AI-Native Growth Systems for Accounting Firms
Turn your accounting firm's website into a client acquisition system.
FormulatedBy builds modern websites and growth systems for accounting, tax, bookkeeping, fractional CFO and advisory firms. Earn credibility, turn referrals and searches into qualified consultations, and update your site without waiting on a developer.
Where growth stalls
Your expertise is strong. Your website does not show it.
- 01
Dated WordPress site
The site looks like the firm you were five years ago.
- 02
Updates take too long
Changing a bio or a service page needs a developer.
- 03
Generic service pages
Every firm says tax, audit and advisory. Yours should explain who you serve best.
- 04
Poor local visibility
Office locations and specialties are hard for search engines to understand.
- 05
Unqualified inquiries
Partners spend time on calls that were never a fit.
- 06
Disconnected tools
Forms, scheduling and CRM do not share information.
- 07
Untracked referrals
You cannot see which bankers, attorneys or clients send the best work.
What we build
A front door built for how firms win clients
Credibility, referrals and qualification first. The tools are there to support them.
- Modern, responsive firm website
- Service, industry and location SEO architecture
- Lead qualification before the first call
- Consultation scheduling
- Referral source tracking
- Content and resource publishing
- AI assistant answering from approved content
- CRM integration
- Analytics tied to real inquiries
- Secure handoff to existing client systems
Client journey
From search or referral to a signed engagement
01
Found
A prospect finds you through search or a referral partner and lands on a page about their exact need.
02
Qualified
A short guided intake captures entity type, services and timing so the right person responds.
03
Consultation
Qualified prospects book directly into the right calendar, with referral source recorded.
04
Onboarded
New clients are handed off securely to your approved portal or practice system.
Security boundary
What stays in your accounting systems
We integrate the customer-facing experience with TaxDome, Canopy, QuickBooks or your other approved systems. We do not claim to replace them, and we do not store client records on the website.
- Sensitive documents
- Tax records
- Bookkeeping data
- Client workpapers
- Regulated records
Built on our WordPress migration
Still on an outdated WordPress site?
This is a focused version of our WordPress migration for accounting firms: the same audit, redirects and staging process, with service, location and referral structure designed for practices.
Ideal firm
A good fit if you are ready to grow on purpose
Firms that win work through trust and referrals, and want a website that reflects that.
- Accounting and CPA firms
- Tax practices
- Bookkeeping firms
- Fractional CFO practices
- Advisory firms
- Multi-location practices
- Growing firms adding services or offices
- You want more of a specific client type, not just more inquiries
- Referral partners matter and you want to see which ones send work
- Your team wants to update the site without a developer
FAQ
Questions from accounting firms
Will moving our site affect our search visibility?
We audit your current site and preserve or redirect important URLs, titles, descriptions and content so search engines can follow the move. No one can guarantee rankings, but careful redirects and a clear service and location structure reduce the risk and set up better visibility over time.
Will our website go down during the move?
The rebuild happens separately from your current site, which stays live while we work. We plan the cutover with you to minimize disruption, ideally outside your busiest filing periods. Final timing depends on your domain, hosting and integration requirements.
Who writes the content?
We work from your expertise. We interview partners and staff, migrate the content worth keeping and draft new service, industry and location pages for your review. Nothing goes live without your approval.
We have several offices. Can each have its own page?
Yes. Multi-location firms usually get a page per office with its team, services and contact details, structured to support local search without duplicating content.
Do you integrate with TaxDome, Canopy or QuickBooks?
We integrate the customer-facing experience with them through links, handoffs or available APIs, depending on each tool and your permissions. We do not replace TaxDome, Canopy, QuickBooks or other approved practice and accounting systems.
Will client documents or tax records be stored on the website?
No. Sensitive documents, tax records, bookkeeping data, client workpapers and regulated records stay in your approved systems. The website handles marketing, qualification and scheduling, then hands clients off securely to the systems you already trust.
Do you offer ongoing support?
Yes. Launch includes a support window for in-scope issues, and our monthly care plan covers health checks, form and analytics QA, content updates and ongoing optimization.
Want the broader picture? WordPress to AI-native migration
Give your firm a website that brings in the right clients.
Tell us about your firm, your best clients and the systems you use today. We will map a growth system that works alongside them.
TaxDome, Canopy, QuickBooks and WordPress are trademarks of their respective owners. FormulatedBy is not affiliated with or endorsed by these companies.