Tax day just passed, and if you’re a San Antonio CPA, financial advisor, or business attorney, you probably spent the last three months buried in returns and deadlines. Marketing was the last thing on your mind.
That’s understandable. But now that the rush is over, you’ve got a window to invest in the asset that works for you 24/7: your website.
Audit Your Website Like You’d Audit a Client’s Books
When was the last time you really looked at your own website? Not a quick glance…a thorough review.
Open your site on your phone. Navigate it like a potential client who’s never heard of you. Ask yourself:
- Can I tell what services this firm offers within five seconds?
- Is the contact information easy to find?
- Do the bios feel current and professional?
- Are there testimonials from real clients?
- Does everything load quickly?
If anything feels off, fix it now…before your next busy season.
Update Your Team Bios
This is one of the most visited pages on any professional services website, and it’s usually the most outdated. If your bio still mentions being a “young professional” and you’ve been in practice for 15 years, it’s time for a refresh.
A strong professional bio includes:
- Your credentials and specializations
- The types of clients you typically serve
- Something personal that makes you relatable (hobbies, community involvement, San Antonio roots)
- A professional headshot taken in the last two years
People hire people, not firms. Your bio should help a prospect feel like they already know you before the first meeting. Pairing a strong website with an optimized Google Business Profile for Q4 ensures you are discoverable year-round, not just during tax season.
Add Service Pages That Target Local Searches
A single “Services” page that lists everything you do in bullet points isn’t enough. Each major service deserves its own page.
“Business Tax Preparation in San Antonio” is a page. “Estate Planning Attorney San Antonio” is a page. “Small Business Consulting San Antonio TX” is a page.
Each page should include:
- A clear explanation of the service
- Who it’s best for
- What the process looks like
- A call to action (schedule a consultation, call us, etc.)
These pages help you rank for specific service-related searches in San Antonio. A prospect searching “business tax CPA San Antonio” is much more likely to find you if that exact topic has a dedicated page on your site. For more on aligning your website with seasonal client demand, our spring website optimization guide for professional services walks through additional strategies.
Add Fresh Testimonials
If you received thank-you emails or positive feedback during tax season, ask those clients if you can use their words on your website. A testimonial from a satisfied client in Stone Oak or the Medical Center area adds both social proof and local relevance.
Video testimonials are even more powerful. A 30-second clip of a client saying “They saved my business $15,000 on taxes this year” is worth more than any ad you could run.
Set Up a Lead Capture for Off-Season
Between tax seasons, people are still searching for financial and legal help. Make sure your website has a way to capture those visitors:
- A “Schedule a Free Consultation” button on every page
- A downloadable resource like “Tax Planning Checklist for San Antonio Small Businesses”
- A simple email signup for a quarterly newsletter
Don’t let off-season visitors leave without a way to continue the conversation. During the summer slowdown, a strong email marketing strategy helps San Antonio professional services firms stay top of mind and keeps that lead pipeline active.
Grow My Small Business builds professional websites for San Antonio service firms. If your website needs an overhaul, we’re here to help. For free marketing resources, visit https://gift.growmysmallbusiness.com/.