KPI Advising
KPI ADVISING
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.
