Case Study · Finance · Outsourced Accounting
Synergy Financial Management
A conversion-focused site for a CA(SA)-led accounting firm with published pricing, 11 service pages, a 30-article tax library and smart quote flows.
- Industry
- Finance · Outsourced Accounting
- Built For
- Growing businesses & individuals
- Stack
- Next.js · Tailwind CSS v4 · Radix UI + Lucide
Project Overview
Synergy Financial Management gives businesses a Chartered Accountant-led finance function for a fixed monthly fee, and the site is built to turn that promise into enquiries.
Pricing is published openly across three tiers, every service has its own page, and a 30-article library answers the tax and compliance questions clients search for.
Quote and consultation flows adapt to the visitor — company or individual, accounting system, services needed — and WhatsApp sits one tap away on every page.
What It Had to Do
- Win trust for a fixed-fee, CA(SA)-led service
- Rank for local tax and compliance searches
- Qualify leads with smart, conditional forms
- Make pricing clear before the first conversation
Under the Hood
Key Features
Transparent pricing
Three published tiers with a feature comparison table and a pricing FAQ.
11 service pages
Each with its own Service, FAQPage and BreadcrumbList structured data.
Consultation booking
A multi-step flow offering a free initial call and paid review and health-check sessions.
Smart quote form
Conditional fields for entity type, accounting system and services, with honeypot spam protection.
30-guide tax library
Practical articles on returns, provisional tax and compliance, organised into six categories.
WhatsApp-first contact
Pre-filled WhatsApp quote messages alongside phone and email on every page.
Onboarding timeline
A six-step path from quote request to ongoing compliance.
Trust signals
Professional memberships, accounting-software badges, testimonials and a founder profile.
Built Mobile-First
Technology
Detected from the live site's source and response headers.
Next.js
App Router, built with Turbopack
Tailwind CSS v4
Navy and red brand tokens
Radix UI + Lucide
Accessible primitives and icons
Web3Forms
Serverless form delivery
Google Analytics 4
Privacy-minded, with IP anonymisation
Responsive WebP imagery
Hero served at 768, 1280 and 1920 widths
Verified on the Live Site
Search & Discoverability
- 59 URLs in the XML sitemap
- AccountingService, Person, Service, Article, FAQPage and BreadcrumbList structured data
- Canonical URLs on every page
- English (South Africa) language tagging
- Full Open Graph and Twitter card set with image alt text
- API routes excluded from crawling in robots.txt
