Website design for accountants

Website design for accountants.

Someone choosing an accountant wants to know whether you understand a business like theirs. We design and write your practice website to explain what you take care of, introduce the people they’ll deal with and make that first enquiry feel straightforward.

Different clients need different ways in.

A sole trader finding a first accountant has different questions from a company changing adviser. We work through those situations with you, then give each visitor a useful place to start. These are possible routes to discuss, rather than services every practice needs to offer.

Finding a first accountant

The question

“Do you work with businesses like mine, and what would you take care of?”

The route

Show the clients you help, the relevant services and who they would speak to. Explain what the first conversation covers, with a short enquiry rather than a request for their records.

Changing accountant

The question

“Could you help us, and how would we get started?”

The route

Introduce your approach and the work you would agree together. Let the visitor mention their current arrangement, timing and reason for looking; your team can explain the handover after that.

Looking for bookkeeping

The question

“Can you help regularly, or make sense of the work that has built up?”

The route

Distinguish ongoing support from catch-up work where you offer both. Explain how you establish the scope, who supplies information and which existing software arrangements you can discuss.

Explore the bookkeeping approach

Already a client

The question

“Where do I sign in or contact the person I know?”

The route

Keep a clearly named link to your existing client system and the right contact details. A new-client enquiry should not be the only route through the site.

The names and services should sound like your practice. We write from your actual client fit, people and working arrangements, with professional statements checked by you.

A clear way into a broad service.

The same design question comes up in different advice businesses: how does someone find the service that fits them? In Revenant, the mortgage routes are visible before the longer explanations. Your practice would have its own services, people and identity.

Revenant London website with separate routes for first-time buyers, remortgaging and self-employed customers
Revenant London Mortgage website designMake the right service easy to find.

A broad offer becomes easier to explore when people can recognise their own situation. These separate routes are one of the details to explore in our Revenant design.

Explore this advice website

A page plan with a job for every page.

A small practice might use this structure to give accounts, bookkeeping and payroll their own explanations. We’ll adapt it to the work you do and the clients you serve, keeping useful material from your current site.

Example practice page plan

Each page earns its place by answering a different question.

  1. Home

    The practice, its focus and the next step.

  2. Services

    A useful overview with routes to the detail.

  3. Accounts and returns

    Who the service is for and how the work starts.

  4. Bookkeeping

    What you handle and what the client supplies.

  5. Payroll

    The businesses you support and the agreed scope.

  6. Who we help

    The business types that fit your practice.

  7. Meet the practice

    Real people and verified professional details.

  8. Working with us

    Onboarding, communication and fee expectations.

  9. Contact

    A short first enquiry with a clear next step.

Your existing client portal stays separate.

A clear link can take clients to a system you already use. New portals, document uploads and integrations need their own agreed scope.

Only include services your practice offers. A larger practice, several offices or a substantial resource library needs its own page inventory before the scope is agreed. Existing useful pages should not disappear just to fit this example.

Bring the decisions.
We’ll shape the pages.

You don’t need to write the website before talking to us. A short brief gives us the facts behind it: the clients you want to help, the work you offer and how someone starts working with you.

Download the accountancy website brief (.txt)

Use it with any designer. It is an editable starting point, with room for questions you still need to settle.

Three things to agree first

Who is the website for?
Separate prospective clients, people looking for a particular service and clients returning to an existing system.
What do you handle?
List the actual services, what a client supplies, how fees are explained and what is agreed in a later conversation.
Who checks the details?
Name the person who approves professional wording, team details and claims, and who keeps time-sensitive content current.

Record the client-system link you want to keep. Leave passwords, client records and financial documents out of the brief.

Running a bookkeeping business?

We can build your website around that. The practice page plan above is a starting point, so keep the services that describe your work and leave out the rest. A bookkeeping business shouldn't have to sound like a larger accountancy firm to explain its value.

Tell us about your bookkeeping business

Show how the work starts and keeps moving.

If you offer both regular bookkeeping and help catching up with outstanding records, explain the difference. Someone looking for ongoing support wants to understand the arrangement; someone with a backlog needs to know how you assess what is involved. Give each service its own page only when that extra explanation is useful.

Describe who you work with and what the first conversation covers: the business, the help needed, the records or software already in use and any relevant deadline. Explain who supplies information and how you agree the work. Payroll, accounts or other services belong on the site only where you provide them.

Your website introduces that working relationship. An existing client-system link can take people to the service they already use; building a portal or connecting financial software needs a separate scope. The public enquiry can stay short, with detailed records exchanged through your agreed channel afterwards.

Help prospective clients ask the right question.

Someone getting in touch may be starting a business or considering a change of accountant. Let them describe that situation, the help they need and how to reply. Keep financial records and sensitive documents out of the first enquiry; arrange an appropriate way to exchange them afterwards.

Explain whether the next step is an introductory conversation or a written response. If you publish prices, make the scope and conditions clear using figures your practice approves. Our guide to explaining service prices helps you distinguish a monthly arrangement from separately quoted work.

Check the enquiry journey

Questions worth answering

  • Do you work with businesses like mine?
  • Which work do you take care of?
  • Who will I speak to?
  • How do we exchange information?
  • What happens if I already have an accountant?
  • How will I know the fee before agreeing?

We write from your practice's answers. You check every business fact and professional statement before launch.

Give the right clients a clearer picture of your practice.

Your website should show who you help, what you take care of and why someone might want you handling their accounts. We bring the writing and design together around those decisions.

Up to 25 agreed pages, original design and copywriting, responsive development and two consolidated refinement rounds. Your first reviewable version is ready within 48 hours of the deposit and confirmed business details.

You approve the finished site before it goes live. If you are replacing a website, we agree what to preserve and how to handle changed URLs, domain connections and existing email.

October offer

£799total

Design, writing & build.
Up to 25 agreed pages.

50% deposit.
50% when you’re happy.

Rounded to £399 now + £400 on approval, before launch.

9 of 20 places remaining at this price. Ends 31 October, or sooner once they’re gone.

Start your website

November onwards:
£3,000+ depending on scope.

Full scope & offer terms

Questions to settle before the build.

You don’t need to write the website yourself or know how to build it. Here’s what we’ll need from your practice and what you can expect in return.

Is copywriting included?

Yes. We research and write the agreed website pages using your business details. You check service descriptions, fees, qualifications and any tax or professional statements. Ongoing technical articles and tax updates are separate work.

Can existing clients still reach their portal?

We can include a clearly labelled link to your existing portal. Building a new portal, handling document uploads or connecting practice software needs separate scoping before work starts.

Do you only work with accountancy firms?

No. UpOnUp creates websites for different kinds of businesses. The page plan, copy and design are specific to your practice; we do not present ourselves as an accountancy or tax adviser.

Will I own the website?

The finished website and project files are yours when the build is paid in full. You can host them elsewhere. Third-party assets retain their own licence terms.

Can you guarantee new clients from search?

No. We can make the pages clear, accessible and easy to enquire from. Search visibility and new clients also depend on demand, competition and ongoing marketing. A website build is not a guarantee of rankings or enquiries.

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