Description
I'm launching an accounting and bookkeeping services business and need a website and mobile app built from the ground up, along with the automation and AI tools to run lead generation and client communication. What I'm selling: Accounting and bookkeeping services for small/medium businesses (e.g., bookkeeping, tax prep, payroll, financial reporting — confirm exact service list with me at kickoff). What I need built: Marketing website Clean, professional design reflecting a trustworthy accounting/finance brand Service pages, pricing/packages, about, contact, blog (optional), client testimonials Lead capture forms tied into a CRM or spreadsheet/database SEO-friendly structure Mobile app (client-facing) Client portal: view services, submit documents, message support, see invoices/status Push notifications iOS and Android (cross-platform framework like React Native or Flutter preferred) AI chat agent Embedded on the website (and ideally in-app) Answers FAQs about services and pricing, qualifies leads, books consultations Hands off to a human when needed Captures lead details automatically into CRM/database WhatsApp integration Connect WhatsApp Business API so leads/customers can message me there AI agent should also be able to respond on WhatsApp (or route to me) so no lead goes unattended Automated welcome messages, appointment reminders, basic Q&A Business process automation Automate repetitive accounting workflow steps: client onboarding, document collection requests, invoice