A website builder for accountants

Services grouped by who you serve, not by task

Tax preparation, bookkeeping, payroll, audit support, advisory. A list of tasks tells a visitor nothing about whether you want their kind of work. The builder groups services the way clients think: individuals, small businesses, nonprofits, landlords, contractors, whoever you actually serve.

Each client-type page says what you do for that group, what a typical engagement includes, and how you charge. Fixed fee, hourly, or a monthly retainer, in the terms you use. You see that plan and its cost before the build runs.

• Individuals and families: annual returns, planning, life-event questions
• Small businesses: books, payroll, quarterly filings, year-end
• Nonprofits: the filings and reports their boards ask about
• Niches you name: medical practices, restaurants, trades

The season is part of the site

An accounting firm has a calendar. Filing deadlines, extension deadlines, quarterly estimates, year-end. Your hours change with it, and so does how quickly you can take new work.

A season page says when you accept new clients, when you stop, what your hours are during the crunch, and what a client should send by when. The in-app assistant updates it when you tell it the season has turned. A site can also be scheduled to publish at a date and time in your own time zone.

Clients who read that page before calling save your front desk a conversation. That is genuinely useful, and it is the kind of page Google Search Essentials describes as helpful.

Your portal is not the site, and the site says so

Secure document exchange is not something the builder does. Clients send you tax documents through whatever portal your practice already uses. The site does not replace it and does not pretend to.

What the site does is make the portal easy to find. A Client portal link goes in the header and a line on the contact page. A plain sentence asks clients not to attach tax documents to the website form. The assistant sets the header and footer links from what you give it.

Credentials clients look for

CPA, enrolled agent, state license, firm affiliations, continuing education. These are the things a client checks before trusting you with a return, and every one comes from you. The builder writes no credential you did not state.

A people page names each partner and staff accountant, their role, their license, and the client types they lead. If you would rather keep staff off the site, the firm page carries the credentials instead.

Not tax advice, in plain words

A page about the tax questions small business owners ask can describe what those questions are and how your firm helps. It cannot tell a reader how to treat a specific expense. The builder writes in that register and adds a plain line that the site is general information, not tax or financial advice.

Figures are yours to own. Filing thresholds, rates and deadlines change, and a stale figure on a website is worse than none. The assistant leaves a figure out unless you supply it and say it is current.

How a new client reaches you

The form on every page works as a new-client request: name, phone, whether they are an individual or a business, and what they need help with. Each submission is delivered to your email, a text message, your CRM, or any webhook, and every delivery is signed.

If you book intake calls through a calendar tool, the site adds a book-a-time section that loads only when a visitor opens it. A what-to-bring list on the same page shortens the first meeting.

What the interview asks a firm

Expect questions about the client types you serve and the ones you turn away, each service and how it is priced, and your licenses. It also asks your busy-season hours, which portal you use, and how you want to be contacted.

The site is written from a conversation, and every page passes a check that runs before anything publishes. An About, Contact or FAQ page is one click to add, and the FAQ is written from the questions your phone rings with every spring.

The AI answer engines like ChatGPT and Google's AI answers read the same plain paragraphs a client does. A clear answer near the top of each page serves both.

The offices of certified public accountants trade, in Census numbers

• 55,052 Offices of certified public accountants establishments in the United States (NAICS 541211, County Business Patterns 2023) U.S. Census County Business Patterns 2023
• 604,209 people employed in Offices of certified public accountants in the United States (NAICS 541211, County Business Patterns 2023) U.S. Census County Business Patterns 2023

Figures are from the source named beside each one, as published. They describe the area or the trade, not this product.