BTWN WRLDS

BACKGROUND

Introduce your business and what you do there.

I’m a CPA at Priscilla Suggs CPA LLC, a financial services company. I offer virtual tax preparation and advisory services for small businesses, self-employed individuals, partnerships, S corps, and families.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with BTWN WRLDS?

I hired BTWN WRLDS to help clarify and elevate my digital presence so it accurately reflects the level of expertise, trust, and advisory depth behind my virtual tax preparation and consulting services. The primary goals were to refine brand positioning, create a cohesive and professional online experience, and optimize client-facing messaging to attract higher-value, advisory-aligned clients rather than transactional, one-off tax filers.

From a growth standpoint, the objective was to increase qualified discovery calls, improve conversion from inquiry to engagement, and support scalable service offerings, particularly tax planning, ongoing advisory, and educational initiatives while reinforcing credibility as a licensed CPA and strategic partner, not just a tax preparer.

SOLUTION

What was the scope of their involvement?

BTWN WRLDS supported this project through brand and digital strategy development, including refinement of brand positioning, messaging, and visual direction. Key deliverables included a redesigned website experience, clarified service offerings and client pathways, improved calls-to-action to drive qualified discovery calls, and foundational marketing assets to support a cohesive, professional online presence aligned with my virtual tax and advisory services.

BTWN WRLDS handled the design and development of the website and marketing assets.

What is the team composition?

I worked with one teammate from BTWN WRLDS.

How did you come to work with BTWN WRLDS?

Someone referred BTWN WRLDS to me. I chose them over other options because they had high ratings, were close to my geographic location, had a great culture fit, and had company values that aligned with mine.

What is the status of this engagement?

We worked together in May 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We had a great experience working with BTWN WRLDS. The owner was amazing.

How did BTWN WRLDS perform from a project management standpoint?

BTWN WRLDS was timely and communicated any timeline adjustments needed. We had in-person and virtual meetings.

What did you find most impressive about them?

BTWN WRLDS' creativity was impressive.

Are there any areas they could improve?

There's nothing they need to improve.