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Elevate DevWorks

Productized Offering

A modern website built to help independent financial professionals look established and attract better clients

Productized website packages for independent finance professionals — from a focused landing page to a full multi-page site designed to build trust and generate inquiries.

Value Packages

Simple, productized pricing for independent financial professionals

Choose the scope you need now. Upgrade later as your marketing grows.

Starter

Single-page website designed to help businesses look professional and start collecting inquiries quickly.

Perfect for: new financial services businesses, referral-based businesses, or anyone who needs a clean web presence fast.

  • One-page scroll layout (hero, services overview, FAQ preview, contact)
  • Professional trust-focused messaging tailored for bookkeeping services
  • Privacy Policy page included
  • Basic SEO (titles/meta), mobile optimization, deployment + domain connection
  • 1 revision round

Starting at

$750

Recommended

Growth

Full multi-page website with the core pages most businesses need to build trust and convert inquiries.

Perfect for: individuals and small firms who want a polished site without a large custom build.

  • Home, Capabilities, How It Works, About, FAQ, Contact
  • Clear service positioning and process-focused page structure
  • Sitemap + robots + SEO basics across pages
  • Privacy Policy page included
  • 1 revision round
New Product · first 3 clients

Starting at

$750

$1,250

Authority

Growth + advanced conversion and expansion pages for businesses ready to market more seriously.

Perfect for: established businesses who want stronger lead generation, niche targeting, or a more complete online presence.

  • Everything in Growth
  • 1 lead magnet or campaign landing page
  • 2 niche or industry-specific pages
  • Google Business Profile tune-up
  • Lightweight analytics setup
  • 1 revision round

Starting at

$2,500

Demo

See the demo experience

Want to see the flow and structure of the Growth package?
View the demo site.

Demo site for portfolio purposes.

Explore the full experience

The demo shows the structure, CTA flow, and senior-friendly layout style.

  • Conversion-first homepage layout
  • Coverage review CTA flow
  • FAQ + Resources structure
Health Advisor website demo preview
Who it's for

Built for independent financial professionals

Designed to build trust quickly and make it easy for people to request a coverage review.

Bookkeepers

A professional online presence built for trust and calls.

CPAs

A professional online presence built for trust and calls.

Tax Professionals

A professional online presence built for trust and calls.

Financial planners

A professional online presence built for trust and calls.
Outcomes

What this website is designed to do

Clear conversion paths and senior-friendly presentation—without hype or pressure.

Look professional and established online

Built into the structure and flow—not bolted on later.

Turn website visitors into qualified inquiries

Built into the structure and flow—not bolted on later.

Clearly explain financial services without confusing jargon

Built into the structure and flow—not bolted on later.

Build trust with small business owners

Built into the structure and flow—not bolted on later.

Mobile-first and fast-loading (performance-minded build)

Built into the structure and flow—not bolted on later.
What's included in Growth (Recommended)

Financial Services Website - Growth

This is the full multi-page website (matching the demo screenshots). Built for clarity, trust, and steady lead-flow, without over-complicating your tech stack.

Conversion-focused homepage

A clean, structured homepage that builds trust and encourages inquiries.

  • Clear explanation of services and who you help
  • Trust elements (experience, approach, service areas)
  • Strategic CTA placement for consultations and inquiries
Bookkeeper homepage demo screenshot

Services / Capabilities page

A structured page explaining your bookkeeping services clearly.

  • Monthly financial service explanation
  • Catch-up and clean-up support sections
  • CTA placement aligned with decision points
Bookkeeping services page demo screenshot

How it works page

A clear step-by-step explanation of your process.

  • Simple onboarding explanation
  • Monthly workflow overview
  • Sets expectations for communication and reporting
How it works page demo screenshot

About page

A credibility page that introduces the financial services company and approach.

  • Professional bio layout
  • Approach to financial services and communication
  • Reinforced CTA for consultations
About page demo screenshot

FAQs page

Answer common financial services questions to reduce friction and increase inquiries.

  • What services are included
  • How catch-up work is handled
  • What clients should expect monthly
FAQ page demo screenshot

Contact page + inquiry flow

A contact experience designed to make it easy for business owners to reach out.

  • Clear next steps for inquiries
  • Consultation request form
  • Multiple CTA placements throughout the page
Contact page demo screenshot

Privacy policy page

Basic website policies included to build trust and professionalism.

  • Privacy policy page included
  • Contact form guidance
  • Professional footer structure

Basic SEO foundations

Clean site structure and metadata so your website can be indexed properly.

  • Page titles and metadata
  • Sitemap + robots.txt
  • Clean URL structure and internal linking

Mobile optimization + performance pass

Fast-loading pages designed to work smoothly on phones and tablets.

  • Image optimization
  • Mobile-first layout adjustments
  • Performance-minded build defaults

1 revision round

A focused refinement pass after your initial review.

  • Copy or layout tweaks within scope
  • CTA placement adjustments
  • Small visual refinements
Process

A calm, done-for-you launch

Discovery → customize → launch → optional ongoing support.
01

Discovery

A short call to understand your services, clients, and how your website should present your business.
02

Customize

We tailor the layout, messaging, and service explanations to match your financial services business.
03

Launch

Final checks, SEO setup, and deployment so your website is ready for real inquiries.
04

Support

Optional ongoing care for updates, improvements, and peace of mind.
Ongoing care

Peace of mind after launch — $149/mo

For advisors who want hosting, updates, and steady improvements handled without constant oversight.

Hosting management + uptime checks

Security monitoring + SSL management

Monthly small updates (text/images/CTA changes)

Help updating pages or adding small content updates

Quarterly SEO/performance check

Clear boundaries
  • Up to ~30 minutes of updates per month
  • Does not include major redesigns or new complex features
  • Content updates should not include sensitive financial information
FAQ

Common questions

Simple answers to keep the process clear.

No. EDW can manage hosting as part of the care plan, or we can deploy the site to your preferred provider.

Yes. Updates can be handled through the care plan or we can provide guidance on updating simple content changes.

Because this is a productized website, it can typically launch faster than a custom build. Timing mostly depends on content readiness.

Yes. We can connect your domain and ensure everything routes properly when the site launches.

Yes. All websites are built mobile-first and tested across common devices to ensure a smooth experience.

No pressure — get a quick quote and see if it's a fit.

Tell me what you're offering and where you want leads to go (calls, bookings, coverage reviews). I'll recommend the simplest path.

A quick message is all it takes, I'll follow up personally.