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Smart Branding + Digital Systems for Tax Preparers, Consultants & Financial Pros

Websites. Client Portals. Branding. Booking. Automation.

Whether you file taxes, fix credit, build business plans or manage money, clients need to trust you before they call. Let’s give your business a professional look and systems that keep you organized all year.

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Can You Relate?

You’re out here helping people with their money — but behind the scenes, it’s a mess:

  • Clients send documents by text, email and DM, and it’s hard to keep track

  • Your website (if you have one) doesn’t look as trustworthy as you are

  • Tax season buries you, and the rest of the year is too quiet

  • You don’t have an easy way for clients to book, pay or upload files

  • Your branding doesn’t match the professional service you give

  • Follow-ups and reminders fall through the cracks

  • You want to grow, but you need back office help

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👉🏽 Sound familiar? That’s where we come in.

Beviyan and her team are here to take the stress off your plate and make your business look and run like a premium brand — from visuals to systems, and everything in between.

What We’ll
Fix For You

We’ll Make You Look Professional, Booked Out, and Ready to Grow.

🖥 Custom Financial Services Website Design
A clean, trustworthy, mobile-friendly site with your services, pricing, reviews, booking and secure intake forms. SEO-ready so local clients find you first.

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💼 Professional Branding & Visual Identity
Logos, business cards, flyers and social media graphics that say “established and trustworthy.”

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📂 Client Portals, Booking & Secure Uploads
Clients book appointments, upload documents and pay online in one organized place.

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📣 Seasonal Marketing & Social Media Content
Tax season promos, referral campaigns and year-round content that keeps clients coming back.

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🗂 Virtual Assistant Support for Financial Pros
Need help keeping up with emails, calls, scheduling, invoices or follow-ups? We offer done-for-you back office support, CRM setup and more, so you can focus on the work you love. Bonus: graphic design is included FREE with our Administrative Assistant plan and higher.

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✨ What This Looks Like

(The Client Experience)

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📞 Book Your Free Discovery Call
We’ll talk about your services, your goals, and where you need help — from your online image to your daily operations. You’ll get expert insight and clear next steps.

 

💳 Secure Your Spot
Once we finalize the scope, you’ll lock in your project with a deposit and get instant access to your private client dashboard for easy communication and progress tracking.

 

🗺 Get Your Business Launch Blueprint
You’ll receive a customized action plan outlining exactly what’s needed — website, branding, marketing tools, booking systems, and more — in the order that makes the most impact.

 

🎨 Design & Build
We’ll get to work creating your brand visuals, website, logo, business cards, social media templates, marketing materials and more — all built for your industry.

 

🧰 System Setup & Support (Optional)
Need help managing leads or keeping up with the admin? We can also set up your CRM, booking systems, and back office tools — plus offer virtual assistant support if needed.

 

👀 First Draft Review
You’ll review the initial designs, give your feedback, and we’ll make refinements so it all looks and works exactly the way you want.

 

🚀 Launch Day
Once everything’s ready, we’ll help you go live — looking sharp, organized, and built to attract better-paying clients.

SAMPLE SITES WE’VE BUILT

 

Real sites designed by Beviyan and her team:

consultationboutique.com

taxmaxxllc.com

glashconsulting.com

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Virtual Business Assistance Plans

  • Starter Virtual Assistant

    500$
    Every week
    Weekly professional support plan. Best for: Solo business owners and one-person teams. Includes: Scheduling; Research; Data entry; Follow-ups; File organization; Light customer support; Basic recurring administrative support
     
    • 10 hours per week
    • Scheduling & calendar support
    • Data entry & organization
    • Research & follow-ups
    • Light customer support
    • Free business setup services with 1-month subscription
  • Virtual Assistant

    750$
    Every week
    Weekly professional support plan. Best for: Solo business owners and one-person teams that need consistent weekly support. Includes: Inbox assistance; Calendar management; Client communication; CRM updates; Research; Follow-ups; Customer support; Light social media assistance; General business administration; Basic workflow support
     
    • Inbox & calendar management
    • Client communication
    • CRM updates
    • Research & reporting
    • Light social media support
    • General admin support
    • Free business setup services with 1-month subscription
  • Administrative Assistant

    1,000$
    Every week
    Teams and organizations needing support for approximately 2–5 people. Includes team coordination, CRM and software management, quotes, customer processing, screening, vendor communication, documentation, databases, workflows, and graphic design for promotional and marketing materials at no additional charge.
     
    • Support for teams of 2–5 people
    • Meeting coordination & shared inboxes
    • CRM & software management
    • Quotes, proposals & client agreements
    • Customer processing & vendor follow-ups
    • BONUS: Free graphic design & marketing materials
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