CPAsDavid 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.
Financial & Professional Services
18 articles tagged Financial & Professional Services.
CPAs
CPAsDavid Goncalves
Should a CPA Market Year-Round Advice or Seasonal Filing?
Lead with year-round advice or seasonal filing, matching the work you want next. The page and the calendar should name the same relationship.
CPAsDavid Goncalves
How Should a CPA Explain the Difference Between a Question and an Engagement?
A question checks whether work might fit. An engagement is the scoped work you accept after that. The page and the reply should draw the same line.
Tax ServicesDavid Goncalves
What Should a Tax Preparer Ask Before Hiring Someone to Fill the Calendar?
Ask whether a fuller tax calendar is full of people you can prepare for. Screening has to repeat the client already on the site.
Tax ServicesDavid Goncalves
Should a Tax Practice Offer a One-Time Return or a Year-Round Relationship?
Lead with a one-time return or a year-round relationship you can keep. The form and the contact after filing should repeat that choice.
Insurance AgenciesDavid Goncalves
When Should an Agency Owner Hire Help for the Website and Quote Requests?
Hire help when quote requests arrive missing the facts. The help collects what the page lists and does not invent a price.
Financial AdvisorsDavid Goncalves
Should an Advisor Lead With Planning or With Investments?
Lead the site with planning or with investments, matching the hour you can explain in the room. Leave results off the page.
Financial & Professional ServicesDavid Goncalves
How Should a Professional Firm Explain Who It Serves Before the First Meeting?
Name the person, the situation, and the meeting in words the intake will repeat. The first hour should open with someone the page already described.
Financial AdvisorsDavid Goncalves
What Should a Financial Advisor's Site Say Before Someone Books a Meeting?
Say who the meeting is for and what the hour covers before anyone books. The booking step should repeat that same hour.
Financial & Professional ServicesDavid Goncalves
Should a Professional Firm Publish Service Pages or Rely on a Single About Page?
Publish a page for each job a stranger must tell apart, and keep one about page when the firm sells a single job.
Financial & Professional ServicesDavid Goncalves
When Should a Professional Firm Hire Help for the Site and the Inquiry Path?
Hire help for the inquiry path when triage crowds out the work and the page already says who belongs. You still accept the client.
Tax ServicesDavid Goncalves
What Should a Tax Practice Put on the Site Before Filing Season?
Publish who a new tax client is, what intake collects, and what you will not add once filing season starts.
Financial AdvisorsDavid Goncalves
What Should an Advisor Ask Before Hiring a Firm to Bring Meetings?
Ask whether the meetings will match the people your page already describes. You still decide what happens in the room.
Insurance AgenciesDavid Goncalves
How Should an Insurance Agency Explain a Review Without Promising a Price?
Explain an insurance review as the conversation it is, and leave every figure off that explanation. Say what the caller should bring.
Insurance AgenciesDavid Goncalves
Should an Agency Market Personal Lines or Commercial Lines on the Home Page?
Lead the home page with personal lines or commercial lines, and give the other book its own door. One mixed form collects the wrong facts.
Accounting FirmsDavid Goncalves
What Should an Accounting Firm Page Say About Who the Work Is For?
Name the client an accounting firm page is for, in a sentence a stranger can test. The form should repeat that same sentence.
Accounting FirmsDavid Goncalves
Should an Accounting Firm Lead With Bookkeeping, Tax, or Advisory?
Put bookkeeping, tax, or advisory in the first line, and only the one the firm can start. Give the other services their own doors.
Accounting FirmsDavid Goncalves
What Should an Accounting Firm Ask Before Hiring Lead Help?
Ask whether new inquiries match the clients and the service already on the site. You still decide which ones to accept.