[Website plan for bookkeeping and accounting firms]

CPA

A founder is comparing firms in the middle of the night
How sure are you that they’ll choose you?

People who want to start a company often do their research late at night and on weekends. If all they find is “Contact us,” they turn to a firm where they can submit their details right away. 留白設計 BLANK DESIGN builds a company-type helper and an online application into your website, so their details stay with you at the very moment they most want to act.

Founding price for the first 5 firms

NT$49,800

After that NT$79,800 · Website care NT$2,500 /month

Founding seats 2 / 53 left · Updated 2026.11.02

Music: Sascha Ende, ende.app (CC BY 4.0)

The video is in Mandarin.

The demand is always there

Demand

Every day, someone is looking for a bookkeeper
The difference is whose website catches them

Google search interest in “記帳士” (bookkeeper) has stayed steady for years, with no off-season. People who want to start a company or change firms are always searching. There is no shortage of clients; what’s missing is a website that gets them to leave their details with you there and then.

Oct80+
Google search interest in “記帳士” (bookkeeper). Source: Google Trends. The dotted line is data still being collected.

What you run into every day

Leaks

It’s not that there are no clients
They keep slipping away at these points

  1. 01

    Clients who search online or come by referral can’t find your website or verify your credentials.

  2. 02

    You explain “company or sole proprietorship?” several times a day.

  3. 03

    You spend time preparing a quote, then never hear from the client again.

  4. 04

    Details are scattered across LINE, and you chase addresses, shareholder details, and photos one by one.

We looked at more than 15 firm websites, and nearly every one carries the same “sole proprietorship vs. company” comparison table; some still use the tax rates from before the 2018 tax reform. Picture a founder late at night, itching to start a company, who clicks through only to find a dense table. No one is there to explain it, they can’t tell which column applies to them, and they most likely close the page. A firm that lists only a phone number doesn’t even get that far.

With a guided form instead, they don’t have to read the whole table. They answer a few questions, find out whether to open a sole proprietorship or a company, and then leave their details with you. On that same night, you catch this client before any other firm does.

Times have changed, and firms need to go digital too

After hours

Someone looking for a bookkeeper after hours
Which firm will they choose?

A firm with no website

  • They have to wait for office hours to call
  • It takes 30 minutes or more to get the details straight
  • It ends with “I’ll think about it,” and you never hear back

A firm with a guided form

  • They can start right away, even late at night after work
  • A few minutes to fill out, with everything they need stated at once
  • The details go straight to the firm’s inbox

The answer is obvious. A guided form lets clients say what they need in the least time, without any back-and-forth. It works for you, too: this form helper, on call 24 hours a day, is both the employee who talks to clients for you and the salesperson who captures their details, and it makes “I’ll think about it” far less likely. And you don’t have to pay its labor or health insurance.

Try it yourself

Try it

One application form
Those who know pick; those who aren’t sure answer a few questions first

Step 1 of the application starts by asking: “Do you know which type to apply for?” Clients who know pick directly. For those who aren’t sure, the company-type helper asks one question at a time, gives a suggestion that fills in with one tap, and they continue with the same application. The fields that follow also adjust to the type.

Online application · Step 1What kind of entity?

Do you know which type to apply for?

Not sure? That’s fine. Answer a few questions, and we’ll suggest one for you.

  • Less time explainingClients understand the basic differences first, so the call goes straight to the details and the quote.
  • Fewer misunderstandingsClaims found online, such as “under NT$200,000, open a sole proprietorship,” are cleared up while they fill out the form.
  • Know what kind of client you have before the callAdvanced questions on cross-border trade, licensed industries, and shareholding plans are part of the flow, and complex cases are flagged for an advisor to confirm, so your quote has more to go on.
  • Attract clients willing to pay for expertiseA smooth online process is itself proof of expertise. Clients decide first that “this firm is efficient and understands startups,” instead of just comparing bookkeeping fees.
  • You set the rulesThe questions and explanations follow your firm’s professional judgment, and when tax law changes you edit them in the CMS admin panel.
  • Already live on NEXAThis flow is already in use on NEXA’s online application, and you can try step 1 right here.

Source: the Ministry of Finance press release of March 19, 2026 states that businesses with monthly sales under NT$200,000 may still be exempt from using uniform invoices, with business tax assessed at a rate of 1%. What applies in each case is decided by the National Taxation Bureau. The link is for verification only and does not mean the authority recommends this service.

What the website handles

Solved

The questions that repeat every day
become ones the website handles for you

  • 01

    Clients come only by referral

    Referred clients can look you up

    Your website shows your bookkeeper certificate number, association membership, and how you work.

  • 02

    No reply after the quote

    Quote with real information, not on a guess

    The form first collects the type of business, expected revenue, number of employees, and invoice volume.

  • 03

    Explaining from scratch to every new client

    Leave the repeat questions to the website

    The company-type helper answers “sole proprietorship or company?” and what to prepare, before you do.

  • 04

    Details scattered across LINE

    No more chasing details in LINE

    A step-by-step form collects everything at once, and what’s missing shows at a glance.

  • 05

    Clients compare only monthly fees

    Clients compare services, not just monthly fees

    Each service says clearly what it includes.

  • 06

    New clients ask after hours

    After hours, the website receives them

    The FAQ and the form take care of them first, and you follow up once you’re back in the office.

The website handles receiving new clients and collecting their details; the receipt and tax filing workload for existing clients is outside its scope.

Case management

Cases

The moment a client submits
the case goes into a Google Sheet automatically

No more retyping details from emails and LINE. Submission time, company type, contact details, and expected revenue are laid out for you, and you can download it all as an Excel file. The notification email has update buttons: a colleague taps once on a phone, and the case is marked as quoted or won. Apart from the system account that writes to it, access is granted only to the accounts you choose.

DateCompany typeContactMonthly salesMissingStatus
10/28Limited companyMs. Lin300,000NoneTo contact
10/29Sole proprietorshipMr. Chen150,000LeaseAwaiting documents
10/30Not sure yetMs. Wang500,000NoneTo contact
Illustration only; the data is made up. The columns are set to suit your firm.

How 留白設計 BLANK DESIGN does it

Features

From the first question to a complete application
we build it all

The screens below come from the website we built for NEXA; the form content is demo data.

Online setup application, step 1: choosing the entity type

01ONLINE APPLICATION

Turn a consultation call into an online application

We design a step-by-step application around your firm’s actual process: entity type, company name, business items, capital and shareholders, registered address, and contact details. Step 1 adds the company-type helper, every step has a plain-language explanation, and any option a client doesn’t understand can be left for an advisor to recommend.

Online setup application, step 4: capital and shareholder contributions totaled live

02SMART CHECKS

When the details don’t add up, they’re flagged as the client types

Shareholder contributions are totaled live, and any mismatch with the capital is flagged right away. Errors that used to surface only when an advisor reviewed the file are fixed while the client fills it out, so fewer documents go back and forth.

The review page before the online setup application is sent

03REVIEW & EMAIL

Complete details in your inbox, so you can quote on the first call

Before submitting, every detail is listed in full and each section can still be edited; once sent, everything reaches the firm by email. We can also let clients check off follow-on services such as monthly bookkeeping and business tax filing, so a company setup leads naturally into a long-term engagement.

NEXA’s CMS admin panel: editing the FAQ directly in a form

04CMS

A CMS admin panel for editing your website yourself

Text, photos, services, FAQs, and the title and description each page shows in search results are all edited in the CMS admin panel as easily as filling out a form, and go live as soon as you save. No waiting for a developer to find time.

Full demo

Layouts

Put these features together
and you have a firm’s website

Five demo firms in five fully custom layouts to choose from. Open one to browse it.

  1. Layout 1: Full-bleed photos, the Summit Accounting demo home page

    1Summit AccountingFull-bleed photos

    Choose this layout
  2. Layout 2: Arcs, the Verdant Accounting demo home page

    2Verdant AccountingArcs

    Choose this layout
  3. Layout 3: Split paths, the Verity Financial demo home page

    3Verity FinancialSplit paths

    Choose this layout
  4. Layout 4: Mist, the Clearwater Accounting demo home page

    4Clearwater AccountingMist

    Choose this layout
  5. Layout 5: Portal, the Lumen Accounting demo home page

    5Lumen AccountingPortal

    Choose this layout

Every website includes

Included

Leave it to us, and it stays easy after launch

  • Update it yourselfEdit text, photos, services, and FAQs in the CMS admin panel; changes go live as soon as you save.
  • Basic SEO built inTitles, descriptions, structured data, and a sitemap, all handled as part of the build.
  • Fast to loadA lightweight static build, not a stack of plugins, so it opens fast.
  • Designed for each deviceDesktop, tablet and phone are each adjusted, not the desktop version shrunk down.
  • Website careWe handle hosting, backups, and security updates.

Clients who search online or come by referral will always look you up. Make sure they can find you, understand you, and feel confident hiring you

  • FindableShows your bookkeeper certificate number and association membership, and makes clear whether you are a bookkeeper or a CPA.
  • ClearYour process and what each service includes are spelled out, so nobody has to wait for a quote to find out.
  • TrustedA personal data notice, plus a note that details are only for a first assessment, so clients feel safer leaving them.

The plan

Pricing

The cost, set out in full

The first 5 firms get the founding price. Once the seats are filled, this price is no longer offered.

  • Fully custom website, market rateFrom NT$100,000
  • 留白設計 BLANK DESIGN brand websiteFrom NT$180,000
  • Build fee once the seats are filledNT$79,800
  • Blank CPA firm website · Fully custom, not a templateNT$49,800

Decide now and save NT$30,000

Founding seats 2 / 53 left · Updated 2026.11.02

Founding price, first 5 firms · One-time fee

Firm website

NT$49,800

  • Fully custom website design and build
  • Online setup application form (with the company-type helper built in)
  • A CMS admin panel for editing your website content yourself
  • Cases go into a Google Sheet automatically; update the status in one tap from the notification email

NT$79,800 once the seats are filled

I want this for my firm

Required · Not included in the build fee

Website care

NT$2,500 /month

  • Hosting and backups
  • Security updates

The domain is billed separately each year.

See my estimate
Note: the build fee covers a whole new website, not just a form feature
  • The copy avoids phrases such as guaranteed tax savings or lowest price, and your firm approves it before launch
  • The form includes a personal data notice (Personal Data Protection Act, Article 8) and states that details are only for a first assessment
  • Before a formal engagement, your firm still verifies the client’s identity

Run the numbers

Return

Is this cost an expense
or an asset that wins you work?

You know amortization and return on investment better than anyone. Treat the website as a fixed asset: a build fee of NT$49,800 plus NT$2,500 a month for care. Work it out with your own fees and see how much more the website can bring in.

Company registration fees usually run NT$5,000–20,000; the default here is NT$6,000. The annual tax return is counted as one month’s bookkeeping fee, and the build fee is spread over the years a client stays, plus the monthly website care fee. You can change any figure. This is a hypothetical scenario and does not represent actual numbers of clients won.

Website cost per month
NT$3,330
About 1.3 clients’ monthly bookkeeping fees
One long-term client brings in
NT$168,500
Registration NT$6,000 + NT$2,500 × 13 months × 5 years
Extra income over 5 years, after website costs
NT$305,700
3 clients bring in NT$505,500; the website’s total cost over 5 years is NT$199,800. You break even with just 2 clients.

Not counted yet: the explaining calls you no longer take, the back and forth over missing documents, and every client the website brings in after it has paid for itself.

Common questions

FAQ

What firms ask us most

How accurate is the company-type helper’s suggestion?

The helper follows the Company Act, the Business Registration Act and tax law, using a few questions to narrow things down for the client, and every result is labeled as a first suggestion. Cases that need professional judgment, such as investment from mainland China, licensed industries, or a foreign company setting up a branch or subsidiary, are flagged directly for an advisor to confirm. The final decision is still made by your firm with the client.

Can the helper’s questions and explanations be written our way?

Yes. The questions, explanations, and decision rules are set to your firm’s scope of services and professional judgment, and your firm approves them before launch. When tax law or your services change later, you can edit them in the CMS admin panel.

Does a bookkeeping firm need a website? Aren’t a Google Business Profile and LINE enough?

A Google Business Profile and LINE help people find and contact you, but they can’t hold a full description of your services, how you charge, and how to apply. Your website is the one place where you fully control the content, and the main source search engines and AI use to judge what services you offer.

Can the online setup application follow our firm’s process?

Yes. Every firm needs different details, explains things differently, and offers different follow-on services, so we first learn your actual process and then decide how to split the steps.

How is the cost worked out?

The build fee is NT$49,800 (for the first 5 firms only; after that it becomes NT$79,800). It covers a fully custom website design and build, an online setup application form (with the company-type helper built in), and a CMS admin panel for editing your website content yourself. Website care is required, at NT$2,500 a month on top, and covers hosting, backups, and security updates. The domain is billed separately each year. Automatic case entry into a Google Sheet and one-tap status updates are included at no extra charge.

Is this cost worth it for a firm?

The build fee plus 5 years of care comes to NT$199,800 in total, about NT$3,330 a month on average, roughly 1.3 clients’ monthly bookkeeping fees. Taking a company registration fee of NT$6,000, a monthly bookkeeping fee of NT$2,500, and an average engagement of 5 years, one long-term client brings in about NT$168,500, so winning 2 more long-term clients through the website within 5 years pays for it. This is a hypothetical scenario and does not represent actual numbers of clients won; you can use the calculator on this page with your own firm’s fees.

Can the online form replace verifying a client’s identity?

No. The form only helps collect preliminary details, for assessment only; before a formal engagement your firm still verifies the client’s identity as the rules require. Online intake counts as non-face-to-face, so handle the actual process according to your firm’s anti-money-laundering rules, and we will adjust the form to match.

Where is client data stored, and who can see it?

The form comes with a personal data notice, and details go only to the inbox your firm specifies; they are never published on the website. Cases are also written to your Google Sheet, and apart from the system account that writes to it, access is given only to the accounts you choose. In the first phase we do not collect national ID numbers or photos of ID documents.

Could the website copy cause problems under the rules on soliciting business?

We avoid phrases such as guaranteed tax savings, guaranteed approval, or lowest price, and focus on explaining your services clearly. Your firm approves all copy before launch.

How long does a website take?

Usually 3 to 12 weeks. The most time-consuming part is usually the early discussions and gathering materials; the exact schedule depends on what we agree.

We don’t have a logo or brand colors. Is that all right?

Yes. We can start from the brand identity and plan the logo, the brand colors, and the website together, all the way to launch.

For the full thinking behind the design, read “How should a bookkeeping or accounting firm website work?”, or see the NEXA Accounting client case.

CPA

Use a guided form
to catch the people searching for a bookkeeper every day

Turn the people who search for a bookkeeper every day into your long-term clients. Click the button below, and your needs and an estimated cost are already filled in for you.