Accountant sites that filter for the right-fit client.

1. 01.

   Services listed without a client profile

   Every accountant lists tax, bookkeeping, payroll, and advisory. None of those words help a prospective client decide if you are the right fit. A short 'who we work with' section that names the revenue range, the industry types, and the engagement style books the right clients and screens out the wrong ones.

2. 02.

   No starting price, no engagement minimum

   Accountants who refuse to list any price on the site end up on the phone for forty-five minutes with a client whose budget is half the minimum engagement. A simple 'engagements start at X per month' line on the services page is enough to filter.

3. 03.

   The CRA and CPA compliance details read as fine print

   Clients want to know you are a real CPA in good standing. A plain text page that names the CPA-Canada licence number, the year of qualification, and the firm's insurance carrier reads as competence. A footer disclaimer in six-point grey reads as evasion.

• Can we publish prices given how custom the work is?

  Yes, as starting-from ranges. Monthly bookkeeping for a sole proprietor with under fifty transactions a month is a different price from a corporation with payroll and inventory. List both. Clients who see themselves in a range call. Clients who see no range move on to the firm that listed one.
• What about a client portal?

  Either we build a simple secure upload that funnels into the practice management tool you already use, or we link out to your existing portal cleanly. Custom-building a full client portal is rarely worth the cost. The site exists to win the engagement, not to replace QuickBooks Online or Karbon.
• How do we handle disclaimers without making the site read as defensive?

  Disclaimers go where they are required: at the bottom of the article, next to the specific advice, on the booking flow. They do not need to be on every page in bold red. A clean, lawyer-reviewed disclaimer block once is enough.

We work with accountants & bookkeepers across Toronto, Vancouver, Calgary, Ottawa, Montréal, and Edmonton, plus smaller markets across Canada and the US. Tell us where you are on the contact page and the audit comes back the same way.