Digital strategy consulting for accountants and tax advisors
Websites for accountants, tax advisors and tax firms
In the accountants and tax advisors industry, digital strategy consulting isn't a stylistic exercise: it's the tool that solves the real problems of your vertical. Here you'll find how we apply it specifically, what you take away, and how much it costs to get started.
The problems we see every time in the accountants and tax advisors industry
If at least one of these sounds familiar, digital strategy consulting is the right lever.
The concrete results
- An objective audit of your current digital presence (website, SEO, ads, social)
- Goals translated into measurable KPIs with a dedicated dashboard
- A 6- and 12-month roadmap with priorities, budget, and owners
- An integrated cross-channel editorial plan (website, blog, social, email)
- Monthly review on real data, not on gut feeling
- A third-party perspective that brings order across your existing agencies and suppliers
The features you simply can't go without
We include them by default on every digital strategy consulting project for the accountants and tax advisors industry.
- Segmented services (SMEs, professionals, e-commerce, flat-rate scheme, associations)
- Tax blog with deadlines and regulatory updates
- Secure client area with encrypted document upload
- Consultation form with pre-qualification (company size, scheme, problem)
- Online calculators (flat-rate scheme, VAT number, cost of an employee) as a lead magnet
- Integration with firm management software (TeamSystem, Zucchetti, Profis, Osra)
- Accountant profiles with ODCEC registration and specialisations
- Monthly compliance newsletter with Mailchimp/Brevo
What we work with
We choose the stack on a case-by-case basis, not by personal preference.
- Google Search Console
- Google Analytics 4
- Looker Studio
- Ahrefs / SEMrush
- Microsoft Clarity
- Notion / Google Workspace (deliverables)
- Miro (workshop)
Where it starts
VAT excluded
The exact price depends on the scale of the project (pages, languages, integrations). For a typical accountants and tax advisors business, our dedicated package is the simplest route.
ODCEC Code of Conduct (truthful, non-comparative, non-suggestive information). Registration with the Order of Chartered Accountants and Accounting Experts is mandatory and must be displayed. Professional liability insurance under art. 5 D.P.R. 137/2012. GDPR for clients' tax data (contractual legal basis + legal obligation). Anti-money-laundering obligations under Legislative Decree 231/2007 (they don't affect the website but do affect the client workflow).
Frequently asked questions
digital strategy consulting for a accountants and tax advisors: how long does a project typically take?
It depends on the scale, but for most cases we're talking about 2-4 weeks from sign-off to going live, content included. For complex cases (many languages, integrations with industry software) it can take 6-8 weeks.
Can I start even if I don't have all my content (text, photos) ready?
Yes. We offer copy support and image selection as a separate package, or we proceed with placeholders and swap them in along the way. The important thing is to nail the positioning before the design phase.
Can I update the site on my own after delivery?
Yes. We deliver with a simple editorial panel (organised by content type) and 2 hours of training included. For structural changes (new sections, new templates) we step in.
Does the site comply with accountants and tax advisors industry regulations?
Yes. For this industry we take into account: ODCEC Code of Conduct (truthful, non-comparative, non-suggestive information). Registration with the Order of Chartered Accountants and Accounting Experts is mandatory and must be displayed. Professional liability insurance under art. 5 D.P.R. 137/2012. GDPR for clients' tax data (contractual legal basis + legal obligation). Anti-money-laundering obligations under Legislative Decree 231/2007 (they don't affect the website but do affect the client workflow). We always start from compliance, we don't add it afterwards.
Why does a accountants and tax advisors project cost more than a generic site?
The accountants and tax advisors industry requires specific features, regulatory compliance and an architecture that works for its audience. What's optional on a generic site is included by default here — and it's cheaper to do it right from the start than to fix it later.
What's the difference between the one-off audit and the monthly fee?
The one-off audit (€1,490) is a snapshot: we hand you the strategy and roadmap, then it's up to you to execute it with your team or your agencies. It suits you if you already have the execution resources and just need the strategic direction. The monthly fee (€690-1,990) is ongoing support: every month we review the data, adjust priorities, and support operational decisions. It suits you if you want someone sitting beside you strategically over the medium term, a kind of fractional digital CMO.
Do you have a sector you specialise in?
We work very well with Italian SMEs in B2B services (professional firms, consulting, training, industrial B2B), tourism (hotels/B&Bs), and specialist e-commerce (fashion, food, furniture). Less so with large multinational retail or early-stage startups pre-product-market-fit, where different profiles are needed. In the initial discovery call we work out whether we're the right consultants for your case: if we're not, we tell you and suggest alternatives.
Do you work with the agencies/suppliers I already have?
Yes, it's one of the most common situations. We don't come to replace your SEO person or your ads manager: we come to coordinate, bring order, set shared KPIs and clear priorities. Your good suppliers become more effective because they work inside a coherent plan; the ones that aren't working surface from the data and you replace them with full understanding. The relationship with your suppliers improves because there's direction.
What does the strategy document contain?
An objective audit (current presence, traffic, leads, rankings, competitor benchmark), target analysis (who buys, what they search for, where they search), per-channel strategy (SEO, ads, social, email, digital PR: where to invest and how much), a phased 6-12 month roadmap with priorities and budget, KPIs and a monitoring dashboard, and an integrated editorial plan. A 50-80 page PDF plus a shared Looker Studio dashboard. All operational, no motivational slides.
How much budget would I need to implement it?
It varies, and defining it is part of the consulting. Typical ranges for an Italian SME: €1,500-5,000/month of media budget (ads), €1,000-3,000/month of management fees (SEO/ads/social/content), a one-off €5-15k for core assets (website, brand, initial editorial plan). In the strategy plan we tell you a realistic budget per goal, not inflated figures: if your goals require more budget than you have, we tell you before you sign anything.
Can I try you out without a long commitment?
Yes. The initial discovery call is free and lasts 45-60 minutes: we understand what you do, what you're looking for, whether we're aligned. If we proceed with the one-off audit at €1,490, it's a closed engagement with no fees. If we proceed with the monthly fee, the minimum commitment is 3 renewable months (not 12), precisely so as not to tie you in if the fit doesn't work. Cancellation with 30 days' notice after the first 3 months.
Ready for digital strategy consulting in your accountants and tax advisors?
Tell us in 3 lines what you need. We reply within 24 working hours with a concrete proposal and transparent prices.
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