AskThe next question earns its place.
Each answer changes what comes next, so the prospect never fights through a generic form.
CONDITIONAL QUESTIONSFINWELL · THE MARKETING-TO-CLIENT OPERATING SYSTEM
Every client starts with the right questions.
Finwell runs the front office for bookkeeping, accounting, financial planning, wealth, and advisory firms: it captures demand, qualifies every inquiry, recommends the right service, and books an accountable next step.
FREE & STARTER AVAILABLE · GROWTH & PRO ON THE ROADMAP · NO CARD REQUIRED
WELCOME
What would you like help with?
Monthly bookkeeping→Not sure yet→
Bookkeeping practice pack
THE FINWELL FLOW MECHANISM
The form should think.
Questions → qualification → service fit → accountable next step. Not answers collected and left for later.
UnderstandAnswers become a recommendation.
Finwell turns the conversation into qualification, service fit, pricing context, and an owner-ready brief.
PRACTICE-PACK LOGICMoveInterest leaves with a next step.
The right prospect sees the right action—book a consultation, review the scope, or continue the conversation.
ONE ACCOUNTABLE PATHON YOUR CLIENT’S PHONE
They tap. It asks. They book.
The Flow answers every inquiry in seconds—asks the right questions, shows an honest starting estimate, and books the consultation—while your team is closing someone else’s books. ILLUSTRATIVE
Juniper Ledger Co.FINWELL FLOW · VIA GOOGLE AD
FLOW OPENED · 10:42 PM
What would you like help with?Monthly bookkeeping
How current are your books?A few months behind
INSTANT · ON SUBMITCleanup + monthly bookkeepingSTRONG FIT · From $1,175 / month
EMAIL FOLLOW-UP · DAY 2
Still deciding? Your estimate is saved—pick a time when you’re ready.
JUNIPER LEDGER · CONSULTATION · LIVE TIMES
Thu · 10:30 AMBooked ✓
Fri · 2:00 PMOpen
Booked—Thursday, 10:30 AM.Morgan already has your answers. Confirmation sent by email.
Answered while interest is highThe Flow replies instantly with fit and an honest starting estimate—no waiting for office hours.
Follow-up without chasingThe saved estimate and email follow-ups keep the thread alive.
A consultation on the booksProspects pick from your live availability. One tap.
Don’t take the mockup’s word for it.Open the working Flow for our demo firm, Juniper Ledger Co.—the same page your prospects would open from your link. Best on your phone.
Open the live FlowEMAIL FLOW ON STARTER · $75 / SEAT / MONTH · START FREE, NO CARD
WHAT THE FLOW LEAVES BEHIND
A good Flow leaves work already moving.
The answers stay attached to every next step. SAMPLE DATA
Strong fit · 92
Source, answers, and qualification recorded on one lead
Cleanup + monthly books
Pricing context prepared · from $1,175 / month
Consultation · Thu 10:30 AM
Owner assigned · brief attached · follow-up scheduled
No retypingThe brief follows the relationship.
No guessingFit and service are already clear.
No dead endEvery answer leads somewhere.
CONVERSATION WITH CONTEXT
The conversation keeps its context.
Source, Flow answers, recommendation, and next step stay beside every reply in one lead inbox.
EMAIL · STARTERSMS · GROWTH ROADMAP
SOURCEGoogle Search
FLOW ANSWERSMonthly books + cleanup
RECOMMENDATIONCleanup + monthly books
NEXT STEPConsultation · Thu
Does the estimate include the cleanup work?
Yes—the Flow included that in your starting scope.
PRACTICE PACKS
One product. Five practice packs.
Your practice’s words. Your client’s path. The same Flow, tuned to the work.
Bookkeeping
Volume · cleanup · monthly fit
SAME FLOW · TUNED QUESTIONSAccounting
Scope · tax needs · consultation
SAME FLOW · TUNED QUESTIONSFinancial planning
Goals · timing · advisor fit
SAME FLOW · TUNED QUESTIONSWealth advisory
Household · assets · intent
SAME FLOW · TUNED QUESTIONSAdvisory
Pressure points · value · next step
SAME FLOW · TUNED QUESTIONSCONVERSION, MEASURED
See what the Flow turns into.
Finwell measures your firm’s own funnel from inquiry to booked. The table shows sample data, not customer results.
| Stage | Count | Share | Share of inquiries as a bar |
|---|---|---|---|
| Inquiries | 24 | 100% | |
| Qualified | 15 | 63% | |
| Proposals | 9 | 38% | |
| Booked | 6 | 25% |
PRACTICE-SYSTEM HANDOFF
Front office here. Delivery there.
Finwell keeps the client journey moving, then hands the won relationship into the firm’s approved practice system—TaxDome or the system the firm already runs—with a complete brief.
FINWELL DOES NOT REPLACE
Bookkeeping delivery · Tax work · Advisory delivery · Billing · Document management · Practice management
FINWELL CLIENT BRIEF · SAMPLE
Hartwell Accounting Group
ServiceCleanup + monthly books
FitStrong · 92
Next stepConsultation booked
StatusReady for handoff
THE FIRM’S PRACTICE SYSTEM
Delivery, documents, and billing stay where the firm already runs them. Finwell prepares the accountable handoff.
GROWTH · ROADMAPToday the brief is exported from Finwell. Direct TaxDome and provider handoffs arrive with Growth.
See it with your own practice’s questions.
PRICING
Start free. Add the Flow when you’re ready.
Free records new inquiries. Starter unlocks the Finwell Flow, conversion pipeline, email, booking, and reviews. Paid plans are priced per active firm user.
AVAILABLE NOW
Free
Capture every inquiry
$0forever
1 user only · no additional seats
A simple starting point for a solo firm that wants every new lead recorded and attributed before adding a conversion system.
- Lead capture from connected sources
- Full lead contact details
- Lead source attribution
- New-lead email alerts
- CSV lead export
AVAILABLE NOW
Starter
Turn capture into conversion
$75/ seat / month
Per active firm user · owner counts as 1 seat
The complete conversion toolkit for a firm ready to qualify, recommend, communicate, and book.
- Everything in Free
- One branded, editable Finwell Flow
- Conversion pipeline from new lead to handoff
- Practice-pack questions and fit rules
- Service recommendations and estimates
- Native booking calendar
- Unified lead inbox with email
- Google Reviews inbox and requests
ROADMAP · COMING SOON
Growth
Automate the funnel
$150/ seat / month
Per active firm user · owner counts as 1 seat
Add SMS, advanced communication workflows, reputation automation, integrations, and attribution for a firm investing consistently in growth.
- Everything in Starter
- SMS inside the unified lead inbox
- Automated email and SMS nurture sequences
- Multiple flows and conditional pricing
- Automated Google review campaigns
- Ad ROI and campaign attribution
- TaxDome and provider handoffs
- Advanced source and conversion analytics
Coming soon
ROADMAP · COMING SOON
Pro
Scale every market
$300/ seat / month
Per active firm user · owner counts as 1 seat
Multi-location controls, routing, branding, and platform access for firms running a larger acquisition engine.
- Everything in Growth
- Pricing intelligence by service and price band
- Multi-location review management
- Advanced lead routing and territories
- White-label conversion experiences
- API access and custom webhooks
Coming soon
SEAT BILLING
Simple billing as your firm changes.
One user = one seatEvery active firm team member uses a seat, including the firm owner.
One plan per firmEvery seat shares the firm's plan and feature set.
Add seats anytimeNew seats are prorated to the firm's existing monthly renewal date.
Reassign as the team changesMove a seat to another team member anytime; seat reductions take effect at renewal.
EXAMPLE · a 3-seat firm on Starter is 3 × $75 = $225 / month
THE NEXT CLIENT IS ALREADY LOOKING
Give them a better first conversation.
ONE FLOW · NO CARD · YOUR LEADS STAY YOURS