Client Study: Edifi Tax & Consulting
Client Study: Edifi Tax & Consulting
Company Type
Small Business
Client
Loren Napier
services
From A to Brand
Cruise Control
Add-Ons
Visual Direction
Client Management
Info Exchange
Graphic Design
Build, Grow, and Achieve Freedom!
Edifi Tax & Consulting is a boutique tax preparation and bookkeeping firm in New York that handles tax prep and business formation services for individuals and small businesses. They handle our business taxes, too!
When Loren first came to V3 with the desire for a website to support and promote her growing business, she had no brand or strategic direction. She needed to first discover and establish her brand identity before getting online which included needing a full suite of branding collateral, development of her brand message, and creation of brand images tailored to her business.
We worked with her to develop her brand color palette, recommended a logo designer to create her logo, and a local photographer for her brand photoshoot. We then took all of the information and material to design a website that aligned with her brand vibe and crafted messaging to entice her desired audience. We also made it seamless for her current clientele to interact with her business by integrating Dubsado business management software. Finally, we set up ConvertKit email marketing to give her a way to build warm leads between tax seasons.
“Working with TC is like a whirlwind. She is like a fairy godmother. All of a sudden everything falls into place.”
Before I started with V3 I had no direction and no brand. I did not know how much skill it took to do the marketing for a small service based business. TC knit together a beautiful vision with actionable steps that were digestible to a novice. She is reasonable and down to earth. Nothing seems to be out of her reach. If you need help, she is willing to work with you to achieve your goals. Since working with her, I have a consistent client base and a clearer vision for my brand.
Loren, Edifi Tax & Consulting
