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Do not collect Social Security numbers on the marketing form. Ask for a call, then use the portal you trust.
CPAs
A CPA’s site is often one person and a seasonal capacity problem. It should say which returns and which advisory work you accept, and it should be easy to show that you are not taking new tax clients when you are not.
- Service lines for tax, bookkeeping, and advisory only where you actually offer them
- A new-client form that asks entity type and whether this is a filing or a year-round need
- A visible way to say the practice is closed to new returns for the season
What This Work Is For
A CPA’s site is often one person and a seasonal capacity problem. It should say which returns and which advisory work you accept, and it should be easy to show that you are not taking new tax clients when you are not.
- Service lines for tax, bookkeeping, and advisory only where you actually offer them
- A new-client form that asks entity type and whether this is a filing or a year-round need
- A visible way to say the practice is closed to new returns for the season
What We Pay Attention To
A few specifics for this kind of work. The contact form is the place to tell us which of them is yours.
Entity type
An individual return and a partnership are different fits. Ask before you spend an evening on the wrong lead.
After April
The site can invite advisory conversations when filing season is over, instead of wearing the same “call now” banner all year.
What the Engagement Looks Like
Capability and process, for this kind of work.
An illustration, not a testimonial
Consider a Middle Tennessee CPA saying which work they take, and how new clients are limited in tax season. We would look at how that business takes the work in and where it gets stuck, then agree what to change. This describes the kind of situation. It is not a named client and it is not an outcome.
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Contact
Reach out to us to share your needs and goals. We’ll start by understanding your current situation and the challenges you’re facing.
Discuss
Engage in a detailed conversation to delve deeper into your requirements. We’ll collaborate to develop tailored strategies and solutions that align with your objectives.
Implement
Put the agreed-upon plan into action. We’ll execute the strategies, monitor progress, and make adjustments as needed to ensure successful outcomes and continuous improvement.
Guides on CPAs
CPAsFinancial & Professional ServicesDavid Goncalves
When Should a CPA Hire Help for the Website and New-Client Intake?
Hire intake help when the inbox crowds out signed work and the page already says what an inquiry is. You still sign the engagement.