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AI-Powered Websites for Financial Advisors and Accounting Firms

You manage millions. Your website looks like a side hustle. 88% of prospects research you online before scheduling a meeting. 62% eliminate you based on what they find.

Get Your Free Website Audit

Your Expertise Is Invisible Online

Your Website Doesn't Generate Leads

72% of independent advisors report fewer than 5 qualified leads per year from their website.

Prospects Compare You to Merrill Lynch

57% of high-net-worth prospects say website quality influenced their advisor selection. Your Squarespace template makes you look like a one-person operation.

Hours Wasted on Unqualified Calls

5-10 hours per week on discovery calls with prospects below your minimums. A content-rich website with clear positioning pre-qualifies before they dial.

Compliance Froze Your Website in 2022

The SEC Marketing Rule expanded what you can do, but most advisors haven't updated their sites.

Tax Season Buries Your Website (CPAs)

You think about fixing it in May. Get distracted in June. By November, you're back in tax prep. There is never a "good time."

Referrals Leak (CPAs)

85% of new CPA clients come through referrals. But 71% of those referrals Google you before calling.

Pre-Qualify Prospects Before They Ever Pick Up the Phone

  • 50+ pages of educational content covering retirement planning, investment management, tax strategies, estate planning, and every niche you serve.
  • Clear positioning pages that signal your ideal client: minimums, service model, fee structure, philosophy.
  • SEC Marketing Rule compliant. No promissory language. No performance guarantees. Proper disclaimers. ADV Part 2A linked. Testimonial disclosures auto-included.
  • For CPAs and Accountants: Service-specific pages for individual tax, business tax, bookkeeping, payroll, IRS representation, advisory.
  • Year-round client acquisition. Content that ranks in July, not just January.

Your Billable Rate Proves the ROI

Advisors: One new client at $200K AUM = ~$2,000/year in fees. SiteNerd Launch tier = $1,788/year. One client. That's breakeven. Two clients and you've doubled your return.

At $300/hour, every unqualified discovery call costs $150-$300. If SiteNerd's pre-qualification saves you 2 hours/week, that's $15,000-$30,000/year in recovered time.

CPAs: Your billable rate: $150-$400/hour. SiteNerd needs 15 minutes of your time. One new tax return client: $300-$1,500. One monthly bookkeeping client: $2,400-$6,000/year. SiteNerd pays for itself in the first quarter.

What Your Prospects Are Doing Right Now

  • •88% of affluent investors research advisors online before scheduling
  • •62% eliminate an advisor based on poor website experience
  • •71% of consumers research professionals online even after a personal referral
  • •Firms with 30+ pages generate 3.4x more organic leads

Less Than One Billable Hour Per Month

No contract. No 12-month lock-in.

15 minutes of your time. Not the 10-40 hours agencies typically require.

Live in under 3 hours. Compliance review is on your timeline, not ours.

Your firm is worth more than a template site suggests. Let your website match your expertise.

Get Your Free Website Audit

See how prospects see you online right now. We'll show you the gaps, and what a 50+ page site built for your firm looks like.

Get Your Free Website Audit