Case 02 / Pages and reference
A phone-friendly route into outsourced finance support
Logistics company bookkeeping firm in Akron, Ohio, 4 staff. Built in 15 working days after content approval, including staff review and handover. The full account below is the client's own.
- Client
- Logistics company bookkeeping firm
- Region
- Akron, Ohio
- Size
- 4 staff; one locally managed operation
- Build time
- 15 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
Everything about outsourced finance support was organized for desktop browsing. On smaller screens the route to an inquiry was buried under introductory text.
What was getting in the way
Day to day with outsourced finance support, people gave up partway through the menu or called simply to ask where things were. Even the team struggled to direct someone to the right page without a desktop in front of them.
What we built
The mobile structure was flattened into a short path: an overview, service responsibilities and the monthly reporting process and a prominently labeled inquiry button. Sections were resequenced to match the questions people ask first.
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 Mobile navigation
- 02 Short page sections
- 03 Visible contact action
- 04 Readable text sizing
Filed
What changed
For outsourced finance support, a visitor can go from the overview to a relevant inquiry without doubling back through the menu. Staff also have one tidy page to share when helping someone away from a desk.
15 working days after content approval, including staff review and handover.
Directing someone to outsourced finance support used to mean describing the menu over the phone. Now it is one link and one sentence.
Questions about case 02
01How long did the logistics company bookkeeping firm build take?
15 working days after content approval, including staff review and handover, as the client measured it.
02What exactly was built?
The mobile structure was flattened into a short path: an overview, service responsibilities and the monthly reporting process and a prominently labeled inquiry button. Sections were resequenced to match the questions people ask first. The pieces used were: mobile navigation, short page sections, visible contact action, readable text sizing.
03Which plan carries this kind of work?
Pages that open instantly and One page per service 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 (logistics company bookkeeping firm, 4 staff; one locally managed operation, Akron, Ohio), and the quote is attributed to the person who gave it, Alice Farnsworth, partner.
Related
More pages and reference cases
Services behind this build
- Accounting firm website redesignSigns an accounting firm site needs a redesign, what gets preserved versus rebuilt, and how the migration process protects existing rankings.
- Virtual bookkeeping firm websiteA virtual bookkeeping firm has no walk-in visits, so the website has to do the trust-building work an office and a handshake usually do.
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.