Website of the Month: Citrin Cooperman & Company, LLP

By Susan B. Anders

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JULY 2006 - Citrin Cooperman & Company, LLP, is a regional public accounting firm and one of Accounting Today’s Top 100 Firms for 2006, as well as one of Inside Public Accounting’s 2005 All Stars. The firm’s website,, is an excellent example of how to market a CPA firm to new clients, provide a means for clients to contact the firm, provide an online newsletter, and provide financial calculators. Besides being an exemplary website, the site provides many resources for practicing accountants, instructors, and students.

Citrin Cooperman’s homepage projects the firm’s motto, “Helping Entrepreneurs Succeed,” and the website content appears to focus on owners of small to mid-sized businesses. The homepage is attractive, simple, and uncluttered, and immediately conveys a professional image, but the graphics slow the page. The firm’s logo appears at the top of the homepage and main pages, while the three office addresses and phone numbers appear on the right side of the homepage.

Navigation is fairly simple by use of the left-side index on the homepage and main pages, which displays links for “about us,” “services,” “industries,” “professionals,” “careers,” “what our clients say,” “news/publications,” “useful tools,” and “contact us.” On the homepage, moving the cursor over each main heading reveals a drop-down listing of related topics. Users can either select a drop-down topic or the main heading itself for a subsidiary index page. Some resources can be accessed from multiple directions.

Potential Clients

The website is designed to make it easy for a potential client to learn about the firm’s history, services, and personnel directly from the site. “About us” offers links to “our history,” “professionals,” “key staff,” “affiliations,” and “what’s new.” One of the jewels of this website, “Professionals,” offers a choice of presentations sorted by name, office, industry, and title. “Industry” offers 30 areas, including accounting and auditing, financial services, and tax services. The personnel listings include full names and certifications, e-mail addresses, and office telephone numbers. Clicking on a person’s name also connects to a photograph, a brief biography, a downloadable vCard, and links to main pages for that individual’s specific practice areas.

“Services” offers eight specific areas, including accounting and auditing, corporate governance, and international. Selecting a service gives a description of that service, as well as direct links to firm personnel who practice in that area. “Industries” are presented in 15 major areas. Each “industry” page also offers a direct link to the firm’s professionals. The connection of specific personnel with each practice area is another excellent feature of the site.

Potential Employees

“Careers” provides a listing of positions that are open. A link to e-mail a resume is also provided. Potential employees may want to review the “services” and “industries” information described above, as well as “key staff,” under “about us,” which details the administrative personnel.

General-Information Seekers

All users will find helpful information under “about us,” “news/publications,” and “useful tools.” “About us” offers a four-phase disaster response checklist for CFOs and controllers. “News/publications” provides the firm’s electronic newsletter, with current and archived articles. “Useful tools” presents calculators, stock quotes, and links. There are 24 useful and well-designed calculators on the Citrin Cooperman website itself. The selection of calculators stays true to the firm’s mission, and includes credit card payoff, Social Security benefits, and a student budget calculator.

Note: This column periodically reviews websites of some of the larger public accounting firms, as well as some smaller firms that have particularly good sites.
Susan B. Anders, PhD, CPA, is an associate professor of accounting at St. Bonaventure University, St. Bonaventure, N.Y.




















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