Industry Focus
Accounting Firms
Digital Infrastructure
TurboTax handles the 1040s. Bench and Pilot offer productized bookkeeping. Fractional CFO firms capture the advisory clients you want. The firms winning are the ones that position digitally as strategic advisors, not tax preparers.
Operating Reality
The accounting profession is being squeezed from three directions, and most firm websites are built as if it's still 2012:
TurboTax, H&R Block, and now AI-powered tax tools are commoditizing individual returns. Every year, the floor rises on what technology can handle without a CPA. If your website leads with "tax preparation," you're competing with software that charges $89 instead of your $400 minimum engagement.
Fintech platforms like Bench, Pilot, and Decimal are productizing bookkeeping with slick interfaces and transparent pricing. They position accounting as a tech-forward service. Your prospects compare your firm's emailed PDF engagement letter against their smooth digital onboarding, and the perceived value gap is devastating.
The advisory work that sustains margins (tax planning, fractional CFO, M&A due diligence, succession planning) requires a completely different client acquisition strategy. These clients don't search "accountant near me." They search "tax strategy for real estate investors" or "CFO services for SaaS companies." If your website doesn't have dedicated content for these searches, you're invisible to your most profitable prospects.
Most CPA firm websites are interchangeable. Remove the logo and you cannot tell them apart. Same stock photos, same service lists, same "Our team of experienced professionals..." copy. In a referral-driven industry where prospects still Google you before calling, this generic presence actively undermines the trust your referral partner built.
What we actually fix
Year-round SEO smooths seasonal demand. Content strategy captures business advisory, tax planning, and compliance searches across all quarters. No more waiting for January.
Value positioning differentiates from discount options. Messaging that communicates strategic advisory value, not just form completion. Attract clients who understand the difference.
Client portal infrastructure simplifies operations. Secure document exchange, e-signatures, and client communication built in. Professional experience from first touch.
Systems we build
Each capability applies specifically to accounting firms operations.
Proof and context
Common questions
We specialize in construction (or healthcare, e-commerce, etc.) accounting. Can you actually position us for that niche?
This is where the real advantage is. We build industry-specific landing pages that use the terminology your ideal clients search for. A general contractor searching "CPA who understands job costing" or a physician searching "accounting for medical practice" should land on a page that demonstrates you already understand their chart of accounts, their compliance requirements, and their industry benchmarks. Generic "we serve all industries" messaging loses to this every time.
How do you help us attract advisory clients instead of just 1040 work?
By restructuring your entire digital positioning. Instead of leading with "tax preparation and bookkeeping," your site leads with "tax planning," "CFO services," "entity structure optimization," and "business succession planning." The content targets search intent from business owners actively seeking strategic guidance, not individuals looking for the cheapest way to file. This fundamentally shifts the type of prospect that contacts you and the average engagement value.
We use TaxDome (or Canopy, Karbon, Client Hub). Can you integrate with our practice management system?
Yes. We integrate your website's client-facing experience with your existing practice management stack so new client onboarding, document requests, and secure communication flow through a single branded portal. The goal is eliminating the disconnect between your website and your actual client experience. A prospect should go from your website to a professional intake form to a branded portal without ever feeling like they've left your system.
This works for:
Firms pursuing higher-value business clients over individual returns
CPAs positioning as strategic advisors, not just preparers
Practices ready to invest in year-round client acquisition
This is not for:
Firms competing primarily on price
Accountants seeking only seasonal tax traffic
If year-round client acquisition and advisory positioning matter to your firm, we should evaluate your current digital infrastructure.