5 tips and tricks to make the most of accounting website templates and resources

Website design

5 tips and tricks to make the most of accounting website templates and resources

Whether you're a CPA or bookkeeper, This post will look at five tips and tricks you can use to ensure you get a website design that attracts leads.

November 23 · 10 min read

Are you searching for useful tricks and tips to grow your accounting practice? Your website is your number one source of lead generation, and your customer’s first impression of your site counts in eCommerce.

Research from Google shows visitors to your website take less than 10-seconds to decide if they like what they see. If they find your site’s design and navigation cumbersome, they’ll bounce back to the search results.

The bottom line is; if you don’t have a functional site with an eye-catching design – you’re leaving money on the table. If you do the hard work with attracting traffic to your site, you want to maximize every opportunity you get to convert that traffic into a customer.

Your accounting web template is the cornerstone of your website design. If you have an attractive and functional template, it goes a long way to improving your site’s user experience. More than 70% of professional accountants, bookkeeping services, and accounting firms believe that their website helps attract new business.

Whether you’re a CPA or bookkeeper, This post will look at five tips and tricks you can use to ensure you get a website design that attracts leads.

1. Survey customers for their opinion

When selecting your accounting web template, you have plenty of options. If you’re using a WordPress CMS, you have thousands of templates available to you in the WordPress theme store. Navigate your way around to find a template you like; there are categories for every niche imaginable.

If you’re looking to bootstrap your business, an affordable template costs you around $60. Some pricing goes up to $150 or more, depending on the functionality on offer. Your template needs to offer a multipurpose balance between attractive design, functional use, and easy navigation.

How do you know which template to choose?

The best way to find your ideal template – is to ask your customers. Your customers will need an incentive to give you feedback on a testing campaign, or you’re likely to lose their business if you start spam emailing asking for impressions on your website design.

Put together an email with screenshots of a few home page designs you like. Ask your customers for feedback, and incentivize them with a freebie, like a complimentary e-book designed to show them how to calculate their tax return.

Plan your survey campaign in a software tool like SurveyMonkey, and send it out to your existing customer base for feedback – the results might surprise you. Some customers might tell you they don’t like design elements, while others criticize functions of the site you might think are useful.

Take all your feedback into consideration when making your decision on your accounting web template.

2. Optimize your template design

After you settle on the right accounting web template for your site, you need to look at SEO for your homepage and landing pages. SEO is the practice of optimizing your template and your site’s components to help you rank higher in SERP, Google’s search engine results page.

Ranking in search means that more prospects see you in the first page results, increasing traffic to your site. That’s the entire purpose of having a website – to drive traffic and convert them into leads for your business.

Here are a few strategies you can use to optimize your template and site for search.

**Keyword research **

Keyword research is a vital task for online marketing. Understanding the keywords your prospects are searching for online is the first step to formulating your SEO and content strategy.

When reviewing your accounting company keywords, you’ll find it useless to rank for keywords like “best accounting service” unless you have a huge budget.

Instead, you’ll need to focus on long-tail keywords with a location twist. For example, “best accounting service in Dallas near me.” These keywords have less competition, allowing you to dominate your niche faster than using the top keywords.

On-page SEO

On-page SEO refers to what the search bots see on your page. Take your keywords, and insert them into the content on your home page and landing pages.

However, keywords are not the only consideration for your on-page SEO strategy. Remove all duplicate links and pages from your site, and optimize internal links, headlines, URLs, page titles, and meta tags or descriptions.

Web page content Make sure you start a blog on your site and populate it with keywords to improve your search ranking results. Start reaching out to other authority sites, and ask them if you can write a guest post in exchange for a link.

3. Look for mobile compatibility

According to traffic research, more than 50% of all website traffic occurs on mobile devices. As we progress into the digital age, we can expect that figure to keep rising. Mobile devices changed our communications and the way we interact with each other.

You need your accounting web template optimized for mobile, or you’re missing out on leads. Research from Google shows that over 60% of users won’t return to a site that isn’t mobile-friendly. That should impress on you the importance of mobile compatibility in your website design. You need a template that’s compatible across all platforms and devices, with responsive design, smooth navigation, and fast loading times.

Many sites lag on performance, relying on shared hosting for the site. However, shared hosting can decrease page speed, making your site slow. Choose a hosting package to match your traffic, and migrate to a better hosting solution as your business expands.

Failing to include mobile compatibility on your site can damage your search ranking. Google places a priority on mobile-optimized sites, and if you don’t have a mobile responsive accounting web template, you’re going to show up lower in search results.

4. Choose easy navigation

Your accounting web template needs to give your prospects a user-friendly experience navigating your site. Sites that appear complicated, with too many design functions, might intimidate new users.

Look for designs that create a clean, streamlined look to your pages. Stick to fonts that are easy to read, and don’t add too much content to your home page. Remember to look for templates offering plugins for lead magnets and other marketing tools. However, don’t clutter the design and ruin the navigation experience for the prospect.

Make sure your site offers easy navigation, with intuitive design and responsive pages. If your site appears confusing or the navigation tabs don’t work, traffic will leave. That creates another problem for your online marketing efforts.

Google tracks how much time people spend on your site. If they arrive, stay for a few seconds, become frustrated, and leave – Google takes that as a negative, and they start pushing you down the search rankings. The lower your bounce rate and the higher the dwell time on your site, the more Google moves you up in search rankings.

Make sure you have your page tabs visible on the top of the webpage, so they face the prospect’s front-and-center. Include page tabs for the following.

  • Homepage
  • About Us
  • Contact Us
  • Blog

The rest of your home page and landing pages need to feature content-rich CTAs and information that adds value to the client’s experience on the site. Scrolling accounting web templates are a great way to present your site and your value offer.

5. Remember Your CTAs

A Call-to-Action (CTA) is your key conversion tool in online marketing. A CTA needs to entice your prospect to take action on your offer and click the button. If your CTAs aren’t engaging, then people will have no interest in your offer, regardless of how good you think it is.

Your CTA buttons need to contain short, effective tag-lines asking your prospect to take action on your contact form and lead magnets. “Click for a Personal Tax Assessment” is a good example of an effective CTA. Spend some time researching top CTAs on competitor sites, and add them to your accounting web template.

In closing – consider professional design assistance

Creating an attractive website design sets the tone for the success of your online accountancy business. As you can see, there’s plenty to learn about business website management and web design components, like HTML, and how to use it to your advantage. We realize accounting professionals are busy people, and you don’t have the time to spend hours fixating on your web design.

If that’s the case, then why not consider hiring a professional design consultancy? Working with professionals takes the responsibility out of your hands. Experts build hundreds of sites every year, and they have extensive experience in building accounting web templates that draw in more traffic to your site.

Sure, you might have to accommodate the expense for a business WordPress theme in your marketing budget, but it’s worth the money. With a fully-functional template designed with mobile compatibility in mind and optimized for search, you’ll make back your investment tenfold in the first year – at least.

Traffic and lead generation are critical components of internet marketing for any business. Your web design and template create the backbone of your internet marketing efforts. It also forms the foundation of your online brand. Don’t take the amateur approach – rely on professionals with solid customer testimonials for assistance.

If you need help with website design or redesign, B12 is the AI website builder you can trust. B12 is more than a web design platform; we offer features and guidance aimed to elevate your firm’s marketing, content marketing, SEO, and more. B12 also offers built-in tools like SEO, email marketing, online scheduling, and more. We don’t rely on tired templates or basic landing pages; instead, we offer high-quality themes that are easily customized to fit your branding and identity.

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