Website Mockup — Version 2: The Advisor
A light, editorial design that positions the firm as approachable authority. Teal accent breaks from the navy convention (used by 66% of CPA firms). Generous whitespace, serif headlines, and a warm palette signal confidence and clarity. Full portal app mockup positions the tech as a real product.
Split layout with credential checklist. Different hero approach than V1's pain-first.
"Us vs. Typical CPA" — unique approach no competitor uses. Direct visual differentiation.
macOS-style window with sidebar, tabs, message thread. Looks like a real shipped product.
Hero, comparison, services, industries, portal UI, process, case study, testimonials, FAQ, team, resources, CTA.
Year-round strategic advisory for construction, healthcare, restaurants, real estate, and more. Plus a client portal where every document, message, and invoice is organized, encrypted, and accessible 24/7.
"I have much greater peace of mind knowing my finances are handled by someone who actually plans ahead."
Here's exactly how we're different.
Filing is the easy part — it's the planning you're missing. Year-round strategy that minimizes your liability before the year ends, not after.
You didn't start a business to chase receipts. Clean books, on time, every time. Monthly financial statements, bank reconciliation, AP/AR management — all accessible through your portal dashboard.
Like having a CFO without hiring one. S-corp optimization, entity structuring, growth strategy, exit planning. 85% of business owners want proactive advice — we deliver it quarterly.
Full accounting department at a fraction of an in-house hire. Dedicated team, same-day responses, payroll, financial reporting — all integrated with your portal.
We don't just do your taxes — we understand your margins, your deductions, your compliance.
Retainage, job costing, change orders, prevailing wage. Equipment depreciation. Progress billing recognition.
HIPAA-compliant handling. Revenue cycle optimization. Practice valuation. Multi-provider entity structuring.
FICA tip credits. 1099 vs W-2 classification. Inventory costing. Multi-location consolidation. Sales tax.
Cost segregation. 1031 exchanges. Passive activity rules. RE professional status. Multi-property portfolios.
R&D tax credits. Inventory valuation. Equipment depreciation. Section 199A. Supply chain cost analysis.
Form 990. Grant compliance. Fund accounting. UBIT analysis. Board financial reporting packages.
Upload documents, message your CPA, pay invoices, access your tax plan. Encrypted. 24/7.
Hi Sarah — I uploaded the Q4 equipment receipts. Also wanted to ask about the Section 179 limits for 2025. Are we still good to expense the new excavator?
Got the receipts — already categorized them. Good news on the excavator: the 2025 179 limit is $1.22M, so you're well within range. I'll add it to your Q4 projection. Should save you roughly $18K in taxes this year.
That's great. Can we also look at the retainage timing on the Riverside project? I think we're recognizing it too early.
From first call to ongoing partnership — no mystery.
30 minutes. We learn your business, pains, goals. No sales pitch — just a conversation about where you are and where you want to be.
We create your portal. Upload documents securely, organized by year and category. We request prior-year returns and do a full review for missed opportunities.
Industry-specific plan with estimated payments, deduction roadmap, and entity structure recommendations. Not a template — built for your situation.
Quarterly reviews. Tax law alerts. Portal messaging. Proactive planning. Your finances don't stop in April — neither do we.
A three-location restaurant group in Colorado was using a generalist CPA who didn't know FICA tip credits existed. They were classifying tipped employees incorrectly and over-paying on payroll taxes for years.
We restructured their tip reporting, corrected worker classifications, and implemented proper inventory costing. The first-year savings paid for our services three times over.
"They actually answered the phone. Proactive, responsive, and they genuinely understand construction."
"Found deductions I didn't know existed. Saved me more than their fee in the first quarter."
"The portal changed everything. Upload at midnight, response by morning. Finally, an accounting firm that's in 2025."
Within 48 hours, guaranteed. Most messages same-day. Portal, email, or phone — you choose. One dedicated CPA who knows your situation.
Quarterly reviews. Estimated payments. Tax law alerts. Entity optimization when you grow. Not one meeting before April 15 — ongoing partnership all year.
256-bit encryption. More secure than email. Documents organized by year and category. Complete history. HIPAA-compliant for healthcare clients.
We handle it. Request prior returns, review for missed opportunities, set up your portal, build a forward plan. Most transitions under two weeks.
Depends on your situation. After the strategy call, you get a clear proposal with exact scope — no hourly surprises. Most business clients find we save more than we cost in year one.
Same person, every time. Not a revolving door.
New deduction limits for equipment. How construction and manufacturing clients benefit.
Plain-English breakdown of entity structures and when switching saves real money.
What to pay, when, and how to avoid underpayment penalties.
Schedule a free 30-minute strategy call. No pressure, no jargon.
Schedule Your Strategy CallWhy every section exists — research-backed.
Different from V1's pain-first. Checklist format lets visitors scan 4 key differentiators in seconds. Based on Aldaris CPA Group — best small-firm approach. Credential emphasis builds instant trust for a firm with no current online presence.
NO competitor does this. "Us vs. Typical CPA" directly addresses every pain found in review mining: responsiveness, once-a-year communication, email document sharing, surprise billing, staff turnover. Bold differentiator.
V1 shows dashboard with file table. V2 shows a MESSAGE CONVERSATION — the #1 thing clients want (responsiveness). Includes real industry dialogue (Section 179, retainage timing). Makes it feel like a real product, not a mockup. Chat bubble format is familiar from every messaging app.
Each service row includes specific deduction/capability tags (Cost Segregation, FICA Tip Credits, R&D Credits). Proves industry depth. V1 uses inline gold text for these; V2 uses teal pill tags — different visual language, same proof strategy.
V1 uses construction. V2 uses restaurant — different industry to show breadth. Itemized savings with running total. "FICA tip credit recovery: $11,400" proves the firm knows deductions a generalist CPA would miss entirely.
Palette: Teal (#0D7C6E) + warm neutrals. Only ~10% of CPA firms use teal — distinctive. Warm backgrounds (#FAFAF8) feel approachable vs V1's dark authority.
Typography: Libre Baskerville (scholarly trust) + Plus Jakarta Sans (clean, geometric). Serif headlines = established; sans body = modern.
Portal: Light macOS-style window with chat thread (vs V1's dark dashboard). Message bubbles show a REAL conversation about Section 179 and retainage — industry expertise embedded in the UI.
Overall: "Approachable authority" vs V1's "premium precision." Same content, completely different visual language.