A Website for Accounting Firms That Is Already There When People Start Looking

When somebody decides in late November that this is the last year they do their own return, is there a page that shows your credentials, the kind of client you take, and whether you are even open for new work?

  • Built for you — send your credentials, your niches and how you price, and the site comes back done
  • $25/month or $250/year, with the domain name, hosting and support included
  • Up and findable before January, which is the only timing that matters in this work
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What a weak website costs a Finance business

Invisible in November, empty in February

Where does a new client find you in the eleven weeks that actually matter? Almost nobody goes looking for a tax preparer in June. They look the week the first W-2 lands, or the night they open last year's return and realize they filed something wrong. A practice with no real site in November is not in that search, and February is too late to fix it.

Nobody can tell what you are licensed to do

Ask ten people the difference between a CPA, an enrolled agent, and a seasonal preparer with a PTIN and a storefront, and you will get ten shrugs. They do know they want somebody who can represent them if a notice shows up. If your license, your state, your EA enrollment and your status as an IRS authorized e-file provider are not written somewhere readable, you are being compared on price against a card table in a tax mill.

The October extension crowd never finds you either

The second peak is smaller and quieter, and it is full of people who got an extension in April and did nothing with it. Plenty of them are unhappy with whoever filed it. They start searching again in late September for someone who can take a partnership return or a late S-corp filing on short notice, and those searches go to the firms that said they had capacity.

Everybody who calls wants the one thing you do not do

If you have built a practice around contractors, restaurants or trucking, a phone number with nothing behind it brings you the whole alphabet: crypto traders, multi-state nexus messes, a landlord with nine Schedule Es, and the April 10 shoebox. You spend the season on calls you turn down. A website that states the niche and the minimum does the screening before the phone rings.

How customers choose a Finance company

Most people hire an accountant once and then stay for a decade, so the choice gets more scrutiny than the fee would suggest. It usually starts with a name from a friend, a landlord or a business banker. Then they look you up. They are checking that the practice is real, that the person named is the person they would work with, and that the credential matches what the referral claimed. A listing with hours and a phone number does not settle any of that.

Searches in this field are specific, and they tell you exactly what the person is worried about. Somebody types a question about whether they should elect S-corp status and what reasonable compensation means. A seller on three marketplaces wants to know where they have sales tax nexus after Wayfair. A general contractor wants to know whether the guy on his crew belongs on a 1099 or a W-2. A firm with a page that answers the actual question gets the call, and gets it from somebody who already trusts the answer.

Then there is the calendar. Interest climbs through January, peaks in the first half of April, and falls off a cliff. A smaller wave arrives in late September for the October extension deadline, and quarterly estimate dates bring a trickle. The firms that smooth this out sell monthly bookkeeping and client accounting services — recurring work that bills in July the same as in March — and that offer has to be visible all year, not buried under tax prep. Nobody shops for a bookkeeper in the same mood they shop for a return.

What a Finance website needs

Your credentials, stated plainly

CPA license and the state that issued it, EA enrollment, your PTIN, and that you are an IRS authorized e-file provider — written so someone who does not know the difference can still see you are licensed.

A page for the niche you actually want

Restaurants, subcontractors, owner-operator truckers, rental owners, crypto reporting. One page per niche, in that industry's own vocabulary, so the clients you want recognize themselves.

Monthly bookkeeping and CAS given their own room

Recurring work needs its own page, not a line item under tax prep. Cleanup, monthly close, reconciliations, statements and the advisory work on top, framed as the ongoing relationship it is.

The way you actually price it

If you moved off hourly to fixed fees or tiered packages, say so, with a starting point for a simple return, a business return and a monthly engagement. It ends the dread that the bill will be a surprise.

A link out to your secure portal

Your site introduces the practice and sends people to the portal you already use for documents and signatures. The portal does the sensitive part; the website never collects returns or statements.

An intake form that filters instead of floods

Entity type, states involved, software in use, whether last year's books are a mess, and what they need. You read five answers and know whether it is a fit before you spend a call finding out.

The certifications people search by name

QuickBooks ProAdvisor status and Xero certification are credentials clients search by name, especially bookkeeping clients who refuse to change software.

Deadline pages that can be switched out

What the front page says in December is not what it should say in late September. Send a note and the deadline message and new-client notice get changed for you.

Finance services your site should cover

Individual tax return preparation

Your return prepared and e-filed by a licensed professional, including the Schedule C, rental or investment pages most software hurries you through.

Business and entity returns

Partnership, S-corp and corporate filings, with the owner returns that depend on them handled in the same conversation. Basis, distributions and K-1s come out matching instead of contradicting each other.

Monthly bookkeeping

Your transactions categorized, accounts reconciled and statements closed every month, so you know where the business stands in February instead of finding out next spring.

Client accounting services

Bookkeeping plus the part owners really want: monthly statements explained, cash flow watched, and a plan for estimated payments before the bill lands.

S-corp election and reasonable compensation

A straight answer on whether the election makes sense for your numbers, what salary is defensible, and what the paperwork and payroll requirements look like afterward. Not a shortcut you read about online.

Sales tax registration and nexus review

If you sell into other states or through marketplaces, we work out where you have crossed a threshold and set up the filings. The rules changed after Wayfair and most sellers never caught up.

1099 filing and worker classification

Contractor forms prepared and filed, and an honest look at whether the people on your crew are properly classified. Getting this wrong for two years is a much bigger problem than getting it right now.

IRS and state notice response

Bring us the letter. We read what it actually says, figure out what triggered it, and respond on your behalf as your authorized representative instead of leaving you to call the hold line yourself.

QuickBooks and Xero setup and cleanup

Chart of accounts built correctly, bank feeds connected, last year's miscategorized mess straightened out. You keep the software you know.

Extensions and prior-year catch-up

Behind a year or three, or sitting on an extension that expires in October? We file what is missing in the right order and tell you where you stand first.

BuilderNow compared with doing it yourself

BuilderNow DIY website builders
Who builds it We do. Send your credentials, your niches, your fee structure and your portal link, and the site comes back built. You do, in an editor, which in practice means a weekend in December that you do not have.
What the price covers $25/month or $250/year, including the domain name, hosting and support. The editor subscription, with the domain, business email and add-ons usually billed on top.
Client document exchange Not part of the standard site. We link out to the secure portal you already use for returns and signatures. Usually a file upload that is easy to switch on and never meant for tax documents.
Seasonal changes Send a note in December and again in September and the site gets updated for you. You log back in and edit it yourself, in the weeks you have the least time.
Required wording and disclosures You give us the license display and disclosure text your state board requires and we place it on every page. Your responsibility to write, place and keep current across every page you built.
Seeing it before you pay 30 days free on a yoursite.buildernow.net address, with the custom domain on the paid plan. A trial of the editor. You still build the site yourself to find out what you would have had.

Why this matters for Finance businesses

84% of US consumers searched online for a local business in the last three months.

BrightLocal, 2026

58% of consumers often or always check a business website to confirm information they saw elsewhere.

DreamHost, 2026

70% of consumers say they are more likely to do business with a company that has a website.

DreamHost, 2026

97% of consumers read online reviews for local businesses.

BrightLocal, 2026

Finance website questions

That depends on your state board and on what you hold. Firms holding out as CPAs generally face rules on firm naming, license display and permits to practice, and enrolled agents have their own restrictions on how enrollment is described. Send us the exact wording your board requires and we place it on every page. We write the copy; the compliance text is yours to confirm.

No, and the site should not invite them to. A contact form is email in a different coat, and a W-2, a bank statement or a Social Security number has no business traveling that way. Keep documents in the secure client portal you already pay for. Your website introduces the practice, answers questions and links out to that portal for anything sensitive.

No. Claims about refund amounts, audit outcomes or guaranteed tax savings are the kind of advertising that gets practices in trouble with state boards and with federal practice rules, and they attract exactly the clients you do not want. Sell the things you can actually stand behind: your credential, your niche, your responsiveness and your pricing being known in advance.

Yes, and it is one of the better pages you can have. A short, plain explanation of what a CPA license means, what enrolled agent status means, what a PTIN does and does not represent, and who can represent a taxpayer before the IRS. People arrive worried they cannot tell a real firm from a seasonal one. Answering that honestly puts you ahead.

Before the holidays. Interest starts climbing in early January and the decision window is mostly gone by March, so a site that goes up in February is working the wrong year. The second window opens in late September for people sitting on an October extension. Starting the free trial in the fall means you are findable for both instead of neither.

A starting point, yes. Not a full schedule, but enough for someone to see roughly where a simple individual return, a business return and a monthly bookkeeping engagement begin. It is the single fastest filter you have. The people who were never going to pay your fee screen themselves out, and the ones who call are already comfortable with the range.

That is one of the things it does best. A line saying you are taking a limited number of new business clients, with a minimum engagement and an intake form that asks about entity type, states and the state of last year's books, cuts the unqualified calls hard. A website that filters well is worth more to a full practice than one that floods.

If you have a niche, it is how a small firm beats a large one. A page written for restaurant owners about tip reporting and food cost, or for owner-operators about per diem and equipment depreciation, reads completely differently from a general accounting page. Those readers have usually been through two firms that did not understand their business and they notice immediately.

Yes. Bookkeeping clients search for those by name because they do not want to migrate software, and ProAdvisor or Xero certification is a credential they understand faster than anything else on the page. Send us what you hold and we display it alongside your license. If you support both platforms, say so clearly; plenty of firms quietly only support one.

Get your Finance website online

Start the 30-day free trial and look at your own pages before you spend anything. Thirty days on a yoursite.buildernow.net address, built from your credentials, the niches you want more of, how you price, and the portal link you send clients to. Not a demo with placeholder names in it.

The timing is the whole argument here. Somebody is going to search for a firm like yours the first week of January, and whatever is online then is what they will find. Start the trial now, decide at the end of it, and keep the address for $25 a month with the domain, hosting and support included.

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