CPA Site Solutions, Inc.

CPA Site Solutions, Inc. is a provider of digital marketing and website design services specifically for accounting firms, enhancing their online presence and client engagement through tailored solutions. CPA Site Solutions, Inc. specializes in digital marketing services for accounting and financial professionals.

The company was founded in 1999 in Colchester, US. In July 2013, CPA Site Solutions merged with ProSites, Inc. , a portfolio company of Riverside Company. The founders of the company are Brian O’Connell and Kathy O’Connell, with Dave Rutan serving as the current CEO.

CPA Site Solutions specializes in providing comprehensive digital marketing and website design services tailored specifically for accounting firms and professionals. Their core offerings include custom website development, search engine optimization (SEO), pay-per-click advertising, and social media management. By utilizing rich, relevant content and mobile-first designs, the company aims to enhance brand visibility, attract new clients, and improve client engagement. The solutions are designed to address common challenges faced by accounting firms, such as increasing referrals and managing online reputations.

The customer base primarily comprises accounting and financial professionals across various geographical markets, including the United States and Canada, among others. The revenue model for CPA Site Solutions is based on subscription services, where clients pay a monthly fee for access to a suite of digital marketing tools and website management features. Pricing plans typically start at approximately USD 76. 00 per month, which includes a professional website designed specifically for accounting firms, alongside additional marketing services such as SEO and automated appointment reminders.

The company’s transactions are structured as B2B partnerships, where firms subscribe to multiple services to enhance their online presence and operational efficiency. Clients often experience measurable returns on their investments, with some reporting an ROI exceeding 300% from the services provided, ultimately supporting the growth and sustainability of their practices. Following the merger with ProSites, Inc. , CPA Site Solutions is focused on enhancing its service offerings and expanding its market reach.

The company is currently in the process of developing new digital marketing tools aimed specifically at improving client engagement for accounting firms, with planned releases expected in the next 12 months. CPA Site Solutions is targeting expansion into the Canadian market and is exploring further opportunities in Europe by 2024. The funding obtained from the merger will be utilized to support the development of these new products and to drive marketing efforts in the targeted new regions.