Websites for Bookkeepers

10/21/2026

If communication is one of your bookkeeping business’s values, what does that actually look like for your clients?

Do they know when they’ll receive their monthly reports?

Do you explain what the numbers mean in language they understand?

Do you set clear expectations about response times and how to reach you?

That’s where a brand value becomes part of the client experience.

The same applies to simplicity, organization, or work-life balance.

Simplicity might mean a straightforward onboarding process.

Organization might mean clients always know which documents you need and when.

Work-life balance might mean clear office hours and processes that support them.

Your values become more useful when they guide how you run your business. They also give you something specific to communicate in your marketing.

Instead of stopping at “We value communication,” explain what clients can expect.

Which of your business values could you turn into a clearer client expectation?

10/20/2026

What Is the Best Marketing Strategy for Introverted Bookkeepers? I shared my thoughts in this article. Let me know what you think in the comments! 👇

You know you need to market your bookkeeping business. Then someone tells you to attend networking events. Another person says you need to start making Reels. S

10/19/2026

Which branding decision has kept you stuck the longest?

Your business name? Your logo? Your colors? Figuring out who you want to work with?

When you’re starting a bookkeeping business, those decisions can feel permanent. You’re choosing something that will appear on your website, proposals, social profiles, and everything else you create.

But you don’t need to predict every future version of your business before you start marketing.

Start with what you know today.

Who can you help?
What do they need help with?
What kind of experience do you want them to have?

Your answers give you a foundation to work from. You can refine your messaging and visual identity as you gain experience.

What’s one brand decision you’ve been overthinking—or finally made peace with?

10/16/2026

Here’s a quick website exercise for bookkeeping business owners:

Open your website and make a list of every place where a visitor can enter information or where another tool is running behind the scenes.

Check for things like:

• Contact forms
• Appointment schedulers
• Email signup forms
• Analytics
• Cookies or tracking tools
• Embedded videos
• Social media feeds
• Other third-party tools or plugins

Then compare that list with your current website policies.

Do your policies reflect what your website is actually doing today?

If you’re using a free template, this is also a good opportunity to ask whether it still fits your current website.

And if keeping policies updated manually is something you’d rather not add to your to-do list, there are policy-generation tools that can help with ongoing updates. In the article, I explain why I recommend Termageddon for bookkeepers while also noting that a policy generator isn’t a replacement for legal advice specific to your business.

I went into more detail about this here:

Launching a bookkeeping website involves more than choosing colors, writing copy, and adding your services. Behind the scenes, your website is likely collecting

10/14/2026

Putting a privacy policy on your bookkeeping website once doesn’t necessarily mean the job is finished.

Your website changes.

Maybe you add a lead magnet and connect an email marketing platform.

Maybe you switch scheduling tools.

Maybe you install analytics or add a new plugin.

And privacy laws can change too.

That creates an important distinction:

Having a privacy policy and maintaining an accurate privacy policy are two different things.

A free template can be a reasonable starting point for some businesses, but a static document won’t automatically know that your website or the legal landscape has changed.

Whatever approach you use for your website policies, maintenance needs to be part of the plan.

Your policies are part of your website—not something you add at launch and automatically forget about forever.

10/12/2026

When you think about your bookkeeping website collecting personal information, what comes to mind?

Probably a contact form.

But your website may be collecting or processing visitor information in more ways than you realize.

An appointment scheduler.
An email signup form.
Analytics.
Cookies and tracking tools.
Embedded videos or social media feeds.

Some of these tools are easy to forget about because they’re simply part of how the website works.

That’s why reviewing your website’s privacy practices shouldn’t begin with, “Do I have a Privacy Policy page?”

A better question is:

What information does my website collect, and what tools are involved in collecting it?

Once you know that, you have a much better starting point for determining what policies your website may need.

When was the last time you actually looked at all the tools connected to your website?

10/09/2026

If your bookkeeping website isn’t generating the leads you hoped for, don’t assume the first thing you need is a redesign.

Start with a quick website check.

Open your homepage and ask:

1. Can a potential client quickly tell who I help and what I do?

2. Is my navigation simple enough that they can easily find the information they need?

3. Is the next step obvious, or do they have to hunt for a way to contact me?

4. Does the site give them reasons to trust the person and business behind it?

5. Am I only listing bookkeeping tasks, or am I also explaining how my services help solve problems they care about?

You may discover that the biggest opportunity isn’t changing your colors, fonts, or layout.

It’s making the path from “I just found this bookkeeper” to “This might be the right person for me” easier to follow.

And that matters no matter how someone discovered you—through a referral, networking, social media, search, a lead-generation service, or somewhere else.

I went into more detail about these five areas here:

If your bookkeeping website isn't generating inquiries, it can be frustrating. Maybe you've invested time building it yourself. Maybe you've hired someone to de

10/07/2026

Before you open your website builder, try answering these seven questions:

1. Who is this website for?
2. What services am I offering?
3. What problems are those potential clients trying to solve?
4. What do they need to understand about my business?
5. Why might I be a good fit for them?
6. What questions or concerns might keep them from reaching out?
7. What do I want them to do next?

You don’t need perfect answers before you start building.

But having some answers gives you something much more useful than a blank screen.

It helps you separate two different jobs:

Website strategy: deciding what the website needs to accomplish and communicate.

Website construction: turning those decisions into pages, copy, buttons, images, and design.

That separation can make a DIY project much more manageable.

I went into more detail about this—and seven other common DIY website mistakes bookkeepers make on the blog post below 👇

Building your own bookkeeping website can make a lot of sense, especially when you're in the early stages of your business. Maybe you're working with a limited

10/05/2026

A website template should be the container for your message—not the thing that decides your message.

It’s an easy distinction to miss when you’re building your own website.

You find a template with three service boxes, so you start trying to make your services fit into three boxes.

The demo has a big About section, so you assume you need a big About section.

The headline area only looks good with a few words, so you start choosing words based on what fits the design.

Before long, you’re making decisions about your business based on a template someone created without knowing anything about your business.

Try reversing the order.

First decide what a potential client needs to understand: who you help, what you help with, why it matters, what they may need to know before reaching out, and what they should do next.

Then decide how the design can make that information clear and easy to navigate.

Don’t build your business around the template. Make the template support the business.

10/02/2026

If you’ve ever tried to DIY your bookkeeping website, what part slowed you down the most?

Was it actually building the site?

Or was it figuring out what to put on it?

There’s a big difference between knowing how to use a website builder and knowing what your website needs to communicate.

You can choose a template, change the colors, add your logo, and move sections around…and still find yourself staring at the homepage wondering:

What should the headline say?

How should I describe my services?

How much do I need to explain?

What should I ask people to do next?

Sometimes the hardest part of a DIY website isn’t the DIY part.

It’s trying to make your business, marketing, messaging, copy, design, and technology decisions all at the same time.

For those who have built or tried to build their own bookkeeping website: What was harder than you expected?