Solutions — Accountants

Make the first accounting conversation more useful.

Accountants and bookkeepers serving individuals and SMEs.

Customer actionsBook a consultation

Primary conversion — Consultation · Appointment

Accountants — storefront category

The actual problem

Visitors can’t tell if you’re right for them — individual or business, compliance or advisory, ongoing or one-off — so the first call burns time on basics.

What customers want answered

  • Individuals or businesses?
  • Which business structures?
  • Tax, compliance or advisory?
  • Ongoing or one-off?
  • What does it cost?

The customer journey

How an enquiry arrives — structured for this business.

  1. 01Individual or business
  2. 02Business type / structure
  3. 03Service required
  4. 04Current accounting setup
  5. 05Deadline or urgency
  6. 06Preferred consultation
  7. 07Contact

Storefront modules

  • Services by client type
  • Packages where appropriate
  • Consultation booking
  • Structured enquiry flow
  • Team profiles
  • Resources & guides
  • Location & hours
  • FAQ

Suggested plan

Leads

Better enquiries, not just more visitors.

NZ$1,790 setup + NZ$169/month

Order Leads

Questions accountants ask

Customer-facing & professional — part of the 5-group solutions continuum