A stronger
starting point.

INDIVIDUAL BUILD / SALEM, NEW HAMPSHIRE

Perspective for
what comes next.

Robert J. Consaga, Jr., P.C. Ten connected pages bring business valuation, international tax and day-to-day accounting into a clear three-part service structure.

FROM THE REFERENCE TO THE FIRM

Your Bone & Co reference informs the media-led opening, light navigation, dark headline shelf and folder-style service sections. Refero’s Titan supports conceptual imagery; Wealthsimple informs the category selector.

The original logo, navy/green palette and source font stack stay. Symbolic paper sculpture replaces the old template stock imagery. Dedicated valuation and international-tax pages make the practice’s breadth easier to explore.

INDIVIDUAL BUILD / CONCORD, NEW HAMPSHIRE

A partnership.
Built by conversation.

Carew & Wells, PLLC. Eleven connected pages introduce Karen and Robin, the firm’s origin story, its four service families and scalable accounting support.

FROM THE REFERENCE TO THE FIRM

Your Iaderosa reference informs the spacious opening and broad photograph. Refero’s Christopher Ireland Creative contributes editorial service rows; Luma informs the compact team introductions.

The original logo, plum, Roboto Slab typography, partner portraits and office photographs stay. Month-end, quarterly and project tabs introduce scalable accounting; both founders have individual profiles.

INDIVIDUAL BUILD / MALDEN & QUINCY, MASSACHUSETTS

Your business.
Your language.

Mary Ling CPA & Financial Services, Inc. Nine connected pages bring the practice’s English, Mandarin and Cantonese capabilities, two offices and QuickBooks training into focus.

FROM THE REFERENCE TO THE FIRM

Your FinWise reference informs the headline, paired media and principal introduction, and clear service groupings. Refero’s Fruitful contributes the personal guide treatment and softer surfaces.

Mary’s original logo, green, Arial typography and portrait stay. An illustrated ledger echoes the dove identity. An office selector and language preferences make the inquiry experience specific to her practice.

INDIVIDUAL BUILD / NASHUA, NEW HAMPSHIRE

Accounting built
around your business.

John E. Morin, CPA. Nine connected pages introduce the practice’s Nashua roots, its work since 1986 and a focused page for part-time and temporary controller services.

FROM THE REFERENCE TO THE FIRM

Your Allworth reference informs the service navigation, serif hierarchy and service-selection tabs. Refero’s Munro Partners contributes the wide media framing and restrained divisions.

The original burgundy, Rokkitt text wordmark and book photograph remain. A four-person introduction and Tax / Business / Reporting finder make the content specific to the practice.

INDIVIDUAL BUILD / WILMINGTON, MASSACHUSETTS

Your numbers.
Personally handled.

Dorfman & Dorfman, CPAs. Nine connected pages built around Marvin and Estee’s personal involvement, the practice they established in 2008 and their work with individuals and small businesses.

FROM THE REFERENCE TO THE FIRM

Your FinWise reference informs the paired opening and soft-edged service controls. Bone & Co informs the contrasting service chapter; Refero’s Public contributes the serif hierarchy.

The original skyline masthead, slate blue, deep green and serif typography carry the firm’s identity. A family-practice introduction and personal / business / trust service finder make the experience specific to the firm.

INDIVIDUAL BUILD / BEVERLY, MASSACHUSETTS

The numbers behind
your next move.

George Kaplan, PC. Nine connected pages built around strategic financial planning, accounting systems and Connected Consulting. The original logo, colors, typography and team photos stay at the center.

FROM THE REFERENCE TO THE FIRM

Your Iaderosa reference informs the two-part opening and media shelf. Refero’s Midday contributes precise service controls and ruled panels.

Real office photography, a six-person directory and a Reports / Systems / Planning service finder give the firm its own story. No stock office scenes or invented team members.

INDIVIDUAL BUILD / LEBANON, NEW HAMPSHIRE

Rooted here.
Looking ahead.

Charles F. Morgan, CPA, P.C. Nine connected pages retain the original typography, burgundy-and-gray identity and founder portrait. Four services, four team members and a dedicated advisory page make the practice easier to explore.

FROM THE MASTER TO THE FIRM

The split opening, service rail and precise outline controls build on the Allworth master. Refero’s Titan study informs the spacing and restrained information hierarchy.

A real Colburn Park photograph gives the page a local setting. The source portrait stays at its original scale, while a service finder separates business, personal-tax and estate/trust starting points.

INDIVIDUAL BUILD / CHELMSFORD, MASSACHUSETTS

A steady hand
through business change.

Stafford, Gaudet & Associates. Nine connected pages with the original logo and green identity, six source-verified service areas, the full team directory and Brian Stafford’s professional biography.

FROM THE MASTER TO THE FIRM

The split opening and 70/30 media composition build on the FinWise master. Refero’s Acctual study informed tactile desk imagery and the service index.

Custom green-ledger editorial artwork replaces generic people imagery. A dedicated controller page and keyboard-operable scope guide make SG&A’s business support easier to explore.

01 / RELATIONSHIP-LED ACCOUNTING

A closer relationship.
A clearer picture.

A complete nine-page study using Pelletier, Chase & Associates’ actual logo, blue palette, Maine photographs, and principal portraits.

THE DESIGN REFERENCE

FinWise by Nabil Fikri / Somesquare ↗

Split opening. A broad photographic spread. Quiet industry navigation. Image-led service cards. Real people, editorial content, useful answers.

The structure follows the reference; PCA retains its own identity. Secondary Refero research informed the compact actions and navigation.

02 / PERSONAL ACCOUNTING PRACTICE

Your business. Your family.
Your accountant.

A nine-page study using Zack & Company’s original logo, orange accent, intended Garamond typography, and real team portraits.

THE DESIGN REFERENCE

Allworth / Financial Advisory by Pixiei ↗

A two-level header. An ivory serif opening beside a full-height portrait. Paired team photographs. Ruled expertise sections and interactive service tabs.

Refero’s Wealthsimple style informed the restrained typography and fine rules; a Tango team profile informed the biography layout. The firm’s identity remains intact.

03 / CONNECTED BUSINESS SERVICES

Good accounting.
A working relationship.

Nine connected pages using Sullivan, Dixon & Co.’s original logo, burgundy and slate identity, source Arial typography, and actual Lowell reception photograph.

THE DESIGN REFERENCE

Iaderosa / Financial Advisory Firm by Dipu Paul ↗

An inset rounded navigation rail. A split headline and introduction. A large consultation action. One broad, uninterrupted photograph below the opening.

Refero’s Munro Partners study informed spacing and image treatment; Wealthsimple’s grouped service navigation informed the service paths. The lower sections extend the reference into a complete accounting site.

04 / SPECIALIST ACCOUNTING

When the financial
picture is complex.

Fourteen core pages plus source notes for Richardson & Associates, using its original text wordmark, navy, periwinkle and sage colors, and source type families. A real, credited Boston photograph extends the regional imagery on the original site.

THE DESIGN REFERENCE

Bone & Co. by Daria Krav ↗

A photographic opening and dark introduction developed from the completed Bone reference. Richardson’s own wordmark, type families and colors carry through all five service pages, its published professional profile and editorial examples.

Refero’s Tango profile, Wealthsimple editorial and Chargetrip contact flow inform the core-page hierarchy and introduction. The firm’s litigation, recovery, reporting, tax and transaction work supplies the content.