Finance

Guardian Tax Consultants – Marketing a Specialized Business Tax Strategy

Problem

Guardian Tax consultants grew by providing highly-specialized services to a niche market of business leaders. They developed a unique MSO strategy for business owners and were growing through referrals from satisfied customers. Their founder had a full slide deck and numerous case studies showing their process and services, but it had grown highly-technical and less usable as a marketing material. We have worked with the Guardian Team for several years, and as they expanded further into this new territory, they sought out our marketing and design expertise.

strategy

We began by meeting with the Guardian Team to review their MSO processes, documents, and look at their business model to determine the client type who would benefit the most from their services. This necessitated diving deeper into their brand and marketing. Since the tax strategy portion of their business had increased so much, we suggested updating their url to incorporate “tax consultants.” Then, we consolidated the 60+ pages of notes and slides into a concise, public-facing messaging. We did full market SEO research, overhauled their site with the new content, and updated the information across their Google profile.

Results

The result is a distilled, efficient way of showing their success, services, and client success stories so that they can increase their market reach. And a new SEO-ready site for paid marketing ads. And we’re still walking beside them, continuing the partnership.

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