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Professional services

Wealth & tax advisory firm website

Founders and family businesses don't need a filing service; they need someone who plans the year before it happens. The Ledger shows that thinking: midnight navy ruled like an accounts book, a rail of the fiscal year with the moments that change outcomes, a group structure that assembles as it scrolls into view, and a retainer estimator that turns three inputs into one monthly figure.

The Ledger · Tax & wealth advisory · 50.00 €

Open live demo
  • Tax-year rail
  • Structure
  • Retainer

What's inside

Every section below is already built and working in the live demo — not a mock-up.

01

A tax-year rail

Structure review, advance payments, statements, filing, succession window and year-end planning.

02

A self-drawing group structure

Holding, operating company, IP company, foundation and a foreign subsidiary connect on screen.

03

A retainer estimator

Entities, jurisdictions and revenue band itemised like an invoice with a monthly total.

04

Partners and a consultation request

Partner profiles, client memoranda and a form with topic, time and the retainer estimate attached.

Why this design works

  1. Showing the year as a plan demonstrates proactive advice instead of claiming it.
  2. A retainer estimate answers the fee question discreetly, before a prospect has to ask it in a meeting.
  3. Midnight navy, Caslon type and gold totals convey established, private-client seriousness.

From template to your website

  1. 1Pick a template you like — open it live, scroll, click around.
  2. 2Choose a plan. Industry templates are included; a paid design adds a one-time licence.
  3. 3We adapt it to your brand, content and language, then launch it.

Included with every plan

  • Custom-designed business website with up to 7 pages (home, about, services, contact and more)
  • Mobile-first, fully responsive layout tested on phone, tablet and desktop
  • Contact form with email notifications, plus WhatsApp and click-to-call buttons
  • On-page SEO setup: page titles, meta descriptions, sitemap and Google indexing
  • Hosting, SSL certificate and security updates included for the whole term
  • One language included — add more languages any time as an add-on
from25.00 €/ month · Net pricesPremium design · one-time licence · 50.00 €Compare plans

Questions we get asked

Is the retainer estimator binding?

No. It uses your base fee and factors to give an indicative monthly figure, clearly labelled. The written offer follows the first conversation.

Can the structure diagram show our typical setups?

Yes. Nodes, labels and connections are configurable, and the diagram is marked as illustrative so it never reads as advice for a specific case.

Does the firm need a light version too?

The design includes a light palette in the configuration, so documents and print materials can match either look.

Ready when you are

Pick the design, choose a plan, and we adapt it to your business, your content and your language before it goes live.

Talk to us first