A prospective client should be able to open your accounting firm's website and understand three things: who you help, what you do, and how to contact you. A short check on your phone can reveal where those answers are hard to find.
1. Read the first screen as a new visitor
Open your homepage on a phone. Before scrolling, look for your firm's name, the services you offer, and the clients or area you serve. If your headline could describe almost any business, make it more specific.
For example, “Bookkeeping and tax preparation for independent businesses in Oakland” explains more than “Your trusted financial partner.” Use that kind of detail only when it accurately describes your practice.
2. Follow the contact path
Find the contact button and follow it. Check that the phone number, email address or enquiry page is the one your team actually monitors. If you use a form, confirm that its instructions explain what happens next. Do not promise a response time unless your team can meet it.
Avoid requesting tax documents, account numbers or other sensitive information through a general enquiry form. Give new visitors a simple way to ask whether your firm can help.
3. Check one service page
Choose a service you want more of the right enquiries about. Its page should explain who it is for, what the work includes, and the next step. A visitor should not have to interpret internal accounting terminology to decide whether to get in touch.
Read the page aloud. Replace vague claims with a concrete explanation, and remove services you no longer provide. If prices or eligibility depend on the client's circumstances, say so clearly.
4. Check the basics on a phone
Open the menu, follow the main links, and try the contact controls. Text should be readable without zooming, buttons should be easy to tap, and the page should fit the screen. Check that an image or banner does not cover the action you want visitors to take.
If something feels slow or broken, record the page, device and action. A precise note such as “the contact button is covered on my phone” is easier to fix than “the site needs work.”
5. Choose one correction
Write down the single issue most likely to stop a suitable visitor from contacting you. Correct it, then repeat the same check. Keep the before-and-after notes so your team knows what changed.
This check helps you spot confusing content and broken paths. It does not establish search rankings or guarantee enquiries. Those outcomes need their own measurement over time.
For more practical guidance, browse the Keystead blog.