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Hosting by industry

Web Hosting for Bookkeepers

Bookkeeping is a monthly relationship, not a sale. You are not trying to get a thousand people to your website, so web hosting for bookkeepers is not about scale. You are trying to get four of the right ones, and to make the wrong ones close the tab before they fill in your form.

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Your website is a filter, not a funnel

Most marketing advice assumes you want more enquiries. For a bookkeeper that advice is close to backwards. Your capacity is measured in client-months, and every slot you fill is filled for a year or more. Ten enquiries a month from people who want somebody to sort out three years of shoebox receipts is not a good month. It is ten conversations you have to get out of politely.

The failure looks the same on almost every bookkeeping site we see. The copy is written to appeal to everybody, so it says things like "affordable bookkeeping services for small business" and nothing else. That sentence attracts the person shopping on price for a one-off cleanup. It does not attract the contractor with fourteen employees who wants somebody reliable on a monthly retainer and has already decided to pay properly for it.

So write the site for the client you want to still have in three years. Say who you work with. Say what a normal engagement looks like. Say what you do not do. A site that turns people away is doing its job, and it costs you nothing to run.

If your enquiry form asks nothing but name, email and message, it is not filtering anything. Two extra fields, what software you use and roughly how many transactions a month, will tell you more than the message will.

A site that turns the wrong client away

Send us your bookkeeping site and we will tell you whether it reads as generic small-business copy or as a filter. If the hosting under it is already the right size, we will say that too.

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Name the software you actually work in

This is the single highest-value thing missing from most bookkeeping websites, and it is free. People do not search for "bookkeeper". They search for a bookkeeper who knows the thing their business already runs on, because switching accounting software is painful and nobody wants to do it to hire someone.

If you work in a particular ledger platform, say its name. If you handle a specific payroll system, say that too. If you know the point-of-sale system every restaurant in town uses and how its sales feed lands in the books, that is a page on your website, not a line in a paragraph. The person searching that phrase is already qualified. They have the software, they have the problem, and they are looking for someone who will not need training.

Say the industries too

Trades, restaurants, medical offices and nonprofits all have their own habits, and a client who sees their own world described relaxes immediately. You do not need a page per industry. You need two or three, written from actual experience, describing the things that go wrong in those books. Invented ones read as invented.

  • Name the platforms you are certified or experienced in, in plain text on the page.
  • Describe the handover: what you need from a new client in week one.
  • Say what you do monthly, what you do quarterly, and what you never touch.
  • Put the same words on the page that a client would use on the phone.

A pricing page qualifies harder than any contact form

Bookkeepers hate publishing prices, usually for a fair reason: the work varies, and a number on a page invites people to compare you on the wrong thing. But no number at all invites something worse, which is every price-shopper in the county filling in your form to find out.

You do not have to publish a rate card. You have to publish enough that somebody can work out whether they are in the room. A starting figure with the words "from" and "depends on volume" next to it will end more wrong conversations before they start than any amount of careful phone screening.

  1. Say what a typical engagement includes

    Reconciliation, payables, monthly statements, whatever you actually do. Being specific is what makes a price make sense, and it stops the client assuming tax filing is in there when it is not.

  2. Give a floor, not a menu

    One honest starting number sets expectations. If your smallest sensible client pays a certain amount a month, saying so removes the people below that line without you having to.

  3. Name the thing that moves the price

    Transaction volume, bank accounts, payroll headcount, how far behind the books are. Now the reader is estimating their own quote, which is exactly the work you want them doing.

  4. Say what is out of scope

    This is the sentence that saves you. If you do not prepare returns, if you do not do audits, if you do not take on cleanups older than a year, put it in writing before the call.

The page does not need a calculator or a quote engine. Those are usually a way of avoiding the harder job of writing four clear paragraphs, and they are one more thing on the site to break.

Client documents do not belong on web hosting for bookkeepers

The moment a bookkeeping site works, the next problem arrives. Clients start emailing you bank statements, payroll registers and photographs of receipts, because email is the only door you have given them. Your inbox becomes the filing system, and everything a client sends you is now sitting in two mailboxes and on a phone.

The fix is not to put an upload form on your website. That is the instinct, and it is the wrong one. A form that accepts client financial documents means those files land on the web server, and now the security of a marketing website is the security of your client data. That is a much bigger job than it looks, and it is not what shared hosting is for.

Use a proper document portal, whether that is the one built into your ledger software or a dedicated client-portal product, and have your website link to it. The website's job is to be the front door and the sign that says where to go. Nothing confidential needs to live on it.

  • Link to the portal from the site. Do not host the exchange yourself.
  • Give clients one named place to send things, and keep saying it until it sticks.
  • Use email at your own domain so a client can tell your address from a spoof of it.
  • Get a certificate on the site anyway. An SSL certificate is standard now, and a browser warning on a financial services site costs you the enquiry.

Handling client financial records brings obligations that vary by state, by client and by what you have signed. Describe your process on the site if you like, but check the specifics with your own adviser rather than copying language from another firm's website.

Keep client files off your web server

We can point your site at the portal your ledger software already provides, add the certificate and the domain email, and leave the hosting on the small plan a bookkeeping site belongs on.

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Who should be reading a different page

If you prepare and sign tax returns, this page is not the whole picture for you. Signing a return brings a set of obligations around client data, retention and identity protection that pure bookkeeping does not, and they change what you can sensibly do on a website. Read hosting for accountants instead, which covers the practice side, or hosting for tax preparers if filing season is the shape of your year and the website has to survive a spike in February and then go quiet.

The short version of the difference: this page is about a recurring monthly relationship and how to attract the right one. Those pages are about a regulated, seasonal engagement where the calendar and the compliance burden drive the decisions.

And who should not spend more

Nearly every solo and small bookkeeping practice, honestly. A bookkeeping website is a handful of pages of text with no logins, no payments and no client data on it. It is one of the lightest sites there is.

  • You do not need a large plan. Shared hosting at the entry tier covers this comfortably.
  • You do not need extra storage. The site is text and a photograph of you.
  • You do not need a security add-on to protect a site with nothing on it worth stealing. Keep the software updated and take backups instead.
  • You almost certainly do not need a client portal built into your website when your ledger software already has one.

Where spending more is genuinely justified: you run a practice with staff and the site carries internal tools, or you are hosting a portal yourself because your software does not provide one. Number of visitors is not a reason. A busy month for a bookkeeping site is still a quiet day for a server.

How AldoMedia helps

AldoMedia has built and looked after websites for Western New York businesses since 1999. We are an independent authorised reseller rather than the operator of the underlying platform, which means we will tell you when the plan you already have is the right one, and we will say so before you spend anything.

If you are taking over a site somebody else built, or you have inherited one and nobody can find the login, the order of operations is on the taking over a website page. Call 716-771-2536 or tell us what your site runs on.

Common questions

Bookkeeping website questions

How do I stop getting enquiries for one-off cleanup work?

Write the site for the monthly client and say plainly what you do not take on. Most bookkeeping sites read as generic small-business copy, which is exactly what a price-shopper responds to. Naming your minimum engagement, your typical scope and the fact that you work on retainer will remove most of those enquiries before the form is opened.

Should I publish my monthly rates, or does that scare clients off?

Publish a floor, not a rate card. A starting figure with an honest note that it depends on transaction volume, bank accounts and payroll headcount lets a reader estimate themselves. That is the qualifying work you would otherwise do on the phone, and it filters out the people who were never going to pay your rate.

Can clients upload their bank statements through my website?

They can, but do not build it that way. Putting client financial documents on a marketing web server makes the security of that site the security of your client data, which is a far bigger job than it looks. Use the portal in your ledger software or a dedicated client-portal product, and let the website link to it.

Is it worth writing a page about the accounting software I use?

It is probably the highest-value page you can add. People search for a bookkeeper who already knows the platform their business runs on, because nobody wants to change software in order to hire someone. Name the ledger and payroll systems you work in, in plain text, and describe how you handle the handover.

I do bookkeeping and I also file returns. Which page applies to me?

Both, with the filing side taking priority. Signing returns brings obligations around client data and identity protection that pure bookkeeping does not. Start with hosting for accountants, and check the specifics of what applies to you with your own adviser rather than with a hosting company.

What hosting does a solo bookkeeper actually need?

Less than most are sold. A few pages of text, no logins, no payments and no client files is about the lightest site that exists, and an entry shared plan covers it. Spend the money on writing the pages properly and on keeping backups instead.

Related

Shared Hosting

The plan type a bookkeeping site belongs on, and what the higher tiers actually change.

Read about shared hosting

Business Email

Why an address at your own domain matters when clients are sending you financial documents.

Read about business email

Website Backups

What a backup should cover, how often, and how to check the restore actually works.

How backups should work

Every trade we cover is listed on hosting by industry.

Hero image: Shixart1985, CC BY 2.0, via Wikimedia Commons. Cropped.

Fewer enquiries, better ones

Tell us what your bookkeeping site runs on and we will tell you whether the plan you are paying for is the right size. If it already is, we will say so.

Get Your Web Hosting Plan Get help choosing

Or call 716-771-2536 and tell us what the site has to do. If the plan you are already on is the right one, we will say so.