Sample build for solo bookkeepers + accountants

Smith & Associates Bookkeeping, Belleville Ontario

Below is a working preview of what your site looks like with the BOQ chatbot embedded. Hover the service cards. Try the chatbot. Paste your real URL further down to see your own version.

smithbookkeeping.ca

Smith & Associates

Bookkeeping & tax, Belleville ON

ServicesAboutContact

Bookkeeping for sole traders and small business across Quinte West

CPA Ontario member. Serving Belleville, Trenton and Picton since 2011. CRA-compliant, Karbon and QuickBooks Online certified.

Sole-trader tax (T1)Year-round prep, GST/HST filing, CCA schedules.

Corporate tax (T2)CCPC returns, T2125 review, dividend planning.

Bookkeeping retainerMonthly close, payroll, HST remit, bank rec.

Year-end reviewOne-shot tidy-up before T1/T2 deadline.

Book a free call View pricing

            
            BOQ Element Highlight: hover any element above, click it, edit it from the chatbot.
          

Smith & Associates

Online · usually replies instantly

Trained on smithbookkeeping.ca

Smith & Associates Bot · 9:42

Hi! I'm trained on every page of Susan's site. Ask me anything about T1, T2, monthly bookkeeping or HST. I'll book the call for you if it's a fit.

You · 9:42

Do you take new sole-trader clients in Trenton?

Smith & Associates Bot · 9:42

Yes. We're accepting sole-trader T1 work for the 2025 tax year. Trenton is inside our service area (we cover Belleville, Trenton, Picton, Brighton). To check fit I just need 3 things: gross revenue range, do you have GST/HST registered, and do you use any software (QBO, Wave, spreadsheets)?

Step 1 - Onboarding

Paste your accounting site URL. Your chatbot trains in 90 seconds.

No CSV upload, no onboarding call, no FAQ form to fill. The bot reads your services, pricing, hours, areas and starts answering. You review, then push live.

Fetch site pages Extract services, pricing, hours Pull GMB reviews + Q&A Detect CRA / HST / T1 / T2 vocabulary Build FAQ index Match brand voice (formal / plain / warm) Deploy chatbot widget

Step 2 - Pre-trained FAQ

10 questions every accountant gets every week, answered automatically.

Click any question. The bot's actual answer appears below, sourced from your site, GMB, pricing page and CRA reference data. Tweak any answer in 1 click from the dashboard.

Do you do tax for sole traders?→

How much does a year-end review cost?→

Are you accepting new clients?→

What software do you use?→

Do you handle HST/GST filing?→

Can you fix a late T1 or T2?→

Do you do payroll for 1-3 staff?→

Are you a CPA or a bookkeeper?→

Do you offer monthly retainers?→

Can you handle a CRA review letter?→

Smith & Associates Bot:

Step 3 - Live conversation sample

A real qualifying flow. Sole trader looking for monthly bookkeeping.

This is the full 12-message exchange the chatbot runs end-to-end. It qualifies, prices, surfaces tier upgrades, drops in a Stripe stub, then offers to send a calendar invite. Watch what closes.

Visitor · Belleville · 9:42 AM Sunday

Visitor

Hey, I'm a sole-trader plumber in Belleville. Do you do my taxes?

Smith & Associates Bot

Hi - yes, sole-trader trades is most of what we do. Quick question so I price it right: are you HST-registered, and roughly what's your gross last year?

Visitor

Yeah HST registered, did about $140k last year

Smith & Associates Bot

Got it. At $140k with HST, you've got a T1 with business income (T2125), quarterly HST remits, and probably some CCA on tools/vehicle. What software are you using right now? QBO, spreadsheet, shoebox?

Visitor

honestly mostly shoebox. my wife does the receipts in a binder

Smith & Associates Bot

Common with trades. Two ways to go:
1) Year-end only - we do a single tidy-up + T1 + HST reconciliation. $850-1,100 depending on volume.
2) Monthly retainer - we run QBO for you, you snap receipt photos, we file HST quarterly and the T1 is included. $385/month, no surprise year-end bill.

Most trades at $140k go option 2 because the time saved doing receipts pays for it. Want a quick number breakdown?

Visitor

yeah show me the monthly

Smith & Associates Bot

Here's what's included on the monthly:

Tier 1 - Monthly bookkeeping$385/mo

QBO subscription + bank feed setupincl.

Quarterly HST filingincl.

Annual T1 with T2125incl.

30-day money backyes

Visitor

ok yeah let's do it. how do I sign up?

Smith & Associates Bot

Easiest way - I'll take payment now and Susan calls you Monday morning to do the QBO setup. No call needed today.

Pay $385/mo

First month today, recurring on the 1st thereafter. CRA-compliant invoicing.

Visitor

paid. thanks!

Smith & Associates Bot

Confirmed. You'll get a welcome email with the QBO invite in the next 5 minutes. Susan calls Monday at 9 AM, that work? I've added a calendar hold to the email I just sent.

Step 4 - Tier reveal in chat

The chatbot shows pricing the way Brad would explain it.

No fake "starting at" hedging. Real numbers. Tier 1 is featured because it's the right answer for 90% of accounting practices. Tier 2 and 3 are there if the bot detects voice volume or front-desk overload.

Bot pricing reveal · Triggered by "what does this cost"

Visitor

what does this chatbot cost me as a 1-person shop?

BOQ Bot

Three tiers, plain numbers:

Tier 1 · Chatbot + site CMS$1,000 CAD/mo

Pre-trained chatbot, FAQ, audit, Stripeyes

Most accountants stop hererecommended

Tier 2 · adds AI voice agent$1,500/mo

Tier 3 · adds full AI receptionist$2,500/mo

For a solo bookkeeper, Tier 1 covers it. Voice (Tier 2) only makes sense if you're losing >6 calls a week. We track missed-call counts in the dashboard - I'll flag it if you cross the line.

Step 5 - In-chat sales + self-serve support

The chatbot watches your data. Sells when there's a real reason. Edits your site when you ask.

Not pushy. Not generic. Every upsell is triggered by something the chatbot can actually see: an audit gap, a missed-call spike, a season change. And every support request that used to need a developer now needs one sentence.

Marketing upsell · Triggered by audit gap

BOQ Bot · Tuesday 8:14 AM

Morning Susan. Quick flag from this week's audit run.

Your site is missing 8 dofollow links from CPA-relevant directories (CPA Ontario, Quinte Chamber, BBB, Karbon partner page, 4 others). That's why you're sitting at #6 for "Belleville bookkeeper" instead of top 3.

Backlink package $2k one-shot. We pitch + place all 8 in 30 days. ROI break-even is one new T1 client.See what's included →

Susan

interested. send me the breakdown

Self-service support · Site edit via chat

Susan

add a "tax-filing-deadline" field to my contact form so I know when their T1 is due

BOQ Bot

Done. Added a Tax filing deadline field (date picker, optional) to the contact form on smithbookkeeping.ca/contact. Pushed via WordPress connector at 2:11 PM. You can see it live now. Want me to also pipe new submissions into your Karbon "leads" pipeline?

Susan

yeah do it

BOQ Bot

Wired. Next form submission lands in Karbon > Leads > New > auto-tagged with the filing deadline. Took 14 seconds. Anything else?

Step 6 - Element highlight feature

Hover any element on your site. Click it. The chatbot opens with that element ready to edit.

No CMS login, no theme editor, no "where's that page in WordPress" hunt. The chatbot is the editing layer. It works on every page, every component, every block - even ones built by your old web developer.

Hover

Move your cursor over any heading, paragraph, image, button or service card. The element gets a soft amber outline and a "click to edit" tag.

Click

The chatbot opens, pre-loaded with the exact element you clicked - a service card, a price, a CTA, an image, anything. No "find the page in WordPress" step.

Edit in plain English

"Change the price to $395." "Swap this photo for the one Susan sent on Friday." "Move this card above the year-end one." Done in seconds, live on the site.