Sterling & Co. · Financial Services
A firm with no name on its own website
Sterling & Co.'s site literally said ‘ACCOUNTANT’ across the top — a placeholder label nobody had gone back to replace. For a firm whose entire business is precision, that oversight was doing more damage than any single client ever would.
The problem
Sterling & Co. handles audit support and financial statements for businesses that answer to boards and lenders — clients for whom attention to detail is the entire value proposition. Their own website had been running with a literal placeholder word, ‘ACCOUNTANT,’ where the firm's name should have been, since a template was first installed years earlier.
It's the kind of error that's easy to stop seeing once you work there every day, and exactly the kind a prospective client, evaluating a firm on rigor, would notice immediately.
Past that, the site offered no way to request a call for a specific reason — tax planning, audit support, financial statements all funnelled into one generic inbox — and no answers to the plain-language questions a business owner has before engaging a CPA firm for the first time.
The approach
Three moves, in order.
01
Put the actual name back on the site
A proper wordmark and rounded-square mark replaced the placeholder label, closing the gap between how careful the firm is with client work and how it presented itself.
02
Let a call request state its purpose
The scheduling form asks whether the call is about tax planning, audit or financial statements, so the right partner is looped in before the first conversation happens.
03
Answer the plain-language questions first
An FAQ covering what an audit engagement actually involves and how fees work gives a first-time client a way to understand the process before committing to it.
The work
What we built.
The new homepage
Also delivered
A full proofreading pass across every page, section by section, plus a short internal checklist so a placeholder like the old logo label never ships unnoticed again.
Results
First two quarters on the new site.
+48%
Call requests booked with reason attached
31%
Of new engagements citing the FAQ as helpful
0
Placeholder text left anywhere on the site
1
Firm finally named correctly on its own homepage
“We found out our own website had said ‘Accountant’ instead of our name for who knows how long. It's mortifying in hindsight, and it's exactly the kind of detail our clients hire us to catch for them.”
Warren SterlingManaging Partner, Sterling & Co.
Figures are illustrative of the outcomes this engagement was designed to produce and are shown here for portfolio purposes.