What your customers are trying to do
Small business owners who want their books kept up to date want to book a discovery call.
A bookkeeping business website usually has to handle secure document upload, discovery call booking and record keeping checklists.
Secure document upload: clients send receipts and statements regularly. Link to the portal provided by your practice software where possible.
Discovery call booking: owners want to talk through their situation first. Ask which accounting software they use when they book.
Record keeping checklists: checklists help clients send the right records. Keep checklists general and dated.