The price of setting up a custom accounting website design can speedily get out of control, but if you utilize a few basic tricks you can greatly reduce if, not eliminate, your set-up expenses.
Do you honestly need a custom site? There simply are not a whole heap of sound reasons currently to bear the cost of a custom accounting website design, so scrutinize your reasons meticulously.
You may decide that a template is a superior choice for your service. Just about all of the difficulties typically associated with templates, typically search engine optimization (or SEO) and flexibility, have been addressed by the latest generation of tools.
Graphic design really isn’t all that important to the success or failure of a website. Unfortunately a lot of site owners drive up their costs and at the same time get completely bogged down by the graphic design process.
Setting up a website is a pretty big job. Just customizing and creating site content will be a lot of work. It really doesn’t make much sense to obsess on the superficial appearance of the site. All this does is add to your costs and make more work for you. There’s no reason you shouldn’t be able to get the job done in two or three drafts. Will it be perfect? Maybe not, but perfection doesn’t really matter. A custom accounting website design will cost a lot of money; at least $2000. If you have a good reason to spend that much go for it, just be sure it’s not a vanity expense, because in terms of building your accounting practice there are usually better ways to spend that money. There are a lot of companies that provide excellent accounting and tax website templates. These products are more than adequate for most small to medium sized firms. They also tend to come packed with content, so you’ll be able to get a good site up much faster for a lot less work.
If you decide that having the unique look and feel is worth some extra money you may still be able to avoid the bulk of the expenses accrued by setting up a custom site. Some companies that provide CPA website templates will be able to modify an existing template to suit your needs much more cheaply than the cost of a full blown custom site.
Here’s a few things to consider before making a final decision. One problem I have all the time is when a client with a modest understanding of design comes into the process with a rigid preconception of what he or she wants. These are without doubt some of the ugliest websites I’ve ever done. Let’s do some honest self reflection here. Accountants get paid to pay meticulous attention to detail. We’re often type A personalities that are loath to surrender control to someone else. Well, this can get very expensive when you’re dealing with a web designer, so here’s some pointers for keeping our natural tendencies from doubling or tripling the cost of the site. It’s not really possible to get exactly what you want unless you do it yourself. Try to come in to the design process with an open mind about what your site is going to look like.
Keep in mind that the look of the site really isn’t all that important. If you look at highly successful A-list sites like Google, CraigsList and Reddit you’ll see that aesthetics is really not all that important to designing a successful site.
Your ability to provide accurate and timely tax and financial advice and preparation is far more important than your eye for color and balance, so stick to what you do best and trust your designer to do the same.
Overestimating the importance of graphics is the main cause of cost overruns in the website design process. It’s a lot cheaper to make design changes to a website during the planning phase than it is once the coding starts. Make your design choices up front using mock-ups, and once you finalize it stick to your guns. Once the coding process begins even seemingly minor changes become very expensive. Be aware that every monitor displays colors a little bit differently, so there’s no point in obsessing on colors.
If you really want a custom site your best strategy is to hire a skilled and experienced designer who shares your basic vision and try to trust his or her process. It’s important to keep your focus on what really matters.
Don’t treat your website like a product roll-out, treat it as what it is: a marketing instrument. I’ve had a lot of clients refuse to publish until the website’s “perfect”. It can be very frustrating to see a website sit idle for months or even years because an obsessive owner is trying to perfect it. Every day that goes buy is another day of lost revenues and lost domain authority. Even if they succeed it’s never worth the time and money they spent getting it “just so”. The most ironic part is that while they may have a really nice site, it’s a site designed to appeal to the website owner. This is a tragic, but common, mistake in advertising. Too many advertisers are afraid to confront their clients on this issue and just let them do this. You’re not trying to get you to hire yourself. You’re trying to get your prospects to hire you, so design your site to appeal to them. This brings us back to content. The function of your graphic design is to keep visitors from hitting the back button the first time they see your site, anything beyond that is just gravy. What matters is having useful, diverse content and presenting it in a personable, easy to navigate way.
Closely related to a futile drive for perfection is a need to “finish” the site. This is also a trap. Website design is a lot like building a house. Once the site is up it needs to be maintained and improved. Your website will never be “finished”. If you wait to take your website public until it’s “finished” you’ll never get it up, and if you ever allow yourself to treat your website as “finished” it will quickly slide into obsolescence.
You’ve seen sites like this. The news reports and tax updates are out of date. The links on the site are all broken or mapped to the wrong site. Are you impressed by sites like this? Well… neither are your clients and prospects.
Once you decide to get a website, make your priority to get it up as quickly as possible. Once it’s up it can start to make money for you, your domain name will begin to accumulate domain authority, and you can tweak it to your hearts content. In fact the more tweaking you do the better. The search engines respect sites that continue to grow and change once they open.
Your accounting website design is an investment in your business. Handle it the same way you’d treat a new lobby, a cold-call campaign, or any similar marketing cost. It doesn’t really make any difference if you opt to use a custom site or start with a template driven site. What matters is that you get your feet wet, get the site up quick, and let your customers and prospects observe as you unremittingly mold it to accommodate their needs.
There is presently no consensus as to Twitter’s marketing value. On one side there are a host of number crunchers and most of them seem to feel that the ROI of Twitter isn’t good enough to warrant it’s use. Other marketing professionals jeer at trying to measure the ROI of web based networking instruments like Twitter. I stand with the marketers on this one. I see an advantage to online social marketing and twitter is a central tool in that effort, but at the end of the day you’ll have to decide for yourself where you stand.
Let’s get one familiar question out of the way. What is Twitter? How can it help you build your CPA Practice?
In the most basic possible terms it enables it’s members to post short notes, called "Tweets", to their friends, or "followers". It is an exceedingly successful and popular instance of what is often referred to as a "social networking site". This isn’t Email. No recipient is specified when you "Tweet". Copies are posted to all your "followers" homepages, but they are also distributed publicly.
So what’s the tangible marketing value of Twitter?
There are actually a lot strategies you can practice. Client retention is a good place to get started.
The first sound incentive to use Twitter is merely that your many of your clients use it. They will note that you’re expressing an interest in their lives by following them and that you’ve spent the time to join a community that has value to them.
Placing your brand in front of clients is also easy on Twitter. You can use your tweets to show them how hard you are working for them in a way that feels personal to them. You will also gain knowledge of things about your clients that you would not otherwise be privy to just by paying attention to their tweets. You’ll often find it appropriate to respond to a tweet on a more direct level. I’m not just talking about catching a client tweeting about accounting problems that you can help them or their friends with. That most likely won’t happen especially often. I’m talking about their lives. You are frequently not privy to subjects like births, marriages, graduations, and deaths in time to send out suitable congratulations or condolences. As accountants we’re typically not the first to discover this kind of information, but it’s exactly the kind of thing people tend to tweet. Twitter will put you in the loop.
Will anyone argue that regular personal contact isn’t healthy for client retention?
Lastly, all tweets are public. While they are displayed on to your followers’ home pages they also appear on Twitter’s primary homepage (at least for a few moments) and there are tools you can use that will allow you to keep an eye on this flow of information and warn you if anybody sends out a tweet about, for example, you or one of your associates. It’s a terrific way to not only discover the clients that are offering optimistic referrals, but to learn about complaints in time to address them.
Accuratetly finding Twitters ROI seems improbable to me. Can you really fix the dollar value of these kinds of client retention techniques? I’ve not yet met a client that tracked his conversions meticulously enough to answer "yes" to that question. In deference to Twitter’s various and oftentimes well-thought-of doubters, there’s also no way to prove without doubt that they work out either.
Things get even more cloudy when you contemplate client acquisition, but this is where I believe that Twitter has the opportunity to actually shine.
So, how do you attract new clients with twitter?
You can put links in your posts. This can be used to drive guests to your website, and (if the material you’re linking to is noteworthy) there’s a fine chance some of your followers will "ReTweet" it, meaning they will forward it to their followers. This works terrifically if you have a personal blog, but even if you don’t you could just guide them to a free report. For example you could have a report on, "How to get Top Dollar for Your House". There’s a good chance that several of your followers are acquainted with at least one person who’s selling a house. If so they could ReTweet it, and this tweet will be shared not just to the individual who’s selling, but to ALL the ReTweeter’s followers, too. Tweets can, and often do, "go viral"; and this can acquaint your brand to numerous new people.
There is a small amount of search engine optimization (often called "SEO") advantage to tweeted links, also. I won’t get too into this because I don’t want to get distracted with technical details. In a few words: tweet backlinks don’t carry any "Page Rank" but they do pass a little bit of "Domain Authority" and aid the search engines in detecting and indexing new pages.
Now I have made a good living doing professional accounting website design for many years, so what I’m about to say may give the impression of being self-defeating at first blush. It isn’t however. I design my sites with this marketing paradigm in mind. An effective CPA website is designed to be a networking tool.
Why?
The smartest, most discerning, most successful business owners don’t, commonly, pick their accountant willy-nilly from Google searches or the local phone directory. The best prospects select their CPA by networking. They reach out to you because someone they know and respect endorsed you. Sites like Twitter and Facebook are a material online evolution of traditional network marketing, and as such, deserve profound respect as marketing tools.
Ask Yourself Three Questions
- Where do most of your new clients come from?
- How do you know that your clients are happy?
- How can you effectively cross-sell services to your clients?
For most of us the answer to the first question is, “Most of my new clients are referrals.†Recommendations make up the bulk of new business for almost all professionals, not just accountants. Some people, however, find it awkward or overly forward (some even say ‘unethical’) to ask their clients outright for referrals. A survey built into your CPA website design can be a simple, non-pushy but effective method for gaining leads from clients.
Identifying happy clients is usually much easier than identifying unhappy ones. Clients, for example, will only refer your services or invite you to birthday parties if they’re happy with you. These clients can provide us with valuable information, though – you need to know what you’re doing right so that you can keep on doing it.
Unfortunately, many unhappy clients won’t tell you until it’s too late to fix the problem. A survey gives them a way to tell you what you need to improve in time to fix the problem!
Finally, a vital source of business is cross-selling new services to existing clients. But again, how can you go about effective cross-selling without being pushy?
A survey can be a very simple, cost-effective solution for all of these problems. A quick and easy client survey allows you to gauge the satisfaction of your clients, nip potential problems in the bud, cross-sell services and gain hot leads.
Few firms regularly survey their clients, and even fewer get surveys right. Typical reasons given for avoiding surveys altogether include: “We won’t learn anything we don’t already knowâ€; and “We’re too busy serving clients to survey themâ€.
Behind these excuses lies a dangerous attitude: “We’re worried that we’ll hear something we don’t want to hear.â€
Designing Your Survey
Even when firms do survey, the questionnaires are often too long, too complicated, and produce results that don’t really lead to any obvious conclusions or actions.
Avoids these traps. Keep it down to a few well chosen questions so clients are more likely to take the time to complete it.
Carefully word the questions to get straight to the heart of the matter and at the same time make them general enough that the client can say what he wants to say. A good survey will provide you with precisely the information you need to decide on effective follow-up actions.
Example
The Questions
- Can you suggest any ways that we can improve our service to you?
- Our mission is to help you achieve success on your terms. To what extent have we helped you do this in the past year?
- We are here to help you achieve your personal and business objectives. Where do you want to be this time next year?
- What would it mean to you to achieve these goals?
- What more can we do to help you in the next year?
- Is there anyone you know that you feel would benefit from our expertise? If so, you may wish to use the space to provide contact information. We always appreciate your referrals!
What the answers can tell us
- This question gives clients an opportunity to express dissatisfaction, but forces them to do so in a way that gives you constructive feedback and an opportunity to fix the problem.
- This is a chance for the client to give you positive feedback, but it requires them to be specific, enabling you to identify areas where things are really working well. If this client appreciates a particular service, so will others.
- Questions 3, 4, and 5 are all about positioning yourself as a trusted adviser. This question will help you identify your clients goals and judge the feasibility of your clients expectations.
- This will help you understand your client. There are very few “selling points” (things that people really want). This question might help you identify what selling points are most important to your client. Does he want power? Security? Status? Acceptance? Is he just looking for a good time? This question often provides us with insight as to what this clients best selling point is.
- These answers allow you to further identify the right services to cross-sell. The answers will give you an ice-breaker when calling the client: “I noticed that in our survey you said you wanted to cut down on the time you spend on routine admin work. Did you know that we can help?â€
- This is a great, non-pushy way to gain strong leads, since it forces the client to think about specific contacts.
Adding the Survey to your Accounting Website
Every CPA Website Design provider is different. If you are already one of our clients adding a survey to your accounting website is free, and getting started is easy using our Customizable Online Feedback Forms. If you are a Gold or Platinum client just type up your questions and send them to support@cpasitesolutions.com and ask us to set you up with a Customer Satisfaction Survey page. If you are a silver client just log into your portal and click “Modify Your Site”. Go to “Add Page”. Select “Form Page”. Click next. You can rename the page and position it on the Nav Bar normally. To modify the form itself, just click on it.
If you have your website through a different CPA Web Design firm you will need to contact them to determine availability and cost for your online survey.