2019 Review of CPA Site Solutions (2024)

From the 2019 reviews of website building systems for accounting firms.

CPA Site Solutions offers website design specifically for accounting firms, and is well suited for firms of any size. CPA Site Solutions is a scalable application, with four plans available, with each plan offering a variety of features and functionality, with complete web design included in all plans.

CPA Site Solutions offers an excellent selection of web designs, with the Silver plan offering 69 standard web designs, while the Gold, Platinum, and Diamond plans offer 250 standard and premium website designs. All plans include responsive designs that are optimized for desktop computers, laptops, network computers, and iOS and Android smartphones and tablets. CPA Site Solutions also offers up to 100 logos that can be used for any firm, or users can simply upload their own logo. There is no design fee charged for any site created, and there are no contracts necessary. For those interested in a custom design, the Diamond plan includes the use of an elite design, a custom color pallet, and personalized homepage, along with customized pages. Users can also opt to use their own web design, if desired.

CPA Site Solutions offers more than 250 website templates, with both standard and dynamic options. A completely customized homepage option is also available in the Gold, Platinum, and Diamond plans. Websites can also include up to 67 pages prefilled with relevant client content, with users able to add an unlimited number of custom pages to the site if desired. This ready-to-go process makes it simple to have a functioning website quickly, with the ability to add additional content at a later date.

CPA Site Solutions offers an excellent array of website content in all of its plans, including an automated monthly client newsletter, 3,000 + pages of financial and tax guides, business strategy articles, and 1,000 frequently asked questions and answers, with users able to choose what content they wish to include on their website. Also available are life event guides, more than 50 interactive financial calculators, and an investment strategies section. The product also includes numerous productivity tools, including a tax organizer, a firm portal for sharing confidential documents with clients and employees, the ability to accept online payments, and even the ability to add an online bookstore to the firm website.

CPA Site Solutions allows firms to use their own domain, point multiple domains to the website, and will handle domain name registration, transfer, and renewal services. Those that wish to edit their website can do so by simply logging into the Site Manager, where pages can be edited, hyperlinks entered, and Microsoft Word documents converted to HTML format for easy viewing. Users can also upload images to the Site Editor to use on the website. For those hesitant to make changes, the Site Manager Tutorial will take users step-by-step through the enter site editing process.

CPA Site Solutions offers excellent website optimization, with users able to view all website traffic statistics, add unique page titles, and use customizable search engine descriptions. All websites are indexed by popular search engines such as Google, Yahoo, and Bing, and users can add their own key words to increase site visibility. CPA Site Solutions also offers website add-ons such as search engine optimization (SEO), social media for accountants, reputation monitoring, and various pay-per-click options for accountants.

The Platinum and Diamond plans in CPA Site Solutions include a blog option; with users able to use WordPress to set up and run a blog from the website. Document storage is also offered in all plans, with the Diamond plan offering unlimited storage capability.

CPA Site Solutions offers a comprehensive Help Center, where users can access a variety of step-by-step instructions in a variety of categories such as Quick Start, Secure Firm Portal, Site Manager, and Newsletter/Email Marketing. The Gold, Platinum, and Diamond plans also offer unlimited toll-free support and live chat options, free site setup, and one-on-one website training.

CPA Site Solutions is one of the most comprehensive website building applications on the market today. Well-suited for firms of any size, there are a number of plans to choose from including Silver, which is priced at $62.50 per month, Gold, which is $83.50, Platinum, which is $109.50, and Diamond, which is $139.00 per month. Users pay on a monthly basis, with no long-term contract required. Those interested in CPA Site Solutions can visit their website to download a free, 60-day trial to give the product a test run.

2019 Rating 5 Stars

2019 Review of CPA Site Solutions (2024)

FAQs

Who is CPA Data Solutions? ›

CPA Data Solutions is a data management company specializing in business assistance to manage, manage and effectively analyze their data.

How much does a CPA compilation cost? ›

How much does a financial statement compilation cost? The cost of a financial statement compilation generally ranges from $750 to $2,500. Many CPAs will include the review at the time your taxes are prepared and roll the cost together.

How much does a review engagement cost? ›

Review Engagement - The range for this type of engagement is $2,000 to $15,000.

What is a CPA site? ›

CPA, most commonly known as cost-per-action, can also be referred to as cost per acquisition or pay per action. It means that brands only pay for their ads when those (who view it) complete the desired action.

What does CPA mean in data? ›

**Definition:**Cost Per Acquisition, or "CPA," is a marketing metric that measures the aggregate cost to acquire one paying customer on a campaign or channel level. CPA is a vital measurement of marketing success, generally distinguished from Cost of Acquiring Customer (CAC) by its granular application.

What type of organization is CPA? ›

Chartered Professional Accountants of Canada (CPA Canada) is one of the most influential accounting organizations in the world. Working with the provincial, territorial and Bermudian regulatory bodies, CPA Canada supports the profession and represents Canadian CPAs at the national and international levels.

What do most CPAs charge per hour? ›

On average, CPA hourly rates range from $150 to $400 or more. Experience and expertise play a significant role in determining rates, with CPAs with years of experience in tax planning, financial consulting, or audit services commanding higher rates.

What is the difference between CPA compiled and CPA reviewed? ›

A review consists of minimal testing of supplied information while a compilation is mainly dependent on provided facts and figures from management. Internal controls. An audit includes evaluating some of the Company's internal controls; reviews and compilations do not involve any testing. Hours to Complete the Work.

Can a non CPA prepare a compilation? ›

While both CPAs and non-CPAs can provide non-attest services, CPAs follow a more rigorous set of reporting standards. Some states consider compilation services to be non-assurance attest services that only CPAs can provide. Other states consider compilation services to be non-attest services that anyone can provide.

Is a review cheaper than an audit? ›

Audits are generally more expensive and resource-intensive than reviews. Unless an audit is required, or requested, by a third-party, regulatory agency, or stakeholder, a Review may be a great option to obtain comfort over the financial report without unnecessarily exhausting internal resources.

Who needs a review engagement? ›

A review engagement is preferred when the company's financial statements have already been prepared and certified to be accurate, and the company engages an external accountant to review the financial statements.

What is the difference between compilation engagement and review engagement? ›

A compilation engagement provides financial information in its raw form, while a review engagement provides limited assurance on the validity of the financial information included in the report.

What is the best CPA website? ›

CPA Networks
  • Perform[cb] (previously Clickbooth)
  • MaxBounty.
  • CrakRevenue.
  • ClickDealer.
  • CPAlead.
  • Admitad.
  • CPAMatica.
  • Toro Advertising.
Mar 4, 2024

What is the best site to find a CPA? ›

Check the IRS directory: The IRS maintains a robust database that taxpayers can use to find tax preparers near them, including CPAs. You can filter by location, last name and what kind of pro you want. Review online directories: Professional tax and accounting associations are great starting points for CPA research.

What is a good cost per acquisition? ›

A good CLTV:CPA benchmark, according to various marketing experts, is 3:1. If your ratio is 1:1 or close to it, your acquisition cost is more than it should be. But if it's higher than the benchmark, such as 4.5:1, you're likely not spending enough and might be losing opportunities to acquire and convert leads.

What does CPA stand for in cyber security? ›

Security Characteristics that product developers and purchasers can use to understand which security functions are being assessed by the test laboratories.

What does CPA stand for in digital? ›

CPA in digital marketing is an acronym for cost per acquisition or action. This cost refers to a business's ability to convert ads. More specifically, it's a fee a company pays whenever an ad results in a sale. In the case of cost per action, the company pays a fee when the ad results in an action taken by a customer.

What does AI CPA stand for? ›

The American Institute of Certified Public Accountants (AICPA) is the national professional organization for Certified Public Accountants (CPAs) in the United States.

Where is CPA Global headquarters? ›

Liberation House, Castle Street, Jersey

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