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GetAccountingWebsite

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Plans from $137 a month, build fee after launch.

Practice types

Practice file

A website built for a CPA firm with more than one service line

A CPA firm site earns new engagements by giving each service, each partner and each office its own page, rather than one long paragraph listing everything the firm does.

Multi-partner firms in Texas, Florida and Arizona get the same structure: a page per service line, a page per office, and partner bios linked to the work each partner leads.

Book a demo Plans from $137 a month
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  • $012345678901234567890123456789012345678901234567890123456789build fee, after launch

What usually goes wrong for CPA firms

EntryWhat it costs the practice

  • 01

    Tax, audit, assurance and advisory are all crammed onto one "services" page, so none of them rank and a visitor cannot tell which partner handles what.

  • 02

    The site was built for a single practitioner years ago and has never caught up with a growing partner roster or a second office.

  • 03

    There is no way for a prospective client to tell the firm apart from a national chain or a directory listing before they call.

  • 04

    Enquiries land in a shared inbox that nobody owns, so a warm lead from the website sits for days before anyone follows up.

Site register08 pages

The pages your site will carry

Every one is a real page with its own copy, not a section on a single scrolling home page.

Site register: CPA firms: About the firm; Partners and team; One page per service; One page per office; Client resources; Client intake form.
  1. 01Home
  2. 02About the firm
  3. 03Partners and team
  4. 04One page per service (tax, audit, assurance, advisory)
  5. 05One page per office
  6. 06Client resources
  7. 07Contact
  8. 08Client intake form

The niche tool

Client intake form

A structured form that asks entity type, services being considered and general timeframe, so an enquiry from the site already tells the assigned partner what they are walking into.

How the intake form works

The AI Engine and the Content Engine for CPA firms

When every partner is with a client, the AI receptionist and site chat answer questions about the firm, its services and its offices, and book an intake call with the right team. They never give tax or accounting advice; anything that sounds like advice goes straight to a person at the firm.

Articles explain how audit, assurance, tax and advisory engagements typically run and what a business owner should ask before hiring a CPA firm, always as general information. On Full Ledger, social posts, reels and a managed Google Business Profile keep each office visible.

What accounting practices tell us

  • Honestly, the redesign was nice, but the inquiry form is what changed our day-to-day. The form gathers accounting software, business type and last reconciled month at the start, exactly the details our follow-up messages always requested. It has quietly removed the slowest step in our intake.

    Zachary OglethorpeAccounts administrator, Hospitality bookkeeping serviceLexington, KY · Single Entry

    Inquiry form and response workflow for bookkeeping onboarding

  • Most of our visitors are on phones, so that is where I reviewed the new bookkeeping onboarding pages. Everything a visitor needs is up top, and the inquiry button stands out properly. Sending the link by text during a call finally works the way it should.

    Sidney SilvertonFront office lead, Farm accounts and bookkeeping practiceTacoma, WA · Single Entry

    Mobile navigation and page layout for bookkeeping onboarding

  • We asked for substance over slogans on the bookkeeping onboarding page, and that is what we got. Everything published is material we reviewed ourselves, chosen because it answers a real question. It feels closer to a real conversation with our office than to a brochure.

    Chloe BeckettPractice manager, Cloud bookkeeping and advisory firmFrederick, MD · Single Entry

    Reference content and service presentation for bookkeeping onboarding

Three ways to run it

Each plan includes everything in the one before it. The $797 build fee is the same on all three, and is invoiced only after launch.

Tier 1

Single Entry

The website, fully managed

$012345678901234567890123456789012345678901234567890123456789/ month

live in 7 days

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Tier 2

Double Entry

Everything, plus the AI Engine

$012345678901234567890123456789012345678901234567890123456789/ month + usage

live in 10 days

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Tier 3

Most complete

Full Ledger

Everything, plus the Content Engine

$012345678901234567890123456789012345678901234567890123456789/ month

live in 15 days

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Weighing another option first?

You are probably weighing a page builder, WordPress, a freelancer, an agency or a GoHighLevel setup. Each has a fair, side-by-side comparison written for accounting practices, including when the other option is the better fit.

See every comparison

Queries08 answers

Questions from CPA firms

Can each partner have their own bio page?

Yes. Partner and senior staff bios are standard, each with their focus area, credentials as the firm states them, and a link to the service pages they lead. Adding or updating a bio is a normal revision.

We have two offices. Does the site handle that?

Each office gets its own page with its address, hours and the team based there, cross-linked so the firm reads as one practice rather than two separate listings. Opening a third office later is a revision, not a rebuild.

Do you write about audit and assurance work, or just tax?

Articles and service pages cover whichever services the firm actually offers. If audit and assurance are part of the practice, they get the same page depth and article coverage as tax and bookkeeping.

How do enquiries reach the right partner?

During onboarding you tell us how the firm routes new business today, and we connect the intake form and contact form into that CRM or inbox by API, Zapier or Make, so the right person sees it immediately.

Can the AI receptionist answer calls after hours without giving advice?

Yes, on Double Entry and Full Ledger. It answers questions about the firm, takes the caller's details and books a call, and it is configured never to give tax, accounting or financial advice. You review the scripts before launch.

How long until a CPA firm site is live?

7 days on Single Entry, 10 on Double Entry and 15 on Full Ledger, counted from the onboarding call. The $797 build fee is invoiced only after you approve the finished site.

Can the site show our memberships and credentials?

Yes, stated exactly as the firm states them, inside partner bios and the about page. We never add or embellish a credential, and any association mark comes from that association's own official assets.

What happens to our current site and domain?

Your current site stays live until the new one is approved. We then point your existing domain at it and redirect old page addresses to their closest match, so links and bookmarks keep working.

Closing entry

See it built for CPA firms

A live walk-through, on your screen, of the site you would get. About 30 minutes.

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