A site that says who you work for
Specialisms, the kind of client you take, how you work and what it costs to start. The more specific it is, the fewer wasted enquiries and the better the clients.
Professional website
Professional services
Win clients without giving away hours on enquiries that go nowhere
A firm like yours doesn't have a work problem, it has a time problem. The challenge isn't getting more enquiries but getting the ones that fit, and stopping the hours lost on tasks that can run themselves.
The starting point
What we find almost every time
- People call about things you never bill for Ten minute enquiries that never turn into work. Added up over a month they come to whole days nobody pays for.
- The site says the same as everyone else's Tax, payroll, accounts and a photo of a handshake. Nothing that explains who you actually work for, or why anyone should pick you.
- Too much time moving paperwork from one place to another Collecting documents by email, chasing what's missing, renaming files and sending them on again. It's the work that eats the most hours and adds the least value.
What you need
What makes the difference in this sector
Each block can be taken on its own. This is the order that usually works best.
Appear in searches with real intent
Somebody searching for an accountant for the self employed in their city is already deciding. We work on those specific searches, not impossible generic terms.
Local SEO + Google/AILess admin work every week
Document collection with automatic chasers, answers to the questions you get every single time, and data entry that stops being done by hand.
AI automationKnow where every client stands
Every enquiry and every piece of work with its status and the person responsible. You stop depending on memory and loose notes on the desk.
CRM Pexalia
The modules
How it's put together, piece by piece
01 · Presence
Professional website
The system foundation. Without it, other modules stay off.
View module → 02 · DiscoveryLocal SEO + Google/AI
Google listing, local SEO and indexing so ChatGPT or Gemini can find you too.
View module → 03 · OperationsAI automation
Website assistant + AI reply templates and workflows so leads do not get lost. Requires Web.
View module →
Frequently asked questions
About accountants and firms
Will this bring me clients or just visits?
The aim is qualified enquiries, not traffic. That's why the site spells out who you work for and what it costs to start: it filters before the phone rings.
What can actually be automated in a firm like this?
Whatever is repetitive and has clear rules: chasing missing documents, confirming receipt, answering the usual questions and pulling data out of documents. Professional judgement doesn't get automated.
What about professional confidentiality and data protection?
No client documents through personal channels. Forms are encrypted, with consent, and we leave it documented. In your sector that's a requirement, not an extra.
Can you integrate it with the software I already use?
It depends on the software and whether it allows a connection. We check at the audit and tell you straight before promising anything.
Does it work for a firm of one or two people?
Yes. In a small firm time is even scarcer, and taking two hours of admin out of the week shows almost immediately.
Other sectors
We work with businesses like these
Hospitality
Restaurants and bars
An up to date menu, a phone number one tap away and reviews that bring people in.
See the module → HealthClinics and health
Trust before the first call, and appointments that do not depend on the phone.
See the module → Trades and technical servicesWorkshops and trades
Come up first when something breaks, and stop losing quotes.
See the module →
Next chapter
Contact
Let's talk 15 minutes about your business