Accounting Firm Website Goals

Social Media and Online Marketing for Accountants

When you set out to develop a website for your accounting firm you need to consider what it is you want to accomplish by developing an accounting website. In other words you need to define your goals.

Most often the two biggest goals should be to attract new accounting and tax clients and improve service to your existing accounting and tax clients, right? That may be true, but how do you execute that and make your accounting firm website relevant, informative, easy to navigate and all those good things that you've heard your CPA website should be?

Accounting Website Goals

The information you add to the site should be driven by the goals you have discussed for your site. One set of goals will be around trying to attract new accounting clients. You want to leave a favorable impression on your visitors while showcasing your firm's accounting and tax services in such a way that the visitor can see how your accounting firm can add value to their organization. You'll want to explain any specialty services you can offer. For example audits, business valuation, industry-specific accounting services, financial services, etc. Also, you need to stay focused on how you can differentiate your CPA firm from other accounting firms with similar services in your area.

Other goals will center on improving communication and service to your existing accounting and tax clients. That could mean that you expose them to the other types of services your accounting firm offers and hopefully cross-sell them into one of those services. For example, retirement planning, financial services, insurance, business plan development, etc. Other ways to keep existing accounting and tax clients coming back is to provide valuable information in the form of tax tips, downloadable tax forms, tax deadline dates, online bill payment, a monthly accounting newsletter, etc.

Where do we start?

An Accounting industry website should have some basic elements in order to develop a framework for the website. It's what you add to this framework that makes your accounting website personal and standout in a sea of similar services in your area. Some of the basic features you should add that will improve the perception visitors have of your accounting firm include:

  • Detailed descriptions of the accounting services your firm offers
  • Contact information so visitors can email or call your CPA firm when they have questions.
  • Electronic inquiry forms so visitors can request a free consultation or ask questions
  • Partner biographies with professional photography
  • Tax Tips or other content that addresses frequently asked accounting or tax questions.
  • Links to relevant accounting industry websites.

Building the Website

Whether you decide to hire a professional website design firm or you go with a more cost effective option, if is important for you to know what your accounting website goals are before you start work. Once you decide what features your CPA website will feature, you can work to find a partner that meets your needs and goals.

Many low-cost designers use standardized templates that may not be robust enough to accomplish what you want. And a custom design firm may be too expensive an option. Either way, if you understand what you want to accomplish with your site and what your goals are before you meet with the firm that will help you design your website, it will make things much easier on you.


Build Your Firm (www.buildyourfirm.com)
Copyright 2008 Build Your Firm, Inc.

Build Your Firm is a marketing firm exclusively for the accounting industry that builds lead generation websites for accountants. Their websites come with SEO built-in, a customized look, productivity tools, and a one-year return on investment guarantee

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Gabe Gill, Website Development Team

Gabe is a web developer who joined the team in 2019. He graduated from Southern Connecticut State Univeristy in 2013. He likes front-end website design because he enjoys both getting to work with clients directly and being able to work on the design and function of the website.