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6 1/2 Golden Rules For Your Accounting Web Site

 

6.5rules

Every web site has to contain a specific message, a reason for users to visit. What could make your accounting website different to the next? The design, clear message, ability to be found or perhaps a webapp your clients could use? We studied several hundred web sites of accounting companies and analyzed few key quiddities we found. Here are then six and a half simple rules to follow when designing a web site for an accounting company.

 

1 Which accounting services you provide?

Most accounting sites have a list of services they provide. From visitors perspective, our guess is that majority of people unfamiliar with accounting specific terms have to guess if your accounting firm is a good fit for them. The list of services is good, however, a prominently exposed list accompanied with a brief description would provide much richer experience. Moreover, it will help drive traffic to your web site from search engines.

 

2 Who´s working for you?

Visitors like to know who you are, watch pictures of your employees. A trustworthy relationship between bookkeepers and entrepreneurs is important for keeping trade secrets and other sensitive information for leaking, hence make sure to include a section which gives even a brief overview of your staff. A mini biography on each staff member adds some personal touch and establishes necessary credibility of your firm to prospective new clients.

 

3 Educate your clients

Tax Offices usually release new rulings on issues relating to taxation legislation regularly. Most likely your clients don’t understand these as well as you do. They are waiting your professional opinion on the matter and how it could impact or benefit them - an opportunity for a newsletter content and publishing it on your web site. Strenghten your relationship with your clients.

3,5 Checklists 

Another useful tool for clients and even prospective clients is providing a collection of simple yet essential checklists or guides they can use for particular tasks. Smart companies use their website as a passive customer help tool, why don’t you?

 

4 Arm your company’s site with an online application

Leverage technology because it is now more accessible than ever. There are so many ways to create something innovatively useful for your clients and drive traffic to your site. It can be an essential tool, calculator, interaction model or whatever people find handy. Think what could add value to your service, differentiate you from others while reducing your workload. 

Software is moving to the web and it is now possible to make applications much simpler to use and to live with. Find great design companies to collaborate with business development. You rarely need an IT guy in your company these days. For easy maintenance of your site, ask for an easy content management system with no need for a HTML programming knowledge.

 

5 Write well and be elegant in style

Remember, driving traffic to your site is not an easy task. Take that extra effort - provide good content, explain balance sheets, profit and loss statements etc. Keep it simple, clean. People will find it sooner or later and link to it. 

If your site’s appearance looks like out from the 90’s then change it. It feels like stepping into an untidy office. Visual appeal accompanied with easy navigation can make or brake the good first impression. And you can only leave the first impression once.

 

6 Career possibilities

Every company would like to attract the brightest heads. In a competitive recruitment market your presence in the web should be used wisely. University graduates are scanning your web site and make their inital decision based on emotions (or known brand name). 

In other industries we´ve found effective to include employee benefits, possibilities for professional development and training. Moreover, consider the social aspects of working for your firm. Photos of your office evoke positive emotions. To eliminate confusion, you may also like to have a positions available section.

 

Conclusion

So, there were six and a half golder rules for creating a better user experience for clients of accounting companies. Human computer interaction has indeed so many interesting facets and would be long journey to describe all of them. Therefore, we selected the ones that we find are crucial for engineering a remarkable online experience.

 

Well designed web site (or web application) adds credibility, hence creates better bottom line for your business. User experience design reduces excessive features which miss the needs of the user while incorporating business and marketing goals.

Downloadable PDF brochures
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Comments (8)

Mar 09, 2010
Brian O'Connell said...
This is a good start, but it's not going to quite that easy.

Obviously people need to know who you are, where you are, and what you do. I should hope that would go without saying.

Be careful about #3. Educating your clients doesn't mean boring them with the details. All your client cares about is "what's in it for me?". They don't care how hard it is or how clever we are for doing it. All they care about is how it benefits them and what they need to do to make it happen.

#5 can cause problems too. Don't write over your prospects heads. A lot of CPA websites make this mistake. They write content that's too smart. As a rule marketing copy works best when it's conversational and simple. Market research has shown conclusively that it's best not to write above a 6th grade level or so, even for high end items like yachts and professional services. When your copy is too smart it can frustrate the reader. Making the prospect feel bored or stupid isn't a good way to begin a relationship.

Mar 10, 2010
Cannedapps said...
Good feedback from a professional, thanks Brian!

True, concentrating too much on advice of educating clients could yield the opposite results. We believe a brief about news and what do they actually mean to entrepreneurs would be sufficient. An accounting company could act as sort of a filter here.

We are also on the same boat with your comment on advise #5. Most organizations write poorly, seems that it comes more like an afterthought. Avoiding jargon would probably be sound.

Mar 16, 2010
Tom Randskin said...
Your missing a couple of important bits, I think :)

- a way to get the visitor's email address whether it be through a newsletter sign-up form or a free e-book download you need to be able to gather that information to know who your visitors are. You can them add them to a regular - helpful - tax e-news and they will have your company in their mind next time they will need an accountant.

- with the buzz surrounding social media, a blog or link to a blog making your company look more approachable is also highly recommended. All the usual sharing and bookmarking buttons are off course mandatory.

Mar 22, 2010
Brian O'Connell said...
I think the Email link falls into the "goes without saying" category. Your website should include all your contact information.

Also, just as a side note... your best clients will still prefer to contact you by phone. You'll find your quality conversions will be a lot better if you avoid voice mail systems. An answering machine is better than voice mail by a long shot, and of course an actual person trumps both.

I do agree with the social networking links depending on the nature of your business, but don't do it unless you intend to follow through by participating in the social network you have badged on your site. It's all too easy for facebook to become the answering machine you never check!

Mar 22, 2010
Tom Randskin said...
Hi Brian,

By "email" I meant a "sign-up to something" form to entice people to leave their</e> email addresses :)

Mar 22, 2010
Brian O'Connell said...
Ahh, a form. Yes. I highly recommend that as well. Of course nobody is going to let you trap their Email unless you give them something in return. A good monthly Email Newsletter is a must. This not only gets you an email address, it also allows you stay in touch with them and keeps your brand in front of the prospect each month.

Other means of trapping email addresses could include password protecting some of your site content, or offering white papers.

Also, put a form at the bottom of all your service pages. They won't get used as often, but if a service strikes a chord with your prospect/client you want to make it as easy as possible for them to get in touch with you. Most will call, but some will prefer to send you an Email.

Jun 28, 2010
his is a good start, but it's not going to quite that easy.

Obviously people need to know who you are, where you are, and what you do. I should hope that would go without saying.

Be careful about #3. Educating your clients doesn't mean boring them with the details. All your client cares about is "what's in it for me?". They don't care how hard it is or how clever we are for doing it. All they care about is how it benefits them and what they need to do to make it happen.

Jun 28, 2010
Brian O'Connell said...
I couldn't have said it any better myself. Oh, wait... I DID say it that way. :-/ Attaway to pretend you read the post Nofax.

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