Solutions — Accountants
Make the first accounting conversation more useful.
Accountants and bookkeepers serving individuals and SMEs.
Customer actionsBook a consultation
Primary conversion — Consultation · Appointment
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.
- 01Individual or business
- 02Business type / structure
- 03Service required
- 04Current accounting setup
- 05Deadline or urgency
- 06Preferred consultation
- 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 LeadsQuestions accountants ask
Customer-facing & professional — part of the 5-group solutions continuum