Ocoos Websites for CPAs
Professionally built CPA optimized websites with built-in mobile, contact management, scheduling with reminders, CRM, advertising optimization and even payments. Integration with Quickbooks and compliance enabled.
0
Google Searches Today
Recent Content:
June 2015 Article: Why CPAs Need an Online Business Platform... Learn more.
May 2015 Article: How an Online Business Platform Can Help CPAs...Learn more.
Challenge: Gaining Clients
The Internet is critical to drive business.
- Build Awareness: search and mobile optimized website
- Drive Engagement: high definition graphics and copy
- Exude professionalism and trustworthiness
Optimizing customer interaction
- Contact management
- Customer interaction notes (CRM)
- Managing payments
- Integration with accounting (Quickbooks)
Problems with Current Solutions
Local Developer:
- Variable quality, customer service, and competence
- Rare developer knows design, eComm, security, servers
- High costs and risk of developer going out of business
Do It Yourself (DIY) Tools:
- DIY is hard. Most CPAs are not experts in:
- Design: Its not easy to optimize for user behavior
- eCommerce: Connecting to merchant accounts
- Server Scaling: Do you know how to backup your site?
- Security: Ex. The latest Russian hacking incident.
- DIY is not free. Costs include:
- Your time (bank on 7-10 hours minimum)
- eCommerce: Connecting to merchant accounts
- Up-selling by DIY makers
The
Solution
We Build Your Website and Help Manage Operations
Key Features:
- Attractive website optimized for mobile platforms and search (SEO).
- Easy ability to manage contacts and simplify accounting data entry.
- Ability to easily measure effectiveness of advertising channels.
- Scheduling with reminders and digital signatures of contracts.
- No need to manage hosting, domains, browsers, and devices.
- Built-in Business-to-Business co-marketing (enables referrals).
- Integration with Quickbooks software and compliance enabled.
- Concierge set-up with direct control by customer.
