The Website in a Box does not include social media marketing. However, we partner with Social Accountant, a social media marketing company that specializes in supporting bookkeepers and accountants.
Built with a Clear, Proven, 2-Step System
A structured process that gives you clarity first, then a fully done-for-you website built to attract clients.
The Website Readiness Workbook
The Website in a Box Layout
This workbook is the required first step before enrolling in Website in a Box.
Many bookkeepers start with a DIY website and quickly feel overwhelmed by unclear messaging, too many design decisions, and endless tech tasks.
That’s why every website we build begins with the Website Readiness Workbook — a guided tool that helps you clarify your niche, messaging, services, and website content before we design a single page.
Your workbook is the first step of the READY Website Method, our proven framework that makes the website process simple, clear, and stress-free.
R — Research
You’ll complete our Website Readiness Workbook so we understand your goals, services, and ideal clients.
E — Elevate
We transform your answers into clear, client-focused messaging that builds trust and guides visitors to book a call.
A — Assemble
We customize our Website in a Box with your branding, colors, and content—so your website looks polished and professional.
D — Deliver
We launch your site, connect your domain, and put essentials like analytics and legal policies in place.
Y — You’re All Set!
Your site includes 12 months of website management—covering updates, edits, backups, and security monitoring.
Your workbook provides the clarity and content foundation we use to complete each of the steps below.
Your website design is the foundation—just like your chart of accounts. It’s the structure that keeps everything organized and easy to navigate for your visitors (and Google).
We take your completed questionnaire and turn it into clear, client-focused content—just like a good cleanup job transforms messy books into something accurate and useful.
You don't leave your clients to manage their books alone—so we don’t leave you to manage your website. We’ll handle the updates, edits, and maintenance tasks that keep it running smoothly.
This is a high-performing layout designed specifically for bookkeepers and fully customized to your brand.
Website in a Box completes the remaining steps of the READY Website Method, resulting in a clean, strategically structured layout built specifically for virtual bookkeepers.
Every section is designed to guide visitors through your services, build trust, and encourage inquiries—while still being fully customized to your branding, messaging, and niche.
What’s Included in the Website in a Box:
Fully customized website tailored with your logo, brand colors, and business information.
Done-for-you content writing for your Home, Services, About, and Contact pages.
Domain setup and launch support handled start to finish.
12 months of website management including plugin updates, content edits, backups, security monitoring, and email support.
After the 12-month support period, you’ll have the option to renew your website management plan at a reduced rate or take over site management on your own.
Investment:
$997 today + 11 monthly payments of $297.
Yes. The workbook is the required first step of the READY Website Method and must be completed before your website project begins.
Because most bookkeeping websites fail due to unclear messaging. Your workbook gives you clarity so we can build a professional website faster, easier, and with better results.
With DIY website options such as Wix, Squarespace, and GoDaddy, you get access to templates to customize, write content for, launch, and manage yourself. With the Website in a Box, your website customization, technical setup, professional content writing, and website management is done for you.
With website design subscriptions, you never own your website and upon cancellation, everything gets deleted. The Website in a Box is based on a 12-month payment plan. After 12-months, you own your website and can choose to continue with website management at a reduced rate with no long-term commitment or opt-out of ongoing support without losing your site.
Yes! You can take a virtual tour of the layout we’ll customize with your branding here.
Since many clients already have their own logos or use budget-friendly alternatives like Canva to create one, logo design isn’t included by default. However, if you don’t have a logo yet, and prefer not to design one yourself, we do offer a separate logo design service.
Your Domain Name
If you haven’t already registered your domain name, we can help you with this and connect it with your website.
Your Website Legal Policies
To ensure your website complies with privacy laws (and avoid fines starting at $2,500 per violation per website visitor), you should invest in website legal policies. If you don’t have access to a lawyer to draft these policies for you, we can help you get a full set of policies to protect your business all for just $12 a month or $119 a year – saving you both time and money.
Once you sign up, we’ll ask you to complete an onboarding form to gather important details for us to build, customize, and write the content for your website
You can sit back and relax while we take things from there! The process is simple and straightforward so you can stay in your zone of genius.
Not long at all! The typical turnaround time is 2 weeks after receiving all requested information.
The Website in a Box includes 12-months of email support and website management to keep your new website safe, secure, up-to-date, running smoothly, and Google-friendly without you lifting a finger!
WordPress! It’s perfect for those looking to grow and scale.
While you may outgrow a DIY website-building platform like GoDaddy, Wix, or Squarespace, WordPress is robust and flexible – allowing your website to grow as your business grows!
To ensure your site is SEO-ready, we do not set up websites on hosting plans such as Dreamhost, Bluehost, or GoDaddy.
Instead, you will receive an invite to a brand-new website account optimized for performance and security. Don’t worry – we can connect your existing domain name (website URL) to your new site. 😊
If you have additional questions before moving forward, contact us. We’re always happy to help!