- Client:
- Higher Level Accounting
- Location:
- Caribbean
- Industry:
- Accounting And Financial Services
- Partnership:
- Engage + Integrate
- Scope:
- Brand Identity, Website Design And Development, Client Portal, And Microsoft 365.
A brand, website, and client portal for an accounting practice ready to grow
- Brand
- Website
- Systems
Overview
Higher Level Accounting provides bookkeeping, tax, and advisory services to small and growing businesses. Its clients trusted the work, but documents arrived by email and WhatsApp, and every month started with chasing receipts.
The practice needed a brand that matched its standards, a website that explained its services clearly, and a single secure place for clients to send and receive documents.
What we did:
Developed a brand identity for the practice.
Designed and built a website that sets out its services and packages.
Built a client portal for documents, requests, and deadlines.
Set up a secure Microsoft 365 environment for the team.
Brand identity
Precise, Without Feeling Cold.
Accounting brands tend toward grey. We kept the precision and added warmth: a confident wordmark, a calm navy palette, and plain language that explains what the numbers mean.
What We Did
- Designed a wordmark and supporting graphic system.
- Set a colour and type system for screen and print.
- Designed proposal, engagement letter, and report templates.
Website
Services A Business Owner Can Compare At A Glance.
Prospective clients wanted to know what was included and what it would cost. We organised the website around the practice’s service packages and the businesses each one suits.
What We Did
- Designed service pages for bookkeeping, tax, payroll, and advisory.
- Set out packages with what each one includes.
- Built a consultation booking flow.
- Designed and developed the website using Next.js and Sanity.
Delivery
Less Chasing, More Advising.
The team spends less time collecting documents and more time on the advice clients pay for, and new clients arrive already understanding the service.
What We Did
- A brand identity and document templates.
- A website with services, packages, and booking.
- A secure client portal for documents and deadlines.
- A Microsoft 365 environment for the team.
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