What prospective clients look for
- Services organized by who they’re for: individuals, small businesses, nonprofits.
- Who you are, with your credentials and a real photo.
- Your office location and hours, or whether you work remotely.
- A simple first step: a phone number, an email, or a short contact form.
Credentials, shown accurately
Titles like CPA, EA, and CFP mean something to clients, and each comes with rules about who may use it. I show your credentials exactly as you hold them, and nothing you don’t.
Services in plain English
Clients search in their own words: “bookkeeping for contractors”, “small business tax return”, “help with an IRS letter”. Describing your services the way clients would ask for them helps the right people recognize that you’re what they need.
If you specialize in a kind of client, such as farms, restaurants, or nonprofits, say so plainly. A clear specialty is easier to remember than a long list of everything you could do.
Tax season and other busy periods
Hours change in tax season, and deadlines come round every year. Email me when they do: each update to existing text is one of your three small changes for the month.
Sensitive documents stay out of the contact form
A website contact form is for a first conversation, not for tax documents or Social Security numbers. If you use a secure client portal, your website can link to it. Building portals or accounts is outside this plan.
A few practical questions.
Can my website link to my client portal?
Yes. Client portals aren’t part of the $50 plan, but your website can send clients straight to the one you already use.
Will the site look right for a professional office?
That’s what the free preview is for. You’ll see a homepage designed for your practice before deciding anything.