// accounting & tax firms
For firms whose website has to earn trust before it earns a lead.
Accounting and tax firms sell judgment. The site has to look like somewhere you would hand over your finances, and increasingly it has to sell something too. Template builders are fine until you hit that ceiling.
// what firms actually run into
The storefront problem
Selling a guide or a filing checklist sounds simple until you try it on a template builder. Most cannot create the product, take the payment, deliver the file, and tell you it happened. So someone ends up emailing PDFs manually, which works right up until it does not.
The credibility problem
Financial services sell on trust before they sell on price. A site that looks like every other site built from the same theme quietly tells a prospect you are interchangeable. Design is not decoration here, it is the first piece of evidence.
The accessibility problem
Professional services sites routinely fail basic accessibility, which is both a legal exposure and a straightforward way to lose clients who cannot use the thing. It is also entirely preventable at build time and expensive to retrofit.
The migration problem
Moving off a platform means moving DNS, email, and every URL a client or a search engine has bookmarked. Done carelessly, you lose mail during filing season. That is the failure mode worth paying to avoid.
// this is for you if
- Your site was built on a template builder and you have hit the ceiling: it cannot take payment for a download, gate a resource, or fulfil an order without someone doing it by hand.
- You are productising. Guides, courses, filing checklists, fixed-fee packages - things that need a storefront, not a contact form.
- The site does not look like somewhere you would hand over your finances, and you know it.
- Your team needs to publish without waiting on a developer, but not at the cost of the design falling apart.
- You are moving off a platform and cannot afford to break email, filings, or client access on the way.
// stay where you are if
- You need a single brochure page and nothing more. A template builder is genuinely cheaper and faster, and I will say so.
- You want tax or accounting advice. I build the system; the expertise is yours.
- You are looking for the lowest bid. Fixed scope and fixed price, but not the cheapest quote in the pile.
// firms I've already shipped
Fairway Tax Solutions
fairwaytaxsolutions.com →A Houston tax firm led by former IRS revenue officers wanted to sell digital resources, but its template site could not take payment for downloads and kept the firm's message boxed into someone else's layout. Now publishing a product creates the payment record, emails the team on every sale, and delivers a gated, expiring download to the buyer, with nobody fulfilling anything by hand.
- 0 accessibility violations across 228 automated checks
- 100% of orders fulfilled automatically on publish
- 4 silent failures caught and fixed before launch, including buyers receiving nothing after paying
Upscale Accounting
An accounting firm whose original site had the generic look that every AI-assisted build produces. Rebuilt with an editorial design language that reads as precise rather than decorative, on a static architecture for speed, with a CMS the team updates itself.
- Static export build, so pages load without waiting on a server
- Content managed in-house without developer involvement
// how the work runs
Architecture Review
Before anyone writes code we map what the firm actually needs: which services become products, what has to be gated, where payment and delivery live, and what the migration will touch. You leave with a plan you own, even if you never build with me.
Migration Strategy (if you are moving)
Content and URLs get tiered and mapped with a full redirect plan, and email is treated as the thing that must not break. Filing season does not pause for a website.
The build
The site and the storefront, built and documented. Accessibility is tested during the build rather than promised after it, and the CMS is handed over with training, not a login and good luck.
Care Plan
Hosting, updates, backups, monitoring, and small edits after launch, so the system stays fast and secure without becoming your problem.
// common questions
Can you actually sell digital products from our site?
Yes, and automatically. On a recent tax-firm build, publishing a product creates the matching payment record and price, logs the order, notifies the team on every sale, and delivers a gated download link to the buyer that expires. No one fulfils an order by hand. That is the difference between a shop and a contact form with extra steps.
We are on Wix or Squarespace. Is moving worth it?
Not always, and I will tell you when it is not. If your site is a brochure and it works, stay. It becomes worth moving when the platform starts dictating what you can sell, how you can gate it, or what your site is allowed to look like. That is the ceiling, and you usually feel it before you can name it.
Will we lose email or client access during the move?
That is the risk worth taking seriously, and it is the reason migration is a scoped engagement rather than an afterthought. DNS, mail, and every existing URL get planned before anything moves, with redirects mapped so bookmarks and search results still land. A recent firm moved off its old platform without disrupting its email at all.
Do you handle accessibility?
It is tested during the build, not promised afterwards. The most recent accounting build passed automated accessibility testing with zero violations across 228 checks. Retrofitting accessibility onto a finished site costs several times what building it in does.
Can our team update the site without calling you?
That is the point of the CMS. Both firms on this page publish their own content. You get training and documentation at handover, and the design does not fall apart when a non-designer edits a page.
What does it cost?
Fixed scope, fixed price, agreed before you commit anything. Most engagements start with an Architecture Review, and its cost is credited toward the build if you go ahead. The full ladder and current pricing are on the services page.
// start the conversation
Outgrown your site builder?
Tell me what your firm is running and where it stops you. You'll hear back within one business day, and I'll tell you the right next step, even if that's staying put. Prefer to talk? book a call instead.