Website planning for accounting firms

Questions the page should answer

• Which accounting services are offered to which kinds of business?
• What information helps determine whether an initial conversation is appropriate?
• Which deadlines or engagement stages need an owner-reviewed explanation?

Bring the source material

Use the business’s current service descriptions and approved examples to answer these questions. Identify the person who can verify each material claim, along with permission for any customer story or photograph.

Keep the scope accurate

Separate general service descriptions from individual tax or accounting advice. Verify professional titles before displaying them.

Review the next step

Check that the page leads to the process the business actually uses. Make it clear whether the next step is an inquiry, an appointment request or a confirmed booking. A confirmation should match what the business can actually receive and handle.