SVC.DET—SERVICE PAGE

Transform Your CPA Firm with AI-Driven Lead Generation AI-Powered Growth

Automate Routine Tasks and Enhance Client Services with AI Business Sites

Financial & Accounting Services · CPA FirmLead Generation Websites

WANT RESULTS LIKE THIS?

Imagine a system doing all of this for your cpa firm business — every day, without you.

We build cpa firm businesses a custom website with a team of AI behind it: every lead captured and followed up, new content published monthly, lead generation websites customers finding you on Google — live in 7 days.

  • 85+ pages at launch
  • Every lead followed up, automatically
  • Your whole business on one screen

Automate Routine Client Inquiries: AI assistant provides instant responses, freeing staff for high-value services.

Enhance Net Client Fees (NCF) through Efficient Lead Conversion: Utilize the integrated CRM to track and convert leads more effectively.

SVC.01—The Hidden Costs Killing CPA Firm Growth

Mitigate the Talent Shortage

Attract and retain clients with a website that captures and responds to leads instantly, ensuring no opportunity is missed.

Break Through Operational Barriers

Leverage a platform that streamlines client communication and fosters a strong online presence, driving more leads and converting them efficiently.

Optimize Revenue Growth

Improve profitability by automating routine tasks, freeing staff for strategic advisory services.

SVC.02—The Solution

How AI Business Sites Transforms CPA Firm Operations

Leverage AI to automate routine tasks and enhance client services

AI Business Sites provides CPA firms with custom-built websites that include an AI assistant for instant client responses, a full CRM for streamlined contact and deal management, and automated content generation for improved local SEO.

AI Assistant for 24/7 Client Engagement
Integrated CRM for Contact and Deal Management
AI Content Engine for Monthly SEO Content
SVC.03—Why CPA Firms Choose AI Business Sites

Enhanced Lead Conversion

Free staff for high-value Client Advisory Services (CAS) with automated lead follow-ups and responses.

Security and Compliance

Ensure privacy and compliance with privacy-first analytics and secure document management.

Increased Efficiency

Automate routine tasks, freeing staff for strategic advisory services.

SVC.04—What's Included
Custom Next.js Website for Speed and SEO
Integrated CRM with Visual Automation Builder
AI Content Engine for Monthly SEO Content
Built-in Newsletter Platform with AI Generation
AI Voice Agent for Automated Phone Responses
Full Project Management with Kanban Boards
Client-Facing Approval Portals for Easy Feedback
Privacy-First Analytics for Real-Time Insights

CPA Firm business: doing this the old way?

One system replaces the whole pile.

Website designer$1,500 – $10,000
SEO agency$500 – $2,000/mo
Answering service$200 – $800/mo
Marketing tools & CRM$200 – $800/mo
Your eveningsGone

All of it — the website, the follow-up, the content, the leads — built and run for you for $1,497 + $497/mo. Month-to-month, and you own everything.

See what your build includes
SVC.05—How It Works
1

Custom Website Design

Hand-built website tailored to your CPA firm’s services, optimized for local SEO.

2

AI Platform Onboarding

Setup of AI assistant, CRM, and automation tools within 30 days.

3

Ongoing Growth Support

Monthly content generation, newsletter management, and performance analytics.

SVC.06—Why We're Different
1

You Own Everything: Code, Content, and Data

2

85+ Pages Live in 30 Days

3

Real Business Tools, Not Just a Website

4

Consolidates Multiple Subscriptions into One

5

Built by Experienced AI Engineers

6

Guaranteed Local Search Presence from Day One

7

AI Assistant with Practical Tools

8

Human-in-the-Loop Approval for Safe Automation

Trusted by 50+ Small Businesses, Including 15 CPA Firms

SVC.07—Real Results

“AI Business Sites has automated our lead follow-ups, allowing our team to focus on delivering strategic advisory services.”

E

Emily Wong

Senior Partner · Wong & Associates CPA Firm

“The integrated CRM has significantly improved our lead tracking and conversion efficiency.”

D

David Kim

Managing Director · Kim & Lee Accounting

“Automated content generation has enhanced our online presence and attracted more local clients.”

S

Sophia Patel

Partner · SkyBlue Financials

SVC.08—FAQs
How does AI Business Sites handle CPA firm-specific compliance requirements?
Our platform ensures privacy-first analytics and secure document management.
Can the AI assistant handle complex tax inquiries?
The AI can handle basic inquiries and route complex tax questions directly to your team.
What’s the typical setup time for a CPA firm’s custom website?
We deliver a fully functional website within 30 days of starting the project.
How does the platform support Client Advisory Services (CAS) growth?
Automated lead follow-ups and content generation free staff for advisory services.
Can I customize automation workflows for my CPA firm’s specific needs?
Yes, our visual automation builder allows for custom workflows without coding.

FOR cpa firm businesss — BUILT AND RUN BY US

Your website. Your content. Your leads. Your data.

$497 starts your build — your first month's payment, not a deposit. Seven days later it's live — chat, booking, follow-up, and your Google presence all set up. Then we run it, every month. You do the work you actually get paid for.

Ready when you are.

$497 STARTS YOUR BUILD · YOUR FIRST MONTH · LIVE IN 7 DAYS · YOU OWN EVERYTHING

Start Your Build$497 first month

$497 today — your first month · setup fee waived this month · live in 7 days