Live Site
Tax Advisory
A quiet, private-bank feel for tax advisors serving founders, executives and families. Prospects see a sample annual tax plan, find their situation and apply for a private consultation.
Let’s find your starting point
What brings you here?
Demo site · Fictional business · WordPress website example for accounting firms
Modern CPA firm website for WordPress
A clean, trust-first website for CPA firms that serve owner-led businesses. Visitors find their problem, see what it costs and meet the CPA who would handle it, then book a call.
Ledger & Lane is a fictional firm created for this example. Names, figures, reviews and pricing on the demo are illustrative.
Who it’s for
CPA and advisory firms serving small and mid-sized businesses and their owners, especially firms that offer tax, monthly accounting and fractional CFO work under one roof.
Why it’s designed this way
Every section answers a question prospects ask before they pick an accountant.
Problem-first entry points
Six cards like “I outgrew my bookkeeper” and “I got a letter from the IRS” let visitors start from their situation instead of decoding a service list.
Pricing on the page
Three fixed monthly packages with a monthly/annual toggle answer the question most firms make prospects call to ask.
Real people, named
Partners and advisors appear with credentials and a personal detail, because people hire an accountant, not a logo.
A named method
A three-phase process with timing and deliverables turns “we do accounting” into a system clients can picture.
Proof with context
Every number on the page carries a line explaining what it measures, so it reads as evidence rather than decoration.
Many ways to say hello
Phone in the top bar, a qualifying consultation form, a client portal link and a lead-magnet guide for visitors who are not ready to talk.
Built to be found in search and AI answers
The SEO and GEO groundwork ships with the site, not as an add-on.
One source for name, address and phone
Entered once and used in the top bar, header, contact block, footer and schema, so citations always match.
AccountingService and FAQ schema
Structured data that search engines and AI assistants can read, with a switch to hand it to Yoast or RankMath instead.
A page per service and industry
Each service and industry gets its own URL, so the firm can rank for “construction accountant” and “tax planning” separately.
Light and fast
A custom theme with no page builder: two font families, one small script and nothing that slows Core Web Vitals down.
Answer-ready content
Plain-language FAQs and specific claims give AI assistants clear, quotable answers about the firm.
What’s included
- WordPress
- Custom theme
- No page builder
- Customizer branding
- Custom post types
- JSON-LD schema
- Yoast / RankMath ready
- Accessible markup
- Homepage with 13 sections
- Service, industry and team pages
- Monthly/annual pricing toggle
- Consultation form (works with WPForms, Gravity Forms, Fluent Forms)
- Lead-magnet signup
- Resource library from your blog
- Client portal link
- Mobile navigation
More WordPress accounting examples
Questions about this example
Is Ledger & Lane a real firm?
No. Ledger & Lane is a fictional firm created for this example. Every name, number, review and price on the demo is illustrative, so you can see the finished site without anyone’s private details.
Can this be built for my firm?
Yes. We start from this example, then replace the content with your services, team, pricing and brand colors, and connect your forms, portal and analytics.
Can my team edit it after launch?
Yes. Services, industries, team members and blog posts are normal WordPress content, and branding, contact details and forms are set in the WordPress Customizer.
Does it work with my SEO plugin?
Yes. It works alongside Yoast or RankMath. If your plugin already outputs business schema, one checkbox turns the theme’s version off.
Can I see other directions?
Yes. Harrow & Vale is our tax advisory example and Tidy Books is our bookkeeping example.
A thoughtful next step
Explore the possibilities. Plan the visibility.
A website should fit the way your business works. Compare the relevant collections, then explore how customers can find your business in search and AI-powered answers.
Want one like this for your business?
Free Marketing Audit: a review of your current site, ads and search visibility, plus the example we’d start from.