An independent accounting firm based in Chicago, IL, looking to modernize its online presence, attract higher-tier commercial clients, and expand its service portfolio from traditional tax preparation into high-value advisory services.
Challenge
The firm relied heavily on traditional word-of-mouth referrals and an outdated website that failed to reflect their full advisory capabilities. Growth had plateaued, client acquisition costs were unpredictable, and average retainer values remained flat.
Approach
We repositioned the firm’s digital presence with a high-converting website, focused lead generation architecture, and content marketing tailored to business owners. Over a 4-year partnership, we established trust-driven lead channels that increased client acquisition, elevated retention to 91%, and substantially raised average client lifetime value through advisory upselling.
