For CPA and Accounting Firm Owners
See What Your Website Tells Advisory Prospects, Before They Call Somewhere Else
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A business owner who wants real help reads your homepage before they ever call you, and so does anyone weighing an offer for your firm. TrueCAS™ reads your site the way they do. You get a clear, honest picture of what they see, plus the first change that helps the right clients trust you enough to call.
Scan results on screen in about a minute or two. Reports and Blueprints by email, usually within the hour.Â
The Clients You Lose Never Tell You the Real Reason
The Clients You Lose Never Tell You the Real Reason
Imagine a business owner who needs real help with cash flow. She arrives on your homepage, sees a list of tax services, decides you are a tax/compliance shop and books a call with the firm down the road. You never hear from her.
Referrals slip away the same way. Your client tells a friend you are the advisor they trust, the friend checks your site first, and the page tells a different story. So they move on before your phone rings, and the trust your client handed you goes nowhere.
In my experience, anyone weighing an offer for your firm forms a view from your website too, long before the first conversation. Hardly anyone hands that view back to you.
What you do see is the quiet weeks. And the prospects who promised to get back to you and never did, because of a page you almost never get to see through their eyes.
Simple Pricing, Real Value
Simple Pricing, Real Value
Scan
$79
Scan
$79
Your homepage, read and scored
What a buyer sees first
Your first move
Results on screen in about a minute, plus email
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Report
$199
Report
$199
Your whole site, scored across the areas buyers judge
Where referrals leak, and the weaknesses that cost you most
A clear new homepage headline and an advisory page draft
A 90-day plan, in one designed PDF by email
Blueprint
$299
Blueprint
$299
Everything in the Report
A Build Kit with four pages of website copy you can publish
Prospect emails, FAQ copy, a sales sheet and objection scripts
Your site through the TRUE Advisor® lens, plus three fixes from my books you can trace to the chapter
Two designed PDFs by email
The Truth Every Visitor Learns About You in Seconds
The Truth Every Visitor Learns About You in Seconds
Like it or not, your homepage answers these for every buyer before you say a word. TrueCAS reads each one the way they do:
Positioning language
Positioning language
What kind of firm a stranger believes you are after one read of your headline.
Advisory visibility
Advisory visibility
How long a first-time visitor has to search before they discover you offer CAS at all.
Outcomes and proof
Outcomes and proof
Whether a buyer finds real client results or a list of deliverables.
Niche clarity
Niche clarity
Whether an owner in your best industry trusts that you know their business.
The reason to call
The reason to call
What you invite a visitor to do today, and whether it feels worth their time.
Price posture
Price posture
Whether the page signals advisory value or billable hours.
Nothing on your site changes until you decide it should.
How You Get Clear Answers
How You Get Clear Answers
Choose your depth
Choose your depth
Your choice of Scan, Report or Blueprint, paid securely through Stripe.
Run TrueCAS™
Run TrueCAS™
Right after payment, type in your firm's URL. That's all it needs from you.
Get your opening
Get your opening
The Scan shows on screen in about a minute. The Report and Blueprint arrive as designed PDFs by email, usually within the hour and always within 24 hours, and a confirmation email lands the moment you submit.
Which Path Fits You Best?
Which Path Fits You Best?
Start with the Scan if you want a fast, honest read on your homepage before you spend more. You get a score and your first move, on screen and by email.
Choose the Report if you plan to update your site this year and want a clear plan for what to fix first. It reads your whole site the way buyers judge it, then hands you a rewritten homepage headline and a first draft of your advisory page. Your 90-day plan is built around the one move that matters most.
Choose the Blueprint if you would rather have the words written for you. It includes the Report plus a Build Kit with four pages of finished website copy, along with prospect emails and objection scripts. The kit also reads your site through my TRUE Advisor® lens and gives you three fixes drawn from the proven frameworks from my books, each naming the chapter it came from.
Look Inside What You Take Home
What you see here is a small slice. Every page of a real TrueCAS™ Report and TrueCAS™ Blueprint is written about one firm, so I blur the samples and list every chapter below instead.
What you gain
What you gain
A clear read of how buyers see your firm today, scored, with what each kind of buyer concludes.
The one clear move to make first, and a 90-day plan built around it.
Words you can use. A rewritten headline and advisory page in the Report; the Blueprint adds four pages of finished copy, emails and scripts.
A way to show proof without naming clients (Blueprint).
See every chapter ↓
See every chapter ↓
TrueCAS™ REPORT
01 Executive summary
02 How this report is scored
03 Overall positioning
04 What a buyer sees
05 Your positioning in one sentence
06 Seven-dimension scorecard
07 Where referrals leak
08 Your three riskiest weaknesses
09 Top opportunities
10 The recommended wedge
11 Rewritten homepage headline
12 Advisory page draft
13 Quick wins and bigger bets
14 Your 90-day plan
15 What to do next
TrueCAS™ BLUEPRINT
Everything in REPORT +Â
01 How to use this kit
02 Through the TRUE Advisor® lens
03 Your positioning statement
04 Your differentiation angle
05 Messaging pillars
06 Homepage rewrite
07 Advisory page, full draft
08 Second page rewrite
09 Third page rewrite
10 One-page sales sheet
11 FAQ copy
12 Prospect email sequence
13 Your spoken positioning
14 Recommended site structure
15 What to retire
16 Competitor white space
17 Proof and outcomes plan
18 What to measure
19 Pricing and packaging
20 Objection scripts
21 The 90-day build
22 Your first conversations
23 What to do next
Why You Can Trust What It Tells You
Why You Can Trust What It Tells You
I am Hitendra R. Patil. I have spent 22 years advising CPA and CAS firms and have been named to Accounting Today's Top 100 nine times. I also wrote TRUE Advisor® - The Definitive Success Guide to Client Advisory Services (CAS), and before it, Client Accounting Services: The Definitive Success Guide.
TrueCAS™ is AI-assisted, and I would rather tell you that up front. I spent a year teaching it the positioning patterns I have watched work and fail across hundreds of firms, so it reads your site the way I would, only faster.
Two things it won't do. It won't put words in your mouth: every line the Blueprint quotes from your site in the TRUE Advisor® section is checked word for word against your actual pages. And it won't touch your website, ever.
Thanks for taking the personal attention to deliver this value-packed content. I will work on summarization and clear focus and implementation path… getting started!
Martin D. Eisenstein
Founder and Owner
Martin D. Eisenstein, CPA and Attorney at Law, Secaucus, NJ
FAQ
Real Answers Before You Buy
FAQ
Real Answers Before You Buy
What is TrueCAS™?
A diagnostic and strategic recommendations engine for CPA and accounting firm websites. It x-rays your site the way a prospective client does and shows you what to change, in plain words.
Is this just AI?
AI does the reading. What it looks for comes from 22 years of watching firm websites win and lose clients, and from my two books. Nobody hand-edits your report, and I'd rather you know that.
What does the TRUE Advisor® lens in the Blueprint do?
It reads your site through the TRUE Advisor® lens from my book and gives you three fixes from my two books. Each one names the chapter it came from, so you can read the thinking behind it.
After paying, how do I run it?
Right after checkout you land on a page that asks for your firm's URL and where to send your results. The Scan shows on screen in about a minute. The Report and Blueprint arrive by email, usually within the hour, with a confirmation email straight away.
Who sees my results?
You do. A copy also comes to me so I can keep an eye on quality. I never publish or share a firm's report.
Why does this matter if I'm not selling my firm?
Your next CAS client reads the same page a PE buyer would, so fixing it for one helps you with both.
My site is small or brand new. Is it worth it?
It reads whatever is published. A one-page site still gets a score and a first move, and what's missing becomes your clear starting point.
Can I run it on another firm's website?
Yes, any firm's URL works. If you sell to CPA firms and want it for 25 or more, see the vendor option below.
Give Your Next Advisory Client a Clear Reason to Call You
Give Your Next Advisory Client a Clear Reason to Call You
For as long as your homepage reads like a compliance shop, the advisory prospects who land on it will keep calling someone else, and none of them will tell you why.
Pick your depth and enter your URL. You'll have Scan results on screen in about a minute, and the Report or Blueprint in your inbox, usually within the hour.
Introductory pricing ends 10/31/2026. Nothing on your site changes until you decide it should.
For Vendors
Sell to CPA Firms? Give Them a Gift They will Value.
For Vendors
Sell to CPA Firms? Give Them a Gift They will Value.
Buy TrueCAS™ in bulk. Order 25 or more and you get a discounted rate on every run, plus a branded discount code to give the firms you serve, so your name sits next to something that helps them win clients.
Minimum 25 URLs
Discounted per-run rate
Your branded discount code
Works on any tier: Scan, Report or Blueprint
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