Jill and George reached out to me to launch a website for their new bookkeeping, accounting, and tax services business.
Neither of them had worked with a website professional before but were really excited about it!
The three of us partnered together to launch a clean, modern website that they could feel confident sending potential clients to.
Visit streamlinefinances.com to check out their new site!
Not sure if your website is helping or hurting your bookkeeping business?
A Website Design Review improves your site’s look, navigation, and branding, while a Website Diagnostic Review dives deeper into technical issues like speed, security, and functionality—and includes a full design review.
If your site looks outdated, a design review is the way to go. If your site is slow, glitchy, or not working properly, a diagnostic review is your best bet.
Find out which one you need to get your website back on track!
Your website may look fine, but if it’s confusing to navigate, outdated, slow, or lacks strong calls-to-action, it could be costing you clients. A Website Design Review helps uncover hidden design flaws, user experience issues, and branding inconsistencies before they drive potential clients away.
Instead of wondering why visitors aren’t converting, a design review gives you clear, actionable insights to optimize your site for credibility, user experience, and lead generation.
Is your website truly working for you? If you’re unsure, it’s time for a professional review.
When you invest in a website for your bookkeeping business, you want clarity—no hidden fees, no fine print surprises, and no confusing tech jargon. That’s why we created the Website in a Box: a simple, professional website solution with a transparent agreement. This post breaks down everything you need to know about our Website in a Box service agreement, written
💡 Your bookkeeping website could be making you money—without extra client work. Imagine selling digital products, like QuickBooks guides or financial planning templates, directly from your site. No inventory, no hassle—just passive income on autopilot. Ready to turn your website into a money-making machine? 🚀 Click to read more!
Join our free Website Support for Bookkeepers Facebook community and get help, tips, and guidance to build and maintain a professional website—without the tech overwhelm!
Chatsoni was a pleasure to work with. She's very knowledgeable and was very patient with me throughout the process. I had always done my own website and updates, but it was becoming a pain to maintain, and I just didn't have the time. She redid the entire website and made it so much better! I highly recommend other bookkeepers and accountants to work with her!
From day 1, Chatsoni has been wonderful to work with. She is excellent with communication, incredibly thoughtful and thorough, and has been very accommodating. Her process is easy to follow and she covers everything you need in your website. Her pricing structure is great as well. Chatsoni has lived up to all of her fabulous reviews. My website went live on 3-7-2025 and I am SO happy with it. I have received a lot of compliments on it already. And I know I’m in great hands going forward as well with the continuous support she provides. Hire her like yesterday if you need a new website for your business. You will not be disappointed. Thanks so much Chatsoni!!
I had planned on building my own website, but was quickly running out of time. Thankfully, I discovered Chatsoni's 'website in a box' which was just the jumpstart I needed to get me most of the way there. Chatsoni was a true pleasure to work with start to finish, going above and beyond each step of the way. She patiently addressed all of my upfront questions, and made herself available after afterwards to help me get everything formatted just the way I wanted. Thank you very much, Chatsoni!
I contacted Chatsoni because I was getting spam entries on my contact form on a fairly regular basis. Chatsoni setup a brief meeting with me to talk about my issue and then went to town on her response! She not only fixed the issue but made some updates so that I won't have the issue going forward, and even sent me a video on what she did! I HIGHLY recommend Chatsoni for your website needs! Thank you so very much Chatsoni!
With working in the accounting and tax world, I was and still am very ignorant when it comes to building and maintaining a website. Chatsoni was very helpful with helping me understand what was going on each step of the way and answering any question I had! Can’t recommend her enough!
Chatsoni has been a dream to work with. I reached out for help because my website was a mess. She performed a diagnostic review and made several suggestions for improvements. She even provided step-by-step instructions for HOW to make the changes. She is responsive, knowledgeable, and an incredible support to my business. I could not be more pleased with the help she has provided, and I absolutely would recommend her!
My website is beautiful and flows very nicely. Chatsoni was so patient with my hundreds of questions before I even purchased her services. And even once I got my website turned over from her, my DNS records kept getting messed up by another a person I hired to work on my email and kept kicking my website offline. She took time out of her Saturday to do a video call with me to help me get my records straight and my website back up and running. He customer services has been amazing start to finish, and I would work with her over and over!
Chatsoni offers very insightful information. There's a ton of value in this group! Her tips made my website much better. I actually got my first website lead after implementing her suggestions!
Chatsoni built me a very professional website in record time. She has been amazing with helping out on after the process, going over and above. It is evident that she wants her clients to succeed.
Chatsoni is always providing timely and informative newsletters. I highly recommend getting on that list!
Chatsoni is incredibly knowledgeable and so easy to work with. She's an absolute gem! I'm grateful to have her managing the beautiful and effective website she created for me.
Chatsoni is incredibly knowledgeable and so easy to work with. She's an absolute gem! I'm grateful to have her managing the beautiful and effective website she created for me.
Chatsoni provides helpful marketing resources for small business owners. She is also very knowledgeable in website design.
Wonderful business for the soloprenuer
Chatsoni was super helpful. I am currently looking to launch my bookkeeping business so I scheduled a call with her to get a website up and going. She genuinely cared about what I was looking for in the moment. She recommended services and asked questions based on where I am currently at. Very organized, on time and honest. I would recommend her 100% 😀
I'm currently working on my website and noticed that, even though my pages are all marked as unpublished, one half-baked page containing some of my info, mixed with some of the original template images, was visible on the web. I reached out to Chatsoni for advise on how to fix this and she jumped in and helped out with a beautiful "Coming Soon" page, as well as ALL the instructions I needed to upload it to my website. Building this website has been a major headache for me and I am beyond grateful for Chatsoni's super fast help. I HIGHLY recommend Chatsoni for any website help you might need.
Chatsoni saved my website after I broke it! She was so kind and helpful and walked me through the process of restoring my website to a previous version. But she didn't stop there - she also kept checking for the next few hours to make sure it came back up online and then she did a video call with me the next morning to look over my settings to make sure everything was working properly again. She is super sweet and easy to talk to, and didn't make me feel stupid at all! I highly recommend her!
I contacted Chatsoni because I was getting spam entries on my contact form on a fairly regular basis. Chatsoni setup a brief meeting with me to talk about my issue and then went to town on her response! She not only fixed the issue but made some updates so that I won't have the issue going forward, and even sent me a video on what she did! I HIGHLY recommend Chatsoni for your website needs! Thank you so very much Chatsoni!
Chatting and working with Chatsoni feels like chatting with a long time friend. She helps me with my website and general support when it comes to my virtual business. I love the support I get from her during weekly virtual meet ups, emails, and direct messages. I truly love and appreciate her passion, patience, and her heart.
Chatsoni is wonderful to work with and just an absolute sweetheart. She built my website for me after I had put together a terrible one on my own and I love it. She also monitors my websites traffic and updates the site and basically just does everything for me website related! I don't even have to think about it and its such a relief! I would recommend her to anyone looking to have a beautiful website as well as a stress free experience!
Chatsoni & Co was so helpful with my project! They listened to my specific needs and solved my problems! Thank you so much!!
I look forward to Chatsoni's weekly virtual meet-ups for bookkeeping moms! When I first joined the group, I was struggling with working from home while also balancing family life. The weekly virtual meet-up is a great space to exchange tips on running a virtual business and marketing while also being a parent! Chatsoni is a warm, welcoming person who is very knowledgeable in her field. I highly recommend the group to others who want also want to collaborate! :)
Chatsoni is an absolute JOY to work with. I loved her energy and the fact that she focused on the positive things I was doing along with offering advice on how I could strengthen my website and marketing techniques. She not only made some changes for me, she also showed me how to do them myself in the future. So so helpful!
Chatsoni was an angel! I had so many questions about how to get my website set up and where to register my domain and how to transfer it to another hosting site. She walked me through ALL the steps and was very helpful and made it so easy for me! I’ll always go to her with any questions regarding all of that.
Chastoni was so helpful and very informative! She provided me great suggestions about my website and was very patient throughout our video session. After consulting with her I felt a peace of mind. I would highly recommend Chastoni to anyone needing any support in building or editing websites or even for any consultations in that area!
Chatsoni was so helpful to me today! She made suggestions to me in areas that I didn't even expect from her. She was patient with me in listening to the issues I face with my business and she suggested ways for me to overcome several of them! I highly suggest reaching out. I look forward to working with Chatsoni in the future!
Chatsoni is a Dubsado genius! Each and every time I have had a question or concern she has provided me with guidance that fixed it within minutes. Not only that, but she has also gives great advice on optimizing and improving my process in general. Her screen share videos make it super clear on how to fix my issue and I can re-visit them as often as I need. If you need Dubsado support-Chatsoni is your go-to girl!
Chatsoni is knowledgable, patient and so easy to work with. She specifically helped me with Dubsado and fixed exactly what I needed within minutes! Our conversation even provoked thoughts of how I could improve my process and she helped me with that as well! If you need support-ask Chatsoni! She is simply amazing.
Chatsoni is such a warm and kind soul. She truly wants to serve and support you in any way she can. Every time I chat with her, she gives me a new and ingenious idea. She clearly knows what she’s talking about and I’m so glad she’s stepped into a space that she’s passionate about. It shows!
Chatsoni quickly helped me with an issue I was having with my mobile web site. She is very kind and professional. She went above and beyond by sending me additional resources and a "meeting recap". I look forward to working with her again in the future, and highly recommend to others!!
Chatsoni design my great website jaysumhunter.com I get compliments on the website all the time. She’s been great to work with. Give me great ideas to enhance my website and content
I met Chatsoni in a FaceBook group last fall. I was starting a business and needed a website, but had no clue how to begin. Chatsoni was fantastic! She walked me through the process, sent me some questionnaires to help me figure out what I wanted. Honestly there were a few questions I didn't know how to answer. We talked them through and was able to create my site better than I imagined. Chatsoni's customer service is spot on. She is responsive, kind, and informative. She is very knowledgeable and will help you articulate the vision in your head. I highly recommend Chatsoni and QuickBuild Sites for your website needs. Ellen Mitchell, EA Founder/Owner Columbia Tax Services/ columbiataxservices.com
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