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PORTFOLIO CASE STUDYWISE DIGITAL PARTNERS · JULY 2025WEBSITEUI/UX

Myres CPA

Website visual direction and UI design for a strategy-first CPA firm based near San Antonio, Texas.

CLIENT
Myres CPA
INDUSTRY
Accounting, tax & advisory
PROJECT
Website redesign
MY ROLE
Visual direction, imagery, layout, UI design
TOOLS
Figma, Photoshop
Myres CPA homepage hero
01 · PROJECT OVERVIEW

Project overview

Myres CPA is a Texas CPA firm founded by Trevor Myres. It was legally formed in November 2021 and opened on 1 January 2022. The firm works with small and mid-sized business owners in construction and the trades, family-owned businesses, and high-income earners with side ventures or real estate. It has clients in more than 20 states.

In 2025 WISE Digital Partners rebuilt the firm’s website. I was one of the designers on the project. I worked on the visual direction, the imagery and the page layouts across the site, from the homepage through the service pages and the pricing calculator. The sitemap and all page copy came from WISE’s copy team.

02 · THE BRIEF

The brief

Summarised from the client’s Stakeholder Brief (May 2025) and Brand + Goals exercise, both completed with WISE before the build.

“Tax is the tool; transformation is the goal.”

— MYRES CPA, STAKEHOLDER BRIEF

What the client needed

The firm is moving toward recurring advisory work instead of one-off compliance. Until now digital marketing had been an afterthought and new clients came through referrals. The previous site had a simple, editorial look. The client described it as a general template with repeated copy and little personality, and asked for a clearer service breakdown, team bios, case studies and FAQs.

Goals the client selected

LegitimacyBrand awarenessReview buildingSales of a specific service

How they want to be seen

Trustworthy, professional, intentional, supportive, straightforward, confident, efficient.

Design input

Colours: navy blue, described as “grounded and trustworthy”. Type: clean, modern, readable sans-serif. Sites they admired: Full Send Finance for its pricing page, Dark Horse CPAs for its messaging, Badger CPA and Dillon Business Advisors.

Constraints

Keep the existing logo, which the client called “functional, but open to refinement”. No brand guidelines existed. The site had to link to the Canopy client portal, plan for Calendly scheduling and support a CMS blog. The sitemap was approved on 19 June 2025.

03 · CREATIVE DIRECTION

Creative direction

Branding status: existing brand, elevated. From the previous website, only the colour palette was kept. The typography, imagery, graphic elements and page layouts were created by us, the WISE design team. The client’s mountain-in-a-circle mark and “Advisory | Tax | Wealth” lockup stayed as the logo, and with no written brand guidelines, the new visual identity was built outward from it.

CONCEPT

Clarity at altitude

The logo is a mountain, and the brief keeps returning to clarity, confidence and control. The direction treats financial planning as a view from higher ground: layered ridgelines, open horizons and a long line of sight. Deep navy carries the trust the client asked for. A single bright orange is reserved for actions, so the next step on every page is easy to find.

The concept name was written for this case study to describe the direction.

Myres CPA logo, dark version
Myres CPA logo, light version on navy

Visual Identity

Project imagery, licensed from Adobe Stock

Compass moodboard image

Compass: direction and a decision in hand

Pier moodboard image

Pier: a clear, calm path forward

Open road moodboard image

Open road: long-term planning

Layered ridgelines moodboard image

Layered ridgelines: the main landscape for the hero and closing panel

Gradient with M silhouette moodboard image

Gradient with M silhouette: background texture drawn from the mark

Colour

Deep navy · #001066
Hero bands, estimate card, headings
Charcoal · #1F2937
Body text
Signal orange · #FF5036
Calls to action, active states, menu headings
Mist · #F2F5FE
Light grounds and panels
Cloud · #D1D5DB
Dividers and borders

Values sampled from the Visual Identity Card.

Type, graphics and imagery

  • Type. Raleway for headlines and Source Sans Pro for body text: clean, modern sans-serifs, as the client asked. Headlines pair Raleway Light with one word set in Bold capitals (“you’re BECOMING.”, “BEGINS HERE”), so a single word carries the emphasis.
  • Graphic elements. A large double chevron taken from the M in the logo sits over the homepage hero. A ridgeline edge closes the hero bands and echoes the peaks in the mark. Photographs are framed with one rounded corner. Icons are outlined in navy with an orange detail.
  • Imagery. Mountain and horizon landscapes for the brand story. San Antonio’s skyline and River Walk for local and service pages. Engraved-style portraits for the team. All photography is licensed from Adobe Stock.
HEADLINES · RALEWAY
Financial Clarity
BEGINS HERE
Light 300 · Bold 700
BODY · SOURCE SANS PRO

Forward-thinking tax and advisory support for business owners done playing financial defense.

Regular 400 · Semibold 600
04 · DESIGN EXPLORATION

Design exploration

These sketches were drawn after the project, working back from the final homepage, to show how its structure could have developed. They are a reconstruction, not working files from the July 2025 sprint.

RECONSTRUCTED DESIGN EXPLORATION
Reconstructed design exploration: 01 · Initial structure
01 · Initial structure. A standard sequence: split hero, introduction, three service boxes, trust logos, testimonial, closing call to action. It shows the problems. The hero has little presence, three boxes can’t represent nineteen service pages, and the only real call to action is at the bottom.
Reconstructed design exploration: 02 · Layout refinement
02 · Layout refinement. A navy split hero puts the booking button above the fold. The three service groups from the sitemap become panels that list every sub-service. This version is thorough but dense for a homepage, and it reads more like a service page. The structure was kept for the San Antonio page.
Reconstructed design exploration: 03 · Refined wireframe
03 · Refined wireframe. A full-bleed landscape hero with a centred headline, one bold word, the chevron from the logo and a ridgeline edge. The value cards come first. The three service groups become cards with one call to action each, and the sub-services move into the mega menu. Then testimonial, team, local roots, insights and a centred closing panel.

Hero layout alternatives

RECONSTRUCTED DESIGN EXPLORATION
Reconstructed design exploration: hero option A, full-bleed landscape with centred headlineSELECTED
OPTION A
Reconstructed design exploration: hero option B, split layout on a light ground
OPTION B
Reconstructed design exploration: hero option C, navy band with split layout
OPTION C

A full-bleed landscape with a centred headline gives the homepage the most presence and leaves room for the chevron graphic. This is the structure the final homepage uses. A split layout on a light ground reads clearly but has little presence. The navy band with a split layout suits a more local, service-led page and was used on the San Antonio page.

Service presentation alternatives

RECONSTRUCTED DESIGN EXPLORATION
Reconstructed design exploration: services option A, card grid
OPTION A
Reconstructed design exploration: services option B, grouped panels with list rows
OPTION B
Reconstructed design exploration: services option C, introduction with one card per groupSELECTED
OPTION C

The approved sitemap groups the services into Business Services, Planning & Advisory and Individual Services. A card grid flattens those groups. Grouped panels with list rows show every sub-service, which suits the San Antonio page. On the homepage, a short introduction on the left with one card per group on the right keeps the three groups clear, each with its own call to action.

05 · UI/UX DESIGN EXECUTION

UI/UX design execution

The copy team supplied the sitemap and the copy. My work was to give that structure a visual hierarchy, a navigation system and a set of reusable components that would hold together across every page template.

APPROVED SITEMAP · 19 JUNE 2025
Home★
Services★
Business Services★
Business Tax Preparation★
Business Advisory/ Fractional CFO
Financial Planning
Small Business Accounting
Bookkeeping
Business Tax Planning
Planning & Advisory
Business Tax Planning
Individual Tax Planning
Estate Planning
Retirement Planning
Personal Financial Planning
Wealth Management
Individual Services
Individual Tax Planning
Individual Tax Preparation
Industries★
Healthcare★
Construction
Real Estate
Home Service
About
Our Firm★
Our Team★
Blog★
Reviews★
Pricing Calculator★
Contact★
FOOTERBusiness ServicesIndividual ServicesIndustriesOur FirmContact

Approved sitemap, 19 June 2025. Prepared by the copy team; starred pages are the unique and template pages.

Myres CPA desktop navigation with mega menu
Desktop navigation. Services, Industries and About open into a mega menu, with orange column headings that follow the sitemap groups. The header has two actions: “Contact Us” as an outline button and “Get Started” as the solid primary.
Myres CPA mobile navigation accordion
Mobile navigation. The same groups as an accordion, with both actions at the foot of the menu.

Contact panel

“Contact Us” in the header opens a full-height panel instead of sending visitors to a separate page. The phone number sits in a navy bar at the top for anyone who would rather call.

The form asks only what the firm needs before a first call: the services someone is interested in, whether they own a business, and any deadlines or life changes coming up. The orange Submit button follows the same rule as the rest of the site, with orange reserved for the next step.

Myres CPA contact panel with the Let’s Connect form

Homepage hierarchy

  1. 01Full-bleed landscape hero: “Accounting for the business you’re BECOMING.” and “Book a Discovery Call”
  2. 02For Proactive Accounting Services, with the open-road image
  3. 03Why Business Owners Choose Myres CPA, three value cards
  4. 04Accounting Services That Cover Every Angle, three service group cards
  5. 05The Results Speak for Themselves, testimonial slider
  6. 06About Us with engraved team portraits
  7. 07Local Roots, Nationwide Reach, with the skyline
  8. 08Insights That Move Your Business Forward, three blog cards
  9. 09Financial Clarity Begins Here, the closing call to action
  10. 10Footer mirroring the sitemap’s footer links

Component patterns

  • Service group cards. On the homepage, one card per sitemap group, each with its own orange call to action. On the San Antonio page, list rows end in an outlined arrow, and the active row turns orange and shows a “Learn More” button.
  • Value cards. Three outline-icon cards, reused on the homepage and the service pages.
  • Process timeline. A six-step “Myres CPA Approach” with an orange rail, used on the service templates.
  • Proof and insight. A testimonial slider and three-up blog cards, ready for the CMS.
  • Pricing calculator. Toggled service groups on the left and a navy estimate card on the right, following the client’s Full Send Finance reference.
Myres CPA homepage service group cards

Three service groups, each with its own call to action, over the gradient with the M silhouette.

Myres CPA homepage value cards

Value cards with outline icons in navy and orange.

06 · FINAL DESIGNS

Final designs

Desktop pages from the final files. Scroll inside each frame to see the full page.

Myres CPA Homepage desktop design
Homepage. The landscape opens and closes the page. White sections sit over soft blue-to-coral gradients in between, and each orange button marks the next step.
Myres CPA Business Services desktop design
Business Services. A category template: sticky sibling navigation with a side call to action, a service checklist, the process timeline and an industries grid.
Myres CPA Business Tax Planning desktop design
Business Tax Planning. The service template on a light hero, with San Antonio imagery, a problem/approach split and outcome cards.
Myres CPA Pricing Calculator desktop design
Pricing Calculator. A three-step flow (Get Estimate, Submit Details, Book Consultation). Each service group toggles on and off, and the navy estimate card updates beside it.
Myres CPA San Antonio page desktop design
San Antonio page. A local version of the homepage: a navy split hero with the skyline, service panels that list every sub-service, and the affiliations row.

Homepage details

Myres CPA homepage introduction with open-road image

The open-road image introduces the idea of a long-term plan, framed with one rounded corner.

Myres CPA homepage About section with engraved portraits

Engraved portraits give the team a consistent look without a photo shoot. The skyline bleeds off the right edge.

07 · RESPONSIVE EXPERIENCE

Responsive experience

These are the actual mobile designs at a 393px width, not desktop screens placed in a phone frame. Split sections stack with the image first, service panels become full-width lists, and the estimate card in the pricing calculator moves below the form. No tablet layouts were supplied.

ACTUAL MOBILE DESIGNS
Myres CPA Homepage mobile design
Homepage
Myres CPA Business Services mobile design
Business Services
Myres CPA Service page template mobile design
Service page template
Myres CPA Pricing Calculator mobile design
Pricing Calculator
Myres CPA San Antonio page mobile design
San Antonio page

San Antonio page, mobile.

The navy split hero stacks with the headline first and the skyline below it. Each service panel becomes a single-column list.

08 · DESIGN OUTCOME

Design outcome

  1. 01

    Visual language

    Took an existing logo with no written guidelines and built a full visual language around it: palette, imagery, graphic elements and button styles, recorded on one Visual Identity Card.

  2. 02

    Information architecture

    Organised nineteen service pages in three groups into a mega menu, homepage group cards and a San Antonio page that lists every service.

  3. 03

    Reusable templates

    Designed reusable page templates (homepage, category, service and pricing calculator) on one shared set of components.

  4. 04

    Desktop + mobile

    Delivered desktop and mobile layouts for each template.

09 · PROJECT CREDITS

Project credits

Designed as part of my work with WISE Digital Partners.

My contribution: UI/UX design, visual design and creative direction.

Sitemap, content and copy by the WISE Digital Partners copy team. Designed in Figma and Photoshop. Photography licensed from Adobe Stock. Client: Myres CPA.