Managed websites for accounting and professional services firmsManaged websites for accounting firms

Features

Everything included in a FirmWebStudio website

Every feature of a FirmWebStudio website for accounting firms: AI receptionist, site chat, SEO, AEO and GEO, hosting, articles, and which plan carries each.

01

Pages that open before someone clicks away

Custom-coded pages served from the edge, 90+ PageSpeed guaranteed on every plan.

Available onPracticePartnershipMulti-Partner

The problem it removes
A slow page loses the referral, and the paid click, before a single bio is read.
What your firm does
Nothing. Speed is checked at launch and with every weekly update.

Why speed comes before anything else

A referral who clicks through from an email and waits for a page to load is a referral who closes the tab before reading a single bio. Every page on the site is custom coded, ships almost no JavaScript, and is served from Cloudflare's global edge, so the site is fast the day it launches rather than after someone eventually audits it. We guarantee 90+ PageSpeed on every plan, checked at launch and again with every weekly update, not measured once and left to drift.

Why a fast page can make paid ads cheaper

If the firm runs Google Ads, landing page experience is one of the three parts of Quality Score, alongside expected clickthrough rate and ad relevance (Google Ads Help, "About Quality Score for Search campaigns"). A faster, more relevant page can lower what each click costs and keeps more of the paid clicks the firm is already buying, because fewer people give up before the page appears. We do not promise a specific cost reduction; ad costs depend on bids, competition and the ads themselves.

What this replaces

Most firm sites run on a page builder or a template theme carrying plugins nobody remembers installing. Each plugin is another script the browser has to fetch before the page becomes usable, and on a phone in a parking lot outside a client meeting, that difference is the difference between a page that opens and one that does not. A custom-coded page has no plugin stack to slow down or go out of date.

Source: Google Ads Help, "About Quality Score for Search campaigns" (checked September 2026)

02

A page for every practice area

Tax, audit, advisory, bookkeeping: each service line gets its own page built to be found and read.

Available onPracticePartnershipMulti-Partner

The problem it removes
"Tax, Audit, Advisory" in one sentence cannot be found or explained properly.
What your firm does
Tell us the practice areas in onboarding. We write the pages; you approve them.

One page per service line, not one paragraph per service

A firm that lists "Tax, Audit, Advisory, Bookkeeping" in a single sentence on the homepage gives a search engine nothing to rank and a prospective client nothing to read before they call. Each practice area gets its own page: what the service covers, who it is typically for, how engagements usually start, and the partners or staff who lead it. That is also the structure that lets each service compete on its own for the searches a prospective client actually runs.

Written from what the practice actually does

The pages are written from the answers the firm gives in onboarding, not from a generic template with the service name swapped in. A page about assurance work reads differently from a page about outsourced controller services because the underlying engagement is different, and a page that reads like every other firm's page earns neither the client's attention nor the search ranking.

03

Partner and staff bio pages built for credibility

Structured bios that read as senior: background, focus areas, credentials as stated by the firm.

Available onPracticePartnershipMulti-Partner

The problem it removes
Thin one-line bios are the last thing a prospect reads before deciding not to call.
What your firm does
Send each partner's background, focus areas and headshot. We never invent a credential.

A bio page is often the last page before the call

Someone considering a firm for the first time will often read the partner bio before they pick up the phone. The page is built to answer what they are actually checking for: background, focus area, how long the person has been with the firm, and any credential the firm tells us to list. We never invent a credential, a certification or a number of years; every fact on a bio page comes from what the firm provides in onboarding or a revision request.

One template, every partner looking distinct

Bio pages share a single, consistent layout so the site reads as one firm rather than a set of mismatched pages bolted together, while the actual content, photo and focus area for each person keeps every page distinct. Adding a new partner or updating a bio after a promotion is one revision, turned around within the plan's revision window.

04

A page for every office

Multi-office firms get a page per location, built for the searches run in that city.

Available onPracticePartnershipMulti-Partner

The problem it removes
Second and third offices never appear for searches in their own cities.
What your firm does
List the offices and who is based where. New offices are a revision.

Why one office page beats one shared address block

A firm with two or three offices that lists all of them in a footer address block gives none of those offices a page that can rank for searches run in that city. Each office gets its own page: the address, the partners based there, the practice areas served from that location, and directions, so someone searching for a firm in that specific city finds a page built for that search rather than a generic homepage.

Built to grow with the firm

Opening a new office or closing one is a revision, not a redesign. The office page structure is built once and reused, so adding the fourth location follows the same pattern as the first three and stays consistent with how the rest of the site reads.

05

An inquiry form built for how engagements actually start

A short form that asks what type of engagement a prospective client needs, then routes it into the CRM.

Available onPracticePartnershipMulti-Partner

The problem it removes
Inquiries land in a shared inbox with no context on what the person needs.
What your firm does
Tell us where inquiries should land: CRM, pipeline or inbox.

A generic contact form loses the context a firm needs

A plain "name, email, message" box forces the partner who picks up the inquiry to guess what the person actually needs before replying. The inquiry form instead asks for the type of engagement (tax, audit, advisory, bookkeeping or a category the firm defines), the entity type where relevant, and a short description, so whoever answers the enquiry already has the context to respond specifically rather than with a generic "thanks for reaching out."

Delivered wherever the firm already works

Every enquiry is delivered into the firm's CRM or inbox by direct API, Zapier or Make, the same day it is submitted. Nothing sits in a form plugin's dashboard waiting to be checked; it lands where the team already works.

06

Weekly updates, not a site frozen at launch

Partner changes, new services, updated hours: handled every week, not left for the next redesign.

Available onPracticePartnershipMulti-Partner

The problem it removes
Small changes wait months because nobody has the login or the time.
What your firm does
Request changes in the client portal. Nothing to log in to.

A firm site changes more than people expect

A partner is promoted, a new service line launches, an office moves, a set of hours changes for a holiday. On most firm sites, small changes like these wait for the next redesign because nobody has the time or the login credentials to make them. On this plan, changes like these are simply revisions, requested from the client portal and completed within the plan's turnaround window, so the site reflects the firm as it actually is this month.

No revision is too small to bother with

Updating a phone number, correcting a title, or swapping a photo is treated exactly the same as building a new page: submit it in the portal, and it is done within the turnaround window included in the plan, with no extra charge inside the monthly revision allowance.

07

Researched articles, published on a schedule

Practice-relevant articles written and published every week, without the firm writing a word.

Available onPracticePartnershipMulti-Partner

The problem it removes
A site that never publishes gives search engines no reason to come back.
What your firm does
Optionally review drafts. Request topics whenever you like.

Content that keeps the site current in search

A site that has not published anything since launch gives a search engine no reason to crawl it again and gives a returning visitor no reason to come back. Every plan includes researched articles relevant to the firm's practice areas, written to answer real questions a prospective client would search, published on the site's own blog on a fixed weekly schedule.

The firm reviews, we do the writing

Articles are drafted from the firm's practice areas and reviewed before publishing if the firm wants that step; nothing is published as advice attributed to a named professional at the firm unless the firm asks for that byline and reviews the piece. We are not accountants and do not represent the content as tax, accounting or audit advice.

08

Hosting, security and uptime, handled

Cloudflare hosting with SSL, CDN, DDoS protection and unmetered bandwidth, nothing itemised.

Available onPracticePartnershipMulti-Partner

The problem it removes
Hosting bills, SSL renewals and plugin updates nobody at the firm owns.
What your firm does
Nothing. Hosting, SSL, security and uptime are ours to run.

One monthly fee, no infrastructure invoices

The site runs on Cloudflare's global network with SSL, a content delivery network, DDoS protection and unmetered bandwidth included in the monthly fee. There is no separate hosting bill, no SSL renewal to remember, no bandwidth overage charge, and nothing itemised as an add-on later.

Nobody at the firm needs to log in to fix anything

Server updates, security patches and uptime monitoring are handled on our side. If something needs attention, it is caught and corrected before it becomes a client-facing problem, not reported by a client who could not load the site.

09

The AI Engine: answers routine questions after hours

An AI receptionist and site chat that handle routine questions when the office is closed.

Available onPartnershipMulti-Partner

The problem it removes
Prospects research firms at night and move on when nobody answers.
What your firm does
Approve the answers it is allowed to give. It routes the rest to a person.

Most inquiries arrive outside office hours

A prospective client researching firms at 9pm does not wait until 9am to ask a question; they either find an answer or move to the next firm's site. The AI Engine adds an AI receptionist and site chat that handle routine questions (office hours, what a service covers, how to book a call) at any hour, along with SMS, Messenger and Instagram AI, a call-analysis PDF after each answered call, and A2P 10DLC registration filed on the firm's behalf so text messaging is compliant from day one.

Routine questions handled, everything else routed to a person

The AI Engine is built to answer the questions it can answer accurately and route everything else, including anything that reads as a request for accounting, tax or audit advice, to a person at the firm. It never gives professional advice on the firm's behalf.

10

The Content Engine: more articles, plus social

3 researched articles a week, 3 social image posts a week, 2 reels, and a managed Google Business Profile.

Available onMulti-Partner

The problem it removes
No partner has time to post, so social pages and the Google profile go stale.
What your firm does
Approve content if you want to. We write, design and publish.

Content across the channels clients actually check

On the top tier, the article schedule increases to 3 a week, and the plan adds 3 social image posts a week, 2 reels a week, and a fully managed Google Business Profile, so the firm's presence stays current everywhere a prospective client might look before calling, not only on the site itself.

Built for a firm growing its referral pipeline

This tier suits a firm actively expanding beyond word of mouth: more content, more channels, and a Google Business Profile that is checked and updated weekly rather than set up once and forgotten.

11

SEO, AEO and GEO: built to be found, quoted and cited

Technical and on-page SEO, answer-first content, structured data and AI-readable files on every plan.

Available onPracticePartnershipMulti-Partner

The problem it removes
A firm that is well known in the room is invisible to the person searching, asking a voice assistant or asking an AI tool.
What your firm does
Nothing beyond approving pages and articles. The foundations ship with every plan.

SEO: the technical and on-page foundations

Every page gets its own title, description, canonical tag, clean URL and one clear heading, and the site ships with a sitemap, a robots file and internal links between practice, office and article pages. On-page, each practice area and each office has its own page, which is what gives a search engine something specific to rank for "CPA firm in Dallas" or "nonprofit audit Chicago" instead of one homepage trying to rank for everything. Office pages are built for the cities the firm actually serves, which is how local searches turn into organic traffic.

AEO: answers that can be lifted into snippets and voice results

Answer engine optimisation means writing so a direct answer sits in the first sentence under each question-shaped heading, with FAQ blocks on the pages where prospective clients ask questions. That structure is what featured snippets, voice assistants and AI summaries tend to pull from. We write the site and the articles that way by default.

GEO and schema: readable by AI assistants

Generative engine optimisation is about being understood and cited by AI assistants such as ChatGPT, Claude, Perplexity and Google AI Overviews. The site carries an llms.txt file, consistent entity details (firm name, offices, practice areas, partners), plain factual statements that can be quoted, and structured data (JSON-LD) for the organization, its services, FAQ blocks and breadcrumbs, with review markup added only for real, permitted reviews. Nobody can guarantee an appearance in any AI answer; this is the groundwork that makes one more likely.

12

An AI receptionist for the calls nobody can take

Answers the phone when the team is with clients or the office is closed, with a call-analysis PDF after each answered call.

Available onPartnershipMulti-Partner

The problem it removes
Calls during client meetings, filing crunches and evenings go to voicemail, and many callers never leave one.
What your firm does
Approve what it may say about the firm. Read the call summaries it sends.

What it handles

The AI receptionist picks up when nobody at the firm can. It answers routine questions about the firm, such as office hours, which practice areas it covers and how to start an engagement, takes the caller's details and routes anything else to a person. After each answered call the firm receives a call-analysis PDF, so a partner reads what was asked before calling back rather than listening to a recording.

What it never does

It never gives accounting, tax, audit or financial advice, never quotes a fee the firm has not approved, and never presents itself as a licensed professional. Anything that reads as a request for advice is passed to a person at the firm.

13

AI site chat plus SMS, Messenger and Instagram replies

One assistant answers routine questions on the website chat, by text message, on Facebook Messenger and in Instagram DMs.

Available onPartnershipMulti-Partner

The problem it removes
A prospect who messages at night and hears nothing until morning has usually contacted another firm by then.
What your firm does
Nothing day to day. Conversations that need a person are handed to the firm with the context attached.

Answers where prospects already are

The chat widget on the site, text messages, Facebook Messenger and Instagram DMs are answered by the same assistant, trained on the firm's own pages. It handles the routine questions (what a service covers, where the offices are, how to book a first call) takes the inquiry details and books appointments, so a late-evening message becomes a qualified, scheduled inquiry by the next morning. The firm reviews the scripts before launch.

Usage billed at cost

AI conversations carry a running cost from the providers that power them. On the plans that include the AI Engine that usage is billed at exactly what our providers charge, with no markup, on top of the monthly fee.

14

A2P 10DLC texting registration, filed for the firm

The carrier registration US business texting requires, filed on the firm's behalf so SMS works from day one.

Available onPartnershipMulti-Partner

The problem it removes
Unregistered business texts get filtered or blocked by US carriers, and the paperwork is easy to get wrong.
What your firm does
Confirm the firm's legal details once. We file and follow up.

Why it matters

US mobile carriers require businesses that send texts from a standard local number to register the brand and the messaging use case (A2P 10DLC). Without it, messages are filtered or blocked. We file the registration on the firm's behalf as part of the AI Engine setup (carrier fees are passed through at cost), and SMS forms on the site carry clear consent wording written with the Telephone Consumer Protection Act (TCPA) in mind.

15

Social image posts and reels, every week

3 designed image posts and 2 short reels a week, written from the firm's practice areas.

Available onMulti-Partner

The problem it removes
Social pages that have not posted in months read as a firm that is not paying attention.
What your firm does
Approve the calendar if you want to. We write, design and publish.

Consistent, not loud

On Multi-Partner the firm gets 3 social image posts and 2 reels a week, drawn from its practice areas, its articles and its seasonal deadlines. The tone matches the site: plain, useful and never presented as individual tax or accounting advice.

16

A managed Google Business Profile

The firm's Google profile kept accurate and active every week.

Available onMulti-Partner

The problem it removes
Wrong hours, an old photo or a missing office on Google costs calls before anyone reaches the website.
What your firm does
Grant manager access once. We keep it current.

The listing people see before the site

For many local searches, the Google Business Profile is the first thing a prospect sees. On the top plan we manage it weekly: hours, services, photos, posts and consistency with the office pages on the site, so the name, address and phone details match everywhere.

17

Privacy, cookie, terms and accessibility pages that come with the site

The policy pages a US firm website needs, with cookie consent that actually blocks tracking until a visitor agrees.

Available onPracticePartnershipMulti-Partner

The problem it removes
Copied policy text, a cookie banner that blocks nothing and inaccessible forms are exposures most firm sites carry unnoticed.
What your firm does
Review the pages with your own counsel. We draft, publish and keep them in step with the site.

What ships with every site

A privacy policy, terms of use, a cookie policy with a consent banner that genuinely holds back analytics and marketing scripts until a visitor agrees, an accessibility statement, and a professional-services disclaimer making clear that website content is general information, not advice. Pages are built with the Americans with Disabilities Act (ADA) and WCAG 2.2 AA in mind: readable contrast, keyboard access, labelled forms and alt text. Inquiry forms are written to discourage visitors from sending sensitive financial details, and SMS forms carry TCPA-minded consent wording.

What this is not

These pages help a firm meet common expectations; they are not legal advice and do not guarantee compliance with any law or professional standard. Firms with specific regulatory obligations, such as state board advertising rules or engagement-letter requirements, should have their own counsel review the wording.

18

Migration from the old site, with redirects

What is worth keeping is moved across, and every old URL is redirected so earned rankings are not thrown away.

Available onPracticePartnershipMulti-Partner

The problem it removes
A new site that breaks old links loses the search value and referral links the firm spent years earning.
What your firm does
Give us access to the current site or its address. We map and redirect.

Nothing earned is thrown away

During onboarding we review the current site, carry over what is worth keeping (practice area content, partner bios, published articles) and map every valuable old URL to its new equivalent with a permanent redirect. Links other sites point at, and pages that already rank, keep working on the day the new site goes live.

19

A domain in the firm's name, and no lock-in

One domain included and registered to the firm, transferred free if the firm ever leaves. No fixed contract term.

Available onPracticePartnershipMulti-Partner

The problem it removes
Firms discover their domain is registered to a former vendor or employee at the worst possible moment.
What your firm does
Nothing, or tell us about the domain you already have.

Registered to the firm, not to us

One domain is included for as long as the plan is active and registered in the firm's name, or we point the domain the firm already owns. If the firm leaves, we transfer the domain at no charge and provide an export of the firm's content and articles within 14 days. There is no fixed contract term: cancel with the notice period in the terms and the site runs to the end of the paid month.

20

Revisions through a client portal

5 revisions a month included, each completed within 2 to 5 working days, requested from one portal.

Available onPracticePartnershipMulti-Partner

The problem it removes
Change requests lost in email threads, and every small edit turning into a quote.
What your firm does
Describe the change in the portal and attach anything needed.

One place for every request

The client portal is created the day the site goes live. Revisions, support tickets, files and messages all go through it, so each request is tracked. A revision can be as large as "add pages for two new partners" and still counts once. Extra revisions beyond the monthly allowance are a flat $20 each, never hourly.

By plan

Every feature, by plan

FeaturePracticePartnershipMulti-Partner
Pages that open before someone clicks away
A page for every practice area
Partner and staff bio pages built for credibility
A page for every office
An inquiry form built for how engagements actually start
Weekly updates, not a site frozen at launch
Researched articles, published on a schedule
Hosting, security and uptime, handled
The AI Engine: answers routine questions after hours
The Content Engine: more articles, plus social
SEO, AEO and GEO: built to be found, quoted and cited
An AI receptionist for the calls nobody can take
AI site chat plus SMS, Messenger and Instagram replies
A2P 10DLC texting registration, filed for the firm
Social image posts and reels, every week
A managed Google Business Profile
Privacy, cookie, terms and accessibility pages that come with the site
Migration from the old site, with redirects
A domain in the firm's name, and no lock-in
Revisions through a client portal

What you see each month

What does the firm actually have to do?

Very little. After the onboarding form and one call, the firm approves the site, approves articles if it wants to, and sends change requests through the client portal. Speed checks, security, hosting, publishing and the AI Engine's upkeep all happen on our side.

A desk monitor showing charts and data tables beside a laptop and printed reports
Speed, publishing and uptime are checked on our side every week.Photo: Kampus Production on Pexels

In their words

What firms say about the features they use

Honestly, the redesign was nice, but the inquiry form is what changed our day-to-day. The form gathers business structure, advisory topic and reporting deadline at the start, exactly the details our follow-up messages always requested. We answer properly on the first reply far more often than we used to.
Jordan BrightwellManaging partner, Business strategy consultancyAkron, Ohio

Inquiry form and response workflow for advisory consultations

What I value about the advisory consultations guide is its restraint. It explains what the first conversation needs, and deliberately asks for nothing sensitive online. First conversations are shorter and better because of it.
Ellen SinclairPractice manager, Succession planning advisory firmFrederick, Maryland

Preparation guide and inquiry support for advisory consultations

The question 'who is answering this one?' used to hang over every advisory consultations inquiry. Requests are assigned automatically, with a backup for when the owner is away. It removed a daily friction we had simply learned to live with.
Bethany PickeringEngagement coordinator, Management advisory consultancyOmaha, Nebraska

Inquiry assignment and staff handover for advisory consultations

After launch

How a feature request becomes a live change

01

Submit it in the client portal

Describe the change and attach anything the team needs to make it.

Any size, any day

02

It is scoped and tracked

The request lands with the team as a tracked ticket, not an email that can get lost in a thread.

Same working day

03

Completed within the window

Every revision, of any size, is completed within the turnaround window included in the plan.

Inside the monthly allowance

01 / 03
Infographic with Tate the bison mascot: How a request goes live. Submit it in the portal; Scoped and tracked; Completed within the window.

Feature questions

01What do the researched articles actually cover?

Topics relevant to the firm's practice areas, written to answer questions a prospective client would search, at 2,500 to 3,200 words. Tiers Practice and Partnership include 2 a week; Multi-Partner includes 3 a week.

02Are the articles attributed to a specific partner?

Only if the firm wants that. By default articles publish under the site's own editorial byline. If a firm wants an article attributed to a named partner, the firm reviews and approves the piece first, since we are not accountants and will not publish content as professional advice attributed to a named individual without their review.

03Can the firm request specific article topics?

Yes. Topic requests are handled the same way as any other revision request, submitted through the client portal, and worked into the publishing schedule.

04What does the AI Engine actually do?

It adds an AI receptionist and site chat that answer routine questions (office hours, what a service covers, how to book a call) at any hour, along with SMS, Messenger and Instagram AI, a call-analysis PDF after each answered call, and A2P 10DLC registration filed on the firm's behalf so text messaging is compliant from day one. It is included from Partnership up.

05Can the AI Engine answer accounting or tax questions?

No. It is built to answer routine questions about the firm and the site, and to route anything that reads as a request for accounting, tax or audit advice to a person at the firm. It never gives professional advice on the firm's behalf.

06What is the "plus AI usage" line on the middle tier?

Partnership is $297 a month plus the actual usage cost of running the AI systems, billed at what our providers charge, with no markup added on top. It is not a flat add-on fee.

07Will a faster website make our Google Ads cheaper?

It can help. Landing page experience is one of the three parts of Google Ads Quality Score, and a faster, more relevant page can lower the cost of each click and keeps more of the paid visitors who would otherwise leave before the page loads. We guarantee 90+ PageSpeed; we do not promise a specific cost per click, because bids, competition and the ads themselves matter too.

08What is the difference between SEO, AEO and GEO?

SEO gets the firm's pages ranked in normal search results, through technical foundations, one page per practice area and one page per office. AEO (answer engine optimisation) structures content as direct answers and FAQ blocks so it can be pulled into featured snippets and voice answers. GEO (generative engine optimisation) makes the site easy for AI assistants such as ChatGPT, Claude, Perplexity and Google AI Overviews to understand and cite, through an llms.txt file, consistent firm details and structured data. All three ship on every plan.

09Can you guarantee we appear in ChatGPT or Google AI Overviews?

No, and nobody honestly can. What we do is make it more likely: plain factual statements about the firm, answer-first pages, structured data, an llms.txt file and consistent details across the site and the Google profile. Which sources an AI assistant cites is decided by the assistant.

10Do you build location pages for our offices and the cities we serve?

Yes. Each office gets its own page with its address, the partners based there and the practice areas served from it, which is how a second or third office starts to appear in searches run in its own city. Pages are written for real offices and real service areas, never thin copies with a city name swapped in.

11What structured data (schema) do you add?

JSON-LD matched to each page: Organization or ProfessionalService details for the firm, Service for practice area pages, FAQPage where a page has visible questions, BreadcrumbList for navigation, Person for partner bios and BlogPosting for articles. Review markup is added only for real reviews the firm has permission to publish.

12Which policy and compliance pages come with the site?

A privacy policy, terms of use, a cookie policy with a consent banner that genuinely blocks analytics and marketing scripts until a visitor agrees, an accessibility statement, and a disclaimer that website content is general information rather than professional advice. Pages are built with the ADA and WCAG 2.2 AA in mind. These help a firm meet common expectations; they are not legal advice, and firms with specific state board or regulatory obligations should have counsel review the wording.

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