For accounting and tax firms
Accountant marketing that outgrows referrals.
Referrals are great until they slow down. Your website, search, AI answers and ads bring in businesses looking for an accountant right now, and turn them into calls.
- More clients from every channel
- Every call and form tracked
- No setup fee
HOW TRUST BUILDS
Trust grows with every touchpoint
Where do prospects lose trust in you? Tap a step.
- Client
On its way.
A strategist will look at what you picked and email you. Check your inbox for the confirmation.
Want it sooner? Book a callWe build every touchpoint, in order.
WHAT WE HEAR FROM ADVISORS
Six things standing between you and the right clients.
Long decisions, strict rules and crowded sameness. Here is what advisory firms tell us, and what we do about each one.
- “
Everything lands in March and nothing in June.
Tax season fills the calendar, then the phone goes quiet. By the time you have time to market, the buyers who switch accountants have already moved.
HOW WE FIX IT
A year-round plan: content and consultations in the quiet months, an honest capacity message in busy season.
SEO and Growth Manager - “
Referrals are the whole pipeline.
A few lawyers and bankers send you great clients. You cannot schedule that, and you cannot tell what they say about you when you are not in the room.
HOW WE FIX IT
A site and profile that make every referral easy to verify, plus search visibility that works alongside the people who already send you work.
Website and SEO - “
You sound like every other CPA.
"Tax, audit, advisory and bookkeeping for individuals and businesses." A prospect cannot tell if you know their kind of company.
HOW WE FIX IT
Positioning by client type, so the contractor, the restaurant owner and the online seller each find a page that says you know their world.
Branding and copywriting - “
The rules make you nervous about saying anything.
Circular 230, the AICPA Code and your state board all cover advertising. So you publish a thin site and say nothing a prospect can use.
HOW WE FIX IT
We read the rules that apply to you and write confident copy within them. Your counsel or board contact keeps final sign-off.
Copywriting and website - “
Your site collects data you are responsible for.
The contact form, the upload link and the chat box all touch client information. The last thing you want from a redesign is a new risk.
HOW WE FIX IT
A website built around a secure intake path that fits your written information security plan, never asking for tax identifiers in a form.
Website and web tools - “
Leads are not always clients.
You get calls from people who want a cheap return, a different state or a service you do not offer. The good clients are harder to spot.
HOW WE FIX IT
Pages and forms that qualify before the call, and reporting on signed clients, not just enquiries.
Conversion optimization - “
Nobody owns the marketing.
A partner runs it between returns, the agency changes contacts, and no one is accountable for new clients.
HOW WE FIX IT
A named growth manager and a project manager, accountable for the plan.
Growth Manager
FROM STRANGER TO CLIENT
Earn trust at every step of a long decision.
People rarely hire an advisor after one visit. They move through five stages, and your marketing has to meet them at each one.
- 1
Hear about you
THEY THINK
“Someone I trust said this firm is good. Who are they?”
THEY NEED
A clear homepage that says who you serve and a name that matches everywhere.
SEO and website - 2
Check you out
THEY THINK
“Are they licensed, real and the kind of firm that handles my sort of business?”
THEY NEED
Named people, credentials worded correctly, reviews and a page for their client type.
Website and copywriting - 3
Compare
THEY THINK
“Why this firm and not the one I used last year?”
THEY NEED
A clear point of view, honest fee information and proof you know their industry.
Branding and content - 4
Reach out
THEY THINK
“What happens if I contact them, and is it safe to send my documents?”
THEY NEED
A simple first step, an honest picture of the first call and a secure way to share files.
Conversion - 5
Hire
THEY THINK
“Do I feel confident this firm will pick up the phone?”
THEY NEED
Consistency between the site, the reply and the engagement letter.
Growth Manager
YOUR GROWTH MANAGER
Your firm gets a growth manager who understands accountants.
A growth manager is the person accountable for growing your firm online. Yours is briefed on how accounting and tax practices win clients: the tax-season spike, referrals from lawyers and bankers, owners switching accountants, recurring-service retention and the pull of a niche. They run your growth the way you run a client file, and they are your number one contact, alongside your project manager or specialist.
- STEP 1
Set goals
Agree what a good year looks like: the clients you want, and the ones you do not.
- STEP 2
Allocate
Decide where effort goes: search, website, content, ads or referral material.
- STEP 3
Review
Look at the numbers that matter: qualified enquiries, consultations and signed clients.
- STEP 4
Rebalance
Shift effort to what is working, and stop what is not.
ALREADY KNOWS
What your growth manager brings on day one
- 01How owners choose an accountant: referral first, then an online check
- 02Why the first reply and a clear niche decide more than a long service list
- 03How tax season changes demand, capacity and the best time to publish
- 04What Circular 230, the AICPA Code and state boards say about advertising
- 05How client data rules shape a website, a form and an email list
- 06Why recurring clients are worth more than one-off returns, and how to win the switchers
- 07How referral partners such as lawyers and bankers decide who to recommend
- 08When to say no to a service that does not fit your firm yet
Owns the plan
Decides what to do next, and in what order, so you are never guessing where to spend.
Plans around your calendar
Schedules the work for the quiet months, so you are not marketing when you have no room.
Meets you every month
A monthly meeting to review the numbers that matter and agree the priorities.
Recommends, honestly
Clear advice, including when something is not worth buying yet.
Brings in specialists
Recommends and coordinates our SEO, ads, website, copy and brand specialists when you need them.
The Growth Manager Advisor level gives direction and advice, not hands-on implementation. Many firms start there and add services when they are ready. Established firms can keep a growth manager on its own.
WHAT WE DO FOR YOUR FIRM
Everything your firm needs to grow online.
9 services built around how people choose a accounting firm, and the rules you work under. Start with your growth manager, or with any one service.
- Growth ManagerSTART HERE
- A named contact, alongside your project manager or specialist
- A monthly meeting, constant communication and clear recommendations
- Decides what to do next, and in what order, across all of our services
- Useful on its own, and stays with you as you add services
Someone whose job is making sure your firm’s growth online succeeds.
See the service - SEO
- A page for each client type you serve, such as contractors or online sellers
- Local visibility for each office, tied to a profile that matches your signage
- Seasonal content that lands before demand, with a named CPA or enrolled agent as author
- Technical fixes so Google can crawl and understand every page
A project manager, constant communication and one report a month.
See the service - AI search
- We test the questions people put to ChatGPT, Gemini and Google’s AI features
- Pages structured so the answer is easy to find and quote
- Consistent firm and partner details across your site and profiles
- A monthly check on whether you are named
A clear picture of how AI answers describe your firm, and a plan to improve it.
See the service - Website redesign
- Team pages with credentials worded correctly
- A fee page, a process page and a first-call page
- A secure upload path and forms that never ask for tax identifiers
- Fast, accessible, mobile-first pages
A new site, built on a plan, with a project manager from kickoff to launch.
See the service - Web tools and apps
- Fit questionnaires by client type, so you spot the right clients early
- Deadline calendars and checklists that earn links from referral partners
- Secure intake forms and simple dashboards for your team
- Client portals for documents and status updates
Scoped on a call, built to your brief, handed over with documentation.
See the service - Paid ads
- Campaigns built around a specific need, such as a notice, a new entity or a change of accountant
- Landing pages that match the ad and the client type
- Ad copy checked against the rules you work under, with final sign-off staying with your firm
- Budget timed to your capacity, and decisions based on cost per signed client
Campaigns you can see inside, with clear reporting.
See the service - Conversion optimization
- Research into where visitors drop off
- Tests on forms, calls to action and page layout
- A clear, honest description of the first call and when you have capacity
- Before-and-after results you can read
Fewer wasted visits and a clear record of what changed enquiries.
See the service - Copywriting
- Service pages written in your clients’ language
- Partner bios and process pages that build trust
- Articles and newsletters that educate without promising outcomes
- Drafts reviewed by you and your counsel before they go live
Copy written from your firm’s knowledge and reviewed by you.
See the service - Branding
- Positioning: who you serve and why you are the better choice
- Logo and visual identity that look established
- One consistent look across your site, ads, profiles and engagement letters
A brand your whole firm can use, not just a logo file.
See the service
- “Webtec is fantastic and you should hire them.”
- “Extremely professional team-- very consultative on how to develop a modern web interface.”
- “We are a small non-profit but Webtec design has treated us like a fortune 500 Company.”
- “Great support and experience from these guys.”
- “I am so impressed with WebTec's work on my website redesign.”
- “Webtec has done a great job with my website!”
- “We couldn't be more pleased with the speed and quality that they were able to deliver.”
- “Working with this team has been incredible!”
- “Webtec has been great to work with.”
- “From the minute we started with this group they have been excellent.”
- “We partnered with Webtec to design our new iMesh360 website, and the results exceeded expectations.”
MARKETING WITHIN THE RULES
Say it with confidence, within the rules.
Most advisory firms publish too little because the rules feel risky. Here is how we turn risky wording into copy that still sells.
Maximum refund guaranteed.We review your return line by line for every deduction and credit you qualify for.Promises of results create unjustified expectations, which professional codes treat as misleading.
We will win your IRS audit.We prepare your records and represent you through the audit process.Outcome promises are hard to support and invite complaints.
The best CPA firm in [city].A CPA firm helping contractors and trades in [city] with tax planning and bookkeeping.Superlatives are hard to prove. A specific client type builds more trust.
IRS-certified tax professionals.Enrolled agents, authorized to represent taxpayers before the IRS.Some credential holders may not use the word "certified", so wording needs checking.
Our average client saves $4,000.A plain description of how we review your situation. Any client examples only with signed consent.Using client return data in marketing is restricted, and average figures can mislead.
HOW WE RESEARCH YOUR INDUSTRY
Research first. Then a report you can actually read.
Month one is research, and you see the output of every step. After that, one plain-English report every month.
YOUR UX/SEO BLUEPRINT
How we get there
- 1We map your marketWho ranks for the client types you want, what they say, and what an AI assistant answers when someone asks who to hire.You get: A market map of your competitors and search demand
- 2We learn your clientsYour intake notes, reviews and first-call questions show how owners describe their situation. We write in their words.You get: Client-language notes that shape every page
- 3We check the rulesWe read the advertising, data and outreach rules that apply to your firm and flag risks before anything is published. Your counsel or board contact has the final word.You get: A compliance checklist for your site, email and ads
- 4We write the BlueprintA UX and SEO Blueprint sets out the pages, structure, keywords, content and the order we build in, timed to your calendar.You get: Your UX/SEO Blueprint
- 5We measure every monthOne report a month, in plain English, tied to qualified consultations and the decisions your growth manager recommends next.You get: A monthly report and a clear next step
EVERY MONTH
Your monthly report
- 1What happenedNew enquiries, consultations booked and where each came from.
- 2What it meansA plain-English reading of the numbers, set against your busy and quiet months.
- 3What we recommendThe next step, and why it is right for this point in your calendar.
- 4What we need from youApprovals, access and decisions, so nothing waits.
OUR WORK
What we have done in accounting and tax
Delivered work for businesses in this industry. Full case studies, with the numbers behind them, are being written.
Dennis Duncan & Torchon
Website design and build
Florida Property Tax Solutions
Website design and build
YOUR TURN
Let us look at your accounting and tax’s site.
- Search basics
- AI answers
- Speed
- Trust signals
- What stops enquiries
LET’S TALK
Talk to a growth manager who knows advisors.
Book a call, or send us your site and a strategist will review it by hand. Either way, no obligation.
Book a call with a strategist
- 1We listenA one-to-one conversation about your accounting firm, who you serve and what is getting in the way.
- 2We tell you honestlyWhether and how we can help, and what we would do first. No sales script.
- 3You decideNo obligation and no pressure. If it is not a fit, we will say so.
“Great support and experience from these guys. I was apprehensive about using a web developer, but they proved me wrong.”
“Extremely professional team-- very consultative on how to develop a modern web interface. Excellent support for design and graphics.”
“We are a small non-profit but Webtec design has treated us like a fortune 500 Company. Always responding promptly to any needs that may arise along with top notch customer service and sales.”
Questions accounting firms ask us.
What does a growth manager actually do for an accounting firm?
Your growth manager owns the plan for growing your firm online. They review your enquiries and consultations each month, recommend what to do next and in what order, meet you monthly and bring in our specialists when you choose to buy the work. They also plan the year around your busy and quiet months. At the Advisor level they give direction and advice rather than doing the hands-on work. Many firms start there, and established firms can keep one on its own.
Do we have to buy every service?
No. Start with a growth manager, or with any single service, and add more when it makes sense. We would rather you buy the one thing that fits than a package you do not need. The free audit tells us where to begin.
How much does it cost?
It depends on which services fit your firm, so we scope it after the free audit instead of guessing. We will tell you the cost before you commit. For SEO we recommend six months because it takes time to compound, and we report every month so you can see what is happening.
Can you guarantee clients or rankings?
No, and be wary of anyone who does. Search engines and AI assistants change, and your results also depend on who you serve, your reputation and how you handle first calls. We guarantee the work: a documented plan, a growth manager and project manager, monthly reporting and honest advice about what is and is not working.
Do you understand Circular 230 and the AICPA rules?
We research the rules that apply to your firm, such as Circular 230 section 10.30, the AICPA Code and your state board, and build around them. We flag risks before anything goes live. We are not lawyers or compliance consultants, so your counsel or board contact has final sign-off on everything we write.
Will you work around tax season?
Yes. Your growth manager plans the year around your calendar, so content and campaigns go live before demand and your busiest weeks are not used for reviews and approvals. Paid campaigns and consultations are timed to the capacity you actually have.
What do you need from us to start?
Your website address, access to analytics and Search Console if you have them, and a short call about the client types you serve, your offices and the clients you most want. The audit itself is free.
