KPI Advising CPA
KPI Advising CPA’s brand and client paperwork had not kept up with the firm’s growth. I refined the brand, built consistent templates, and automated forms, so every client touchpoint now looks consistent and runs more smoothly.
The Challenge
KPI Advising CPA had grown, but its brand assets looked dated and materials varied from one document to the next. Several internal processes relied on manual steps and remembering who’s client file was next, which took time and made client communication less consistent than the firm wanted.
What I did
- Refined the brand identity so it feels modern while keeping the recognition the firm had built
- Designed print and digital collateral, including business cards
- Created branded templates the team can use without a designer
- Built intake and document workflows with Microsoft Forms, Microsoft Planner, and Acrobat automations
At a glance
Client: KPI CPA, accounting firm
Services: Brand refinement, collateral, templates, systems design
Tools: Canva, Adobe Creative Suite, Acrobat automations, Microsoft Forms and Planner
The Result
A clearer, more modern brand presence, templates that save the team time and reduce inconsistencies, and back-office systems that support smoother, more professional client communication.
Portfolio Note: KPI Advising CPA has since joined with Motion CPA. This case study showcases the brand and systems work completed prior to that transition.