Acumen

A simple website + communication system for accounting firms — managed for you at $297/month.

We set it up asynchronously, don’t touch your existing website, and handle hosting, updates, and client messages in one place.

Good fit if you are:

Accounting, bookkeeping, tax, or fractional CFO firm

Want a clean, professional website without managing developers

Miss calls or messages and want them handled centrally

Prefer async communication over meetings

Not a fit if you:

Want custom design from scratch

Need marketing funnels, ads, or SEO campaigns

Want to manage hosting or tools yourself

Prefer meetings over async communication

No calls. No meetings. You’ll hear back within 1 business day.

What’s included in the system

Everything you need for a clean, professional web presence and reliable client communication — without managing tools, vendors, or systems yourself.

Website

A clean, professional five-page website hosted, secured, and maintained for you. Your existing website remains untouched.

Communication

A dedicated business phone number, missed-call text-back, SMS, email, and web chat — all handled in one shared inbox.

Managed for you

We set everything up, monitor it, and keep it running. No developers, no tools to learn, no meetings.

How it works

Async, predictable, and handled end-to-end.

1. Submit the intake form with your firm details and preferences.

2. We review your submission and prepare a written proposal.

3. If approved, you pay $297/month and get access to the client portal.

4. We build and configure everything asynchronously.

5. You review, request changes if needed, and we go live.

Everything is handled inside a shared client portal — no calls, no meetings, no back-and-forth threads. Everything happens asynchronously.

Pricing

Flat, transparent pricing. No surprises

$297 / month

Flat monthly fee

No setup fee. Cancel anytime. No long-term contracts.

Includes: website setup & hosting, SSL, webchat widget, forms, booking calendar, dedicated business number, missed-call text back, and a unified inbox to manage it all.

No calls. No meetings. Proposal sent before any payment.

What happens after you submit

Once you submit the form, nothing “salesy” happens.

We review your submission, confirm fit, and prepare your system setup. If anything is unclear, we’ll reach out asynchronously. Otherwise, setup begins automatically.

There are no calls to schedule and no onboarding meetings unless strictly necessary. Communication happens inside the system, with clear ownership and response expectations from day one.

Submit intake to receive a proposal

This intake helps confirm fit. If it makes sense, you’ll receive a proposal.
You only pay after reviewing it.

Request a proposal

What best describes your firm?
Team size
Current website
Please be precise about your needs. 
Primary goal with this system
What prompted you to look for this now?
Select all that apply. 
(Optional) 
(Optional)

© 2026 Acumen. All rights reserved.