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BB TAX & ADVISORY

Contracted work made for Robert Gerov Media

BB Tax & Advisory is a full service bookkeeping, accounting and financial advisory firm specializing in the complex needs of small businesses owners and middle-class families. Our goal was to create a well organized User Experience to showcase the clients various specialties in a clean, sophisticated way. Our targets were middle class families, small businesses and retired couples.

 

THE BRIEF

Create a well organized user experience and sophisticated-looking website that showcased the client’s wide spectrum of specialities.

 

THE CHALLENGE

Creating a UX that efficiently organized the large amount of information, graphs and specialities offered by the client.

 

WHAT I DID

I art directed and produced the entire website and graphics. I created all the wireframes which were crucial in organizing the site’s content.

Research & Development

After receiving the brief from the client, my first step was to research the current competition to get develop a full understanding of the current market. Since we were dealing with a lot of information for the user to navigate through, I proposed a clean and professional look that catered to a hierarchy of categories to narrow down the user’s search options.

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Site Map

Our site map helped to identify what were the main needs of our user and how to organize the various sub-services we offered. Once we got this down, we were able to plan ahead for any missing content or assets such as infographics.

Wireframes

I wireframed all the pages of the site in an effort to segment and distribute the large amount of information. I was mindful of not overwhelming the user with a complex UI. As with all wireframes, this was where we identified where we would make use of images, graphs and secondary navigations.

Design

I proposed a clean, sober and corporate art direction. This was due to the fact that we are dealing with peoples’ and business’ financial planning and wanted to instill a sense of trust, safety and expertise. I used blue as the color of security and trust as well as beige to give it a conservative, contrasting color.

Mock Ups

After finalizing the wireframes I applied the content and branding elements to create high-fidelity mock ups. This project highlights the importance of putting strategy before design. A well planned out UX will always benefit the interface design.


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