CpaDome™
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CAS & Outsourced Accounting deserves a website built for monthly accounting, controller, and payroll.

Client Accounting Services is the fastest-growing line in the profession. CpaDome™ builds CAS sites around packaged pricing, dashboard previews, and a clear path from bookkeeping to advisory.

How CAS clients actually search

CAS searches are higher intent, longer cycle, and built around a frustrated business owner.

CAS clients are usually founders or COOs who hit a ceiling: the books are behind, the bookkeeper quit, the QuickBooks file is a mess, or the CFO hire is too expensive. They search for a solution, not a service, and the firm that explains the solution clearly almost always wins.

"outsourced accounting firm"
"fractional controller services"
"monthly bookkeeping for small business"
"client accounting services CPA"
"outsourced CFO and accounting"
"QuickBooks cleanup and monthly close"

CAS is where modern CPA firms grow, and the website is where most of them lose the deal before the first call.

There are roughly 34.8 million U.S. small businesses, and most of them are running their own books, fighting QuickBooks, or stuck with a bookkeeper who doesn't talk to a CPA. CAS exists to fix that. The buyers aren't shopping for hourly tax help - they're shopping for a finance team they don't have to hire.

Most CAS websites still read like a 2015 tax-firm site. Generic services list, vague pricing, no proof that the firm actually runs a monthly close. Modern CAS buyers are the people who use Stripe, Brex, and Notion every day - the website has to look like it belongs in that stack, not next to it.

We design CAS sites around three things: packaged pricing tiers that make the recurring relationship obvious, dashboard and reporting previews that show what the buyer actually gets each month, and a clear progression from bookkeeping to controller to advisory. The site sells the retainer, the chat qualifies the fit, and the intake books the discovery call.

Custom Websites

A site that prices the retainer and previews the monthly close.

CAS websites should look like a finance product, not a service brochure. We build pricing tiers - bookkeeping, controller, fractional CFO - with what's included, who it's for, and what the deliverables look like. Nothing hides behind "contact us for a custom quote."

The reporting and dashboard previews are part of the homepage, because that's what the buyer is actually paying for: the visibility a finance team gives a growing business.

Tiered pricing pages - bookkeeping, controller, fractional CFO.

Real monthly close timeline and deliverable list per tier.

Dashboard and KPI previews on the homepage.

Custom WebsitesReporting & Insights

AI Intake (DomeChat™)

Qualifying CAS fit before the discovery call so it actually closes.

Most CAS discovery calls are wasted because the firm doesn't know if the lead has $5K/month of revenue or $5M. DomeChat™ qualifies the fit - revenue band, industry, current accounting stack, pain points - and routes the right ones into the right tier before anyone joins the Zoom.

Qualification flow - revenue band, accounting stack, current pain.

Tier matching - bookkeeping vs controller vs CFO.

Discovery-call booking that respects the partner's calendar.

DomeChat™Lead Management

Lead Management

Recurring engagements need recurring follow up, not a one shot proposal.

CAS sales cycles are 30 to 90 days. The firms that win are the ones that follow up consistently: checking in after the discovery call, sending the proposal at the right cadence, then nurturing the leads who say "not yet." We build that follow-up engine so the partner can stay billable.

Multi-touch CAS proposal cadence - email, SMS, calendar nudges.

Re-engagement flows for "call me in Q4" leads.

Pipeline view by tier so the partner can see what's actually closing.

Lead ManagementReporting & Insights

SEO & GEO Optimization

Ranking for the long tail searches CAS buyers actually run.

CAS SEO is mostly long-tail. "Outsourced controller for SaaS," "fractional CFO ecommerce," "monthly close for construction company" - the volume is small, but the intent is enormous. We rank you for the language your best client actually used the day they decided to call.

Tier-and-niche pages - controller for SaaS, CFO for ecommerce, etc.

Long-tail content built around the buyer's actual frustration.

GEO optimization so your firm appears in AI-assistant answers.

SEO & GEO OptimizationCustom Websites

Managed Newsletters

Newsletters that turn discovery calls into engagements three quarters later.

CAS clients rarely buy on the first call. We write monthly newsletters tuned for founders and finance leaders - close-the-month playbooks, KPI explainers, fundraising-readiness checklists - that keep your firm top of mind until the company is ready to switch.

Founder-focused monthly editions, not generic CPA content.

Tier-aware copy - bookkeeping audience vs CFO audience.

Quarterly campaign series tied to budgeting and fundraising cycles.

Managed NewslettersCustom Websites

Reporting & Insights

Tracking which channel produced the retainers, not just the leads.

A CAS retainer is worth 12 to 36 monthly engagements. We attribute every signed retainer to its source - SEO, referral, paid, partner - and report MRR, churn, and average tier so the firm can spend the next dollar where the last retainer came from.

Retainer-level attribution - first touch to first invoice.

MRR, churn, and average-tier reporting by channel.

Quarterly partner review with channel-level growth recommendations.

Reporting & InsightsSEO & GEO Optimization

The Difference Is In The Approach

Our products stay consistent. The implementation changes.

CpaDome™'s products stay the same across service lines: custom websites, DomeChat™, lead management, SEO and GEO, newsletters, and performance reporting. What changes is how those pieces are designed, structured, and prioritized for the type of firm using them.

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