CPA WEBSITE DESIGN PROJECT
Colleran Accounting – Bluffton, SC
About The Project
Client: Colleran Accounting
Industry: CPA Firm
Location: Bluffton, SC
Package: Custom Website Design
What They Needed
A website that better reflected Sally’s personality and approach
Clearer messaging around services
Fewer discovery calls with clients who weren’t the right fit
Better visibility for local CPA/accounting searches
From Outdated to Aligned
Before:
A website that didn’t fully represent the personality of the business and was bringing in inquiries from clients who weren’t the right fit.
After:
A strategic Squarespace website that clearly communicates Colleran Accounting’s services, reflects Sally’s approachable style, and helps attract better-fit clients.
Project Scope
Website redesign, messaging refinement, service structure, and SEO-focused page setup on Squarespace.
About the Business
Colleran Accounting is a CPA firm based in Bluffton, South Carolina that partners with business owners to help them gain clarity in their finances and make confident decisions for their businesses.
Founder Sally Colleran, CPA works closely with entrepreneurs and growing companies to provide accounting, advisory, payroll, and tax services designed to support long-term success.
This CPA website design project focused on creating a website that reflects Sally’s approach and helps the right clients find — and choose — the firm.
The Opportunity
Many service-based business owners outgrow their website.
The business evolves, the client mix changes, and suddenly the website no longer reflects who they are or who they want to serve.
For Colleran Accounting, the goal wasn’t just a new design. The goal was a website that would:
Clearly communicate Sally’s strategic approach
Help visitors understand services quickly
Filter out wrong-fit inquiries
Attract local business owners actively searching for a CPA
Rethinking the Website Strategy
The redesign centered on positioning Colleran Accounting as a strategic CPA partner, not just a tax preparer.
Key improvements included:
Clear positioning from the start
The homepage was restructured to communicate who the firm serves and how Sally supports business owners.
Stronger service organization
Services were reorganized into clear sections and packages so visitors can understand their options without digging.
Improved structure and readability
Content was rebuilt with clearer headings, spacing, and hierarchy so it’s easy to scan.
A simpler path to scheduling a call
Calls to action were placed intentionally throughout the site so the next step is always clear.
A warmer visual experience
The updated colors create an inviting feel while still keeping the credibility expected in a CPA firm.
Helping the Right Clients Find the Firm
Along with the design and messaging, the site was also structured with local SEO in mind.
Since launching the new site, Colleran Accounting has begun appearing on page one of Google for local search terms, including:
CPA Bluffton SC
Local CPA near me
Accountant Bluffton SC
Small business accountant Bluffton SC
This increased visibility helps the right clients discover the firm before they ever land in Sally’s inbox.
The Outcome
The new website now reflects who Sally is as a business owner and the type of clients she serves.
And the biggest goal — attracting better-fit clients — started happening right away.
“My top intention was to be more direct in the type of clients I served, to allow for less discovery calls with the wrong client and that has definitely been achieved since the new website went live.”
Is Your Website Attracting the Right Clients?
If your website no longer reflects your business — or it’s bringing in inquiries that aren’t a good fit — we can take a look together.
“I love the website YStrategize created for my accounting firm! It blends a rigid industry with an inviting edge. Susana had a reason for any design choice suggested, and I appreciated her taking the time to explain everything. Schedule a discovery call. Susana is going to be direct and honest on how she can support your business.”
Client Love
A Website Designed to Support the Next Stage of the Business
The new custom website gives Colleran Accounting a strong online presence —one that clearly reflects Sally’s approach and helps attract the right clients.
As the business continues to evolve, the website can evolve alongside it. Whether that means refining messaging, expanding service pages, or making updates over time, the site was built with flexibility in mind.
And when those changes come, Sally already has a designer who understands her business and can support those next steps.
The New Colleran Accounting WEBSITE
WORK WITH ME
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WORK WITH ME ⤷
READY FOR A WEBSITE YOU ARE PROUD TO SHARE?
Let’s build something that’s beautiful, strategic, and totally aligned with your goals!