Challenges
Common Problems We Solve
If any of these sound familiar, your accounting firm is leaving money on the table.
Every January your phone rings off the hook with new prospects, but by February they've already hired someone else because your site doesn't answer: "Do you handle my situation?" before they call.
Clients email tax documents as unencrypted PDF attachments to your Gmail — and the IRS, state boards, and professional liability carriers all have strong opinions about that.
Your competitors have polished sites with dedicated pages for tax prep, bookkeeping, payroll, and business advisory — and yours is a single-page Wix site from 2016 with a stock photo of a handshake.
Referrals are your lifeblood, but you have no digital way to capture them — no "refer a friend" page, no automated thank-you, no way to ask satisfied clients to leave a Google review.
Prospects researching a CPA can't tell whether you're a solo preparer or a full-service firm — your site makes no distinction, and the ones looking for business advisory assume you're too small.
Solutions
How We Help Your Accounting Firm Grow
Service pages for tax preparation, bookkeeping, payroll, and business advisory — each written to rank for local CPA searches and designed to convert prospects who are comparison-shopping.
A secure client document portal (ShareFile, SmartVault, or a custom solution) with drag-and-drop upload, e-signature support, and encrypted storage — so tax documents never travel through unencrypted email again.
Automated tax-season lead capture: a "request a consultation" form that qualifies by entity type, tax situation complexity, and urgency — routing the right leads to the right partner.
QuickBooks and Xero integration messaging woven throughout the site — showing small-business prospects that their books will talk to their tax prep seamlessly, not in separate silos.
Team and credential pages that showcase CPA licenses, EA certifications, bar admissions, and industry specialization (construction, healthcare, e-commerce) — building the trust that professional-services buyers require.
A referral landing page and automated Google-review request workflow — ask every satisfied client at the right moment and turn word-of-mouth into a predictable acquisition channel.
Accountants Website Examples
Real designs for accounting firm websites.
Click to zoom · drag to move · click again to reset
Flexible Pricing for Your Growth
Choose a plan or select individual services. Add a mobile app anytime.
Foundation
Modern AI-native website + active reviews management + monthly performance report. No setup fee, no contract.
$344.00/month$4128.00/year
(Save $1277.00/year by paying annually)
- Site built with structured markup (LocalBusiness schema) so ChatGPT and Perplexity can cite you by name — not just Google.
- Included at no extra charge. Fast global edge hosting, your own professional domain.
- SSL certificate, daily backups, and DDoS protection so your site stays up and trusted.
- Continuous expert assistance — no upcharges for questions or minor fixes.
- Enough pages to communicate value + get indexed by Google. Custom copy per business, not templated.
- Automated review requests to happy customers + assistance responding to Google reviews so your rating grows.
- One-page PDF each month showing where your leads came from + rating trend + what's next.
- Fast lead alerts (SMS + email) so you can call back within 5 minutes — the #1 conversion factor for local business.
- See Growth SEO.
- See Growth SEO.
- See Enterprise or AI Receptionist standalone.
Growth SEO
Everything in Foundation + expanded site (services × service-area pages) + monthly blog + Widget AI chat + GSC monitoring. No setup fee.
$891.00/month$10692.00/year
(Save $4001.00/year by paying annually)
(Saves ~$194/mo vs buying the parts individually.)
- Site built with structured markup (LocalBusiness schema) so ChatGPT and Perplexity can cite you by name — not just Google.
- Included at no extra charge. Fast global edge hosting, your own professional domain.
- SSL certificate, daily backups, and DDoS protection so your site stays up and trusted.
- Continuous expert assistance — no upcharges for questions or minor fixes.
- Covers every service × every city you work in — the SEO silo that actually ranks in local searches.
- Full reviews program: automated request flows + reply assistance + rating tracking.
- Detailed monthly PDF: leads by source, rankings, blog performance, review count.
- Fast lead alerts so you close more of what walks in.
- AI chat handles inquiries 24/7 in your brand voice, books free estimates through Cal.com, sends every lead to your phone in under 60 seconds.
- One long-form blog post per month, written for your top-ranking keywords. Compounds SEO over time.
- We watch your search rankings and pivot content when Google trends shift.
- Point your existing domain or a new one — we handle DNS + SSL.
- See Enterprise or AI Receptionist standalone.
Enterprise
Growth SEO + AI Receptionist voice 24/7 + 4 blog posts/mo + multi-location support + priority delivery. $997 one-time setup covers voice-AI training + 30-60 day optimization.
(Save $-43.00/year by paying annually)
(Bundle premium — best fit for established businesses that need one throat to choke.)
- Site built with structured markup (LocalBusiness schema) so ChatGPT and Perplexity can cite you by name — not just Google.
- Included at no extra charge. Fast global edge hosting, your own professional domain.
- SSL certificate, daily backups, and DDoS protection so your site stays up and trusted.
- Continuous expert assistance — no upcharges for questions or minor fixes.
- Site + Widget AI + reviews + blog + GSC monitoring.
- AI answers your phone in your brand voice, qualifies callers, books appointments into Cal.com, transfers only real emergencies. Replaces a full-time receptionist.
- Aggressive content velocity for topical authority. Blog compounds and starts pulling significant organic traffic by month 4-6.
- Multi-city or franchise? We architect the site + GBP + reviews stack across every location without duplicate-content penalties.
- Changes ship within 24h. Direct Slack channel to your delivery lead.
- Covers Vapi voice AI setup + brand voice training + 30-60 day optimization period. After that, monthly is all-in.
Or Choose Individual Services
Only if you already have a working site or team. Otherwise the bundle above is usually the better fit.
Reviews Management
Automated review requests + response assistance. For businesses with a working site who just need reviews handled.
Website + Care
New site + hosting + monthly updates + image swaps + LocalBusiness maintenance. No setup fee. For businesses who need a modern site without SEO/reviews layered on.
SEO Content
One blog post per month + Google Search Console monitoring. Bolts onto any existing site.
Widget AI
AI chat + Cal.com booking + brand voice training. Bolts onto any existing site — no rebuild.
Cal.com Booking Widget
Standalone booking widget with your calendar. Cheapest way to stop losing after-hours leads.
AI Receptionist (voice)
Voice AI answers your phone 24/7. $997 setup covers brand voice training + 30-60 day optimization.
Core Features in All Website Plans
Frequently Asked Questions
Everything you need to know about working with us.
How do you build a secure portal for clients to upload tax documents?
We integrate with ShareFile, SmartVault, TaxDome, or Canopy — or build a custom solution — so clients drag and drop documents into an encrypted portal accessed from your domain. Files are encrypted at rest and in transit. Email notifications say only "new document available" with a secure link — never expose filenames or content in plain-text email.
Can my site automatically sync with QuickBooks or Xero for client data?
While accounting data sync happens inside your desktop or cloud accounting software — not on the public website — we build content and workflows that make the integration clear to prospects. We can also create a client-facing dashboard (authenticated) that pulls summary data from QuickBooks Online or Xero via API. Clients see their P&L, open invoices, and tax estimates in one place.
How do you differentiate a solo CPA from a multi-partner firm online?
We design and write differently for each. A solo CPA site emphasizes personal relationship, accessibility, and hands-on attention. A multi-partner firm site highlights bench depth, industry specialization, and succession continuity. Both get equally polished design — the difference is in the positioning, team-page structure, and service descriptions.
How much does an accounting firm website cost?
We don't ask for a big upfront build fee. Plans start at $297 per month on Foundation, with Growth SEO at $697 per month and Enterprise at $1,497 per month plus a $997 one-time setup fee. Hosting, domain, SSL, support, and updates are included, and every plan is month-to-month: cancel anytime with 30 days notice, or save 20% by paying annually. The exact plan depends on your firm's size and services, so request a free quote and we'll recommend the right fit.
How long does it take to build my accounting firm website?
A typical small-business site launches in 2 to 4 weeks, and simpler sites go live even faster. Adding a secure client portal, detailed service pages, or lead-capture forms usually pushes that to 4 to 8 weeks. We give you a clear timeline up front, and the biggest factor is how quickly you can provide team bios, credentials, and content approvals.
Do I own my website, and what happens if I cancel?
You own your content, your domain, and your brand assets. We build on WordPress or a modern standard CMS, so your firm is never locked into a proprietary platform. If you cancel, you keep your domain and your content, and we'll help with a smooth handoff.
Ready to grow your accounting firm?
Get Started