01
A relationship built on trust
An accounting relationship can last for many years. Before contacting a firm, a potential client may want to understand its expertise, professionals, services, client types, industries, tools, languages, process and how to get in touch.
- Expertise made easy to understand
- Clearly structured services and audiences
- Professionals and validated information
- A simple, proportionate first step
Your website needs to make complex expertise easy to understand.
02
Pages for every important service
Depending on the firm, pages can cover bookkeeping, accounting, financial statements, taxation, business services, individual services, payroll, advisory, business start-up, reorganization, planning and other services genuinely offered.
- Who the service is for
- Which need it helps address
- How the journey works
- Who provides it and the appropriate next step
03
Journeys by client type
An SME does not have the same needs as an individual. We can structure journeys for businesses, SMEs, professionals, nonprofits, self-employed people, growing businesses, specialized sectors, personal taxation, planning and other needs actually offered.
- Business audiences
- Individual audiences
- Contexts genuinely served
- Appropriate next steps instead of one generic form
04
Industry pages when expertise is genuine
Some firms develop particular expertise in construction, nonprofits, professional services, retail, real estate, services or technology. When this expertise is genuine and sufficiently developed, industry pages can help prospects and search platforms understand it. They must not invent industries, clients or results.
05
Professional profiles
Profiles can present a name, title, professional designation, expertise, industries, education, languages, publications, associations, photo and contact details. Titles such as CPA must be used only when they are genuinely held and displayed in accordance with applicable rules.
- Information supplied or validated by the firm
- Useful links between profiles, services and industries
- No invented designations, experience or pricing
- A clear introduction before the first meeting
06
Expert content, validated by the firm
Tax and accounting generate many questions that can become articles, FAQs, guides, calendars, analysis, resources, webinars or newsletters. Présence Marketing can support writing and optimization; specialized content must be validated by the firm before publication and must not be presented as individualized accounting, tax or financial advice.
- Frequent client questions
- Accessible, well-structured content
- Professional validation before publication
- Clear limits and context
07
SEO for accountants and CPAs
SEO can be structured around services, client types, industries, questions, territory, expertise and content. The objective is not simply to be found for “accountant”: a precise search, such as a CPA for a nonprofit or an accountant for a construction business, may reflect more useful intent.
- Service and client-type pages
- Precise, natural language
- Validated resources and FAQs
- Architecture that helps platforms understand the offer
08
Local SEO or service territory
For firms serving a regional client base, we can optimize location, cities genuinely served, Google Business Profile, contact details, services, appropriate local pages and content. For remote firms, service territory can be presented differently.
Local pages need to create real value; they must not simply replace a city name in a template.
09
GEO and AI-powered search
People may ask which CPA works with nonprofits, which firm supports growing businesses or which accountant serves clients in both English and French. Présence Marketing creates and optimizes websites for accountants, CPAs and accounting firms to make services, professionals and industry expertise easier to find and understand.
- Accurate firm, professional and designation details
- Services, audiences and industries explicitly presented
- Easy-to-understand territory, languages and resources
- Structured content for decision-stage questions
10
Client portals and tools
Some firms use a secure portal, document upload, appointment booking, accounting tools, signatures, payment systems or collaboration tools. Présence Marketing can integrate or link selected tools when the environment allows.
- Links to the appropriate tool
- Clear sign-in or consultation journey
- Consideration of vendors and access
- A public interface distinct from the secure portal
A sensitive financial document should not be sent through a generic form simply because it is technically possible.
11
Proportionate consultation inquiries
The website can offer booking, a form, a callback request, service selection, organization-type selection or initial qualification. Questions must remain proportionate to the need. This page’s form must not receive financial documents, tax returns, client files, SINs, payment data or attachments.
- Business contact details and limited context
- No file upload on the generic form
- An explicit reminder not to send sensitive data
- Direction to a secure tool where necessary
12
Privacy and sensitive information
Firms may receive or process financial information, contact details, tax information, documents, business data, personal information and payment data. Forms, storage, vendors, uploads, portals, access, consent and retention must therefore be considered carefully. Présence Marketing can identify technical elements and, where appropriate, coordinate support with Exact RH.
A general marketing form is not a secure place to receive sensitive financial documents or details.
13
Digital advertising with judgement
Where appropriate and compliant with applicable rules, advertising can target particular services or audiences: businesses, incorporation, taxation, bookkeeping or specialized services. For many firms, however, a long-term SEO, content and expertise strategy can be especially important.
14
Recruitment and firm culture
The website can also support recruitment of CPAs, accounting technicians, payroll professionals, administrative staff, interns and other professionals. A careers section can present culture, benefits, progression opportunities and actual openings.
15
Ongoing managed updates
Your firm sends article, professional-profile, job, news and event updates to Présence Marketing. We manage SEO, GEO, writing, new pages, maintenance, campaigns, reporting and optimization as part of the engagement.
16
Which Presence plan?
Presence Web suits a firm that wants to present professionals and services clearly. Presence Optimized suits teams that want to develop SEO, GEO, content and acquisition. Presence Premium suits organizations that want a broader digital presence managed by Présence Marketing.
17
Make accounting expertise a genuine digital asset
Help prospects understand your services, specializations and the value of your team before the first meeting. Describe your firm and priorities without sharing sensitive financial or tax information; we will recommend an approach suited to your needs.