Do you do bookkeeping or just tax returns?
What accounting and CPA firms need to publish
Prospective clients often don't know which service they actually need, and unclear scope loses them to a firm that states it plainly.
How customers actually ask it
The same intent arrives in wording your page probably does not use. All of these mean the same thing:
- “Do you do bookkeeping or just tax returns?”
- “service scope”
- “monthly bookkeeping”
- “what services do you offer”
What a complete answer contains
For accounting and CPA firms specifically, an answer is only complete when it covers all 4:
- 1
The actual service tiers offered
- 2
What each includes, concretely
- 3
How to tell which one fits their situation
- 4
Whether services can be combined
A worked example
Illustrative — not a real business
We offer three tiers: tax prep only (annual), bookkeeping (monthly transaction categorization and reports), and full advisory (bookkeeping plus quarterly planning calls). Most small businesses start with bookkeeping plus annual tax prep — if you're not sure which fits, a free 15-minute call will tell you quickly.
Which page should own it
Services page
What silence costs
A prospect who can't tell which service applies to them often just doesn't inquire at all.
More questions accounting and CPA firms get
- Should I convert my LLC to an S-corp?
- When is the tax filing deadline this year?
- At what point does it actually make sense to hire an accountant instead of doing my own taxes?
- What actually increases my chances of getting audited?
- Should I convert my LLC to an S-corp to save on taxes?
- What records do I actually need to keep, and for how long?
Related
industry
AI customer support for accounting firms
An accounting firm's site gets two kinds of questions: what do you offer and what does it cost, which are safe to answer fully, and what should I do about my specific tax situation, which is specific advice a firm only gives to an engaged client. RubyRep draws that line the same way the firm already does internally — general information freely, specific advice only after engagement.
term
What is AI customer service?
AI customer service means answering customer questions with a language model rather than a person. The useful implementations are grounded in a specific business's own content; the poor ones let a general model improvise, which produces confident answers that are wrong.
term
What is a knowledge base?
Traditionally a knowledge base is a help centre humans read. For AI support it is the source material a representative answers from — which means an ordinary website, well written, can serve as one without a separate help centre.
Does your site answer this already?
Point RubyRep at your website and ask it this exact question. If it cannot answer, neither can your customers.