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

CPA firms

A website for a CPA firm that reads as senior, not generic

A CPA firm's website earns referrals when it reads as a firm run by named partners with defined practice areas, rather than a template with a logo swapped in.

Four recurring faults

What usually goes wrong for cpa firms

01The site lists "Tax, Audit, Accounting" in one line, so none of the three can be found on its own or explained properly.
02Partner bios are a single paragraph each, buried on one long "our team" page.
03The site was built years ago and still lists a service the firm stopped offering, or a partner who left.
04Enquiries land in a shared inbox with no context on what the prospective client actually needs.

The architecture

The pages your site will carry

  1. 01Home
  2. 02About the firm
  3. 03One page per practice area
  4. 04One page per partner
  5. 05One page per office
  6. 06Client resources
  7. 07Contact
  8. 08Client inquiry form
Infographic with Tate the bison mascot: The pages your site will carry. One page per practice area; One page per partner; One page per office; Client resources; Contact; Client inquiry form.

Built for this practice type

Engagement inquiry form

A short form that asks the type of engagement (tax, audit, advisory, bookkeeping or a category the firm sets) and the entity type, so the partner who answers already knows the context.

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.
Jordan BrightwellManaging partner, Business strategy consultancyAkron, Ohio

Inquiry form and response workflow for advisory consultations

Before this, sending our advisory consultations form felt like posting a letter into the dark. Submitters now see exactly what we will do with their request and when to expect us. A modest change with an outsized effect on our mornings.
Marian CornishClient onboarding lead, Market entry consultancyBaton Rouge, Louisiana

Submission acknowledgment and follow-up 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

Three ways to run it

Pick the plan that matches the firm

Practice

The website, fully managed

Live in 7 days, plus $797 build fee invoiced after launch.

See Practice

Multi-Partner

Everything, plus the Content Engine

Live in 15 days, plus $797 build fee invoiced after launch.

See Multi-Partner

What every plan carries

Everything a site for cpa 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.

Every feature in depth

Practice On every plan, from $137 a month

Partnership Added on Partnership, $297 a month plus AI usage at cost

Multi-Partner Added on Multi-Partner, $747 a month

Where we work

Do you work with cpa firms in our state?

Yes, anywhere in the country, remotely. We build for CPA firms across the country, from multi-office practices in Texas, California, New York and Illinois to two-partner firms in smaller markets. Office pages are written for the cities each office actually serves.

US tax forms on a clipboard beside a phone calculator, a desk calendar and a magnifying glass
The practice stays with the firm; the website work stays with us.Photo: Leeloo The First on Pexels

Questions from cpa firms

01Can the site list our CPA credentials and licenses?

Yes, exactly as the firm provides them to us. We never invent or infer a credential; every license, designation and certification on the site comes from what the firm tells us in onboarding or a revision request, and we update it the moment it changes.

02Do you write anything that could be read as tax or accounting advice?

No. We are a website design and management company, not an accounting firm, and nothing we write is tax, accounting, audit or regulatory advice. Articles describe what a service covers and how engagements typically work, in general terms, and any question that reads as advice-seeking is routed to a person at the firm.

03What if partners change after launch?

A new partner, a departure or a title change is a revision like any other: request it in the client portal and it is completed within the plan's turnaround window at no extra charge inside the monthly allowance.

04Can each practice area page target its own search terms?

Yes. Each practice area gets a dedicated page with its own title, description and content, which is what lets a search engine rank "business valuation services" and "estate and trust tax planning" separately rather than competing against each other on one page.

05Can the site handle tax season questions without tying up partners?

On Partnership and above, the AI Engine answers routine questions such as document drop-off hours and how to book a first meeting at any hour, and hands anything that sounds like tax advice to a person.

06Can we link our client portal from the site?

Yes. A clear link to the firm's own secure client portal sits in the header and on the contact page, so clients never send documents through a website form.

07How much does a CPA firm website cost with you?

From $137 a month, plus a one-time build fee invoiced only after launch. Hosting, domain, weekly updates and researched articles are included.

08Will the site mention state board rules for CPA advertising?

We write carefully and never invent claims, but we do not give legal or regulatory advice. The firm should confirm that advertising wording meets its state board's rules, and we change anything it asks.

See it built for cpa firms

A live walk-through, on your screen, of the site you would get.

Book a demo