SEO, web design and AI automation for accounting, finance and insurance firms
Accounting firms, advisors and agencies sell trust, and trust is decided before the first phone call. The firms that win are the ones a prospect can find, understand and verify in under a minute: a clear service page, a real reviews profile, a map listing that matches the website, and a site that answers the question the person actually typed.
We have run this playbook for firms from solo CPAs to multi-office practices. Harmon Accounting came to us with steady traffic and almost no calls; six months later website visitors were up 216% and the phone was ringing for the services they wanted to sell.
Who this is for: Accounting Firms, CPA Firms, Bookkeeping, Tax Preparation, Financial Services, Financial Advisors, Wealth Managers, Insurance Agencies, Mortgage Brokers.
01 · SEO
SEO that brings in the right clients, not just traffic
Financial searches are high intent and high scrutiny. "CPA near me" and "small business bookkeeping Birmingham" are decided by the local pack, reviews and whether your service pages match the query. We build one strong page per service, fix the technical issues that keep firms out of the map, and keep NAP data identical across every citation.
Compliance matters here: no fabricated reviews, no guaranteed-return language, schema that describes exactly what you offer.
- Service pages structured around real search intent
- Google Business Profile and citation clean-up
- Local pack and map rankings for each office
- Schema for services, people and reviews
- Call and form tracking so you can see what SEO produced
02 · Web design
Websites that make a prospect comfortable enough to call
A finance website has one job: remove doubt. Credentials, a clear list of services, pricing logic where you can share it, and a route to a conversation on every page. We design fast, accessible sites that load in under two seconds on a phone and read like a professional wrote them.
- Credential and team pages that build E-E-A-T
- Secure intake and document-upload forms
- Client portal and scheduling integrations
- Core Web Vitals in the green on launch
03 · AI automation
AI automation for the work that eats your billable hours
Tax season intake, document chasing, appointment reminders, review requests after an engagement closes: these are repeatable, and they are where an AI workflow earns its keep. We build automations that live in the tools you already use and hand off to a human the moment judgment is needed.
- Lead qualification and routing from the website
- Document collection with automated follow-up
- Review requests timed to the end of an engagement
- Monthly reporting assembled automatically
Frequently asked questions
How long before an accounting firm sees SEO results?
Local-pack movement typically shows in 60 to 90 days once the profile and site are fixed; competitive organic terms take six to twelve months. We report on calls and form fills, not just rankings.
Do you work with firms outside Alabama?
Yes. Local SEO is location-specific, but the method is the same anywhere, and we run campaigns for firms across the US.
What do you need from us to start?
Access to your website, Google Business Profile, Search Console and analytics. A free audit shows you, in plain English, what is holding the site back and what we would do first.
Let's talk about accounting, finance & insurance.
A plain-English read of what is holding your site back in search, and what we would do first. No pitch deck, no obligation.