Website + Mobile App for Accounting Business — AI Chat, WhatsApp Lead Gen, Automation (Fixed Price)

I'm launching an accounting and bookkeeping services business and need a website and mobile app built from the ground up, along with the automation and AI tools to run lead generation and client communication. What I'm selling: Accounting and bookkeeping services for small/medium businesses (e.g., bookkeeping, tax prep, payroll, financial reporting — confirm exact service list with me at kickoff). What I need built: Marketing website Clean, professional design reflecting a trustworthy accounting/finance brand Service pages, pricing/packages, about, contact, blog (optional), client testimonials Lead capture forms tied into a CRM or spreadsheet/database SEO-friendly structure Mobile app (client-facing) Client portal: view services, submit documents, message support, see invoices/status Push notifications iOS and Android (cross-platform framework like React Native or Flutter preferred) AI chat agent Embedded on the website (and ideally in-app) Answers FAQs about services and pricing, qualifies leads, books consultations Hands off to a human when needed Captures lead details automatically into CRM/database WhatsApp integration Connect WhatsApp Business API so leads/customers can message me there AI agent should also be able to respond on WhatsApp (or route to me) so no lead goes unattended Automated welcome messages, appointment reminders, basic Q&A Business process automation Automate repetitive accounting workflow steps: client onboarding, document collection requests, invoice reminders, status updates Integration with accounting tools if applicable (e.g., QuickBooks, Xero — open to your recommendation) Lead-to-client pipeline automation (new website/WhatsApp lead → CRM entry → follow-up sequence) What I'm looking for in a freelancer/team: Experience building business websites + apps with integrated AI chat and WhatsApp Business API Experience with automation tools (e.g., Zapier, Make, n8n, or custom backend) Strong communication — I'm not deeply technical and need guidance on best practices and platform choices Ability to advise on tooling/stack, not just execute — I'm open to your recommendations on the best AI chat platform, WhatsApp provider, and CRM Bonus: experience in accounting/fintech or professional services websites Budget: Fixed price for defined scope. Please propose your price after reviewing the scope above, broken down by phase (website / app / AI chat / WhatsApp / automation) so I can see where the cost is allocated. To apply, please include: Examples of similar projects (website + app + AI chat/WhatsApp integration) Your recommended tech stack and why A rough breakdown of timeline and price by phase Whether you work solo or as a team, and who would be doing what Notes for you (not part of the post) Before this goes live, it's worth nailing down: (1) your exact service list and pricing, (2) whether you want app-only, web-only, or both at once vs. phased, (3) any existing branding (logo, colors) the freelancer should follow. Consider posting this as two phases (Phase 1: website + AI chat + WhatsApp; Phase 2: mobile app) if budget is tight — it lets you validate leads before investing in the app.