Accounting and tax

Websites for CPAs, tax preparers, and bookkeepers.

Somebody looking for an accountant wants to know three things quickly: whether you handle their situation, whether you are taking new clients, and how to reach you. A site that answers all three plainly converts far better than one that opens with a stock photograph of a handshake.

At a glance

Built for
CPAs, EAs, tax preparers, and bookkeeping practices
Platforms
Bespoke, Wix, or Squarespace
Best time to build
May through November, well clear of the season
Starting at
$2,500 for a site, $500 for a landing page

~80

Sites currently managed

Over 90%

Client retention

30+

Years in marketing and IT

The shape of the year

Your demand arrives in a ten-week window. Your visibility does not.

Search interest in accountants and tax preparers climbs through January, peaks around the filing deadline, and falls off a cliff in late April. The temptation is to treat the website the same way: think about it in February, ignore it until the following February.

That is backwards, because search visibility takes months to build and cannot be switched on in the third week of March. A firm that publishes steadily through the summer and autumn arrives at January already ranking. A firm that starts in January is competing for attention it has not earned yet, usually by paying for it.

The quiet months are also when the higher-value work is found. Business clients looking for year-round bookkeeping, monthly close, payroll, or advisory work are searching in June and September, and they are worth considerably more over a decade than a single return. A site built only around filing season is invisible to them.

What gets built

The pieces an accounting site needs.

Six things that shape the build for a practice in this field.

Services split by who you serve

Individual returns, small business, bookkeeping, payroll, and advisory each get their own page. A visitor with a partnership return and one with a W-2 are looking for different reassurances.

Credentials stated plainly

CPA, EA, licensing, and years in practice, visible early. In a field where anyone can hang a shingle in January, this is the fastest trust signal you have.

A clear answer on documents

People want to know how their paperwork reaches you before they call. Whether that is a portal, an appointment, or a drop-off, the site should say so rather than leave it to the phone call.

Whether you are taking clients

A practice at capacity in March and open in July should say which, and when. It saves everyone the call and reads as a firm in control of its own book.

Local search structure

Most people want their accountant close enough to sit down with. Location relevance, Google Business Profile alignment, and schema markup stating what you do and where.

Deadline and change content

Filing dates, extensions, and what changed this year. Straightforward to write, genuinely useful, and the kind of page search engines and AI tools quote.

Build in the off-season. May through November is the sensible window: nobody is under deadline pressure, content questions get real answers, and the site has time to settle before the traffic arrives.

In this field

Built and maintained through several seasons.

A hand-coded site for a tax practice, currently under management.

For what sustained website, blog, and social media work produces over years rather than months, see how this works over time. The rest of the portfolio is on the work page.

Who this suits

Practices building a book rather than filling a season.

A good fit

  • Solo CPAs, EAs, small firms, and bookkeeping practices
  • You want business clients as well as individual returns
  • Your current site was built once and left alone
  • You can talk through content in the quiet months
  • You are prepared to keep at it between seasons

Worth knowing

  • Starting a build in February is possible and rarely wise
  • Search visibility built now shows up in next year's season
  • Deadline content needs a yearly check so it stays accurate

If your site works and the real gap is that nothing is published between April and January, that is a content problem rather than a rebuild.

Platforms, process, and what is included: see the web design service page →

Landing pages start at $500. Websites start at $2,500. See full pricing →

Questions

What accountants ask first.

When is the best time to build an accounting website?

May through November. Nobody is under deadline pressure, content questions get proper answers, and the site has months to establish itself before January traffic arrives. A build started in February competes with your busiest weeks and reaches search engines too late to help that season.

Do you build client portals for document uploads?

The site can present and link whatever secure system you already use, or one chosen during the build, and explain clearly to visitors how their documents reach you. Building a document system from scratch is a different project with its own security and compliance questions, and I will say so rather than take it on lightly.

Should my site target individual returns or business clients?

Both, on separate pages. They are looking for different reassurances and searching in different months: individuals cluster around the filing deadline, while business owners looking for bookkeeping, payroll, or advisory work search year round. One page trying to speak to both usually convinces neither.

What should an accounting site publish between seasons?

Deadlines and extensions, what changed this year, recordkeeping questions clients ask on the phone, and the difference between the services you offer. It is useful to the reader, straightforward to write, and it is the content that accumulates search visibility during the months when your competitors have gone quiet.

Do you work with bookkeepers as well as CPAs?

Yes. CPAs, enrolled agents, tax preparers, and bookkeeping practices all fit the same build, with the emphasis shifting toward whichever work you want more of.

My site is only busy for three months. Is it worth investing in?

That pattern is usually a symptom rather than a fact of the field. A site that says nothing between April and January gives search engines no reason to surface it for the year-round work, which is where the higher-value business clients are. The seasonality is real; being invisible for nine months of it is a choice.

Next step

Let's talk before the season starts.

Send me the address and I will tell you what is working, what is costing you clients, and what it would take to have it ready well before January.