Affluence Group Accounting

affluence group website mockup

Client Overview

Affluence Group Accounting, founded by Craig, is dedicated to helping clients grow and achieve their goals. Their comprehensive suite of services ranges from tax and business solutions to tailored advisory services, all delivered with a personal, approachable touch.

Goals

  • Refresh and modernise the existing website to better reflect the firm’s values and professionalism
  • Streamline internal processes by integrating Slack into their workflow
  • Maintain and work within the existing brand guidelines

Our Deliverables

  • Website Design
  • UX Design
  • SEO Setup
  • Project Management
  • Website Build
  • Slack Integration
  • Copy Writing
affluence group website mockup

A PROFESSIONAL NEW LOOK

With the logo and branding elements as non-negotiables, our task was to find harmony in the chaos. We pared down the colour palette, focusing on a few key tones that felt true to Affluence Group’s professional image. After a few rounds of revisions and some thoughtful copy tweaks, we arrived at a final design that felt light, bright, and refreshingly professional – exactly what Craig was hoping to achieve.
 
In addition to redesigning the website, we helped Affluence Group stay better connected to their clients by setting up an integration between WordPress, Zapier, and Slack. This new system means that Craig and his team can stay connected and up to date, with client communication flowing more smoothly and tasks handled more efficiently.
 
We also gave the ‘Pricing’ page a complete rewrite to better reflect the firm’s transparent and approachable ethos, an essential step for prospective clients looking for clear, honest guidance. This refresh ensures that Affluence Group’s website mirrors the firm’s dedication to clear communication and professional excellence.
Deliverables
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affluence group website mockup

THE RESULTS

The new website has given Affluence Group Accounting a polished, modern platform that reflects their values and sets them apart in a competitive market. By paring down the colour palette and aligning the website’s tone with their approachable ethos, we’ve helped them create an professional and trustworthy online presence.

With the addition of a streamlined client communication portal (integrating WordPress, Zapier, and Slack) Craig and his team can now focus more on what matters most: supporting their clients’ financial journeys with clarity and confidence. The improved internal processes mean less time spent on admin and more time for building meaningful connections with clients.

We’re proud to have been part of this transformation and look forward to seeing how Affluence Group continues to support businesses and individuals in reaching their goals.

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