Elevating a Financial Firm to Attract the Right Audience

Setting a new standard for financial services with expertise.

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    Why Dondrea Knew It Was Time for a Change

    Dondrea had built a successful accounting firm — but her website still spoke to early-stage business owners, not the established women she wanted to work with next.
    Her firm was growing, her team was solid, but her digital presence didn’t match her direction.

    It was time for a repositioning.

    Her goal was clear: reposition the business to attract established women in business — clients who valued strategy, trusted expertise, and long-term partnership. But with an outdated site, she risked being overlooked by the very audience she wanted to serve.

    The Before

    Day to day, Dondrea was working with clients who often came through referrals, but her site wasn’t helping her reach or convert the right kind of leads. It didn’t communicate the caliber of her firm, the depth of her services, or the authority she brought as both a leader and accountant.

    The gap meant that while her business was solid, she wasn’t positioned to attract higher-value, aligned clients. Sharing her website felt like a liability rather than a strength. Without that alignment, she was fielding the wrong inquiries and losing time explaining what her firm actually did.

    The Solution

    Through our Legacy Build, we created a Showit website designed to reposition her firm and connect directly with her ideal audience.

    We focused on:

    • Highlighting her credibility as a seasoned accountant and firm owner.
    • Showcasing services in a way that resonates with established women in business.
    • Building a professional platform that instills confidence in both new and existing clients.

    The Legacy Build gave her a strategy-driven site that elevated her authority and supported the next chapter of growth for her firm.

    The Result? A Website That Matches Her Ambition

    The transformation was immediate. With her new website, Dondrea:

    • A credible site that attracts her dream clients.
    • Messaging that reflects her firm’s caliber and clarity.
    • Confidence sharing her site with prospects and peers alike.

    Her website is now a true reflection of her firm: professional, authoritative, and designed to support long-term business growth.

    Here’s what We did:

    Creative Direction & Brand Strategy

    We kicked things off with a game plan that aligned Dondrea’s ambition with what her clients dig, laying down a strong foundation for her brand’s new chapter. We completed an audit of her current brand and provided recommendations for visuals and photography.

    Visual Identity

    We crafted a visual identity that was all kinds of elegant and authoritative. This wasn’t just a new look; it was a statement.

    Website Design and Development

    The main event was a chic, easy-to-navigate website that not only highlighted Dondrea’s offerings but also became a hub for her clients to connect and learn.

    Social Graphics

    To keep the vibe consistent and engaging across all fronts, Dondrea continued working with us through our Creative Retainer for her social media graphics, ensuring her online presence was as cohesive as her new brand identity. For Dondrea, this wasn’t just a website upgrade; it was a strategic investment in her brand’s future. Making the shift transformed The Profit Table’s digital presence from basic to brilliant and that’s a move worth celebrating. 

    Strategy, Branding and Web Design: RP Digital Design Studio 

    Website Copy: Oxford Comma 

    Brand Photography: Ashlee Nicole

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    As a multi-disciplinary designer, I get hype about a lot of things. Specifically strategy, storytelling, and partnering with those who have big ideas to make an impact.

    Whether you’re a fellow entrepreneur, an organizational leader, or a small biz owner, you're in the right spot. Together, we’ll break down what it really takes to build a brand and make meaningful connections—without complicated jargon.

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    Hi, I'm Raven! Brand strategist & website designer

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