Features
Everything included in a LedgerWebStudio website
Every feature of a LedgerWebStudio website for bookkeeping and outsourced finance firms, and which of the three plans carries it.
FEATURE 01
Pages that open instantly
Custom-coded pages served from the edge, 90+ PageSpeed guaranteed.
Available on:IntakeReconciliationFiled
Why speed is the first feature
A page that opens instantly keeps the visitor who was about to close the tab. Every page on the site is custom coded rather than assembled from a page builder, ships almost no JavaScript, and is served from a global edge network rather than a single origin server. That combination is why the site scores 90+ on PageSpeed on the day it launches, not after months of plugin cleanup. For a firm competing for a prospective client's attention against three other tabs open in the same browser, the first two seconds decide whether the pitch is even read.
What loads on each page
Images are sized and compressed automatically for the device requesting them, fonts load without blocking the rest of the page, and there is no third-party script tax from a bloated theme or an unused analytics bundle. Nothing on the page waits on a database call at request time, so there is no slow query to spike a load time during a traffic surge. The result holds up the same on a five-year-old phone on a weak connection as it does on a new laptop on fiber, which matters because a prospective client researching a bookkeeping firm is often doing it from a phone between other tasks.
FEATURE 02
One page per service
A dedicated page for every service you actually offer, not one paragraph on a single page.
Available on:IntakeReconciliationFiled
One URL for each service you offer
A firm that offers monthly bookkeeping, reconciliation, payroll support, AP and AR handling, catch-up cleanup work and advisory-adjacent reporting gets a separate page for each one, at its own URL, with its own heading structure and its own call to action. A prospective client searching for one specific service lands on the page written for exactly that service, not on a generic "Services" page that mentions it in a bullet list halfway down. Each page also links to the others, so a visitor who came in for payroll support can see reconciliation and AP and AR without hunting through a menu.
Why a shared services page ranks poorly
A single page that lists six services in a few sentences each has to compete for search terms against pages that were built for one service alone, and it loses that competition almost every time. Splitting services into their own pages gives each one enough room to describe how it works as a website deliverable, who it is for, and what a prospective client should expect next, which is what a search engine and a hurried visitor both need to see. New services get added the same way: a new page joins the set without disturbing the ones already ranking.
FEATURE 03
One page per client industry
A page for every industry you serve, so the firm ranks for "bookkeeping for X".
Available on:IntakeReconciliationFiled
A page for every industry you serve
A firm that works with ecommerce brands, construction contractors, real estate investors, nonprofits, medical practices and agencies gets a separate page for each of those industries, written around the vocabulary and pace of that industry's back office rather than restated generic copy with the noun swapped. Someone searching "bookkeeping for construction companies" or "bookkeeping for ecommerce brands" finds a page that speaks to their situation by name, which is a meaningfully different first impression than landing on a page that mentions their industry once in a client list.
How this pairs with service pages
Industry pages and service pages cross-link each other, so a visitor reading the ecommerce page can jump straight to the reconciliation page or the catch-up cleanup page without leaving the site to search again, and a visitor reading the payroll page can see which industries that service is set up for. Every industry page is added the same way a service page is: named, structured and linked in, without touching the pages already live. Over time this builds a set of narrowly targeted pages that a single generic "who we serve" paragraph cannot match for search visibility.
FEATURE 04
Engagement scope request tool
A short form that qualifies a prospective client and routes them straight into your CRM.
Available on:IntakeReconciliationFiled
What the engagement scope request does
The tool is a short form built into the site that asks a prospective client a handful of questions about their business: entity type, a rough band for monthly transaction volume, payroll headcount, and the software they currently use. The answers are packaged into a single, structured lead and sent into your CRM the moment the form is submitted, so your team opens a conversation already knowing the shape of the engagement instead of starting from a blank inbox message. It is a website lead-qualification tool, built and hosted like every other page on the site.
What it deliberately does not do
The tool never produces a fee, a quote, or a number of any kind, and it never gives financial, tax or accounting guidance of any kind. It only collects the operational facts a firm needs to route a lead to the right person and the right first conversation. Every question on it is about the business submitting the form, never about how to categorize a transaction or file a return. That boundary is fixed in how the tool is built, so it cannot drift into advice territory as questions are added or reworded later.
FEATURE 05
Enquiries into your CRM
Every form on the site drops into any CRM by API, Zapier or Make.
Available on:IntakeReconciliationFiled
Every form drops straight into your CRM
Contact forms, the booking widget, the engagement scope request tool and any other form on the site connect to your CRM directly by API where one is available, or through Zapier or Make where it is not. A submission does not sit in a site inbox waiting to be checked; it lands as a new lead in the system your team already works from, with the same fields every time, so nothing has to be retyped or reformatted before someone can act on it.
No enquiry sits in an inbox
Because routing is handled at the form level rather than by someone manually forwarding emails, a submission that arrives at midnight is in the CRM by midnight, not whenever someone next opens their inbox. If your CRM changes, the routing is reconfigured to point at the new destination without touching the forms themselves or asking a prospective client to fill anything out differently. The same routing covers every form added later, including new service or industry pages, so growth in the site does not create a growing list of places a lead could get lost.
FEATURE 06
Weekly detail updates
Small factual edits made every week so the site never goes stale.
Available on:IntakeReconciliationFiled
Small changes made every week, not once a year
Business hours, team members, the current service list, service-area pages and other factual details on the site are checked and updated on a weekly cycle rather than left until something is visibly wrong. A firm that adds a new hire, drops a service, or extends into a new state does not have to wait for an annual redesign to have the site reflect it; the change is made the same week it is reported, as part of the plan, with no separate invoice for the work.
What counts as a detail update
A detail update is a factual correction or refresh: a phone number, a staff photo, a change to which services are currently offered, a service-area page added because the firm now works in a new state, or a stale statement removed from an About page. It is different from a full new page or a redesign of a section, which are handled as part of the plan's revision allowance instead. Keeping the two separate means small, necessary corrections never wait behind a bigger request in the queue.
FEATURE 07
Researched articles
2 to 3 researched articles a week, 2,500 to 3,200 words, written for your prospective clients.
Available on:IntakeReconciliationFiled
Articles written for the people who hire your firm
The site publishes 2 researched articles a week on Intake and Reconciliation, and 3 a week on Filed, each one 2,500 to 3,200 words long. Topics are chosen around what a prospective client is actually searching for when they are deciding whether to hire an outside firm, such as how a switch to outsourced bookkeeping usually goes or what to prepare before a first call, rather than generic filler posted to hit a schedule. Every article is written as a website page: it lives at its own URL, links to relevant service and industry pages, and is built to be found by search.
Every claim carries a source
An article never states a number or a claim without a cited source behind it, and it never gives specific tax, accounting or financial guidance framed as advice for the reader's own situation. Articles are about what a prospective client should know or expect, described in general terms, not a substitute for a conversation with your firm. Publishing on a fixed weekly schedule also gives the site a steady stream of new, indexed pages, which is one of the clearest signals a search engine uses to decide a site is active and worth crawling regularly.
FEATURE 08
Managed hosting
Hosting, SSL, CDN, DDoS protection and unmetered bandwidth, nothing itemized.
Available on:IntakeReconciliationFiled
What is included in hosting
The site runs on a global edge network with SSL, a content delivery network, DDoS protection and unmetered bandwidth included as part of the plan, not as add-ons priced separately. There is no separate hosting bill to track, no SSL certificate to renew manually, and no bandwidth cap that turns a good month of traffic into a surprise invoice. One domain is included for as long as the plan is active, registered in your name so you own it outright, and pointed at the site we manage.
Nothing itemized, nothing extra to manage
Because hosting is handled entirely on our side, there is no server to patch, no backup schedule to configure, and no uptime dashboard for your team to watch. If a firm already has a domain, we point it at the new site instead of asking for a switch, so nothing changes for people who already know the current address. The same infrastructure that serves the fast pages described elsewhere in this list is what keeps hosting simple: one network, one bill, nothing left for your team to maintain.
FEATURE 09
The AI Engine
AI receptionist, site chat and messaging that answer around the clock and hand off what matters.
Available on:ReconciliationFiled
What the AI Engine answers
On Reconciliation and Filed, the site is paired with an AI receptionist and site chat that answer calls, website chat, SMS, Facebook Messenger and Instagram messages around the clock, using the firm's own service list, hours and intake process as its source material. A caller who reaches out at 9 p.m. asking whether the firm works with their type of business gets an answer immediately instead of a voicemail, and every call is followed by a call-analysis PDF summarizing what was discussed so your team has a record without having to listen back to the recording.
What it will not do
The AI agents are configured to never give financial, tax or accounting advice under any circumstance, and to never quote a price. Any question that touches a client's specific numbers, a filing decision, or anything else sensitive is handed off to a person at your firm rather than answered by the agent. A2P 10DLC registration for SMS messaging is filed on the client's behalf as part of setup, which is a compliance step most firms would otherwise have to handle themselves before they could legally text a lead. The agent's job is to answer, qualify and route, never to advise.
FEATURE 10
The Content Engine
3 articles, 3 social posts and 2 reels a week, plus a managed Google Business Profile.
Available on:Filed
What ships every week on Filed
Filed adds a full content operation on top of the site itself: 3 researched articles a week, 3 social image posts a week built from the firm's own branding, and 2 short video reels a week, all produced and scheduled without the firm having to brief a designer or write a caption. The Google Business Profile is also managed as part of this, kept current with hours, services and posts so the local listing that shows up next to map results stays active rather than untouched for months.
Why this sits on the top tier
A firm on Filed is treating its web presence as an ongoing channel rather than a page that gets built once and left alone, and the Content Engine is built for that pace: new articles feeding the blog, new social posts keeping profiles active, and a Google Business Profile that reflects what the firm actually offers this month. Everything the Content Engine produces links back to the service and industry pages already on the site, so the extra output compounds the same pages rather than living on its own separate channel.
Data flow, source to return
Every one of these steps is already mapped. The website usually is not.
Your firm runs a structured pipeline for a client's numbers: source documents in, a filed return out, with a defined step in between for every hand-off. Most firms cannot say the same about the website that brings the client in.
- 01
Source documents
Receipts, invoices, bank and card feeds arrive from the client.
- 02
Intake and coding
Sorted and coded against the chart of accounts.
- 03
Reconciliation
Matched against statements until the books tie out.
- 04
Review and reporting
Reviewed internally, packaged into statements.
- 05
Filed return
Delivered to the client, or filed on their behalf.
LedgerWebStudio builds the site as the sixth node.
Structured the same way your engagements are: one page per service, one page per client industry, an intake step that captures scope before the call, and a review cadence, weekly updates, that keeps it current. That is what makes the site the front door of the pipeline instead of a leaflet next to it.
Tier matrix, at a glance
| Feature | Intake | Reconciliation | Filed |
|---|---|---|---|
| Pages that open instantly | |||
| One page per service | |||
| One page per client industry | |||
| Engagement scope request tool | |||
| Enquiries into your CRM | |||
| Weekly detail updates | |||
| Researched articles | |||
| Managed hosting | |||
| The AI Engine | |||
| The Content Engine |
Feature questions
What does the AI Engine actually do on my site?
It answers common visitor questions about your services, books discovery calls onto your calendar, and texts a lead back automatically when they submit your intake form or miss a call. It runs as site chat, an AI receptionist, and SMS, Messenger and Instagram messaging, all trained on your services and service areas. It never gives financial or accounting advice and never quotes a fee on your behalf; anything sensitive or specific gets handed to a person at your firm to answer.
Do I need the AI Engine tier to get an AI receptionist?
Yes, the AI Engine is part of Reconciliation and Filed, not Intake. On Intake your site still has a working intake form that routes straight to your inbox or CRM, but the automated answering, call booking and text-back only run once the AI Engine is active. Moving up a tier turns it on without a separate purchase.
What happens if a prospective client asks the AI something it should not answer?
It hands the conversation to your firm rather than guessing. The AI Engine is built to recognise anything that reads as a request for financial, accounting or tax advice, or anything involving a specific client's numbers, and routes it to a person on your team instead of answering. It sticks to what it is trained on: your services, your service areas, your pricing structure if you provide one, and booking a call.
What are the articles about?
They are about your website's visibility and how prospective clients find and evaluate your firm online, not about accounting or tax technique. Typical topics include how to structure a bookkeeping intake page, what to show on a client industry page, how a payroll bureau or fractional CFO practice should present its engagement scope online, and how firms in your space get found in search. Every article is 2,500 to 3,200 words and researched, not filler.
Who writes the articles, and can I request topics?
Our content team writes and researches every article, and yes, you can request topics. Send a topic through your client portal and we work it into the schedule alongside the standing rotation. On Intake and Reconciliation you get 2 articles a week; on Filed it is 3 a week. Every article publishes to your site with on-page SEO already handled.
Do the articles give accounting or tax advice to readers?
No. The articles are about your firm's website and how it presents your services and service areas online, never about tax positions, accounting treatment or financial advice for readers. We are not accountants, bookkeepers or financial advisors, so nothing we publish is written as guidance on running a client's books. If a topic strays into technical accounting territory, we redirect it toward how your site communicates that service instead.
See these features on a site built for your firm.
A live walk-through, on your screen, of the site you would get.