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Professional Services — LeadMax 24/7

LeadMax for Accounting & Tax Services

A professional website that establishes your expertise and generates qualified client inquiries year-round.

Why It Matters

Why accounting firms need strong online presence

Clients research CPAs and tax professionals extensively before engaging
Trust and credentials are essential for handling financial matters
Tax season creates concentrated demand you need to capture
Specializations attract higher-value clients who need specific expertise

What's at Stake

What's at risk without LeadMax

Common challenges

  • Your website doesn't reflect your professional expertise
  • Clients can't easily understand your service offerings
  • Tax season inquiries overwhelm your current intake process
  • Competing with larger firms that have more marketing resources

What we deliver

  • Professional presence that builds immediate trust
  • Clear service pages that attract ideal clients
  • Streamlined intake process for busy seasons
  • Year-round visibility beyond tax season

Deliverables

What we build for accounting firms

Service descriptions

Clear explanations of tax preparation, bookkeeping, audit, and advisory services.

Credentials display

CPA licenses, certifications, and professional memberships prominently featured.

Client intake forms

Structured forms to capture new client information and service needs.

Resource content

Tax tips, deadline reminders, and educational content that demonstrates expertise.

Our Process

From first call to launch and beyond

1

Discovery

We learn about your business, goals, and customers.

30 min call
2

Build

Custom LeadMax system tailored for your business.

2–4 weeks
3

Launch

Go live with analytics, tracking, and lead routing.

Launch + 30 days
4

Partnership

Monthly support, optimization, and Scoreboard reporting.

Ongoing

Tracking & measurement

Client inquiry tracking
Service page engagement
Seasonal traffic patterns
Form completion rates

Transparent Pricing

Choose your LeadMax tier

One-time setup + monthly hosting & support. No hidden fees, no long-term contracts.

LeadMax Website

Conversion-focused site + forms — capture leads from day one

$2,500$4,000 setup

$249–$399/mo

  • LeadMax conversion-first website template, mobile-first
  • Up to 5 core pages (Home, Services, About, Contact + 1 extra)
  • Conversion-focused layout: CTAs, trust sections, sticky call button on mobile
  • Web forms → Lead object + email routing
  • Basic Lead log (Sheet/dashboard)
2 weeks
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Most Popular

LeadMax 24/7 Core

Capture, route, and measure every lead — around the clock

$4,000$7,500 setup

$699/mo typical

  • Everything in LeadMax Website
  • AI chat assistant (24/7 lead capture)
  • Lead qualification flow (questions + contact capture)
  • SMS lead routing
  • CRM integration (Zapier/API webhook)
2–3 weeks
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LeadMax + SEO Growth

Everything in Core + local SEO, content, and conversion optimization

$7,500$12,500 setup

$1,250–$2,500/mo

  • Everything in LeadMax 24/7 Core
  • Local SEO foundation (service/location pages, internal linking)
  • Google Business Profile optimization help
  • Schema markup (LocalBusiness + Service + FAQ)
  • Content roadmap + ongoing pages (monthly plan)
3–4 weeks
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Questions & Answers

Frequently asked

We highlight your specializations, credentials, and approach — what makes your practice different from generic tax prep services.

Yes. We create seasonal content and CTAs to capture demand during peak periods.

We understand professional service requirements and can incorporate appropriate disclaimers and compliance language.

Still have questions?

Get in touch →

Ready to capture more accounting & tax services leads?

Talk to us about LeadMax for Professional Services. No pressure, no contracts — just a conversation about growing your business.

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