Case Study
Greenfield CPA Group
Modernizing Outreach to Attract Millennial Business Owners
Greenfield CPA Group, a boutique accounting firm, wanted to expand their client base by connecting with millennial business owners who value sustainability and social responsibility. However, their outdated website and lack of social media presence made it difficult to reach this tech-savvy, mission-driven audience. Dellosa & Co. partnered with Greenfield to modernize their online presence and create a strategy that spoke directly to their target market.
Accounting and Financial Services
Navigating the complexities of logistics, our solutions reshaped operational paradigms, optimizing processes for unparalleled efficiency in the industry.
2-10
With a close-knit team of 9 professionals, Greenfield CPA Group wanted scalable marketing solutions that aligned with their values and business goals.
6 Months
Over a six-month engagement, Dellosa & Co. helped Greenfield CPA Group revamp their online presence and establish a meaningful connection with millennial business owners.
Modernized and Meaningful Engagement
Launching a fresh, modern website and building an engaging TikTok presence led to increased inquiries from millennial entrepreneurs and a stronger foothold in their target market.
"The TikTok strategy has sparked meaningful conversations with the type of people we love to serve."
Our Approach
Website Design & Development
We started by giving Greenfield CPA Group a complete website overhaul to create a modern, user-friendly platform that appealed to their target audience.
- Designed a clean, visually engaging website reflecting Greenfield’s values and services.
- Highlighted content relevant to millennial business owners, such as sustainable business practices and tax strategies.
- Integrated a simple inquiry form and contact process to encourage engagement.
Social Media Strategy & TikTok Launch
We equipped Greenfield with the resources and confidence they needed to sustain their new marketing initiatives.
- Created engaging, educational TikTok videos on topics like tax tips for small businesses and environmentally friendly deductions.
- Established a consistent posting schedule to build momentum and grow their following.
- Provided on-brand, creative guidance to ensure the content aligned with their values.
Building Engagement Tools
We equipped Greenfield with the resources and confidence they needed to sustain their new marketing initiatives.
- Delivered a content calendar for both TikTok and their blog to maintain consistent outreach.
- Provided training sessions on video best practices and TikTok trends.
- Integrated analytics tools to track performance and adjust strategies as needed.
Future-Focused Growth
Dellosa & Co. helped Greenfield CPA Group step confidently into the digital age, giving them the tools to connect authentically with a younger audience.
- Modern Website: A fresh, engaging platform that resonates with millennial business owners.
- Social Media Presence: A growing TikTok following, with increased inquiries from socially responsible entrepreneurs.
- Sustained Growth: Greenfield now has the resources and strategies to continue attracting their ideal clients.
By modernizing their digital presence, Greenfield CPA Group is better positioned to grow with the next generation of business owners.
This case study is inspired by real solutions we’ve provided to real clients, with names and details adjusted to protect confidentiality.
"The custom content they created not only elevated my personal brand but also strengthened relationships with my clients and COIs."
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