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Project Details

A closer look at the project and the process behind it

Project Description

Project Title: Secure & Professional Website for a CPA Firm
Client: BridgeWater Financial
Project Link: https://www.bakertilly.com/

Project Overview

BridgeWater Financial is a certified public accounting (CPA) firm in Australia providing tax, bookkeeping, and advisory services to small businesses. They needed a highly professional, secure, and authoritative website to build trust and generate leads from serious business owners.

The Challenge

For an accountant, trust is everything. Their old, generic template website did nothing to inspire confidence. It was difficult for potential clients to understand the full scope of their services, and there was no secure method for exchanging sensitive financial documents with existing clients.

Our Solution

We built a formal, secure, and informative WordPress website that positions the firm as a trusted financial partner.

  • Professional & Authoritative Design: The design is clean, structured, and corporate. It uses a color palette that conveys stability and trust. The site’s navigation is logically organized around their three core pillars: Services for Individuals, Services for Businesses, and Resources.
  • Secure Client Portal: A key feature is the integration of a secure, password-protected client portal. Existing clients can log in to safely upload and download sensitive documents like tax forms and financial statements, which is a major value-add and security assurance.
  • Resource Center for SEO: We created a “Resource Center” blog filled with helpful articles on topics like tax tips for small businesses and financial planning. This serves as a powerful SEO tool, attracting business owners in Australia searching for financial advice, and establishing the firm as a knowledgeable authority in the field.

The Result

The new website has greatly enhanced the firm’s professional image. They have seen a 40% increase in inquiries from qualified small business owners. The secure client portal has been praised by their clients for its convenience and security, improving client retention and streamlining their workflow.

Technologies Used: WordPress, GeneratePress Pro, Gravity Forms, WP Client Portal (or similar plugin), Rank Math SEO

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