Founder: Molly Roberts
Industry: Bookkeeping & Financial Services

INITIAL ENGAGEMENT

Established Business, Strategic Review
Molly came to Elite Vivant with an established bookkeeping firm that had outgrown its existing digital presence. While the business was performing well, the website, messaging, and service structure were no longer aligned with the direction of the firm or the way Molly was operating day to day.

She was not seeking surface-level updates.
She needed clarity on what should evolve and in what order.

STRATEGIC AUDIT & ANALYSIS

Before recommending changes, we conducted a comprehensive review.

This included:

• An audit of the existing website and messaging
• Analysis of current services and client engagement patterns
• Review of audience segments and decision-maker needs
• Identification of gaps between the brand and the actual business model

This phase created a clear picture of what was working, what was misaligned, and where refinement would create the greatest impact.

STRATEGIC REALIGNMENT & EXECUTION

Based on the findings, we developed a focused strategy and guided implementation.

We delivered:

• A refined audience segmentation strategy aligned with growth goals
• A streamlined service structure for clarity and scalability
• A new website designed to support credibility and decision-making
• Elevated copywriting that communicates expertise without overexplaining
• Every update was driven by analysis, not aesthetics.

RESULTS

Molly Keeps Books now:

• Presents a clear and structured financial services position
• Communicates services with confidence and precision
• Aligns its website and messaging with the firm’s actual operating model
• Supports more efficient client conversations and onboarding
• Has a brand foundation that can scale without repeated rework

The firm now has a digital presence that reflects its strategic direction.

PROJECT SCOPE

• Brand & Website Audit
• Strategic Analysis & Positioning
• Audience Segmentation
• Website Design & Build
• Messaging & Copywriting

CLIENT EXPERIENCE

Molly now has a brand and website that function as strategic assets rather than static materials. The clarity gained through this process supports confident decision-making and sustainable growth as the firm continues to evolve.