CPAs & Accounting Firms
Build trust with a brand that adds up.
We design websites and marketing strategies that position your firm as credible, approachable, and ready to serve clients year-round—not just during tax season.
THE PROBLEM
You’ve mastered the numbers but your digital presence doesn’t measure up.
Clients trust you with their most important financial decisions. But if your website looks outdated or generic or isn’t showing up in search results, you’re missing out on opportunities and giving prospects a reason to second-guess your credibility.
THE SOLUTION
A digital presence that builds trust before you even speak.
We offer a done-for-you subscription service that includes branding, website design, hosting, SEO, and content marketing tailored specifically for financial services professionals and firms. No templates. No tech overwhelm. Just strategy-backed solutions that work for your business
Custom Logo & Brand Design
We craft a professional brand identity including logo, fonts, and color palette that builds trust and reflects the credibility of your firm.
Secure Hosting & Website Maintenance
We keep your site fast, secure, backed up, and up-to-date so you never have to stress about tech issues again.
Content Marketing & Lead Generation
From SEO-optimized blog posts to integrated email platforms, we help you stay top of mind with valuable content that builds trust, boosts search rankings, and keeps your audience engaged.
Conversion-Focused Website Design
Your website is designed to look polished and professional while guiding visitors toward booking a call or becoming a client.
SEO Setup + Local Optimization
We optimize your site for search engines and local directories so your firm shows up when potential clients are searching for services like yours.
Strategy & Optimization Support
Through performance reviews, keyword planning, and conversion insights, we provide ongoing strategy to refine your digital presence and help your business grow month after month.
Our reviews
Real results. Happy clients.
"Haven & Hyperlink made us look like the firm we’ve always aspired to be."
“We had a website, but it didn’t reflect the quality of service we provide. The team completely rebranded our firm, gave us a modern, professional site, and made the process feel effortless. I’ve already referred two colleagues!”
Latoya H.
Partner, Equity Financial Group
"We’re finally getting leads from our website and they’re the right leads."
“Before working with Haven & Hyperlink, our online presence was nonexistent. Now we’ve got a cohesive brand, a site that ranks on Google, and monthly marketing that actually drives results. I don’t have to worry about any of it—it just gets done.”
Jason L.
Founder, Midtown Tax Advisory
"Professional, reliable, and incredibly easy to work with."
“I’ve hired designers before, but this was next level. The process was streamlined, communication was clear, and everything was delivered on time. Haven & Hyperlink made my life easier and my business look 10x better.”
David R.
CPA & Owner, Revenue Partners
Designed for firms that are ready to grow with clarity and confidence.
- Conversion-first website design that turns visitors into leads
- Website hosting, updates, and security taken care of
- On-brand design across every digital touchpoint
- Lead generation forms and email marketing integrations
- Done-for-you execution that saves time and eliminates guesswork
- Custom brand identity with clear messaging and polished visuals
- A team that understands professional service businesses
- SEO and blog content to boost search visibility
- Strategy-first support to guide your growth
- Scalable monthly plans that grow with your business
Our Work
See how these financial professionals leveled up with us
Revenue Partners
Outdated DIY website didn’t reflect the firm’s premium service → Full brand refresh + conversion-focused redesign.
+38% increase in consultation bookings in 60 days
"The easiest process I’ve ever experienced. We finally have a site that reflects who we are."
— David R., CPA & Owner
— David R., CPA & Owner
financial services
Equity Financial Group
No local search visibility or consistent online presence → New website, SEO setup, and branded marketing assets.
2X increase in organic website traffic within 3 months
"Clients are finding us on Google now. We’re not just getting more leads—we’re getting better ones."
— Latoya H., Partner
— Latoya H., Partner
financial services
Midtown Tax Advisory
Too busy to market the firm consistently → Full-service subscription including blog, email, and social content.
+47% growth in leads during tax season
"The monthly content is on-point and completely off my plate. I just focus on client work."
— Jason L., Founder
— Jason L., Founder
financial services
Simple, Predictable Pricing
One subscription for everything you need to grow
STARTING AT $150 PER MONTH
Flexible plans for every
stage of business
Perfect for service professionals that are done DIYing and ready for a brand and website that works even while you rest.
THE BEST RETURN ON INVESTMENT
One subscription for all your branding, website, and content needs.
We provide strategy-first website subscriptions that combine brand design, custom web development, and lead-generating content — all tailored for financial services professionals and firms. From SEO and blog writing to email platform integration and priority updates, we handle the tech and design so you can stay focused on running your firm.
HAVE QUESTIONS?
We have answers.
How long does it take to launch my website and brand?
We typically launch within 3–4 weeks, depending on your plan and how quickly we receive your content. Higher-tier plans may include more strategy and pages, which could take a little longer—but we keep you updated every step of the way.
Is there a contract or commitment?
Yes, there is a 12-month minimum commitment for all plans.
What if I already have a website?
No problem. We’ll build you a brand-new website from the ground up. Rather than migrating your existing site, we’ll redesign and rebuild it (better, of course) to match your goals and brand. And the best part? There’s no additional fee—it’s included in your subscription.
Is SEO included in your services?
Yes. Every plan includes on-page SEO essentials like keyword optimization, meta descriptions, and local SEO setup to help you rank in search engines. Higher-tier plans include blog content and deeper strategy.
Can you help me create a logo for my website?
Yes! Logo design is included in your monthly subscription. Whether you’re starting from scratch or refreshing an outdated brand, we’ll create a professional, custom logo that aligns with your business and looks great across your website and marketing materials.
Do I own my logo and website?
Yes! You will receive full rights to your brand assets and website. Everything we create is yours to keep even if you cancel in the future.
Can I upgrade or downgrade my plan later?
Yes, you can upgrade your plan at any time as your business grows and your needs expand. However, downgrading isn’t available since each plan is tied to the number of website pages and deliverables. Downgrading would require removing pages or scaling back features, which most clients prefer to avoid.
How do you handle communication and support?
You’ll have a dedicated client portal where you can submit requests, view timelines, and access files.
Ready to finally show up like the expert you are?
Book a demo and let us show you how financial services pros and firms like you are growing with Haven & Hyperlink. Or skip straight to the pricing if you’re ready to roll.
“I launched my new site and within days, I noticed a serious bump in interest. H&H made me look legit online like the expert my clients already know me to be in person.”
Andre Moore
CPA, Moore & Ledger