviews from satisfied clients can help build trust with potential customers. Consider asking for testimonials from current clients and featuring them on this page.


  • Contact page: Make it easy for potential customers to get in touch with you by including an accessible contact form, as well as your professional email address and business phone number. You may also want to include your business's physical location if applicable.



Popular types of web pages


Make sure your website navigation is intuitive. Always keep the menu bar prominently displayed at the top of every page and keep the menu options easy to understand. By doing so, you help visitors find the information they need quickly and efficiently, Improving user experience.



06. Craft a compelling homepage


Making homepages that leave a lasting impression is vital, as your homepage is the first thing your potential customers will see when they visit your website. If you use a landing page structure it is the only page your visitors will see. Use high-quality visuals, concise and engaging language and clear call-to-action buttons to capture their attention and entice them to explore further.


Here’s what a good homepage should have:


  • Banner image: Position the banner prominently at the top of your homepage and incorporate photos of your team in action to add a personal touch. Adding a clearly labeled button, such as "Contact" or "Explore Our Offer," will guide visitors to key areas of your site. 


  • Catchy headline: Include a short text that conveys the main benefits or value of your product or service. For bookkeeping offices, this can be a motto that highlights key benefits like security and financial control. Use a headline generator if you need help crafting a headline for your bookkeeping website.


  • Photos: Visuals capture visitors’ attention before text. Feature high-quality and engaging photos on your website. Consider investing in a professional photo session. Showcasing your team at work not only enhances your website's appeal but significantly builds trust with potential customers. Stock photos are a viable alternative. Just make sure to select images that feel authentic and resonate with your audience.


  • About details: Offering insights into your company's culture and the people behind it enhances trust and connection. Include team photos with brief professional and personal insights to deepen customer relationships. This approach not only fosters trust but also positions your company as a transparent, approachable partner committed to empowering clients for success.


  • Service offering and pricing: Clearly lay out your services and packages, along with pricing information. This makes it easier for potential customers to understand what you offer and how much they can expect to pay. Show them that you understand their problems and can solve them. 


  • Client reviews: Share testimonials and reviews from past clients to showcase your company's track record of success. This social proof can help build trust and confidence in potential customers, as they can see how others have benefited from your services.


  • Contact: Make it easy for potential customers to get in touch with you. Provide multiple methods of contact, such as email, phone and social media. This shows that you are accessible and responsive, which is important for building strong client relationships. Consider adding a contact form, whether in the header, footer, through a link or a popup, for lead generation. They are a great way to create a subscription list for email marketing and make it easy to contact potential clients. 


  • Google Maps: Integrate Google Maps into your website so that customers can easily find your location. This is especially important for brick-and-mortar businesses, as it allows customers to see how close you are to them and plan their visit accordingly. It also adds a level of credibility, as users trust Google Maps for accurate locations.



Wix finance website templates


07. Build a customer area


Your website can generate new customers and serve your regular, loyal customers. By creating a membership website, you can provide exclusive content and resources for your loyal customers. Additionally, having a dedicated customer area can also attract potential new customers by showcasing the benefits of being a part of your client base.


Here are some things you should consider:


  • Membership account: Your clients can log in to their account to see their invoices and settlements, and to submit documents. 

  • Payment processing: Provide secure and convenient options to accept payments

  •  from your clients, such as credit card or PayPal.

  • Loyalty programs: Reward your loyal customers and encourage repeat business with loyalty programs. When a referral becomes a new client, you can thank your client with a discount on your services, a gift card or a charitable donation in their name.

  • CRM: This application will allow you to divide contact details on the website, such as telephone numbers of your office employees dealing with specific matters. 



Wix website payments activity overview


08. Optimize your website for SEO


When you create your website, search engine optimization should be among your top priorities. Search engine optimization or SEO, is the process of improving your rankings in online searches that are relevant to your business. The goal is to appear as high as you can on the first page of a keyword's search engine results page or SERP.


When launching your website, prioritizing search engine optimization (SEO) should be among your top priorities. SEO is your key to improving your visibility in online searches that matter to your business by securing a top spot on the first page of search engine results for your chosen keywords. This strategic position can significantly enhance your online presence, driving more traffic to your site. 


You can utilize the power of SEO for marketing your business by:


  • Using relevant keywords naturally throughout your content

  • Managing your business listings and profiles, like Google Business Profile

  • Gathering healthy backlinks 

  • Producing fresh content‌


Once you’ve implemented your keywords into your website and content, it is essential that you track your progress. Websites built on Wix come with Wix analytics to track valuable insights into your Wix website performance and user behavior, empowering you to make informed decisions for your business.


Learn more: Wix SEO



09. Start a blog (optional)


You can show your qualifications by starting a blog where you'll post accounting articles. When used correctly, a blog is a creative way to connect with potential clients and position yourself as an industry expert. Apart from providing useful information, a blog can also generate interest in the website and rank better on search engine results, through well-calibrated SEO. 


The key to launching a successful blog is to plan out your content, always keep your target audience in mind and provide engaging and useful content for your community. Your blog should serve as one piece of your marketing strategy


Good content could include:


  • Interviews with people of interest to your client base

  • Hints and tips to save your customers time and money

  • Relevant news stories to keep your readers up to date

  • Frequently asked questions about important topics

  • Industry analysis and insights from experts

  • Customer success stories to showcase the benefits of your product or service



10. Promote your bookkeeping website


To effectively engage with your audience and enhance your online presence, it's essential to incorporate various tools and strategies on your website. Each element will play a different role in building a stronger connection with your customers and standing out in the digital landscape. Here are some key features to consider:


  • Newsletters: Create email marketing campaigns with interesting content that your customers will want to read, then ask them to sign up to receive your newsletters. 

  • Social media integration: If your firm has social media profiles, link to them from your site. By doing so, you’re inviting your audience into a more engaging and interactive relationship with your brand. 

  • Calculators: These can provide a quick way to compare loans, check debt consolidation rates and calculate salaries or tax refunds. A web search by a potential customer will bring up firms that have them on their website.



Wix email marketing campaign


As your firm changes, so should your website. Regularly update contact information, introduce new services and refresh staff profiles. A current and dynamic website not only captures the essence of your business but also signals to customers and prospects your commitment to excellence and innovation. An outdated website may deter potential business, while a well-maintained one reinforces your market leadership. Embrace these updates as opportunities to showcase your firm's growth and dedication to serving your clients' needs effectively. 



Bookkeeping website examples to learn from


Before you start building your own site, check out your peers' websites on Wix for website ideas to discover what you like, what you don’t like and how you can stand out.




Solutions Bookkeeping was founded on the mission to offer premium professional bookkeeping services, specifically designed for small and medium-sized enterprises. The homepage presents an overview of their services, coupled with a call to action encouraging visitors to schedule a free consultation. They prominently display client testimonials to underscore the positive impact their services have had on various businesses.



Wix user Solutions bookkeeping website homepage



Visual Bookkeeping, a comprehensive bookkeeping firm, is dedicated to simplifying communication for its clients. Through its secure client portal, individuals can effortlessly send and receive messages, upload and download critical documents and stay updated on their financial matters, ensuring a streamlined and efficient bookkeeping experience.



Wix user Visual bookkeeping website homepage



Since 2013, The Bookkeeping Collective has offered bookkeeping and accounting services to clients throughout Central Florida, empowering small businesses with the necessary confidence to successfully operate their companies. Their blog, linked to the homepage, contains posts replete with tips tailored for their small business clientele, offering valuable insights to help them thrive.



Wix user The Bookkeeping Collective website homepage



Zen Bookkeeping Services offers customized virtual bookkeeping solutions to businesses nationwide, ranging from emerging startups to well-established enterprises. Their website includes a live chat for immediate assistance and features an integrated calendar to simplify scheduling for clients.



Wix user Zen Bookkeeping Services website homepage


Read more for your bookkeeping business




More types of websites to create




How to make a website for bookkeeping FAQ


How can I ensure the security and privacy of client data on my bookkeeping website?

To ensure the security of data transmission, it's crucial to use secure protocols such as HTTPS and SSL certificates. Additionally, implementing strong password policies and two-factor authentication for client accounts can significantly enhance security measures. Regular updates to your website software and plugins are vital to address any security vulnerabilities that may arise, contributing to better website privacy. Lastly, choosing a reputable and secure web hosting provider is a key step in maintaining the overall security of your website.

What is the typical cost of creating a bookkeeping website?


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