AI Follow-Up · Accounting
More closed business from the leads you already have.
The reality
Professional services buyers go cold for legitimate reasons. They're busy, they're comparing, they got pulled into a different problem. Without a follow-up cadence, warm leads cool off and disappear. The system keeps them warm without you having to remember to email anyone.
What we fix
The average accounting client is worth $2,000–$5,000 per year and stays 5–10 years. A single new business client represents $10,000–$50,000 in lifetime value. But most accounting firm websites are static brochures that haven't been touched since the last rebrand. They lose 5–15 qualified prospects every month to firms with better online presence.
No way to book a consultation online
Prospects want to schedule a call at 9pm after reviewing their options. If your site just says 'Contact us,' they'll book with the firm that lets them pick a time slot right now.
Generic messaging that doesn't differentiate
Tax prep, bookkeeping, advisory, payroll: every firm lists the same services with the same stock photos. Nothing tells a prospect why your firm is the right fit for their specific situation.
Zero visibility in local search
When someone searches 'CPA near me' or 'small business accountant [city],' your competitors show up first. Poor SEO, no Google Business optimization, and no content strategy mean you're invisible to high-intent prospects.
A website that only works during tax season
Your site gets traffic in February through April, then flatlines. No content strategy for advisory services, business planning, or year-round financial guidance means 9 months of missed opportunities.
What you get
Don't answer the phone? An automated text goes out within seconds so the caller doesn't dial the next business in the list.
Spaced, conversational follow-up over the first two weeks until the prospect books, closes, or says no. No spammy templates.
Quotes are reminded, revised, and closed instead of forgotten. The system tracks open quotes and chases them on a schedule.
Inbound replies get routed to a person when they need one. Routine questions get answered automatically so your team isn't doing intake all day.
FAQ
Accounting firm website design runs $997 to $2,997/mo on a 12-month commitment, with no separate build fee and a one-time activation equal to one month. We publish three tiers: Starter ($997/mo) is the core system for a single-location firm. Signature ($1,297/mo, full management) is the recommended standard: client portal integration, lead capture, local SEO, review generation, ongoing management. Platinum ($2,997/mo) is for businesses whose system connects to an outside data source, or that run more than three locations. For comparison, industry pricing puts custom accounting-firm sites at $3,000–$8,000 with a freelancer, $10,000–$25,000 with a mid-size marketing agency, and $20,000–$50,000+ with a firm that specializes in professional-services marketing. Full breakdown at /pricing.
Both. Whether you're a solo CPA working from a home office or a 20-person firm with multiple partners, the system scales to fit. Solo practitioners typically see the biggest lift because they're competing against larger firms with bigger marketing budgets. A professional, conversion-optimized website levels the playing field.
Template sites give you a generic layout that looks like every other accounting firm online. We build a custom site designed around your specific services, your ideal client profile, and your local market. Every page is engineered to convert visitors into booked consultations, not just look professional.
A typical accounting firm build lands live around Day 28 (Week 4). Week 1 is discovery (existing site audit, chosen industry specializations, client portal choice: Canopy vs Karbon vs TaxDome vs Ignition, document intake, tax-season vs advisory-work mix) plus the Quick-Win Sprint on your existing number. Week 2 is design and development (custom design, specialization landing pages, client portal wiring, secure document upload flow, engagement-letter automation). Week 3 is content migration (existing service pages, industry-guide content, staff bios, case studies with client permission), plus test runs of the portal handoff and quote-to-engagement flow. Week 4 is launch. If we're timing to a tax-season deadline, we build backward from January 15 so client-portal onboarding is ready before the volume hits.
See more on the Accounting page or the full FAQ.
More for accounting
AI Follow-Up elsewhere
This page covers ai follow-up as we build it for accounting & finance firms. For how the capability works on its own, across every industry we serve, see ai follow-up.
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