A list of services with no client type
"Bookkeeping, tax, payroll, advisory" describes every firm. Who you actually serve — sole traders, construction, e-commerce, practices — is what makes a business recognise itself and get in touch.
Websites for accountants & cpas
The deadlineis the reason they called.
Custom websites for accountants and CPAs, built for two very different visitors: somebody panicking about a deadline, and a business quietly deciding to change firm.
Hale & Roth is a KustomSite design concept for the boutique law firm category. It is not a client project and the business is fictional.
The moment they land
Either a deadline is close and something has gone wrong — a notice, a late filing, a return nobody has started — or a business owner has spent a year being mildly unhappy with their accountant and has finally started looking. The first needs to know you can take them on now. The second needs to know exactly what a year with you costs and involves.
What costs you jobs
4 things a template gets wrong here.
No indication of fees
The single biggest barrier to switching accountant is not knowing whether it costs twice what they pay now. A monthly range by client size removes it; silence guarantees the enquiry never happens.
Nothing about switching
People imagine changing accountant is difficult and risky. Writing out what actually happens — the professional clearance, who contacts whom, what they need to provide — dismantles the main reason they stay put.
Deadline urgency is not served
Somebody with a notice in hand needs to know today whether you can help. A generic contact form with no stated response time is not an answer.
What gets built instead
Mechanics, not features.
Pages by client type, not by service
Written for the kind of business you want more of, in the language they use about their own accounts.
Monthly fee ranges by size
With what moves them — transaction volume, payroll, VAT, number of entities. It filters unqualified enquiries and makes you the firm that was straightforward about money.
The switching process, step by step
Professional clearance, the handover, what you need from them and how long it takes. This is usually the highest-converting page on an accountancy site and almost nobody has it.
An urgent path with a stated response time
Separate from the new-client enquiry, because a notice with a deadline on it is a different conversation from onboarding.
Fair questions
The reasons not to.
“Our clients come from referrals and always have”
They do, and a referred business looks you up before calling — usually alongside the other name they were given. Fees and client type are what they are checking for.
“Fees depend entirely on the client”
Ranges with the drivers named are still far more useful than nothing, and they are what lets a business self-select before taking up an hour of your time.
“We are not taking new clients”
Then say so, and say what you would make an exception for. A site that is explicit about who it wants is a filter, and a much better one than a full inbox.
Asked often
Before you ask.
Should we publish fees?
Ranges by client size, with the factors that move them. Not knowing the cost is the main reason a business stays with an accountant it is unhappy with, and being the firm that answers it up front is a genuine advantage.
What is the most useful page we could add?
How switching works. Professional clearance, the handover, what you need and how long it takes. It is the page that addresses the actual hesitation, and very few firms have it.
Can urgent deadline enquiries be handled separately?
Yes. They become their own route with their own stated response time, so somebody holding a notice is not waiting behind a general new-business enquiry.
Start it.
4 parts, and the trade is already answered when you arrive from here. Nothing is charged and nothing starts until you say so.
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