Our first question is about your inbox: what made your last few new clients reach out?
Think about the last ten people who called your firm for the first time. Odds are, something pushed each of them. A notice came in the mail, a bookkeeper walked out, or the business grew past what a spreadsheet could handle.
Your site probably lists tax, audit and advisory. Their search says something like "letter from the IRS about my return." So we plan pages around those reasons, in the words people type. Each page says what to do first, what to send you and how soon you reply.
We also write the page many firms skip: how switching works. The worry about moving the books keeps some owners stuck with a firm they have outgrown. A short list of steps, with what you request from the old firm, takes most of that worry away.