Prior to launching their website, the team at Seward Accounting & Tax relied on phone calls + meetings to gather details from potential clients in order to give them an accurate estimate. To save them value time, Rickhouse Marketing was able to implement a robust estimate form asking a variety of questions and assigning a formula and price based on the answers submitted.

Once the estimate form is submitted, a lot of automation goes on behind the scenes:

• Visitors are redirected to a page that shows their custom pricing + an integrated calendar for booking a consultation with Seward Accounting & Tax.
• Visitors also receive a confirmation email from Seward Accounting & Tax with a short note from the owner, their custom pricing, a link to their personalized estimate page, + an opportunity to book a consultation.
• The Seward Accounting & Tax team receives and email informing them of an estimate submission with the visitor’s contact information, answers to questions, + the pricing offered.

Automation, for the win!

With a main goal for their website being to highlight their services + packages, we deemed it fit to include calls-to-action throughout the site that also included reasons why to use Seward Accounting & Tax – not just how you could use their services!

By adding sections like these to their site, visitors are more at ease about understanding Seward Accounting & Tax’s offerings and who they would potentially be working with.

Plus, the Rickhouse Marketing team added a fun, on-brand spin to their client reviews by creating a testimonial slider, highlighting those that pinpoint similar struggles the Seward Accounting & Tax helped them tackle that visitors may also be looking to overcome.

One thing that was clear to Rickhouse was that Seward Accounting & Tax was invested in the idea of features that would make their lives easier as busy business owners.

Though the website was mostly built for potential/new clients, We saw an opportunity to include features for current clients – that’s when the client dashboard came to life.

On this page, current Seward Accounting & Tax clients are able to quickly access:

• Software portals
• Payroll Reporting
• Checklists

Bonus: Clients are able to access an exclusive, clients-only embedded calendar to schedule time for a call or a document drop-off with the Seward Accounting & Tax team!

To increase the trust + authenticity of their brand, Rickhouse Marketing added a footer to every page of the website that includes:

• A scrolling carousel of logos related to the team’s awards + associations
• A grid featuring reviews embedded directly from their Google Business listing
• An informational footer with important links throughout the site + a button to skip straight to the Contact page.

Along with being informational, this global footer allows for consistency + clarity to potential clients for Seward Accounting & Tax!