01
Discovery and Brief
We begin with a structured discovery session covering your practice's client mix, service priorities, geographic market, competitive positioning, and the type and quality of enquiries you want to generate. We also review your existing website against our accountant-specific checklist. The brief produced from this session drives every subsequent decision on structure, content, and design.
02
Sitemap and Information Architecture
We structure the site around how your target clients make decisions. For most US accounting firms, that means a homepage, individual service pages by client type (small business, sole proprietor, startup, nonprofit, individual, rental property owner), an engagement overview or pricing page, a team and credentials page, and a contact page. Every page is mapped before design begins.
03
Wireframes
We wireframe every page before moving to design. Wireframes establish content order, section hierarchy, and placement of trust signals, CPA licence display, and calls to action. You review and approve wireframes before design begins.
04
Design
We design for trust and decision clarity. The design incorporates your CPA licence credentials, software partner badges, and your firm's existing brand, with recommendations where adjustments would improve conversion.
05
Build
We build on a platform suited to your firm's size and team capacity. The build includes mobile optimisation, page speed work, contact and enquiry form setup, and integration of your client portal link.
06
Service Pages by Client Type
We build individual service pages for each client profile your firm serves: small business owners, sole proprietors, LLC and S-corp operators, nonprofit organisations, individuals, expats, or others specific to your practice. Each page addresses that client's actual situation, explains your approach, and includes a clear call to action. These pages also support local organic search for queries like "CPA for small business Chicago" or "QuickBooks bookkeeper Austin."
07
CPA Licence and Software Credential Display
Your CPA licence, QuickBooks ProAdvisor certification, Xero advisor status, FreshBooks partnership, and any other professional credentials are placed in the sections where prospective clients are evaluating whether to trust you. These are not decorations. They are trust signals placed with intent.