The Millennial CPA LLC
Squarespace Website Design
What We Built and Why It Worked
When The Millennial CPA approached us, founder Samuel wanted to create something radically different from the traditional accounting firm website - one that felt modern, fun, and built for today’s tech-savvy professionals. His audience - freelancers, business owners, and millennial clients with complex income - value clarity, automation, and ease of onboarding.
Our goal was to design a custom Squarespace website for a CPA firm that embodied all three: clear messaging, seamless automation, and a playful, yet no less trustworthy brand presence.
We built the site on Squarespace 7.1, leveraging its flexibility to deliver a clean, minimal layout that feels as modern as the services Samuel provides. Guided by the StoryBrand framework, we structured every page to speak directly to the visitor’s problem - the stress and confusion of tax prep - and guide them toward a confident solution: The Millennial CPA’s tech-forward approach.
A key feature of the site is its guided quote system, powered by an embed from Involve Me, which helps automate lead generation and screening. Visitors can walk through a quick, user-friendly process to receive personalized quotes without traditional friction for both the visitor and the CPA.
Paired with soft mint and bold forest green accents, modern typography, and illustration styles inspired by another client of ours, Northridge Wealth Advisors, the result is a digital experience that feels professional, fresh, and perfectly aligned with the Millennial CPA ethos.
Client Context
The Millennial CPA LLC is a modern accounting firm helping freelancers and business owners simplify their taxes through clarity, technology, and accessible service.
The Challenge
Samuel needed to transition from an informal tax service to a fully branded professional firm. His old Squarespace site lacked structure, clarity, and automation — making it difficult to build trust or convert qualified leads efficiently.
Our Strategy
We used a StoryBrand-driven website design approach to reframe his messaging around client pain points. The UX prioritizes a single conversion goal — beginning the quote process — while automation tools like Involve Me and MailerLite streamline lead capture and follow-up.
What We Delivered
We redesigned the existing Squarespace site from the ground up, building a polished and responsive experience with embedded automation. The guided quote form, clear service pages, and minimal navigation make the site simple to manage yet powerful in performance. We also added a blog-ready template to support future SEO growth and integrated a custom summary block via the Ghost Clay plugin for a stylized How It Works section.
From Vision to Conversion
The Millennial CPA project showcases how strategic design and automation can elevate a professional service brand. By blending clear messaging, functional automation, and modern aesthetics, we helped Samuel turn his vision of a sleek, millennial-friendly CPA firm into a scalable online experience that converts visitors into confident clients.
Curious what a site like this could look like for your industry?
Resources to Help You Get Started
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