Service file

Custom website development for CPAs running more than a single service line

Custom website development for CPAs means the site is planned around your firm's actual structure, multiple partners, multiple offices, multiple service lines, rather than adapted from a single-practitioner template after the fact.

What it costs

Plans from$012345678901234567890123456789012345678901234567890123456789 / mo
Build fee$012345678901234567890123456789012345678901234567890123456789
Live in01234567890123456789 days
Revisions01234567890123456789 / mo
Domain and hostingIncluded

The build fee is invoiced once, after your site is live and you have approved it.

Signs your firm needs this

If two or more of these sound familiar, the site is costing you enquiries.

  • 01

    The navigation cannot hold every service without becoming unusable.

  • 02

    The team page reads like an afterthought next to the rest of the site.

  • 03

    Adding an office or a partner means paying for a project.

  • 04

    Maintenance is a separate contract from the original build.

Who it is forcustom website development for CPAs

Who is custom website development for CPAs for?

CPA firms with several partners, offices or service lines.

  • CPA firms with several partners, offices or service lines.
  • Firms planning growth, a new office or a merger in the next few years.
  • Practices that want development and ongoing management on one plan.

Section 01

Built for your structure, not retrofitted to it

A site built for a solo practitioner and then stretched to fit a multi-partner firm usually shows the seams: a "team" page that reads like an afterthought, or a navigation menu that cannot hold every service without becoming unusable. We plan the structure around your actual firm from the first page.

Section 02

Office and service-line pages that scale

Each office and each service line is built as its own page from day one, so adding a third office or a new advisory line later is a revision against an existing structure, not a rebuild of the navigation and templates.

Section 03

Development, hosting and updates on one plan

You are not buying a one-time build and then shopping for a maintenance plan separately. Development, managed Cloudflare hosting, weekly detail updates and researched articles are all part of the same monthly plan, so the site keeps improving after launch instead of freezing the day it goes live.

What you get

  • 01

    Structure planned for your firm

    Multi-partner, multi-office and multi-service-line from the first page.

  • 02

    Office pages that scale

    Add a new location as a revision, not a rebuild.

  • 03

    Development and hosting on one plan

    No separate maintenance contract to negotiate.

  • 04

    Weekly detail updates

    Five revisions a month included, of any size.

  • 05

    Researched articles

    Published on a schedule, covering your actual service lines.

Built for your structure: Structure planned for your firm; Office pages that scale; Development and hosting on one plan; Weekly detail updates; Researched articles.

Not includedStated up front

What is not included

The exclusions, in writing, so the included list means something.

  • Tax, accounting or financial advice. We write about your services as general information, and your own professionals own the accuracy of anything technical.

  • Licences for your CRM, practice management or accounting software. We connect the site to them; the subscriptions stay yours.

  • Legal review of your policies. Privacy, terms, cookie and accessibility pages are built with US requirements in mind, and your own advisers sign them off.

Guarantee 01

90+ PageSpeed, or we fix it

Every page we build and host is held to a 90+ Google PageSpeed score on mobile and desktop. If a page we control falls below it, we fix it at no charge. A fast, relevant landing page also helps Google Ads landing page experience, so more of your paid clicks stay. How speed helps your ads.

Guarantee 02

Local ranking within 3 to 5 months

We guarantee your site starts ranking for local searches in your area within 3 to 5 months of launch, and keep doing the search work at no extra charge until it does. We never promise a position, and nobody can promise a mention in an AI answer.

What else comes in the package

The service on this page is one part of a managed plan. These are the features most relevant to it, each with the plan that carries it.

The site itself05 entries

  • Every plan

    Pages that open before the call transfers

    Custom-coded pages served from the edge, with a 90+ PageSpeed target on every page we build.

    Solves
    Most people looking for an accountant search on a phone, in a spare minute. A slow page loses them, including the ones you paid for through ads.
    You do
    Nothing. Speed is built in and checked by us.
  • Every plan

    A page for every service you actually bill for

    Tax preparation, bookkeeping, payroll, advisory and audit support each get their own page, written for that service.

    Solves
    When every service shares one paragraph, nothing ranks and a visitor cannot tell whether you handle their situation.
    You do
    Tell us what you offer on the onboarding form. We write the pages.
  • Every plan

    A page for every office you run

    Multi-office practices get one page per location, so each office can rank in its own city.

    Solves
    A firm with offices in two towns but one address in the footer is invisible when someone searches for an accountant in the second town.
    You do
    Send the address, hours and the team at each office.
  • Every plan

    A client intake form built around your engagement process

    The niche tool: a structured new-client intake form that asks what you need to scope an engagement, not a generic contact box.

    Solves
    A one-line "message us" box starts every relationship with a round of clarifying questions, and many visitors give up rather than guess what you need.
    You do
    Tell us the questions you ask on a discovery call. We turn them into the form.
  • Every plan

    Enquiries route straight into your CRM

    Every form on the site delivers into your CRM by direct API, Zapier or Make, no manual re-entry.

    Solves
    An enquiry sitting in a shared inbox until someone checks it is an engagement another firm wins.
    You do
    Tell us where enquiries should land. We connect it before launch.

Kept current and managed05 entries

  • Every plan

    Weekly detail updates, no waiting on a developer

    5 revisions a month included, any size, each completed within 2 to 5 working days.

    Solves
    A fee change, a new hire or a new service sits unpublished for weeks because every edit is a quote and a wait.
    You do
    Send the change through your client portal.
  • Every plan

    A client portal for every request

    Revisions, support tickets, files and messages to our team, all in one place from launch day.

    Solves
    Change requests scattered across email threads get lost, and nobody can see what is done.
    You do
    Log in when you need something. Everything else is ours.
  • Every plan

    Managed hosting, domain and security, nothing itemized

    Cloudflare hosting with SSL, CDN, DDoS protection and unmetered bandwidth, plus a domain in your name, inside the monthly fee.

    Solves
    Hosting renewals, expired SSL certificates and a domain registered to a former web designer are how firm sites go down.
    You do
    Nothing, unless you already own a domain, in which case we point it for you.
  • Every plan

    Moving from your current site, without losing what ranks

    Pages worth keeping are rebuilt, and old URLs are redirected to their closest match.

    Solves
    A rushed redesign breaks bookmarked links and throws away pages that were quietly bringing in clients.
    You do
    Tell us your current domain. We map the old pages.
  • Every plan

    Compliance pages and consent that really works

    Privacy policy, terms, a cookie banner that gates scripts, an accessibility statement and no-advice disclaimers.

    Solves
    Copied policy pages that do not match how the site collects information, and a cookie banner that loads tracking before anyone agrees.
    You do
    Review and approve the wording, with your own counsel if you wish.

The AI Engine03 entries

  • Double Entry and Full Ledger

    The AI receptionist

    Answers the calls your team cannot take, books the appointment, and sends you a PDF summary of every call.

    Solves
    In your busiest weeks and after hours, calls go to voicemail and the caller rings the next firm on the list.
    You do
    Review and approve the call script before launch.
  • Double Entry and Full Ledger

    The AI chat widget on your site

    Answers visitor questions on the website day or night and books a call, without giving advice.

    Solves
    Evening visitors with a simple question (what to bring, are you taking new clients) leave instead of waiting for office hours.
    You do
    Approve the answers it is allowed to give.
  • Double Entry and Full Ledger

    SMS and Messenger AI agents

    Answer text and Facebook Messenger enquiries and book calls, with A2P 10DLC registration filed for you.

    Solves
    Prospects text or message before they will call, and a slow reply loses them.
    You do
    Nothing beyond approving the scripts. We file the carrier registration.

How it runs7 to 15 days

How it works, and how long it takes

From order to a live, managed site, with what happens at each step and when the build fee is due.

  1. 01

    Day 0

    Order and pay the first month

    The plan starts. The $797 build fee is not charged yet.

  2. 02

    First days

    Onboarding form and one call

    About 15 minutes for the form, then one call to fill gaps and agree the launch date. Missing content does not hold up the start.

  3. 03

    7 to 15 days

    We build and write

    Live in 7 days on Single Entry, 10 on Double Entry, 15 on Full Ledger, counted from the onboarding call.

  4. 04

    Your sign-off

    You review and approve

    You see the finished site before anything else happens. The build fee is invoiced only once you approve it.

  5. 05

    Every month

    Managed from then on

    Your client portal opens. 5 revisions a month, each within 2 to 5 working days, and articles on schedule.

What it costs

What custom website development for CPAs costs, and what decides the plan

  • Office and partner count shape the build, not the monthly fee.
  • Ordinary additions, such as a new office or partner, are standard revisions. A significant structural change such as a merger is planned with you as a larger update.
  • Moving up a plan adds engines, not pages: the AI Engine on Double Entry answers calls and chats and books appointments, and the Content Engine on Full Ledger adds 3 articles a week, social posts, reels and a managed Google Business Profile.

Rate card

Single Entry, live in 7 days$137 / mo
Double Entry, live in 10 days$297 + usage / mo
Full Ledger, live in 15 days$747 / mo
One-time build fee, after approval$797

Extra revisions beyond 5 a month are $20 each. Domain and hosting are included.

Full plan comparison

What firms say about custom website development for CPAs

  • 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 used to get regular calls asking whether a bookkeeping onboarding message had arrived. The acknowledgment explains the next step clearly and tells people how to reach us if something is wrong. It sounds minor until you add up the reassurance calls it has replaced.

    Marian BraxtonClient manager, Startup accounting and bookkeeping serviceChandler, AZ · Single Entry

    Submission acknowledgment and follow-up for bookkeeping onboarding

See custom website development for CPAs for your own firm

A 30-minute live walk-through of the site you would get, before you commit to anything.

Book a demo

Queries08 answers

Questions about custom website development for CPAs

Can you migrate our existing site's content?

Yes, we identify what is worth keeping for search value, rebuild it properly, and redirect old URLs so nothing that currently ranks is simply lost.

How do you handle a firm that is actively adding partners?

The structure is built to scale from the start, so adding a partner's bio and linking them to the service pages they lead is a standard revision.

Is development a one-time project or an ongoing plan?

It is ongoing. Your plan includes weekly detail updates and scheduled articles for as long as you are with us, not just the initial build.

What if our firm's structure changes significantly, like a merger?

A significant structural change, like a merger, is scoped as a larger update; talk to us early and we plan it so the transition is clean rather than a scramble.

How long does a custom CPA build take?

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.

Do we own the domain?

Yes. One domain is registered in your name, free for as long as the plan is active, and transferred to you at no charge if you ever leave.

Can each office page carry its own structured data?

Yes. Each office gets local business structured data with its own address and hours, alongside the firm-wide Organization data, so search engines read one firm with several locations.

What do we have to do after launch?

Very little. Send changes through your client portal when the firm changes, steer article topics when you want to, and we handle hosting, security, updates and publishing.

Closing entry

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.

Or email and a person replies within one working day.