Practice
The website, fully managed
Live in 7 days, plus $797 build fee invoiced after launch.
See PracticeAudit and assurance firms
A website for an audit and assurance firm built for referral partners, not just clients
An audit and assurance firm's site is read as much by referral partners, such as attorneys and lenders, as it is by prospective audit clients, so it has to establish scope and credibility to both.
Four recurring faults
What usually goes wrong for audit and assurance firms
01The site does not distinguish the types of engagements offered (financial statement audits, reviews, compilations, agreed-upon procedures), so a referral partner cannot tell if the firm is a fit for a specific need.
02Industry specialties the firm actually serves are not visible anywhere on the site.
03There is no dedicated page a referral partner can be pointed to when recommending the firm.
04Partner credentials and peer review status, where the firm wants them shown, are buried or missing.
The architecture
The pages your site will carry
- 01Home
- 02About the firm
- 03Financial statement audits
- 04Reviews and compilations
- 05Agreed-upon procedures
- 06Industries served
- 07Partner bios
- 08For referral partners
Built for this practice type
Engagement scoping form
A form that asks engagement type, industry and reporting deadline, so the partner reviewing it can scope the work before the first call.
In their words
What clients say about the same work
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.
Inquiry form and response workflow for advisory consultations
We handed over a folder of our real advisory consultations replies and let them work from that. They identified which questions belonged on the site and we checked every answer before launch. I now share a link instead of digging through the outbox.
FAQ research and editorial review for advisory consultations
Splitting new advisory consultations inquiries from follow-ups sounded minor and was not. New business and existing conversations now arrive under different subjects. The morning triage is minutes rather than an hour.
Inquiry categories and guided navigation for advisory consultations
Case studies
Case studies of work this practice type relies on
Compliance advisory practice
A common reference for advisory consultations questions
The starting point was our own inbox, not a template. The advisory consultations page sounds like us on a good day, with the contradictions ironed out.
Richard Castleton, Administration supervisor
Read the case studyThree doors instead of one for advisory consultations
With advisory consultations, messages arrive pre-sorted by the person best placed to sort them: the sender.
Read the case studyResilient contact routes for advisory consultations
Day to day with advisory consultations, the new setup gives visitors another way through and gives staff a repeatable check.
Read the case studyThree ways to run it
Pick the plan that matches the firm
Partnership
Everything, plus the AI Engine
Live in 10 days, plus $797 build fee invoiced after launch.
See PartnershipMulti-Partner
Everything, plus the Content Engine
Live in 15 days, plus $797 build fee invoiced after launch.
See Multi-PartnerWhat every plan carries
Everything a site for audit and assurance firms includes
The site itself, search visibility and management come on every plan. Partnership adds the AI Engine. Multi-Partner adds the Content Engine. Nothing below is an add-on invoiced later.
Practice On every plan, from $137 a month
Custom-coded pages served from the edge, 90+ PageSpeed guaranteed on every plan.
Tax, audit, advisory, bookkeeping: each service line gets its own page built to be found and read.
Structured bios that read as senior: background, focus areas, credentials as stated by the firm.
Multi-office firms get a page per location, built for the searches run in that city.
A short form that asks what type of engagement a prospective client needs, then routes it into the CRM.
Partner changes, new services, updated hours: handled every week, not left for the next redesign.
Practice-relevant articles written and published every week, without the firm writing a word.
Cloudflare hosting with SSL, CDN, DDoS protection and unmetered bandwidth, nothing itemised.
Technical and on-page SEO, answer-first content, structured data and AI-readable files on every plan.
The policy pages a US firm website needs, with cookie consent that actually blocks tracking until a visitor agrees.
What is worth keeping is moved across, and every old URL is redirected so earned rankings are not thrown away.
One domain included and registered to the firm, transferred free if the firm ever leaves. No fixed contract term.
5 revisions a month included, each completed within 2 to 5 working days, requested from one portal.
Partnership Added on Partnership, $297 a month plus AI usage at cost
An AI receptionist and site chat that handle routine questions when the office is closed.
Answers the phone when the team is with clients or the office is closed, with a call-analysis PDF after each answered call.
One assistant answers routine questions on the website chat, by text message, on Facebook Messenger and in Instagram DMs.
The carrier registration US business texting requires, filed on the firm's behalf so SMS works from day one.
Multi-Partner Added on Multi-Partner, $747 a month
3 researched articles a week, 3 social image posts a week, 2 reels, and a managed Google Business Profile.
3 designed image posts and 2 short reels a week, written from the firm's practice areas.
The firm's Google profile kept accurate and active every week.
Questions from audit and assurance firms
01Can we have a page built specifically for referral partners?
Yes. A "for referral partners" page is part of the standard structure for this practice type, built to be the page a referral source is pointed to, distinct from the pages aimed at a prospective audit client directly.
02Can the site display our peer review results or credentials?
Yes, exactly as the firm provides them. We list only what the firm gives us and update it immediately if a peer review result or credential changes; we never state or imply a result we have not been given.
03Do you distinguish audits, reviews and compilations as separate pages?
Yes. These are different engagements with different scopes and different searches behind them, so each gets its own page rather than one page trying to describe all three.
04Can we list the industries we specialise in auditing?
Yes. An industries served page is standard, since a referral partner or prospective client in a specific industry, such as construction or nonprofit, is more likely to reach out when they can see the firm has relevant experience.
05Can we describe independence requirements on the site?
Yes, in the wording the firm provides. We do not draft professional standards language; we place what the firm supplies.
06Can the site target employee benefit plan audit searches?
Yes. A dedicated page for benefit plan audits, with its own title and FAQ, gives that service a chance to be found on its own.
07How do referral partners find the right page?
Each service has its own URL a referral partner can send directly, and a referral partner page explains how the firm works with them.
08Can the site show our audit team without naming clients?
Yes. Team pages and industry pages describe experience without naming any client unless the firm has permission and asks us to.
See it built for audit and assurance
A live walk-through, on your screen, of the site you would get.
Book a demo