A website for an audit and assurance firm built for referral partners, not just clients

An audit and assurance firm's site is read as much by referral partners, such as attorneys and lenders, as it is by prospective audit clients, so it has to establish scope and credibility to both.

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What usually goes wrong for audit and assurance firms

The site does not distinguish the types of engagements offered (financial statement audits, reviews, compilations, agreed-upon procedures), so a referral partner cannot tell if the firm is a fit for a specific need.

Industry specialties the firm actually serves are not visible anywhere on the site.

There is no dedicated page a referral partner can be pointed to when recommending the firm.

Partner credentials and peer review status, where the firm wants them shown, are buried or missing.

Engagement scoping form

A form that asks engagement type, industry and reporting deadline, so the partner reviewing it can scope the work before the first call.

Three ways to run it

Practice

The website, fully managed, live in 7 days.

Partnership

Everything, plus the AI Engine, live in 10 days.

Multi-Partner

Everything, plus the Content Engine, live in 15 days.

Compare the plans

Questions from audit and assurance firms

Can we have a page built specifically for referral partners?

Yes. A "for referral partners" page is part of the standard structure for this practice type, built to be the page a referral source is pointed to, distinct from the pages aimed at a prospective audit client directly.

Can the site display our peer review results or credentials?

Yes, exactly as the firm provides them. We list only what the firm gives us and update it immediately if a peer review result or credential changes; we never state or imply a result we have not been given.

Do you distinguish audits, reviews and compilations as separate pages?

Yes. These are different engagements with different scopes and different searches behind them, so each gets its own page rather than one page trying to describe all three.

Can we list the industries we specialise in auditing?

Yes. An industries served page is standard, since a referral partner or prospective client in a specific industry, such as construction or nonprofit, is more likely to reach out when they can see the firm has relevant experience.

See it built for audit and assurance

A live walk-through, on your screen, of the site you would get.

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