Playbook › Accountants & bookkeepers

Plays for accountants & bookkeepers

Plays written for accounting firm websites: bookkeeping, tax returns and payroll, for small businesses and freelancers. Copy one, fill in your details, and PressHelm does the work on your WordPress site.

Also useful: get to know your site, maintenance and seasonal campaigns.

38 plays. Tap “Copy prompt”, fill in the [highlighted] parts, and send it to PressHelm.

Speed & performanceAccountants & bookkeepers

Accounting firm: faster on phones

Our accounting firm site feels slow on phones. Test the homepage and the Services page, tell me the 3 biggest problems in plain words, and fix what you safely can.

You approve itUndoable~5 minMedium

Accounting firm: same opening hours everywhere

Our opening hours and contact details are: [paste them]. Make sure they are the same on every page and in the footer, and fix any old ones, with a preview first.

You approve itUndoable~3 minEasy
find replace
Schedules & monitoringAccountants & bookkeepers

Accounting firm: Monday morning report

Every Monday at 9:00, send me a short report for our accounting firm site: new comments and messages, updates waiting, anything broken, and how fast the homepage is.

You approve itUndoable~2 minEasy
schedules
Get to know your siteAccountants & bookkeepers

Accounting firm: five-minute site check

Give our accounting firm site a quick check: is the Services page fast on phones, does the consultation request form send, are there errors or updates waiting? Five lines at most.

Changes nothing~2 minEasy
speedemail

Accounting firm: consultation request form

Add a consultation request form to the [page name] page with these fields: name, business name, email, phone, services needed. Send submissions to [your email] and show a friendly thank-you message.

You approve itUndoable~3 minEasy
forms seo
SEO & content qualityAccountants & bookkeepers

Accounting firm: SEO titles for “accountant for small business”

Write SEO titles and meta descriptions for our main pages so we show up for “accountant for small business”. Natural wording, no keyword stuffing. Show them to me before saving.

You approve itUndoable~5 minMedium
forms seo

Accounting firm: consultation request emails not arriving

People say our consultation request emails don’t arrive. Check how the site sends email and our domain’s setup, and tell me exactly what to fix.

Changes nothing~2 minEasy
email
SEO & content qualityAccountants & bookkeepers

Accounting firm: local landing page

Write a page “bookkeeping, tax returns and payroll in [city]” for our accounting firm, with real local details: [area, parking, landmarks, opening hours]. Helpful for people searching “accountant for small business”. Save it as a draft.

You approve itUndoable~4 minMedium
content
Marketing & campaignsAccountants & bookkeepers

Accounting firm: campaign for tax season

Plan our campaign for tax season: a short landing page about our bookkeeping, tax returns and payroll, a banner on the homepage until [end date], a matching image, and a blog post. Show me the plan first.

One plan approvalUndoable~10 minMedium
Marketing & campaignsAccountants & bookkeepers

Accounting firm: newsletter sign-up

Add a newsletter sign-up section to the homepage for small businesses and freelancers, with one line about what they’ll get from our accounting firm and a form for name and email.

You approve itUndoable~3 minEasy
contentforms seo
Marketing & campaignsAccountants & bookkeepers

Accounting firm: announcement bar

Add a slim announcement bar at the top of every page: “[your message, e.g. now taking bookings for tax season]”, linking to the Services page.

You approve itUndoable~3 minEasy
content
Pages & layoutAccountants & bookkeepers

Accounting firm: rewrite the homepage hero

Rewrite the homepage hero for our accounting firm: a clear headline about our bookkeeping, tax returns and payroll, one sentence for small businesses and freelancers, and a button to [our booking or contact page]. Keep the current layout.

You approve itUndoable~3 minEasy
contentbuilders
Pages & layoutAccountants & bookkeepers

Accounting firm: build the Services page

Create a “Services” page that presents our bookkeeping, tax returns and payroll with short descriptions and prices: [paste your list]. Easy to scan on phones, with a button to [booking/contact] at the end.

You approve itUndoable~4 minMedium
content
Pages & layoutAccountants & bookkeepers

Accounting firm: testimonials section

Add a testimonials section to the homepage with these reviews from our small businesses and freelancers: [paste 3 reviews with first names]. Match the page style.

You approve itUndoable~3 minEasy
content
Images & mediaAccountants & bookkeepers

Accounting firm: AI hero image

Make a wide hero image for our accounting firm website: a calm accountant’s office with a laptop and documents. Natural, real-looking, no text. Show me the model and cost first, then put it at the top of the homepage.

You approve itUndoable~2 minEasy
ai images
Images & mediaAccountants & bookkeepers

Accounting firm: image of a yearly tax return

Make a square image showing a yearly tax return for our Services page, clean and inviting, matching the rest of the site.

You approve itUndoable~2 minEasy
ai images
Images & mediaAccountants & bookkeepers

Accounting firm: lighter photos on Services

Convert the photos on our Services page to WebP and shrink any that are wider than 2000 px, so the page loads faster.

You approve itUndoable~3 minEasy
image editing
Images & mediaAccountants & bookkeepers

Accounting firm: 3 social media images

Make 3 square images for social posts about our bookkeeping, tax returns and payroll, in our brand colours [colours], each with room for a short text.

You approve itUndoable~3 minEasy
ai images
Images & mediaAccountants & bookkeepers

Accounting firm: alt text for every photo

Find all images on our accounting firm site without alt text and write short, descriptive alt text for each one.

You approve itUndoable~3 minEasy
media
Content & bloggingAccountants & bookkeepers

Accounting firm: write the About page

Write an About page for our accounting firm: how we started, what makes our bookkeeping, tax returns and payroll different, and a short team section. Warm and honest, no clichés. Save it as a draft.

You approve itUndoable~4 minEasy
content
Content & bloggingAccountants & bookkeepers

Accounting firm: FAQ for small businesses and freelancers

Write the 10 questions small businesses and freelancers ask a accounting firm most, with short, honest answers, and add them as an FAQ section at the end of the [page name] page.

You approve itUndoable~3 minEasy
content
Content & bloggingAccountants & bookkeepers

Accounting firm: blog ideas that bring visitors

Suggest 12 blog post ideas for a accounting firm that small businesses and freelancers would search for on Google, grouped by topic. Then write the best one as a draft.

You approve itUndoable~4 minEasy
content
Content & bloggingAccountants & bookkeepers

Accounting firm: write “A tax deadline checklist for small businesses”

Write a practical 800-word article “A tax deadline checklist for small businesses” for our blog: useful tips, 3 subheadings, and a friendly call to action to [our booking or contact page] at the end. Save as draft.

You approve itUndoable~5 minMedium
content
Content & bloggingAccountants & bookkeepers

Accounting firm: update prices on Services

Raise the prices on our Services page by [5]% and round them nicely. Show me the before and after first.

You approve itUndoable~3 minEasy
content
Content & bloggingAccountants & bookkeepers

Accounting firm: organise the blog

Organise our blog into clear categories for a accounting firm (for example: Tax tips, Business news, Guides), and move existing posts into the right ones. Show me the plan first.

One plan approvalUndoable~6 minMedium
Get to know your site

Give me a tour of my site

What do you see on my site? Give me a short tour: theme, page builder, main plugins, how many pages and posts, and anything that looks off.

Changes nothing~1 minEasy
content
Maintenance & updates

Update plugins one by one

Update all plugins with updates waiting, one at a time, checking the site after each. Stop and tell me if anything breaks.

You approve itUndoable~5 minMedium
plugins themes
Fix problems

Why is there a white screen?

The [page name] page shows a white screen. Find out why from the error log and tell me the safest fix.

Changes nothing~3 minMedium
errors
Get to know your site

List plugins with updates

Which plugins, themes or WordPress itself have updates waiting? List them with the version change.

Changes nothing~1 minEasy
plugins themes
Maintenance & updates

Remove an unused plugin

Deactivate and delete the plugin [name]. Make sure nothing on the site uses it first.

You approve itUndoable~2 minEasy
plugins themes
Fix problems

Undo a bad plugin update

Since updating [plugin], the site has errors. Put the previous version back.

You approve itUndoable~3 minMedium
Get to know your site

Find plugins I don’t need

Which plugins are inactive or look unused? Explain what each one does and whether it is safe to remove. Don’t change anything yet.

Changes nothing~2 minEasy
plugins themes
Maintenance & updates

Install a plugin

Find a well-rated plugin for [need], tell me why you chose it, and install it (inactive until I say activate).

You approve itUndoable~2 minEasy
plugins themes
Fix problems

Undo the last change

Undo the last change you made.

You approve itUndoable~1 minEasy
undo
Get to know your site

Explain why my homepage is slow

Run a speed test on my homepage (mobile) and explain the three biggest problems in plain words. Don’t fix anything yet.

Changes nothing~2 minEasy
speed
Maintenance & updates

Compare plugins for a job

Compare the 3 best plugins on WordPress.org for [need] by rating, installs and last update.

Changes nothing~2 minEasy
plugins themes
Fix problems

Put the old homepage back

Put the homepage back to how it was yesterday.

You approve itUndoable~2 minEasy
undo

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