CASE STUDY

Berger CPAFirst

Service

Website Design & User Experience

Role

Design Direction
Digital Marketing Strategy
Content Strategy

About

BergerCPAFirst occupies the niche market catering to small businesses and individuals’ accounting, tax filing and financial planning needs. The firm has strategically located offices in New Jersey, New York and Florida. Customized services come with an in-depth understanding of the unique nature of each of the small businesses and individuals. The Berger business model is crafted with affordability for clients as a priority, and unique fixed monthly packages are offered.

The People

A strong team of driven and goal-oriented individuals, each with over 3 decades of hands-on local and international Finance and Accounting experience, spearheads BergerCPAFirst. The team brings together specialist expertise in Strategic planning, budgeting, cost control, revenue recognition, design and implementation of internal operational controls, and individual tax planning for domestic and Global companies. The cross-industry experience of the team, which adds to the operational ethics of Berger, includes IT, manufacturing industries, not-for-profit organisations, small businesses and Logistics.

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The Challenges

Being a Certified Public Accountancy firm in a crowded market, albeit with a unique offering specifically for small businesses and individuals, the first challenge was the effective dissemination of this information. The prospective clientele had to know what was on offer. The advantages of choosing BergerCPAFirst over other firms needed to be communicated and positioned effectively in the digital format with maximum reach built in. One challenge was avoiding a seeming overload of information on the website despite having much to communicate! The sheer number of services, from daily bookkeeping to QuickBooks installation to filing tax returns to financial planning and cash flow forecasts, could very easily make the digital page look cluttered and put off prospective clientele if not handled right…

How we took it forward

The Hubra Digital solution to these challenges was to create a digital presence that delivers unmatched customer experience through sheer ease of use and seamless knowledge dissipation. The website has many ingenious features that ensure that the service is presented for easy understanding while also highlighting the USPs of the firm and building a loyal customer base. A multipronged approach including website revamp, SEO strategy and execution and SMM strategy and execution. Visibility was increased, supported by ingenious positioning strategies and effective knowledge sharing.