Managed websites for accounting and professional services firmsManaged websites for accounting firms

hello@firmwebstudio.com

Case study: Multi-partner firms

Ending the advisory consultations version confusion

The advisory consultations content had accreted: the same details in several places, maintained unevenly, contradicting quietly.

Client
Management advisory consultancy
Region
Roanoke, Virginia
Size
6 staff; one locally managed operation
Timeline
10 working days after content approval, including staff review and handover

Before the build

Where the work started

Management advisory consultancy in Roanoke, Virginia: 6 staff; one locally managed operation.

  1. 01

    The starting point

    The advisory consultations content had accreted: the same details in several places, maintained unevenly, contradicting quietly.

  2. 02

    The problem

    Day to day with advisory consultations, answering a question safely first required establishing which version the caller had seen. Fixes propagated slowly, and contradictions lingered.

The build

What we built

The facts about partner responsibilities and the engagement process were consolidated into one maintained reference, with duplicates merged or redirected. Ownership, a review date and an affected-pages checklist came with the handover.

Features used
  • Content inventory
  • Consolidated reference
  • Review schedule
  • Change checklist

Timeline

10 working days after content approval, including staff review and handover

After launch

What changed

For advisory consultations, the business maintains key information in one place and has a practical method for checking related pages. Visitors are far less likely to meet two versions of the same fact.

In the client's words

The advisory consultations pages used to disagree with each other. There is a single version now, and someone is actually responsible for it.
Chloe GodfreyEngagement coordinator, Management advisory consultancyRoanoke, Virginia

Want the same kind of fix on your own firm's site? Walk through it with us on a live call.

Book a demo

Questions about this engagement

01How long did this engagement take?

10 working days after content approval, including staff review and handover.

02What did the work include?

Content inventory, Consolidated reference, Review schedule, Change checklist. The facts about partner responsibilities and the engagement process were consolidated into one maintained reference, with duplicates merged or redirected.

03Can a accounting or professional services firm get the same work done?

Yes. Every feature this engagement relied on is included on every plan, from Practice up.

04Why is the client not named?

Clients are identified by type and region only, on purpose. The quote on this page is the client's own, published with their permission, and nothing on the page is invented.

Your firm's version of this fix

A live walk-through of the pages, the inquiry flow and the handover your firm would get, and which plan carries them.