Case study: Starting strong with a friendly online presence

When Lisa Kerr launched Clearly Accounted, she knew exactly how she wanted her business to feel - friendly, down-to-earth, and accessible to other small business owners. But turning that into a digital presence was a different story.

Like many new business owners, Lisa had no experience with setting up a website or social media. She wanted to get things right from the start - building a brand that felt personal and approachable, without all the usual jargon.

A clear vision, brought to life

Our first step was a relaxed chat over tea to get to know Lisa, her values, and how she wanted to show up online. We talked about her goals for Clearly Accounted and explored ways to make her feel confident in sharing her expertise, even before the business had fully launched.

From there, I designed and built a simple but effective website that reflected her style. We used friendly language, added real testimonials, and - after a bit of gentle persuasion - convinced Lisa to include a few photos of herself. (It’s always worth it - people buy from people.)

Step by step, I shared ideas and content drafts, keeping Lisa involved throughout. I also created her first few social media posts to help set the tone, with clear guidance on how to keep that momentum going.

Confidence and compliments

The results? A warm, professional online presence that Lisa is proud of - and that’s clearly working.

She’s had a steady stream of interest via social media, and the website is already making a strong first impression. One potential client even said:

“I found you on Google and your website made you seem friendly and approachable - and after meeting you, I can say it portrays well how you are as a person.”

That’s the power of an online presence that sounds (and looks) like you.

Lisa added: “Penny takes the time to understand you and your goals and objectives and tailors her approach to create a solution that fits you and your business.”

Looking to build an online presence?

If you’re a finance professional or small business owner looking to build a brand that feels genuinely you, I’d love to help.