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BB Tax & Advisory

Summary

BB Tax & Advisory is a full service bookkeeping, accounting and financial advisory firm specializing in the complex needs of small businesses owners and middle-class families. Our goal was to create a well organized User Experience to showcase the clients various specialties in a clean, sophisticated way. Our targets were middle class families, small businesses and retired couples.

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Overview

We set out to create a well organized user experience and sophisticated-looking website that showcases the client’s wide spectrum of specialities. Creating a UX that efficiently organized the large amount of information, graphs, statistics and specialities offered by the client. We art directed and produced the website and graphics. We designed the wireframes which were crucial in organizing the site’s content.

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Work

Strategy

After receiving the brief from the client, our first step was to research the current competition to develop a full understanding of the current market. Since we were dealing with a lot of information for the user to navigate through, I proposed a clean and professional look that catered to a hierarchy of categories to narrow down the user’s search options.

Overview

We set out to create a well organized user experience and sophisticated-looking website that showcases the client’s wide spectrum of specialities. Creating a UX that efficiently organized the large amount of information, graphs, statistics and specialities offered by the client. We art directed and produced the website and graphics. We designed the wireframes which were crucial in organizing the site’s content.

Overview

Wireframes

The design team wireframed all the pages of the site in an effort to segment and distribute the large amount of information. We were mindful of not overwhelming the user with a complex UI. As with all wireframes, this was where we identified where we would make use of images, graphs and secondary navigations.

Wireframes

MockUps

After finalizing the wireframes we applied the content and branding elements to create high-fidelity mockups. This project highlights the importance of putting strategy before design. A well planned out UX will always benefit the interface design.

MockUps

Outcomes

527%
Increase in new client
540%
Increase in productivity
50%
Reduction in patient acquisition costs
outcome

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