Custom CPA Shopify Theme
Planning sessions, advisory plans and credentials for CPA firms
Most clients think about their CPA in March and forget about them by May, which leaves the most valuable work of the year sitting unsold: planning. Firms that package that advice as a defined product tend to fill the quiet months with a midyear planning session, an entity structure review or a quarterly advisory plan with a fixed price on it. Foxco builds a custom CPA Shopify theme that sells that work properly, with a product for each engagement, a recurring advisory tier through a Shopify subscription app, a credentials band showing the license and firm memberships and a booking app slot for the session itself. It comes installed on your Shopify store and configured for $999, ready before your next slow summer.
Planning work sold all year.
Let's get to work.
Contact us today.
Built for CPAs
- 01Fixed-scope planning engagements as products
- 02Recurring advisory tiers for a subscription app
- 03Credentials band with license and memberships
- 04Side-by-side advisory plan comparison
- 05Consultation request for attest and audit work
- 06Booking app slot for planning sessions
CPA theme questions
Is the theme a template or designed for a CPA firm?
Designed for you. Our Shopify framework for CPA firms is the foundation and your brand, engagements and credentials turn it into your own store.
How quickly can we launch?
Expect 7-10 days after the logo, photos and engagement list are delivered. Rush timelines are possible depending on our bandwidth.
Can we sell attest or audit work through Shopify?
Planning and advisory engagements fit well as products. Attest work usually needs an engagement letter and independence checks first, so most firms list it as a consultation request and price it after scoping. Your state board's advertising rules still apply and the theme doesn't make the site compliant with them.
Can clients book the session right after paying?
A Shopify booking app can tie the purchase to a calendar slot. Expect the app and your Shopify plan to show up as their own monthly charges, apart from the $999.
A relationship that runs from March to May leaves a lot of good advice on the table. The store gives clients a reason to buy from you in July, when there's still time to change the outcome of the year.
Engagements with a price tag
A midyear tax projection, an S corp election review, a succession planning session and a multi-state filing review can each live as a product with a short scope and a set fee. Business owners who dread open-ended hourly bills are far more comfortable booking something when they can see where it starts and where it stops.
Advisory on a schedule
Quarterly check-ins, estimated payment calculations and year-end planning can be bundled into an advisory plan that renews through a Shopify subscription app. Foxco lays out the tiers side by side so a client can compare what each one includes and move up a level when the business grows or the questions get harder.
The license where people look
CPA licenses, firm memberships and peer review status sit in a credentials band near the top of each service page. Someone weighing a CPA against a seasonal preparer sees the difference right away, which matters most when the fee is higher and the thing at stake is a business they spent years building.
Advice clients can buy before April.
Let's get to work.
Contact us today.
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