
CPA Firm
Transformed an outdated website into a consistent source of qualified inquiries, increasing from 5 to 17 leads per month.
Key Results
+240% leads
Monthly Leads
+240%
Organic Traffic
+394%
Mobile Traffic
+383%
Avg. Client Value
+28%
Results measured at 5 months. Engagement ongoing.
Before
- •Outdated, non-mobile website
- •No clear service pages
- •Few inbound inquiries
- •Reliance on referrals only
After
- ✓Modern, mobile-friendly site
- ✓Clear positioning for SMB clients
- ✓Consistent inbound inquiries
- ✓Stronger visibility in local search
The Challenge
This established local CPA firm had been relying on referrals for 15 years. Their website was outdated, not mobile-friendly, and generated almost no inquiries. With two partners approaching retirement, they needed to build a sustainable pipeline of new clients. Competitors with modern websites were winning business from younger business owners in the area.
Our Approach
- Redesigned the website with clear service pages for tax planning, bookkeeping, and business advisory
- Implemented local SEO targeting 'CPA near me' and 'small business accountant' keywords
- Created educational content around tax deadlines, deductions, and business entity selection
- Added prominent calls-to-action and a simple contact form on every page
All of this was handled as one coordinated system, without the business needing to manage multiple vendors.
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