Professional Services Website Maintenance Built to Protect Client Intake
Managed maintenance and hosting for CPA practices and consulting groups from $199/mo. HubSpot and Salesforce sync watched, Karbon and TaxDome intake forms QA on every deploy, AccountingWeb and Google Business Profile review feeds tracked, weekly patches on staging first, monthly WCAG 2.1 AA scan, and a 99.9% written uptime SLA on every plan.
Three ways your maintenance vendor puts your busy-season intake at risk
If any of these looks familiar, the free website audit names the fix and what it's worth before you spend a dollar.
Three outcomes every professional services maintenance retainer produces
Three numbers we sign against on every care plan. Each one is a launch criterion, not a hope.
Uptime pings every 60 seconds with SLA credits
99.9% written uptime SLA on every plan, with service credits when we miss. Engineers on call. If your firm site drops during tax season or an RFP push, we know before clients do.
Compliance-aware security tuned for law and CPA
Web application firewall, daily malware scans, weekly patches, monthly WCAG 2.1 AA scan, GDPR plus CCPA consent posture on every professional services plan.
Content edits every month for firm updates
1 content edit on Essential, 2 on Growth, 4 on Scale. Partner bios, service-line swaps, engagement letters, and thought-leadership publishing all covered.
Four stages. Every step ends in a sign-off
Onboarding gets you access, credentials, and a full baseline scan on day one. From there, infrastructure, monitoring, and monthly reporting run without your input until you need something changed for a new partner bio, a service-line launch, or a tax-season page swap.
Access, credentials, and baseline scan
Hosting, DNS, WordPress admin, HubSpot and Salesforce API keys, Karbon or TaxDome credentials, AccountingWeb and Google Business Profile owner access, and Calendly tokens logged with rotation schedule. Off-site backup taken and restored on staging to prove it works. Full baseline security, WCAG 2.1 AA, and Core Web Vitals scan captured in writing.
Managed hosting, CDN, and WAF
Managed LiteSpeed hosting for WordPress professional services sites. Cloudflare CDN with edge cache tuned for partner bio photos and thought-leadership PDFs. WAF blocking bot and brute-force traffic before it reaches your origin. 99.9% written SLA on every plan with service credits when we miss.
Patches tested on staging first
Core, plugin, and theme updates tested on staging before they touch production. HubSpot, Salesforce, Karbon, TaxDome, Canopy, and Calendly embeds regression-tested on every deploy. Rollback path automated in under 5 minutes if an intake form breaks.
Uptime, malware, and intake watched
5 global POPs pinging your site, intake forms, CRM webhooks, and CallRail tracking every 60 seconds. Malware scan every 24 hours with auto-quarantine. Named engineer paged inside 30 minutes if anything trips, nights and weekends. Monthly report on the first Monday.
What you actually get from our professional services website maintenance
Five phases, every item listed. Fixed scope, defined deliverable per phase, written sign-off on the calendar for every partner bio update and service-line page swap.
Access, baseline scan, and first backup on day one
Day one covers WordPress admin, DNS, hosting credentials, HubSpot or Salesforce API keys, Karbon or TaxDome logins, AccountingWeb and Google Business Profile owner access, Calendly tokens, and a full baseline security, WCAG 2.1 AA, and Core Web Vitals scan documented in writing. First off-site backup taken and verified on staging before anything else runs.
Managed hosting, CDN, and edge cache on your production domain
Managed LiteSpeed hosting for WordPress professional services sites. Cloudflare CDN with edge cache tuned for partner bio photos, whitepaper PDFs, and thought-leadership video so a prospect gets HTML from a nearby POP, not from a single origin. WAF blocking bot and brute-force traffic before it reaches your server.
Weekly core, plugin, and integration patches tested before production
Every week, core, plugin, and theme patches tested on staging before they touch production. If a patch breaks a Karbon intake form, a HubSpot workflow, or a partner bio page, rollback in under 5 minutes. Small content edits included on every plan.
Uptime, speed, and malware watched every 60 seconds
24/7 coverage on your firm site. Uptime pings every 60 seconds from 5 global POPs. Malware scan every 24 hours with automatic quarantine. Speed check hourly. If anything trips, a named engineer is paged and responds inside 30 minutes, nights and weekends.
One monthly report tied to real professional services metrics
Every month, one clear report showing uptime, average service-line page and partner bio load, patches applied, edit tickets closed, filing-week incidents, and any regressions with root cause and fix. Sent to managing partner and office manager, read in 90 seconds.
- THREE FIXES YOU CAN APPLY
- NO SALES DECK
- 30-MIN OUTAGE RESPONSE
Four professional services maintenance tiers for every firm size
Pick the tier that matches your firm scale. Plans run 6 months to establish baseline, then continue on 30 days notice, and you can change tiers with 30 days notice. No setup fees. Hover any feature name for a plain-English explanation.
EVERY TIER: 6-MONTH TERM, THEN 30-DAY NOTICE · HOSTING INCLUDED · YOU OWN SITE, DOMAIN + DATA
Every maintenance feature, tier by tier
HOVER FOR DETAIL TAP FOR DETAIL SCROLL THE TABLE SIDEWAYS FOR EVERY TIERUptime + security+
Content + integrations+
Performance + reporting+
Compliance + enterprise+
Real professional services firms, real numbers
Each one includes where the client started, what we changed and what happened.
CLIENT WORDS
The team split our national spend by store catchment. Every location got its own landing page and creative. Booked eye exams up 47% inside two quarters with the same media budget.
Enterprise demo requests up 3.2x. First operator we have worked with who cared about the CRM number, not the ad account.
Vendor and buyer leads went from unpredictable to a monthly forecast we could staff against. First agency that treated the CRM as the scoreboard, not the ad account.
Client retainers doubled without adding a single account manager. They rebuilt our funnel and the reporting dashboard sold itself on demo calls.
Site, ads, and follow-up under one contract. Partner inquiries doubled without adding headcount.
They cut wasted spend on non-buyer keywords and moved the budget to product-page campaigns. Blended ROAS climbed 40% in the first quarter.
Demos doubled in a quarter after the funnel rewrite. Nothing about the traffic changed. The pipeline math finally works.
Sign-ups tripled without adding ad spend. They rebuilt the checkout, fixed the pricing page, and the numbers moved every week.
The paid team ran an audit that found $18K/mo in wasted spend on brand terms we were already ranking for. Fixed inside two weeks.
Catalog ads at 5.8x where our old agency plateaued at 2x. Weekly notes tell us exactly what changed and what is next.
Asked by CPA and consulting partners, answered
From real quote calls with CPA and consulting firm owners. Anything else, ask on the strategy call and get an answer in the first 5 minutes.
Get your free website audit.
A written report in your inbox within 24 hours, with three fixes you can ship the same week, whether or not you hire us.