
January is not a business model
Websites, portals and onboarding for accounting practices, built around moving clients off annual compliance and onto monthly work.
- Sold as
- One contract
- Starts with
- A free review
An accounting practice built on annual returns has one violent season and eleven months of chasing paperwork. The practices that are pleasant to run and worth something when sold are the ones with monthly bookkeeping and advisory retainers, where the work and the revenue are spread.
What blocks the transition is almost never capability. It is that the practice cannot show a prospective client what the monthly service actually is, and cannot onboard one without three emails, a signed letter and a document request list that gets ignored.
The search side is not separate from that. "Accountant for small business" and "bookkeeping services" with a town, plus tax-deadline spikes that bring the wrong kind of enquiry. Ranking for those means the pages exist, the business is verified where it operates, and the reviews are real and recent.
What we build for accounting & bookkeeping
- A site that sells the retainerThe monthly service described as a service, with what is included, rather than a list of qualifications.
- Onboarding that finishesEngagement letter, identity checks and document requests in one path a client can complete in an evening.
- A client portalOne place for documents and questions, so nothing important is buried in an inbox.
- Chasing that is not youAutomatic reminders for the records you are waiting on, which is most of what January actually is.
How a new client moves through an accounting practice
From the first enquiry to the first invoice, most of the delay sits between the practice and the client, not inside the work.
Enquiry and fee
The enquiry waits while a partner works out a fee by hand, so a short form with a fee range answers it the same day.
Engagement and identity checks
Signed letters and identity documents sit half-finished in email, so one onboarding link collects both and shows what is still missing.
Records each month
Bank statements and receipts arrive late and in pieces, so scheduled requests with an upload link go out before the deadline, not after it.
Filing and billing
Work finished in the ledger is invoiced weeks later, so closing a period raises the invoice and the next period's request together.
Services that go with it
What usually comes next, once the first piece is running, and why it matters in this trade.
- System IntegrationPortal uploads and onboarding details feed your accounting software, so client records are never typed twice.
- Google Maps (Local SEO)Small business owners search for an accountant near them, and the map listing decides who gets the first call.
- Software MaintenanceThe portal must stay up in deadline week, the one week a fault would cost you clients.
What people in this trade ask us
Is a client portal worth it for a small practice?
Should we publish prices?
Can it connect to our accounting software?
Where is our client data kept?
What happens to the portal if we merge or sell the practice?
The infrastructure under it
Managed by the engineers who build the software, on the same contract and the same bill.
Priced and ready to order
A fixed scope and the price on the card. The line on each one is why it matters in this trade.
One-timeWebsite copy rewritePages that say who you work for and what a month with you includes, in the client's words.from €690one-time
ScopedCRM setupEnquiries, onboarding and renewals in one pipeline, planned around filing deadlines.from €1,400on scope
ScopedWorkflow automationDocument requests and deadline reminders that send themselves before the busy season starts.from €1,200on scope
What one contract covers
- One contract. The build, the infrastructure and the work that brings people to it, on one invoice.
- A named team. The person on the first call stays on the project. No account managers, no handoffs.
- Operated, not delivered. We keep it running after launch: patching, backups, monitoring and the phone when it breaks.
- European hosting. Servers in Europe, run by us, with the data staying where you expect it to.
- Monthly reporting. What changed, what it cost and what it produced, in language you can forward to a board.
- No lock-in. The code, the domains and the accounts are yours. Leaving is a handover.
See what is costing you customers before you spend anything.
A senior engineer walks your site, your search presence and the way enquiries reach you, then writes down the three things worth fixing first.
- 01You tell us what is not working
- 02We review the site, the search presence and the enquiry path
- 03You get the three fixes worth doing, and what each is worth

