For accountants and CPAs ยท Websites & funnels
Accounting firm websites that answer the real questions.
A prospect wants to know whether you handle their situation, whether you are taking new clients, and how to start. Plenty of firm websites answer none of that.
Or text (508) 546-9942
Slide it
You vs. Joe Blow CPA.
Left is your website today. Right is the one Joe Blow CPA has. Drag the line, then hit the button.
Crickets on the left. That is the problem.
Welcome To Our Web Site
Visitors: 000417
Copyright 2014 · call 508-555-0123 · best viewed in a browser
Illustration. Joe is made up. Your competitor is not.
The accounting firm version
Why it matters.
A couple just bought a rental property on the side and know their return got complicated. They search, find your site, and see a page titled Services with tax preparation, bookkeeping and payroll in a bulleted list. Nothing about rental property. Nothing about whether you take new clients this season. They move on to the firm whose page says exactly that.
I build in GoHighLevel so a consult request, a booking and the follow-up are one system. The site gets a page per service and per client type, a clear path for new clients, and a booking calendar tied to real availability. Tracking shows which page produced each new client, so you know which niche to lean into.
What I would build
For an accounting firm.
Small business tax, rental property owners, retirees, new business setup. Each page explains who it is for and what working with you looks like, so the right prospect recognizes themselves.
A visible note on whether you are accepting new individual returns this season, so prospects do not have to call to find out. Updating it takes a minute and saves your front desk hours.
A booking calendar wired to real availability, with a form that creates a contact and replies immediately. Missed-call text back for the phones nobody can reach during the crunch.
Existing clients come to your site looking for the upload link. I put it where they look, so they stop emailing documents and stop calling the front desk to ask where it went.
The mistake I see
Burying the client portal in the footer
Firms invest in a secure portal and then hide the link at the bottom of the page. Clients cannot find it, so they email their documents instead, and you are back to unencrypted attachments in the busiest weeks of the year. The portal link belongs in the main navigation, labeled plainly, on every page.
What you get
Websites & funnels.
Built in GoHighLevel so your site, forms, calendar, texts and follow-up are one system instead of five tools taped together.
- Mobile-first pages, because that is where your customer is standing
- Booking calendar wired to your real availability
- Forms that create a contact and fire a reply immediately
- Missed-call text back
- Tracking so you know which page produced the inquiry
How it goes
For an accounting firm, step by step.
→ Keep scrolling. It moves sideways.
Map the path
What somebody does between finding you and booking. Usually shorter than people expect.
Build the pages
One page per service, one per town you serve. Not one page trying to do everything.
Wire the follow-up
Auto-acknowledgement, reminders, and the sequence that runs when nobody replies.
Test it on a phone
On mobile data, not office wifi. That is the real condition.
Step five is you.
The free Receipt shows what your accounting firm should fix first. About half a minute, no card.
Print my Receipt →
Questions
What accountants and CPAs ask.
Can the website replace our client portal?
No, and it should not try. Your portal or document software handles secure exchange. The website gets people to it, explains how to use it, and handles new-client intake before anyone has a login. I connect the two so the path from search to upload is obvious.
Should we publish our fees?
Starting prices for simple work, like an individual return or a bookkeeping package, can filter out bad fits and save consult time. Complex engagements are harder to price publicly. A common approach is a starting-at figure for standard services and a quote for everything else. I help you decide where that line sits.
Do we need a blog?
Not a busy one. A handful of solid pages answering the questions your clients ask every year will do more than weekly posts about filing deadlines that every firm publishes. If you want a newsletter for existing clients, that is a separate and often more useful project.
Everything else
Other services for accountants and CPAs.
Where I work
Southeastern Massachusetts and Rhode Island.
Start here
See what your customers see.
The Receipt looks your accounting firm up the way a customer would and itemizes what is costing you calls. It is free. Or skip it and book fifteen minutes with me.
Or text (508) 546-9942