Website Development for Accounting Firms

An owner comparing accountants opens several sites in a row and gives each a few seconds.

• The first screen of a phone names the clients you take, such as sole traders, companies or particular sectors, and what the monthly service covers, with a button for a quote and a phone number.
• Services are separate pages, each ending with what the client hands over, what the office does and what it does not.

A great many enquiries to an accountant are the question how much, and it cannot be answered without a few facts.

• The form asks for the legal form, the rough number of documents, the employees on the payroll and whether the business is registered for VAT, and accepts I do not know as an answer.
• Existing clients get a clear button to the portal where they upload documents, so the daily visitor and the new one do not get in each other's way.

A stranger is about to hand over bank statements and payroll, and wants to see who will hold them.

• The team page shows each accountant with a photo, their qualification and membership of the professional body, and says who will be the client's regular contact.
• The site states that the firm carries professional liability insurance if it does, and how documents are sent safely, since email attachments full of personal data worry careful owners.