- • Sell specialization — “we do everything for everyone” convinces no one.
- • One goal: the consultation request — clear CTA, phone and email easy to reach.
- • Name your ideal clients (small business, contractors, physicians, startups) to win the right ones.
What it must do
Clear specialization
Who you serve and how — niche reads as more competent than “all clients.”
Consultation CTA
Request form or clear contact. The single most important action.
Team & credentials
CPA, real faces, qualifications — trust before the first call.
Services in plain English
Bookkeeping, tax, advisory, payroll — from the client's point of view.
Digital workflow note
Cloud, secure document exchange, remote-friendly — expected now.
The mistakes that cost clients
No specialization shown
Generic “full-service” differentiates nothing; the targeted prospect leaves.
Cold, anonymous contact
No named contact, only a bare form — weak for a trust service.
Jargon over clarity
Tax-code speak repels small clients who want things explained.
Not mobile-friendly
Even B2B research happens on phones, after hours.
No city/specialty named
You won't rank for “CPA for [niche] [city]” if it's nowhere on the page.
FAQ
Most clients come by referral — do I need a site?
Should I really narrow my niche publicly?
What does a CPA firm site cost?
Your firm website, fast
Specialization, team, services in — the AI builds a credible, mobile site.
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