Websites for CPAs and financial advisors
Custom Wix websites for CPAs and financial advisors
A clear, trustworthy site that books consultations. I build custom Wix websites for CPAs, tax preparers, financial advisors and insurance agencies, with service pages, online booking and tax-season tools.
Sound familiar?
- Tax season brings a flood of calls asking what to bring.
- Prospects can't tell which services you offer for individuals and for businesses.
- Booking a consultation takes three emails.
- Your site hasn't been updated since you opened.
What your website includes
Service pages
Individual tax, business tax, bookkeeping, planning: each explained in plain English.
Consultation booking
Prospects book an intro call online, with reminders.
Tax-season checklist
A what-to-bring page that saves your team dozens of calls.
Client forms
Collect the details you need before the first meeting.
You approve every claim
Copy follows your industry's advertising and disclosure rules, and nothing goes live without your approval.
Update it yourself
Change deadlines, fees or hours from your phone or by asking your AI.
Every site is custom-coded on Wix, live in days, and yours to own. Change words, photos, prices and hours yourself in the Wix app or by asking your AI.
Sample design
Northstar Tax & Advisory
A made-up financial or cpa firm I designed to show what your site could look like. Click around every page.
Explore the sample siteFounding client spot · Applications close Nov 20
One financial or cpa firm gets a founding spot
I'm building one custom Wix website for a founding client in this industry this winter: $1,500, paid in 3 monthly payments of $500. In exchange, I ask for honest feedback, a testimonial and permission to share your site as a case study.
Apply in about 2 minutesNot sure yet?
Talk it through first
Book a free 30-minute discovery call and we'll map what your site needs, or build your own estimate in a minute.
Questions, answered
Can clients book a consultation online?
Yes. Wix Bookings handles consultation types, your calendar and reminders.
Do you handle compliance language?
You know your rules best. I build the pages to follow your industry's advertising and disclosure requirements, and you approve every claim before launch.
Is Northstar Tax & Advisory a real firm?
No. It's made up to show what your site could look like.
How does the founding spot work?
One financial, CPA or insurance firm gets a custom site for $1,500 in 3 payments of $500, in exchange for feedback, a testimonial and permission to share it as a case study. Applications close November 20.