InfraCore Advisory — Financial Clarity Platform
A premium advisory marketing site and client portal for a boutique bookkeeping, business advisory, and tax practice — designed to win mid-market owner-clients who buy on trust and clarity, not price.
Measurable Results
Before & After
The Challenge
Most accounting firm sites look like 2009 — clipart, stock smiles, bullet-point services. InfraCore wanted a brand that signalled 'fractional CFO', not 'tax preparer', and a client portal that proactively surfaced monthly close, KPIs, and cash position.
The Solution
Designed a calm, editorial brand system with a private client portal that delivers reconciled monthly closes, plain-English KPIs, cash-runway charts, and tax-readiness scoring. Booking flow integrates directly with the partner's calendar and gates discovery calls by qualifying revenue band.
Key Features
Editorial brand site with services + insights
Private client portal — monthly close + KPIs
Cash runway and 13-week forecast charts
Tax-readiness scoring and document checklist
Qualified discovery booking with calendar sync
Secure document vault with audit trail
Technology Stack
"We doubled fees and stopped competing on price within a quarter. The site sells the practice we always wanted to be."
Managing Partner, InfraCore
InfraCore Advisory Group
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