Website for bookkeeping services: winning clients within the legal limits
Independent bookkeepers compete with tax advisers and software tools, and they may only offer part of what tax advisers do. A good website makes the offer clear, shows which software you work with and makes it easy for small businesses to hand over their receipts securely.
Say clearly what you may offer
In Germany, bookkeepers with the required qualification may record current transactions, run current payroll and prepare payroll tax returns (§ 6 No. 4 StBerG). Annual financial statements and tax returns are reserved for tax advisers. Describe your services within these limits and mention cooperation with tax advisers where it exists.
Packages and prices
Small businesses want to know what it costs per month. Offer packages, explain what is included and how the handover to the tax adviser works:
- Monthly bookkeeping by number of documents.
- Payroll per employee.
- Handover of data to the tax adviser, for example via DATEV.
- Optional extras such as payment reminders or reporting.
Software and digital receipts
Name the software you work with, such as DATEV Unternehmen online, lexoffice or sevDesk, and explain how clients send receipts: through an upload portal, an app or email forwarding. A clear process attracts clients who are tired of shoe boxes full of paper.
Secure document exchange
Receipts and payroll data are confidential. Use an encrypted portal or the upload function of your accounting software, not a simple contact form with attachments. Mention data protection and your data processing agreements on the website.
Local search and costs
Clients search for “bookkeeping service” or “payroll” plus their town. A Google Business Profile, pages per service and a clear explanation of the cooperation with tax advisers bring qualified enquiries. A bookkeeping website with service pages, packages and an enquiry form starts at €1,800 with us.
Frequently asked questions
- May a bookkeeper prepare annual accounts?
- No. Annual financial statements and tax returns are reserved for tax advisers and other authorised professions. Bookkeepers may handle current bookkeeping and payroll within § 6 No. 4 StBerG.
- Should we show prices?
- Yes, at least starting prices per package. They filter enquiries and save initial calls.
- Can clients upload receipts on our website?
- Better through the secure upload of your accounting software or a client portal. We link it from the website and explain the process.
Sources
Tell us about your services, software and clients. You will receive a page plan and a fixed price for your bookkeeping website.
Request a website