ACCOUNTANCY WEBSITE BRIEF
For accountants and bookkeeping businesses. Use with any website designer.
Working notes to discuss, not an agreed scope or professional advice.

Practice / business:
Person coordinating the website:
Current website:
What needs to change:

Leave anything uncertain marked TO CONFIRM. Keep client records, financial
documents, passwords and account access out of this brief.

CLIENTS AND THEIR ROUTES
Which prospective clients fit the business?
What situations bring them to you?
Which services should each person be able to find?
What should an existing client be able to reach quickly?

SERVICES TO EXPLAIN
Repeat for each service you actually offer.
Service:
Who it is for:
What you handle and what the client supplies:
Ongoing work, a one-off job or both:
What can be said about fees, with scope and conditions:
Questions to settle in a later conversation:

HOW THE WORK STARTS
What do you need to know in a short first enquiry?
Who responds, and what happens next?
What will your team explain to someone changing accountant?
Existing software arrangements to discuss (no login details):
Agreed route for exchanging detailed records later:

PEOPLE AND EVIDENCE
People to introduce, their roles and approved biographies:
Professional descriptions or credentials to check:
Real photographs available and permission to publish:
Approved client feedback or examples, if available:
Who confirms these facts:

WHAT THE NEW SITE MUST KEEP
Useful pages, resources and existing addresses:
Existing client-system link and its owner (no passwords):
Current domain and email arrangements to account for:
Any functions that need separate discussion:

CONTENT AND APPROVAL
Who supplies business information:
Who approves professional or time-sensitive wording:
Who checks services, fees, people and contact details:
Who will keep changing information current:
What is still missing or needs a decision:

NEXT CONVERSATION
Main question for the website designer:
Relevant timing and why it matters:
Requirements still to agree before ordering:

UpOnUp: https://uponup.com/websites-for-accountants/
Wider website brief: https://uponup.com/guides/website-design-brief/