Websites / Precision CPA
A website with a working publishing system behind it.
An accounting website, client portal, and editorial workflow that keeps people in control of AI-assisted content.
Content brief
AI-assisted draft
Human review
Separate publishing decision
The website was only part of the job.
A professional services website needs clear information for prospective clients. The team behind it also needs a practical way to manage inquiries and keep that information current. I worked across the public website and the tools used to run it.
Give every piece of content a clear path.
The build connects a blog CMS with drafts, scheduling, revisions, categories, and SEO fields. The AI writing workflow starts with a plain-language brief and produces material for review, including article copy, an excerpt, and supporting social copy. Approval creates an unpublished draft. Publishing remains a separate decision.
Connect the site to the work behind it.
Inquiry forms feed a shared inquiry and CRM workflow with source attribution. The wider build includes an authenticated client portal, analytics, and recoverable content. These pieces give the website an operating structure beyond the public pages.
The process
How the work came together.
Structure the public experience
Connect service information and inquiry paths with the content the accounting team needs to maintain.
Build the editorial workflow
Separate AI-assisted drafting, human review, scheduling, and publishing so each action has a clear place.
Connect the operating tools
Bring inquiries, CRM, content management, and the client portal into the wider website build.
Skills & applications
What the work called for.
- Website & client portal
- Public pages and an authenticated workspace serve different parts of the client experience.
- CMS & AI writing workflow
- Briefs become reviewable drafts with article, SEO, and supporting content fields.
- Inquiry & CRM tools
- Capture inquiries with their source and give the team a place to manage follow-up.
The deliverables
What took shape.
Implemented build
- Public website & client portal
- Draft, review & publishing workflow
- Inquiry capture & content management
The outcome
The result.
A working website and management platform, with editorial review built into the content process and a connected way to manage inquiries.
