What CPA Site Solutions does

CPA Site Solutions is a privately held, US-based software and services company founded in 2009 and headquartered in Colchester, Vermont. It builds and operates an all-in-one website design, hosting, and digital marketing platform exclusively for accounting and financial services professionals — primarily CPAs, accounting firms, bookkeepers, enrolled agents, financial advisors, and tax specialists across the United States and Canada. The platform bundles 250+ mobile-first responsive website templates with a deep vertical content library (1,000+ FAQs, 58 financial calculators, tax planning guides) and productivity tooling, including a Secure Firm Portal with GLBA/SOX-aware compliance features and an OfficeMojo automated appointment reminder module.

The company monetizes through tiered monthly subscriptions with no contracts and no upfront fees. Base website packages start at $76/month (Silver/Gold/Platinum tiers), with higher-margin add-on services layered on top: SEO services priced $349–$1,099/month plus a custom enterprise tier under 12-month contracts; reputation monitoring at $99 setup + $39.99/month; AI Chat with tiered session volumes; OfficeMojo; and a premium Diamond package that bundles multiple features. Distribution is hybrid — a self-serve 60-day free trial funnels prospects into a month-to-month conversion model, while inside sales (phone at 800-896-4500) and the Accountant Finder directory listing (reaching 80%+ of US Internet users) provide assisted conversion paths. Customer base is reported at 10,000+ accounting firms, all SMB-sized, with testimonials such as Fahmia Inc, Clark Rasmussen Taylor CPAs, and KCH Business Solutions citing 20–40% annual business growth attributed to the platform's website and SEO capabilities.

Name

CPA Site Solutions

Legal name

CPA Site Solutions

Website

https://cpasitesolutions.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

51–100 employees

Short description

CPA Site Solutions is a privately held vertical SaaS company that provides website design, hosting, SEO, and digital marketing services exclusively to accounting and financial services professionals, serving over 10,000 CPA firms, bookkeepers, and tax practitioners across the US and Canada on subscription plans starting at $76 per month.

Ownership category

akta.pro rank

Headquarters

HQ city

Colchester

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Website Design and Hosting Subscriptions: Monthly subscription fees for website packages including design, hosting, and core features. Four plan levels (Silver, Gold, Platinum) with different feature sets. Starting at $76/month for basic package.
2. SEO Services: Monthly recurring fees for search engine optimization services with 12-month contracts. Five tiers from Starter ($349/mo) to Custom pricing.
3. Reputation Monitoring: $99 setup fee plus $39.99/month for reputation monitoring and review management. Included free with Diamond package.
4. AI Chat Add-on: Optional add-on service with tiered pricing based on session volume (Starter: 50 sessions/month, Growth: 100 sessions/month, Scale: 1,000 sessions/month).
5. Premium Content: Additional fees for premium content bundles including Emerging Tax & Regulation Alerts and Federal Tax Posts, with discounts for bundled purchases.
6. Marketing Services: Additional marketing services including PPC advertising, Facebook Ads, Social Media Management, and Link Building available as add-ons.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels10 records

Core offering

CPA Site Solutions sells a subscription-based website design, hosting, and digital marketing platform purpose-built for accounting professionals. The core product bundles 250+ mobile-first responsive website templates, hosting, content management, and integrated marketing modules (SEO, AI Chat, Secure Firm Portal, OfficeMojo reminders, reputation monitoring, and email newsletters). The offering targets CPA firms, bookkeepers, enrolled agents, tax specialists, financial advisors, and payroll professionals across the US and Canada, priced from $76/month on a month-to-month basis with no contracts.

Product overview

CPA Site Solutions operates as a comprehensive website and marketing platform for accounting professionals, offering a modular architecture built around a core website platform with numerous integrated add-on services. The core platform provides over 250 mobile-first responsive website designs, content management, and hosting, while the product suite is augmented by specialized modules including Live! Dashboard (analytics hub), AI Chat (autonomous chatbot), Secure Firm Portal (document exchange), OfficeMojo (appointment reminders), and Reputation Monitoring. Marketing services encompass SEO, Link Building, Facebook Ads, Social Media Management, and Email Newsletter Marketing. Content offerings include the Website Content Package, Emerging Tax & Regulation Alerts, and Federal Tax Posts. The Diamond Package serves as a premium tier bundling multiple premium features. Pricing starts at $76/month for the basic website package, with SEO services ranging from $349/month (Starter) to custom quotes (Enterprise).

Differentiator

Problem solved

Functional benefit

Brands

• OfficeMojo: Automated appointment reminder and client communications software for accounting and financial professionals
• Diamond

Products and services

• CPA Site Solutions Website Platform
• Live! Dashboard

Quantifiable outcome

• 300%+ ROI on SEO services, tracked and reported monthly
• +5 more outcomes

Named customers10 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration10 records

AI capability5 records

Feature8 records

Partnerships

Two partnerships are on record, tiered core.

• BluefincoreTechnology or IntegrationBluefin provides online bill pay services including credit card, debit card, ACH, and electronic check processing at competitive rates. Integrated directly into CPA Site Solutions websites to enable clients to pay accounting firms online.
• Accountant FindercoreGTM or Marketing PartnerDirectory listing service that reaches over 80% of US Internet users through major search engine advertising. Included as free premium listing with every CPA Site Solutions website package to help accounting firms gain visibility.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Scorpion: Direct competitor operating a vertical website-and-marketing platform for professional services firms (legal, home services, healthcare), with similar bundled SEO, paid ads, reputation, and client-communication products and a comparable inside-sales motion.
• FindLaw: Thomson Reuters-owned vertical website, SEO, and marketing platform exclusively serving law firms; the legal-services analog of CPA Site Solutions and the closest model match in terms of industry-specific content, directory distribution, and compliance positioning.
• PatientPop (Tebra): Vertical SaaS for healthcare practices providing websites, SEO, reputation management, appointment reminders, and patient communication — a near-identical product stack and customer-acquisition motion in a different professional-services vertical.

Emerging players

• LawLytics: Boutique vertical SaaS providing websites and marketing exclusively for lawyers; smaller scale than CPA Site Solutions but operating on an identical niche-vertical, content-led, compliance-aware playbook.
• Clio: Legal practice-management platform expanding into client intake, website, and marketing features (Clio Grow); analogous expansion pattern to what CPA Site Solutions could face from accounting practice-management suites.
• Canopy: Practice management suite for accounting firms that includes client portal, document management, and workflow tools; emerging adjacent platform that could expand into marketing and website features over time.

Broad incumbents

• Hibu: Established SMB digital-marketing provider offering websites, SEO, PPC, social, and reputation management across multiple verticals; competes with CPA Site Solutions in the SMB marketing layer but lacks the same depth of accounting-specific content.
• Marketing 360: SMB-focused all-in-one marketing platform offering website design, SEO, PPC, social media, and reputation management; comparable breadth of services but no accounting-vertical specialization.
• Wix: Generalist website builder rapidly adding AI-driven site creation, marketing tools, and SEO features at low price points; poses a commoditization threat to vertical specialists like CPA Site Solutions.
• Squarespace: Generalist website and commerce platform used by many solo and small professional-services firms; potential substitute if vertical differentiation narrows.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/cpasitesolutions
• LinkedInlinkedin.com/company/cpa-site-solutions
• Xx.com/cpasitesolution

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CPA Site Solutions