Balance Chartered Accountants

Balance Chartered Accountants

Service Used

Website Development and CMS Integration
SEO and Content Strategy
User Experience Enhancements
Launch and Deployment

Solution

Website Design and Implementation

Project Manager

Picture of Brad Kirkland

Brad Kirkland

Project Location

New Zealand

Project Goals

Develop a fully responsive, four-page website (Home, About, Services, Contact). Leverage HubSpot CMS for easy content management and independent updates. Enhance SEO to improve search engine rankings and drive organic traffic. Create persona-targeted landing pages for better conversions. Design engaging service pages with custom icons and transparent pricing. Implement an intuitive contact page supporting calls, messages, and emails. Establish an omnichannel experience for client engagement. Ensure a smooth website launch with minimal downtime and proper redirect setup.

Tools Used

Their wants

01A modern, visually appealing website representing their brand authority.
02A content management system they could easily control themselves.
03More client inquiries through better conversion-focused landing pages.
04Improved visibility through SEO without heavy ongoing technical support.

Their needs

01HubSpot CMS integration for effortless content updates.
02Fully mobile-responsive design for seamless device experiences.
03SEO-optimized structure for financial service compliance and visibility.
04Persona-driven landing pages to cater to distinct client segments.
05Reliable, seamless website launch and migration.

Identifying the problem

  • Need for an easy-to-use CMS platform enabling non-technical content updates.

  • Challenge of creating persona-focused landing pages for specific client segments.

  • Difficulty in SEO optimization within the highly regulated financial services space.

  • Requirement for transparent and visually engaging service presentations.

  • Necessity of a seamless, zero-downtime website launch with proper redirections.

Scope of works

Website Development and CMS Integration

  • Full design and development of a four-page responsive website (Home, About, Services, Contact).

  • HubSpot CMS setup for user-friendly content management.

SEO and Content Strategy

  • Implementation of an SEO-friendly website structure.

  • Creation of persona-targeted landing pages.

User Experience Enhancements

  • Mobile optimization for all devices.

  • Custom iconography for service pages to visually enhance user navigation.

  • Omnichannel contact page supporting multiple communication options.

Launch and Deployment

Seamless website migration with zero downtime and full redirect setup.

The Plan

Phase 1: Design and CMS Integration Phase 2: SEO and Persona Targeting Phase 3: Mobile Optimization and Testing Phase 4: Launch and Post-Launch Support
Phase 1: Design and CMS Integration

Custom web design aligned with brand guidelines and HubSpot CMS setup.

Phase 2: SEO and Persona Targeting

Structuring the site with SEO best practices and persona-specific landing pages.

Phase 3: Mobile Optimization and Testing

Ensuring flawless functionality and visual appeal across all devices.

Phase 4: Launch and Post-Launch Support

Careful rollout ensuring no downtime and providing client training for content updates.

The Strategy

Client-Centric Website Development Empowering the Client with CMS Control Driving Growth through SEO and Persona Focus Seamless Omnichannel Communication
Client-Centric Website Development

Build a sleek, conversion-driven website tailored for financial services clients.

Empowering the Client with CMS Control

Use HubSpot CMS to ensure the client can independently manage updates.

Driving Growth through SEO and Persona Focus

Implement SEO frameworks and develop landing pages designed to engage target personas and increase conversions.

Seamless Omnichannel Communication

Offer multiple client touchpoints to maximize inquiry opportunities.

The Results

Content Update Efficiency 75% faster content updates via HubSpot CMS.
Website Engagement 65% increase in user session duration.
Lead Generation 60% increase in consultation requests through persona landing pages.
  • 75% faster content updates using HubSpot CMS.

  • 65% increase in user session duration.

  • 50% growth in organic traffic within the first three months.

  • 40% reduction in mobile bounce rates.

  • 60% increase in consultation requests through targeted landing pages.

  • 35% faster client response times through improved contact accessibility.

  • 100% success in URL redirection and zero downtime during launch.

Conclusion

The partnership between Balance Chartered Accountants and YetiTech achieved outstanding success in delivering a high-performing, modern website fully aligned with business and branding goals. Through intuitive CMS adoption, strategic SEO optimization, and a user-focused design, Balance Chartered Accountants now boasts a scalable, dynamic digital platform ready to drive continuous growth, client engagement, and operational efficiency well into the future.

Ready to see what we can achieve together?