CASE STUDY
Brighton Financial Advisors
Portland, Oregon
Legal
Small
Before
After
Before
After
Challenge
Brighton Financial Advisors was struggling with an outdated website that failed to generate leads. Their site wasn't mobile-friendly, lacked modern design elements, and provided no way for potential clients to schedule consultations online. The partners were spending valuable billable hours managing basic website updates through an unreliable freelancer.
Solution
We implemented our Professional tier website with custom design elements reflecting their sophisticated yet approachable brand. The solution included custom photography, client portal integration, and automated scheduling system.
Services used
- Professional website package ($350/month)
- CRM integration add-on ($70/month)
- Additional service pages for wealth management, tax planning, and business advisory ($50/month)
- SEO and content writing package ($50/month)
Key Results
143%
increase in qualified leads within first 3 months
87%
reduction in time spent on website management
35%
Improvement in conversion rate for consultation bookings
22%
Increase in average new client value
Key features implemented
A client portal lets users securely log in to access documents, share info, and communicate with service providers.
- Secure document upload portal
- Automated appointment scheduling with calendar integration
- Mobile-optimized experience with click-to-call functionality
- Service-specific landing pages with clear CTAs
- Client testimonial video integration
The team at WaaS Pro completely transformed our firm's online presence. The new website not only looks professional but has become our most effective client acquisition channel.
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Sarah Brighton, Managing Partner
Brighton Financial Advisors
The team at WaaS Pro completely transformed our firm's online presence. The new website not only looks professional but has become our most effective client acquisition channel.
Sarah Brighton, Managing Partner
Brighton Financial Advisors
The team at WaaS Pro completely transformed our firm's online presence. The new website not only looks professional but has become our most effective client acquisition channel.
Sarah Brighton, Managing Partner
Brighton Financial Advisors
More Accounting Case Studies
WHAT THEY ASKED
Frequently Asked Questions
We've designed our service specifically for busy professionals who need a premium online presence without the hassle of website management.
How do you ensure bar compliance for legal websites?
Can I integrate my website with my legal practice management software?
How do you handle client confidentiality on the website?
Can I display case results and testimonials?
How do you help with legal content creation?
Want results like these?
Let us transform your accounting firm’s online presece with a professionally designed website tailored to your needs.