Website for Accountants, Bookkeepers and Tax Preparers: Book Paid Consultations All Year

A website for accountants, bookkeepers and tax preparers should show what you do and what it costs, and let a new client book a paid consultation without an email chain. Add a checklist of what to bring and a form for enquiries, and most of the back-and-forth that eats your season disappears. Keepp gives you that site: your profile and services, paid consultations booked and paid in one step with the money going to your own Stripe account, an enquiry form, and a chat that answers the questions you’re asked every day.

Why does an accounting practice need a website that books clients?

People look for an accountant at predictable moments: a tax deadline is close, they’ve started a business, they’ve had a letter from the tax authority, or their books are a mess and their year-end is coming. They’re anxious, they’re comparing a few options, and they want to know two things fast: can you help with this, and what will it cost?

Plenty of small practices answer those questions by phone or email only. In tax season, that means a voicemail backlog and a pile of “what do you charge?” emails, while the client who needed an answer today books whoever replied first. Outside the season, it means nobody finds you at all.

A website that states your services and fees and takes bookings works through both. It answers the first questions on its own and fills your diary with people who’ve already said yes.

What should a website for accountants include?

Who you are: a photo, your name, your qualifications and who you work with (“Freelancers, landlords and small limited companies”).
Your services in plain words: personal tax returns, bookkeeping, payroll, year-end accounts, help with a tax letter. Add a starting fee where you can.
A paid consultation that anyone can book, with a clear description of what it covers.
A document checklist so clients arrive with the right paperwork.
An enquiry form for ongoing work, such as monthly bookkeeping, that you quote for.
Your location and how you meet: in your office, by video, or both.
The questions you answer every week, written down once.

Should accountants charge for a tax consultation?

Yes. Questions about tax and money are ones people expect to pay to have answered, because the cost of getting it wrong is easy to picture: a penalty, a missed deduction, a bill they weren’t ready for. A paid consultation with a clear fee and a clear outcome (“we’ll go through your situation, tell you what you need to file and give you a fixed quote for the work”) is an easy yes.

Charging for the first meeting also filters the free-advice calls that crowd out paying work during the busiest weeks of your year. If you credit the consultation fee against the return or the first month of bookkeeping when the client goes ahead, say so on the page. Our guide on whether to charge for the first call covers pricing an intro session.

How do bookkeepers and tax preparers handle the busy season?

Make the page do the triage. Separate offerings for separate jobs keep the right people in the right slots: a short paid tax consultation for new clients, a longer return-preparation appointment for returning clients, and a discovery form for ongoing bookkeeping.

Set your hours for the season, and block out the days you keep for preparation work and the dates after your filing deadline. When the season ends, change your hours or take the seasonal offering off the page. Clients can reschedule their own appointments from their confirmation, which saves you a phone call every time someone’s plans change.

Put a document checklist right by the booking: last year’s return, income statements, receipts for expenses, bank statements, any letters from the tax authority. Clients who read it before the appointment arrive ready, and the appointment does what it was booked for.

How Keepp gives your practice a website that books and gets paid

Keepp builds your practice website at keepp.link/yourname, or on your own domain. It’s one page that holds your profile, services, consultation booking, forms and a chat, so a new client can go from “who is this?” to booked and paid in a few minutes.

Paid consultations in one step. A client picks a time from your real availability, answers your booking questions and pays. The money goes straight to your own Stripe account, and the appointment is confirmed once it’s paid. Connect your Google Calendar so your existing appointments stay off the booking calendar, and add a video provider if you meet online; a meeting link is created for every booking.

Fixed-fee services you can sell outright. Services with a set price, such as a simple personal return or a catch-up bookkeeping session, can sit on the page as products with the price shown. Templates and guides you’ve built, like a bookkeeping spreadsheet or an expenses tracker, can be sold as digital downloads that buyers get as soon as they’ve paid.

Enquiries in one place. Ongoing work comes in through a form with the questions you need to quote: business type, number of transactions a month, the software they use. Every submission lands in your submissions, where you can tag and filter it.

Chat that answers before you can. “Do you do self-employed returns?” “What do I need to bring?” “Can we meet online?” Keepp’s chat answers from your page and the notes you give it, and passes the conversation to you when a visitor asks for a person. During the season, that’s dozens of emails you don’t have to write.

One page for each service, when you need it. A Collection can put your business services on their own page and your personal tax services on another, so each visitor sees what applies to them.

See an example: keepp.link/adaokoro is the page of Ada Okoro, a tax preparer and bookkeeper, with a paid tax consultation, a document checklist, an enquiry form and chat. For more on how Keepp works for firms like yours, see Keepp for lawyers, accountants and advisors.

How do you set up a website for your accounting practice?

Start from a template. The financial advisor template is built around a booked call and suits accountants and bookkeepers well. The professional profile template is a simpler, credentials-first start.
Add your profile: photo, name, qualifications and who you serve.
List your services with starting fees.
Create your consultation with its length, fee and hours. See take bookings.
Connect Stripe so consultations are paid when they’re booked. See connect Stripe.
Add your document checklist, an enquiry form for ongoing work and the questions you answer every week.
Share the link on your Google Business Profile, in your email signature and on your invoices, and connect your own domain if you have one.

Frequently asked questions

What should be on an accountant’s website?

Your services in plain words, your fees or starting fees, a way to book and pay for a first consultation, a checklist of what to bring, an enquiry form for ongoing work and your contact details and location.

Should tax preparers charge for a consultation?

Yes. A paid consultation brings in clients who are ready to go ahead and pays you for your time in the busiest weeks of the year. Many tax preparers credit the fee against the return if the client goes ahead.

How can bookkeepers get more clients online?

Make your services and starting prices visible, let people book a paid consultation straight from your page, and put that link on your Google Business Profile, social profiles and email signature. An enquiry form for monthly work gives you what you need to quote.

Can clients pay for an accounting consultation online?

Yes. On Keepp, a client books and pays in one step, and the money goes straight to your own Stripe account.

Do I need a website if I get most clients by referral?

Referrals still look you up before they get in touch. A page with your services, fees and a booking link turns that check into a booked appointment instead of another email.

Build your practice website on Keepp and take your next client’s paid consultation before the season starts.