🌟 Case Study: Adam Kae & Associates
- Sandy Clifton
- 14 hours ago
- 2 min read
Industry: Financial Services / Outsourced CFO Services
Audience: Founders, Entrepreneurs, Nonprofits
Platform: Wix
Scope: Website design, messaging strategy, service positioning, trust-building UX, mobile optimization
Timeline: 3–8 weeks
Results Snapshot
✓ Professional, authority-driven digital presence
✓ Clear positioning for outsourced CFO services
✓ Structured messaging tailored to founders and nonprofit leaders
✓ Trust-focused design aligned with financial decision-makers
✓ Mobile-optimized experience for busy executives
✓ Video walkthrough preserved as portfolio proof
The Challenge
Adam Kae & Associates needed a website that communicated financial expertise, strategic clarity, and trust—without feeling corporate, cold, or overly technical.
As an outsourced CFO firm serving:
Founders
Entrepreneurs
Nonprofit leaders
the website needed to:
Clearly explain complex financial services in plain language
Establish authority and credibility quickly
Speak to decision-makers who value clarity and strategy
Position the firm as a long-term financial partner, not just a service provider
Although the website is no longer live, the project represents a fully completed and delivered website build designed to support real business growth and leadership decision-making.
The Strategy
Our strategy focused on clarity, confidence, and strategic positioning.
Key priorities included:
Translating CFO-level services into approachable, understandable messaging
Structuring content around client needs rather than internal processes
Using clean, professional design to reinforce credibility
Guiding visitors toward consultation and conversation—not pressure
Ensuring usability across desktop and mobile for busy executives
The goal was to create a website that felt smart, steady, and trustworthy.
The Solution
We designed a custom Wix website tailored to an outsourced CFO firm serving high-responsibility roles.
What we implemented:
A strong homepage that immediately established authority and value
Clear service sections outlining outsourced CFO offerings
Messaging designed for founders and nonprofit leadership
Clean layouts with intentional spacing and hierarchy
Gentle but clear calls-to-action encouraging strategic conversations
Mobile-optimized layouts for accessibility on the go
Every design decision supported confidence, clarity, and professionalism.
Website Walkthrough & Project Overview
This walkthrough highlights how the website was structured to:
Communicate financial leadership clearly
Position Adam Kae & Associates as a trusted advisor
Balance professionalism with approachability
Note: While the website is no longer active, this walkthrough reflects the final delivered project and accurately represents the work completed.
The Outcome
The completed website provided Adam Kae & Associates with:
A polished, professional online presence
Clear communication of outsourced CFO services
Messaging aligned with founders and nonprofit leaders
A digital foundation suitable for long-term growth and client trust
The site functioned as a strategic introduction—designed to reassure, inform, and invite conversation.
Want a Website Like This?
If your business provides high-trust, strategic services—from finance to consulting—Clifton Designs creates websites that communicate expertise clearly and confidently.