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

Website development

CPA firm website development, built custom-coded rather than on a plugin stack

CPA firm website development here means every page is custom-coded rather than assembled from a page builder and a stack of plugins, which is what makes 90+ PageSpeed possible on the day the site launches.

Who it is for

Is this the right service for your firm?

CPA firms on an aging WordPress, page-builder or agency-built site that is slow, hard to update and dependent on someone who is no longer around.

Signs the firm needs it

  • Nobody at the firm knows the website login, or who holds it.
  • Plugin update warnings have been ignored for months.
  • The site loads slowly on a phone, even on a good connection.
  • Small edits require a quote from a developer.
01

No plugin stack to slow the site down or go out of date

A page builder theme accumulates plugins over the years, and each one is another script the browser fetches before the page becomes usable. Custom-coded development means the site carries only what it actually needs, so it stays fast without depending on plugin updates the firm has to remember to run.

02

Built to scale with practice areas and offices

The underlying page architecture is built once and reused, so adding a new practice area page or a new office page follows the same pattern as the first one, rather than requiring custom development work each time. That structure is also what search engines use to understand the site's content.

03

Managed hosting on Cloudflare's network

The finished site runs on Cloudflare's global network with SSL, a content delivery network, DDoS protection and unmetered bandwidth included, with server updates and security patches handled on our side rather than left for the firm to manage.

  • SSL, CDN and DDoS protection included
  • Unmetered bandwidth, nothing itemised
  • Updates and patches handled on our side

The deliverable

What you get

  • 01

    Custom-coded pages

    No page builder, no plugin stack, no theme to keep updated.

  • 02

    90+ PageSpeed guaranteed

    Checked at launch and rechecked with every weekly update.

  • 03

    Cloudflare-managed hosting

    SSL, CDN, DDoS protection and unmetered bandwidth included.

  • 04

    CRM-connected forms

    Inquiries delivered by direct API, Zapier or Make, the same day.

  • 05

    Security and uptime monitoring

    Handled on our side so nothing is caught first by a client.

Infographic with Tate the bison mascot: Custom-coded, not a plugin stack. Custom-coded pages; 90+ PageSpeed guaranteed; Managed hosting; CRM-connected forms; Security and uptime monitoring.

What is not included

  • Accounting, tax, audit or financial advice of any kind, on the site or through the AI Engine.
  • Inventing credentials, years in practice, client numbers, results or reviews.
  • Paid ad management, PR or brand strategy (those belong with an agency if the firm wants them).
  • Hourly billing: extra revisions are a flat fee, never time-based.
  • A promise of a specific ranking position, traffic figure or cost per click.

How the work is done

What happens, step by step?

01

Onboarding form and call

About 15 minutes on the form, then one call to confirm the practice areas, partners, offices and goals behind CPA firm website development.

Week one

02

Built and reviewed on screen

The site is built to the agreed structure and reviewed with the firm before launch: live in 7, 10 or 15 days depending on plan.

7 to 15 days

03

Launch, redirects and approval

The site goes live on the firm's domain with redirects from any old URLs. The build fee is invoiced only once the firm confirms it is satisfied.

$797, after approval

04

Managed every week

Weekly updates, 5 revisions a month within 2 to 5 working days, and researched articles on a fixed schedule.

For as long as the plan runs

01 / 04

Cost and timeline

What does CPA firm website development cost, and how long does it take?

It is priced as part of a monthly plan, not as a project. The plan decides the launch time and what is added on top of the site: the AI Engine on Partnership, the Content Engine on Multi-Partner. What drives the choice is how many channels the firm wants covered, not how many pages it needs.

Plans for CPA firm website development
PlanMonthlyLive inArticles a week
Practice$1377 days2
Partnership$297 + AI usage10 days2
Multi-Partner$74715 days3

Every plan: $797 build fee invoiced after launch, 5 revisions a month, 90+ PageSpeed, domain and hosting included.

Scope CPA firm website development for your firm

In their words

What firms say about CPA firm website development

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

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

Risk, reversed

What do we promise, and on what terms?

Seven commitments a firm can hold us to, each with its condition written beside it rather than in a footnote.

No build fee until you approve the live site

The $797 one-time build fee is not charged at sign-up. It is invoiced only after the site is live and the firm has confirmed it is satisfied with it.

Cancel before the build starts and no build fee is charged. Cancel mid-build and only the work completed may be invoiced.

90+ PageSpeed, guaranteed

Every page we build and host is guaranteed at 90+ Google PageSpeed on mobile and desktop. If a page falls below it because of our work, we fix it at no charge.

Excludes changes made by the firm or third parties. The remedy is the fix, not a refund.

Local search visibility, or we keep working

We guarantee the site starts ranking for local searches in the firm's area within 3 to 5 months of launch. If it has not, we continue the search work at no additional charge until it does.

Covers the firm's own area and services only. The remedy is the continued work, not a refund.

No fixed contract term

Cancel by email with the notice period in the terms and the site runs to the end of the paid month. No exit fee, no minimum term, and an export of the firm's content and articles within 14 days.

Notice must reach us at least 2 business days before the next invoice date.

The domain is the firm's

The included domain is registered in the firm's name and transferred at no charge if the firm leaves.

The firm tells us where to send it.

Revisions without hourly billing

5 revisions a month are included, each completed within 2 to 5 working days. Beyond that, each is a flat $20.

Unused revisions do not roll over.

Nothing invented about the firm

No credential, license, year count, client number or review is ever published unless the firm supplied it.

Applies to every page, article and bio.

The full terms Refund policy

Included alongside it

Everything else the plan 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

Questions about CPA firm website development

01What does "custom-coded" mean in practice?

Every page is built from real code rather than assembled inside a page builder, so the site carries no plugin stack and no theme framework the firm has to keep updated.

02Will the developed site work well on a phone?

Yes, every page is built mobile-first, since a majority of inquiries begin on a phone rather than a desktop screen.

03Can the development include a client inquiry form connected to our CRM?

Yes, inquiries are delivered into the firm's CRM or inbox by direct API, Zapier or Make the same day they are submitted.

04Who maintains the site after it is built?

We do, for as long as the plan is active. Hosting, security, uptime and weekly content updates are all part of the managed plan, not a separate maintenance contract.

05What technology is the site built on?

Custom-coded pages served from Cloudflare's global network. There is no plugin stack or admin login exposed to the public, which is what keeps it fast and reduces the attack surface.

06Do we get access to edit the code?

The firm does not need to. Every change is requested in the client portal and completed within the turnaround window, and nobody at the firm needs a login.

07Can you connect the site to our practice management or CRM system?

Inquiries can be delivered into the firm's CRM or inbox by direct API, Zapier or Make, the same day they are submitted.

08Is the site secure for a CPA firm?

Hosting includes SSL, a CDN and DDoS protection, and the forms tell visitors not to send sensitive documents. Client documents belong in the firm's own secure portal, which the site can link to.

See it built for your firm

A live walk-through of the site you would get, in about 30 minutes. Plans from $137 a month, the $797 build fee invoiced only after launch, domain and hosting included.

Book a demo

Or email and a person replies within one working day.