Web Design Servicesalignmarketing2025-03-19T13:40:43-05:00

Website Services

Make a Brilliant First Impression with Web Design for CPAs and Advisory Firms

Your website is your brand’s center stage—and often one of the earliest interactions a prospect or potential recruit has with your firm.

An intuitively designed, responsive website is critical to making a positive first impression.

But creating or refreshing your firm’s website can be an all-consuming process. It often requires navigating countless decisions and technical steps. Depending on your goals and approach, it could involve managing several individuals.

At Align, we walk you through the entire website design and development process, providing strategic direction, project management, and accountability. We can take on as much—or as little—of the legwork as you’d like. At the end of the day, we’ll help you get what you want out of your website.

Learn how our web design services for financial advisors and accountants could expand your firm’s reach.

Web Design Services by Align Marketing Group

Grow your business with web development for financial advisors and CPAs.

If you want a stunning website that secures leads, you need more than a cookie-cutter template. A professionally developed and designed custom website showcases your firm’s unique brand while also compelling prospects and clients to act.

This is where Align can help. To achieve your website goals, we draw from our team of project management, graphic design, web development, copywriting, and SEO experts. With our support, you’ll get a website that enhances your firm’s online presence—and serves as a valuable tool for bringing in business.

Our expertise in web design for CPAs and financial advisors includes:

  • Lead generation strategies

  • Site archiving solutions

  • SSL certification

  • Site hosting

Website Strategy Creation

When creating or refreshing your firm’s website, knowing where to start can be tough. We begin with a strategy session to discuss your goals and firm, giving us the insight to effectively communicate your value and differentiators.

We’ll assess your brand to propose a color palette and photos. Finally, we’ll consider your clients’ needs to identify key functions and build a sitemap.

Technical Setup and Hosting

Choosing a website management platform can be overwhelming if you’re not familiar with web development. Based on your firm’s strategy, we’ll help you determine the best platform for your goals.

We’ll also advise on hosting options. Before launch, our experienced developers will run rigorous tests to ensure your website is technically sound, so you won’t have to worry.

Website Content Development

Your firm’s website needs more than good looks; its content should compel visitors to keep clicking. After a comprehensive content audit, our copywriters will collaborate with your team to edit or rewrite website language in your tone and voice.

Once you approve the content, we add links and check layout and formatting for consistency. Before launch, we conduct a final review to ensure everything is properly formatted and aligned.

Search Engine Optimization (SEO)

A professionally developed website enhances online visibility. Our SEO experts optimize your content with strategic keywords during development.
We also create meta tags and descriptions to ensure your site displays correctly on all devices and ranks highly on Google. Additionally, we monitor performance metrics to continually refine and improve your site’s SEO effectiveness.

0%
Increase in website traffic
0%
Improvement in lead generation within 6 months

Ready to design a website that gets clicks?

Let’s discuss your firm’s website goals and see if we’re a good fit.

Looking for a web development team for your Financial Advisory or Accounting Firm? You’re in the right place.

Just like building a new house, there are a multitude of decisions to make when creating or refreshing your website. It can certainly be overwhelming and frankly, distracting. When you partner with Align, you gain access to a dedicated, proven team of web developers and designers, marketing strategists, copywriters, and SEO experts who know your industry—and are familiar with compliance limitations.

One of the most important decisions you must make when it comes to your firm’s marketing is how you want to present your brand online through your website. In today’s digital world, having an amazing, polished website is critical for all types of businesses. With more than 150 years of combined experience in web design for CPA and advisory firms, we can help you build a website that sets your firm apart.

Our Website Development Process:

We begin by facilitating a strategy session with you to identify the unique points of differentiation for your firm. The strategy session provides us with insight and background information on you and your business to help ensure we will effectively communicate your value and what sets you apart. During our strategy session, we will discuss the following steps:

Before we begin any website project, we need to clearly understand your firm, your services, your differentiation, your target audience, and your messaging.

Everything from the color palette to the photos used on your site should reflect your firm’s goal and vision. Our designers work thoughtfully and with your feedback to ensure the site “feels” like your firm.

We consider the needs of your site visitors and how to “wow” them. We look at incorporating the functions that would be most valued as we create the sitemap and begin website construction.

It is important to collect all of the functionality needs you have (or potential desired future functionality) and determine the best platform to manage your website that allows you to achieve your current and future priorities. We will also advise you on the best hosting options for your firm’s website.

We conduct a complete website content audit to see what you have, what can repurposed, and what needs to be rewritten. Our copywriters will then collaborate with you and your team to edit existing website language as well as interview you to write new content in your tone and voice. Once the approved website content is added, links are added, and the layout and formatting are checked for consistency, we send everything back to you for review. Then we will ensure everything is properly formatted and aligned on the site.

During the development process, we make sure that all your new content is optimized, and your meta tags and meta descriptions are written on the backside of the site to ensure the website displays correctly on all devices and ranks as highly as possible on Google.

We never want to rush this step of a final, careful proofread and review. We want to be sure everything looks and feels right and that you’re pleased with the final product. If desired, we can also train you/your staff on accessing the back end of the site to edit calendars, update wording, add blogs, or basically do anything else.

It’s important that your site is functioning properly before it goes live. Our team has highly experienced website developers who will ensure that your website is solid and ready to go before it is launched.

You will own your website, its content, and its images. We want to encourage you to have the access to make changes to your site on your own, so we will train you and your team on how to update it. We always be there to support you with the more complex site changes, additions, and updates but it’s important you feel empowered and inspired to take charge of your new site.

Your clients, prospects and referral sources need to know that you’ve launched a fabulous new, fresh website. We will work with you to build a launch and promotion plan to create excitement and curiosity about your business.

See the work we’ve done for our clients.

Case Study: JAK CPA website

Frequently Asked Questions

A well-designed website serves as your firm’s digital front door, often being one of the first interactions potential clients or recruits have with your business. An intuitive and responsive website can make a strong positive impression, showcasing your brand effectively and compelling visitors to engage with your services.

Align provides comprehensive web design and development services tailored to financial advisors and CPAs. Our offerings include online brand strategy, content development, customized team bios, image and design direction, search engine optimization (SEO) plans, lead generation strategies, site archiving solutions, SSL certification, and site hosting.

We start with a strategy session to understand your goals and your firm’s unique value propositions. This includes assessing your brand to propose a suitable color palette and photos, identifying key functions, and building a sitemap. We guide you through the technical setup and hosting, develop compelling website content, and optimize your site for search engines to enhance visibility and user engagement.

Align’s team consists of web developers, designers, marketing strategists, copywriters, and SEO experts who specialize in the financial advisory and CPA industry. With over 150 years of combined experience, we understand industry-specific compliance limitations and know how to create a website that effectively communicates your firm’s value while adhering to regulatory requirements.
You can begin by scheduling a free audit of your existing website or a consultation with our team. We will discuss your needs, goals, and how our tailored web design services can expand your firm’s reach and improve your online presence. Contact us today to take the first step towards a brilliant first impression with your website.

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