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Accountant sites that filter for the right-fit client.
An accountant who takes every walk-in ends up underwater every April and undercharging by August. The site is the filter. It should attract the small business owner with three years of receipts in a box and quietly redirect the personal-tax shopper looking for the lowest price.
Three failure modes, repeatable fixes.
Services listed without a client profile
Every accountant lists tax, bookkeeping, payroll, and advisory. None of those words help a prospective client decide if you are the right fit. A short 'who we work with' section that names the revenue range, the industry types, and the engagement style books the right clients and screens out the wrong ones.
No starting price, no engagement minimum
Accountants who refuse to list any price on the site end up on the phone for forty-five minutes with a client whose budget is half the minimum engagement. A simple 'engagements start at X per month' line on the services page is enough to filter.
The CRA and CPA compliance details read as fine print
Clients want to know you are a real CPA in good standing. A plain text page that names the CPA-Canada licence number, the year of qualification, and the firm's insurance carrier reads as competence. A footer disclaimer in six-point grey reads as evasion.
Built around four things that bring in calls.
On the phone first
Most find you on a phone. The whole site has to feel right at arm’s length.
- Tap targets
- 44px and up
- Body type
- 16px and up
- Call button
- Every screen
Loads before they leave
Pages open in under two seconds. Half of mobile visitors leave a slow site before it loads.
Yours to keep
No system you can’t log into. When we’re done, you have everything.
- Domain
- Hosting
- Code
- Content
- Analytics
What changes when we rebuild a site for accountants.
An accountant rebuild leads with a 'who we work with' section, publishes engagement starting prices, and builds out one page per recurring service (monthly bookkeeping, year-end tax, payroll, CFO advisory). The CPA-Canada licence and insurance details sit on a dedicated trust page, not in the footer.
Every rebuild starts with a free written audit. We send back a plain-English breakdown of what is costing you calls today and what we would change in the rebuild. No deck, no sales call.
What owners ask before they hire us.
Don’t see yours? Ask us directly.
Can we publish prices given how custom the work is?
Yes, as starting-from ranges. Monthly bookkeeping for a sole proprietor with under fifty transactions a month is a different price from a corporation with payroll and inventory. List both. Clients who see themselves in a range call. Clients who see no range move on to the firm that listed one.
What about a client portal?
Either we build a simple secure upload that funnels into the practice management tool you already use, or we link out to your existing portal cleanly. Custom-building a full client portal is rarely worth the cost. The site exists to win the engagement, not to replace QuickBooks Online or Karbon.
How do we handle disclaimers without making the site read as defensive?
Disclaimers go where they are required: at the bottom of the article, next to the specific advice, on the booking flow. They do not need to be on every page in bold red. A clean, lawyer-reviewed disclaimer block once is enough.
Short answers
We work with accountants & bookkeepers across Toronto, Vancouver, Calgary, Ottawa, Montréal, Edmonton, Mississauga, Brampton, Hamilton, Markham, Surrey, and Winnipeg, plus smaller markets across Canada. Tell us where you are on the contact page and the audit comes back the same way.
Worth reading before you rebuild.
Start with the free audit.
Get a free auditSend the link. We read the site by hand and write back inside five business days.
No call, no commitment