Website project
A CPA advisory site that sells a year-round relationship, not just tax season.
“A clearer view. A stronger business.”
The business need
Make the next decision easier.
Mike Rasmussen, CPA, wanted to move business owners from yearly tax prep to ongoing advisory. We built the site to show what that looks like: an example financial dashboard right on the page, six advisory services from accounting to exit readiness, a monthly rhythm explained in four steps, and three engagement levels.
The approach
Clear capabilities.
Relevant proof.
A direct next step.
Mike Rasmussen, CPA, wanted to move business owners from yearly tax prep to ongoing advisory. We built the site to show what that looks like: an example financial dashboard right on the page, six advisory services from accounting to exit readiness, a monthly rhythm explained in four steps, and three engagement levels. A free valuation estimate, Mike's PMQ Magazine articles and an AI assistant for tax questions give owners a reason to start the conversation.
Design priorities
What the build includes.
Engagement levels and an intake form that goes straight to Mike
AI tax-question assistant and an article library
More work
A closer look at the work.
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