Valentine & Associates CPAs

The Client

Valentine & Associates

Who are they

George Valentine started his own accounting firm in 1985 while also serving 28 years in the Air Force, retiring as a Colonel. Valentine & Associates offers comprehensive Accounting and Advisory services throughout Texas with their four locations in Marble Falls, Round Rock, Lockhart, and Corpus Christi, TX.

screencapture-valentine-cpa-2023-11-08

Words First

Words lead to more sales. That's why we spend the time needed to get to know you and your ideal clients.

Meet Our Spearhead:

Matt Banker

In addition to being a StoryBrand certified guide, Matt specializes in marketing strategy for accountants and CPAs. He is a fractional CMO for multiple Accounting and CPA firms. His intimate knowledge of the accounting industry makes him the perfect strategist and messaging guide for companies like Valentine. He knows their ideal client and how to connect with them on a deep, empathetic level.

Problem

Many Accountants and CPAs write their website messaging around their services. "We do x, y, and z." In short, they tell their own story instead of telling the story of their ideal client. Valentine & Associates needed messaging that was crafted to tell the story of their clients, empathizing with their struggles and showing that they understand the problems being faced.

See Valentine & Associates' old site

Solution

Instead of presenting a list of services offered by Valentine & Associates, we highlighted what small business leaders want: They want their businesses to be more profitable. From their, we were able to present Valentine & Associates' 3-step plan that can get them there. Next we created a comprehensive Services page and Pricing page. People always want to know what it is going to cost, and it builds trust to be upfront with them about that.

Top-Tier Design

Good design supports good messaging and increases brand authority.

Driving Design Concept:

Valentine & Associates provides personalized tax preparation for individuals and prides themselves on being caring, professional, and reliable. The abundance of photos on the website instantly helps build a connection with visitors and creates a sense of personalization in their tax services. We incorporated their brand color pallet of blue and red into a subtle gradient that is used as a background element in various sections throughout their site.

The choice of the serif font for headings adds a classic touch and conveys professionalism, while the sans serif font for body text is a nice modern contrast and ensures readability.

We've incorporated ample white space for a clean and organized layout, ensuring visitors can easily find what they need. Instead of a rigid grid, we've added overlapping elements to create depth and visual appeal without clutter. This user-friendly design caters to people from all backgrounds seeking tax expertise.

Color & Fonts:

merriweather

Heading / Normal

open sans

Other Heading / Semi-Bold

open sans

Paragraph / Normal

Custom Graphic:

Words First

Words lead to more sales. That's why we spend the time needed to get to know you and your ideal clients.

Meet Our Spearhead:

Matt Banker

In addition to being a StoryBrand certified guide, Matt specializes in marketing strategy for accountants and CPAs. He is a fractional CMO for multiple Accounting and CPA firms. His intimate knowledge of the accounting industry makes him the perfect strategist and messaging guide for companies like Valentine. He knows their ideal client and how to connect with them on a deep, empathetic level.

Problem

Many Accountants and CPAs write their website messaging around their services. "We do x, y, and z." In short, they tell their own story instead of telling the story of their ideal client. Valentine & Associates needed messaging that was crafted to tell the story of their clients, empathizing with their struggles and showing that they understand the problems being faced.

See Valentine & Associates' old site

Solution

Instead of presenting a list of services offered by Valentine & Associates, we highlighted what small business leaders want: They want their businesses to be more profitable. From their, we were able to present Valentine & Associates' 3-step plan that can get them there. Next we created a comprehensive Services page and Pricing page. People always want to know what it is going to cost, and it builds trust to be upfront with them about that.

Top-Teir Design

Good design supports good messaging and increases brand authority.

Driving Design Concept:

Valentine & Associates provides personalized tax preparation for individuals and prides themselves on being caring, professional, and reliable. The abundance of photos on the website instantly helps build a connection with visitors and creates a sense of personalization in their tax services. We incorporated their brand color pallet of blue and red into a subtle gradient that is used as a background element in various sections throughout their site.

The choice of the serif font for headings adds a classic touch and conveys professionalism, while the sans serif font for body text is a nice modern contrast and ensures readability.

We've incorporated ample white space for a clean and organized layout, ensuring visitors can easily find what they need. Instead of a rigid grid, we've added overlapping elements to create depth and visual appeal without clutter. This user-friendly design caters to people from all backgrounds seeking tax expertise.

Color & Fonts:

merriweather

Heading / Normal

open sans

Other Heading / Semi-Bold

open sans

Paragraph / Normal

Custom Graphic:

We designed this graphic from scratch to illustrate all the elements that go into helping a small business with their accounting needs.

screencapture-valentine-cpa-2023-11-08

Our Building Process

01. Platform & Technology

We build our sites on WordPress using an intuitive and easy-to-manage page builder (Beaver Builder). We do this primarily because our clients want a website that is simple enough for them to manage on their own: add blog posts, swap out images, make copy changes.

02. Functionality

VA needed an easy way for current clients to find the links they need. We created a Client Center drop-down with everything they could ever need. They also wanted their Calendly Scheduler embedded directly on their website.

Some of the plugins we used:

Timeline

A standard website project takes between 11 and 16 weeks, depending on how responsive our clients are able to be when we need their input or feedback. Here are average timeframes:

Onboarding: 1 week

Messaging & Wireframes: 3 weeks

Design & Revisions: 3 weeks

Build: 3 weeks

Revisions: 4 weeks

Launch: 1 week

We started the Valentine & Associates project on June 12th. Our target launch date was September 18th. Due to the complexity of tax season, our project went longer than we hoped and we launched the site on November 1st. This project took 20 weeks.

More Portfolio Items

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Moving Bits Online

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Get a Website Snapshot

for $300

A lot of small businesses owners have a nagging suspicion that their website could be so much more. They're right. Change is easier than you think.

We would love to help you get a snap-shot of your existing site. Sign up here and we will send you a 5-10 minute video audit of your homepage.

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