Your Website Should Be Generating Leads, Not Just Sitting There.
Most accounting firm websites look fine. They have a services page, a bio page, a contact form that goes nowhere. They’re static billboards, and every month they sit there, they’re costing you revenue you’re not seeing.
60-day delivery at +25% on any tier.
Static websites cost you revenue you’re not seeing. The Intake Engine changes that.
A Website That Works as a Full-Time Inbound Employee
The Intake Engine is a fully custom WordPress website, built to your brand, wired directly into the business systems you’re already running. We design it, build it, integrate it, and hand it off with documentation, in 90 days.
Your site doesn’t just look professional. It captures leads, qualifies prospects, routes high-intent leads to direct booking, and creates records in your CRM or ERP automatically, without manual data entry.
You supply the content and visuals. We build, integrate, and optimize.
- Captures leads through optimized forms and conversion flows
- Qualifies prospects based on the intake questions you define
- Routes high-intent leads to direct booking and lower-intent leads to a nurture track
- Creates client or project records in your CRM or ERP automatically
- No manual follow-up. No data entry. No leads slipping through the cracks during busy season.
Three Tiers. Fixed Scope. No Surprises.
No ambiguous deliverables. No billing surprises. Clear milestones from day one.
For CPA firms that need a professionally built, fully custom site that captures and routes leads directly into their existing CRM.
- Fully custom WordPress design and build
- Up to 15 pages (additional pages at hourly rate)
- Copy editing for SEO and AEO
- Lead capture forms, CTAs, and conversion flow
- HubSpot CRM or Salesforce integration
- Routing logic, notifications, and pipeline triggers
- Testing, QA, and handoff documentation
For firms that want to go beyond lead capture and turn the site into the starting point of the client engagement itself.
- Everything in Core
- Lead qualification layer with conditional logic and scoring
- High-intent leads route to booking, lower-intent to nurture
- Automatic client/project record creation in Sage Intacct or Oracle NetSuite
- Advanced workflow triggers based on qualification outcome
- Eliminates manual data entry at the start of every engagement
For firms that want the full Pro build plus a standing relationship with R Creative to keep it performing over time.
- Everything in Pro
- Monthly retainer (2-hr minimum at $170/hr)
- Performance reviews and copy updates
- A/B testing and SEO / AEO optimization
- Integration adjustments and new page builds
- Priority response time
- First retainer month complimentary
Four Stages. Clear Milestones.
Written copy for each page, photos, logos, and brand guidelines. If you need us to create or source content, we scope and quote that separately so you only pay for what you actually need.
Fully custom WordPress, matched to your brand. No templates. No generic accounting firm layouts.
Your CRM, ERP, or practice management platform is connected. Routing logic, qualification rules, and onboarding automation are all configured and tested before delivery.
You receive full documentation, a walkthrough, and a site that’s ready to work on day one. The 90-day clock starts once we have all required assets from you.
Need it before tax season? We can compress delivery to 60 days. Rush pricing adds 25% to the base package fee and is available on any tier.
Request RushSupported Platforms
Standard tiers cover the most common stacks in the accounting industry. Any platform with REST API access is supported via custom proposal.
| Type | Included (Standard Tiers) | Supported (Custom Proposal) |
|---|---|---|
| CMS | WordPress | HubSpot CMS and others |
| CRM | HubSpot, Salesforce | Any REST API-capable CRM |
| ERP / Practice Mgmt | Sage Intacct, Oracle NetSuite | Any REST API-capable platform |
| Marketing Hub | HubSpot | Any REST API-capable platform |
Built for CPA Firms That Are Done Playing Small
The Intake Engine is the right fit if…
- You already have a CRM, ERP, or practice management platform and want your website connected to it
- Your team is spending time on manual intake, data entry, or lead follow-up that should be automated
- You want a custom site with a defined scope and a clear price before you sign anything
- You’re growing and tired of a website that doesn’t pull its weight
This is not a $76/month template subscription. It’s a professional build for firms that want their website to function like a real part of their business. If that’s not where you are yet, we still want to help you find the right direction.
R Creative has been building vertically integrated web presences for close to a decade. The Intake Engine is the packaged version of what we’ve always done best. No long-term contract required on Core or Pro. We want to earn your continued business by delivering results, not by holding you to paperwork.
Common Questions
That’s fine. You don’t need everything on day one. We’ll work through a content plan with you at the start of the engagement. If you need us to write or source content, we can scope that separately.
The standard tiers include HubSpot CRM, Salesforce, Sage Intacct, and Oracle NetSuite. We support any platform with REST API access. If you’re on a different system, contact us and we’ll assess compatibility before you commit.
No. Core and Pro are fixed-scope projects, not subscriptions. The Partner tier includes an ongoing monthly retainer, but there’s no long-term contract. We want to earn your continued business by delivering results, not by holding you to paperwork.
Yes. Additional pages are billed at our standard hourly rate and quoted separately before we scope them. No surprises.
The 90-day clock starts once we have all required assets from you: content, brand files, and system credentials. We set clear milestones at the start of the project so both sides know what’s due when.
If your CRM, ERP, or practice management platform has REST API access, we can integrate it. Contact us and we’ll assess compatibility and provide a custom proposal before you commit to anything.
Ready to Put Your Website to Work?
If your current site isn’t generating, qualifying, and routing leads on its own, it’s not working hard enough. The Intake Engine is a fixed-scope build with a clear deliverable, a defined timeline, and no billing surprises.
Fill out the form and we’ll follow up to talk through which tier fits your firm.