Case 08 / Pages and reference
Setting outsourced finance support free from the PDF
Outsourced bookkeeping and payroll firm in Omaha, Nebraska, 7 staff. Built in 25 working days after content approval, including staff review and handover. The full account below is the client's own.
- Client
- Outsourced bookkeeping and payroll firm
- Region
- Omaha, Nebraska
- Size
- 7 staff; one locally managed operation
- Build time
- 25 working days
- Focus
- Pages and reference
- Plan
- Every plan
- Received
- Reconciled
- Built
- Filed
The engagement
How the build ran, start to finish
In the client's own account: the starting point, the thing that kept getting in the way, and what was built to fix it.
Where they started
The important information for outsourced finance support existed only as an attachment designed for printing. Reading it on a phone meant constant pinching and zooming.
What was getting in the way
For outsourced finance support, there were no direct links to individual answers, just one long attachment. A thirty-second question required a three-megabyte reply.
What we built
Content on service responsibilities and the monthly reporting process was restructured as accessible sections with descriptive headings and direct links. A print version remains available by choice, not by force.
Features used
The pieces that did the work
What the client lists as delivered, and where the same work sits in the package every firm receives.
- 01 HTML reference pages
- 02 Descriptive headings
- 03 Section links
- 04 Printable summary
Filed
What changed
Day to day with outsourced finance support, staff answer questions with a link to the exact section instead of an attachment. Visitors read on any device, and nothing has been taken away from those who like print.
25 working days after content approval, including staff review and handover.
Our outsourced finance support material was always sound; the format was the obstacle. As pages, it finally does its job.
Questions about case 08
01How long did the outsourced bookkeeping and payroll firm build take?
25 working days after content approval, including staff review and handover, as the client measured it.
02What exactly was built?
Content on service responsibilities and the monthly reporting process was restructured as accessible sections with descriptive headings and direct links. A print version remains available by choice, not by force. The pieces used were: html reference pages, descriptive headings, section links, printable summary.
03Which plan carries this kind of work?
One page per service and Pages that open instantly are included on every plan. Plans start from $137 a month, with the $797 build fee invoiced only after launch.
04Why is the business not named?
Every case study on this site is anonymized on purpose. The client is described by type, size and region (outsourced bookkeeping and payroll firm, 7 staff; one locally managed operation, Omaha, Nebraska), and the quote is attributed to the person who gave it, Arjun Iyer, office manager.
Related
More pages and reference cases
Services behind this build
- Payroll bureau website developmentThe specific pages a payroll bureau website needs: client onboarding intake, industries served, and trust signals stated only in website terms.
- SEO for bookkeeping firmsWhat actually moves search visibility for bookkeeping firms: page architecture, one page per service and industry, weekly content, and page speed.
Built the same way for
Filed
Put the same fix on your firm's site.
A live walk-through of the site you would get, built around how your inquiries actually arrive. Plans from $137 a month, the $797 build fee invoiced only after launch.