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Modern CPA
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.
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What brings you here?
Demo site · Fictional business · WordPress website example for accounting firms
Tax advisory firm website for WordPress
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.
Harrow & Vale is a fictional firm created for this example. Names, figures, reviews and pricing on the demo are illustrative.
Who it’s for
CPA and tax-law practices that advise high-net-worth clients on equity compensation, liquidity events, trusts and multi-state returns, and that work by referral and annual retainer rather than by the hour.
Why it’s designed this way
Every section answers a question prospects ask before they pick an accountant.
Show the plan, not the promise
The hero is a sample annual tax plan with the moves and what each one saves, so visitors see the deliverable before they read a word of marketing.
Start from the client’s situation
Founders, executives, families and real estate investors each get their own panel and the questions they actually ask.
A calendar, not a checklist
The planning cycle maps the year from filing to year-end execution, which is how high-net-worth clients think about tax.
Composite case stories
Three illustrative situations with a single outcome each make the value concrete without exposing any real client.
A retainer, stated plainly
One annual fee “from” a published number, with what’s included and who it fits, so unqualified leads self-select out.
A qualifying contact form
Asking about upcoming events, like a sale or an inheritance, gives partners what they need before the first call.
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 header, contact block, footer and schema, so citations always match.
AccountingService and FAQ schema
Structured data search engines and AI assistants can read, with a switch to hand it to Yoast or RankMath instead.
A page per client type
Founders, executives, families and investors each get their own URL to rank for what they search.
Light and fast
A custom theme with no page builder: two font families and one small script.
Answer-ready content
Specific questions and plain answers give AI assistants clear, quotable material about the firm.
What’s included
- WordPress
- Custom child theme
- No page builder
- Customizer branding
- Custom post types
- JSON-LD schema
- Yoast / RankMath ready
- Accessible markup
- Homepage with 10 sections
- Client-type, advisor and service pages
- Client-profile switcher (keyboard accessible)
- Qualifying consultation form (works with WPForms, Gravity Forms, Fluent Forms)
- Insights from your blog
- Secure document vault link
- Mobile navigation
- Brand tone switcher: Ink, Navy, Oxblood, Forest
More WordPress accounting examples
Questions about this example
Is Harrow & Vale a real firm?
No. Harrow & Vale is a fictional firm created for this example. Every name, number, client situation and fee on the demo is illustrative.
Can this be built for my firm?
Yes. We start from this example, then replace the content with your services, partners, fees and brand, and connect your forms, document vault and analytics.
Can my team edit it after launch?
Yes. Client types, advisors, services and insights are normal WordPress content, and branding and contact details are set in the 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.
How is it different from the Modern CPA example?
Modern CPA is bright and built for volume, with monthly packages. Tax Advisory is quieter and built for a smaller number of high-value clients on annual retainers.
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.