×Partner Web & Growth Proposal

Cunningham, Malone
& Morton The Tax Professionals Eureka · Northern California

Strategic digital overview · Prepared for the partners

Thoughtful counsel.
Enduring client trust.

A digital home for Cunningham, Malone & Morton that brings tax services, business advice and the secure client portal together for your Eureka clients.

(707) 441-1111 Eureka office
Tax · Business · Estate Planning
Secure client portal one tap from every page

Prepared by Karina Carillo · Brandcore

Proposed Cunningham, Malone & Morton homepage with client portal access, SecureSend, tax organizers and service pages

Client portalOne tap from every page
ConsultationsRequested online
(707) 441-1111Tap-to-call Eureka office

01 / 07

02The Foundation

North Coast CPA & tax advisory

Trusted counsel for
North Coast families & enterprises.

Founded in 1994, CMM serves individuals and businesses from its Eureka office, with tax, accounting and planning services shaped around each client.

01

Comprehensive tax strategy & resolution

Proactive multi-year planning, individual and corporate filing, and steady representation on state and federal matters.

02

Accounting & business support

Small business accounting, payroll, cash flow management and support for new business formation.

03

Estate & succession planning

Estate planning for individuals and succession planning for business owners, with clear guidance for the next step.

03Client Journey

Returning clients & new consultations

One effortless path for
every client who visits.

New business owners and long-time clients arrive with different priorities. Clear, tailored pathways give each of them a clear next step.

01New clientsSmart intake

Frictionless intake & discovery

Guided intake pathways help prospective business and individual clients describe their tax needs before the first consultation.

Practice growthClear first conversation

02Returning clientsOne-tap access

Client portal & tax organizers, front and center

Returning clients reach the secure portal and seasonal organizers in one tap, on desktop or phone.

Client retentionOne-tap secure portal

03Specialized advisoryRegional reach

Business, estate & succession services

Clear service pages help business owners and families find CMM’s accounting, estate and succession planning support.

Premium advisoryRegional authority

04The Website Upgrade

Bespoke homepage & portal design

A front door worthy of
The Tax Professionals.

A bespoke homepage that conveys institutional trust, showcases CMM’s tax, business and estate services and gives every client frictionless access on any device.

01

Secure portal & resources up front

Top navigation routes existing clients straight to their secure portal and organizers.

02

Clear practice-area navigation

Dedicated pathways for tax planning, business services and estate planning.

03

One-tap calls & consultation requests

Direct access to (707) 441-1111 and simple weekday consultation requests.

Proposed Business Services page with client portal login and consultation request, shown with the matching phone layout

Concept: services page on desktop and phone

05Craft in Practice

A recent Brandcore rebuild

Digital craft that honors
an established practice.

A Brandcore website rebuild for United Facilities Group: clearer services, simpler navigation and a more focused first impression.

United Facilities Group website before the Brandcore rebuild — **Before**Dense text, buried services, crowded navigation

United Facilities Group website after the Brandcore rebuild — **After**Clear hierarchy, focused navigation, prominent contact actions

06Your Launch Roadmap

How Brandcore delivers

3-day strategy. 7-day custom build.
60 days of focused support.

A proposed schedule for design, launch and follow-through. We confirm scope, content and timing together before work begins.

3daysDays 1–3

Phase 01 · Strategy

Dedicated partner & strategy

A 1-on-1 kickoff with your dedicated Brandcore partner to align on branding, practice areas, portal routing and Northern California positioning.

Working session with firm leadership
Design plan built around your best clients
Website, mobile & Google growth roadmap

7daysDays 4–10

Phase 02 · Build & launch

Custom website build & launch

Your bespoke website, designed and engineered around CMM’s heritage, with a planned handover to protect access to your existing client portal.

Institutional-grade design tailored to CMM
One-tap portal, click-to-call & requests
Mobile, accessibility & launch checks

60daysDays 11–70

Phase 03 · Growth

Market growth & presence

Growing CMM’s local search authority, Google Business Profile and client reviews across Eureka and Northern California.

Google Business Profile & fresh photos
Client review request workflow
Ongoing updates & direct partner access

07Let’s Talk

A dedicated Brandcore partnership

A personal partnership grounded in
integrity & long-term care.

We admire Cunningham, Malone & Morton’s reputation across Northern California. When you’re ready to modernize the firm’s digital presence, we’re here with dedicated, personal service.

Your Brandcore partner

Karina Carillo

Client Success & Outreach · Brandcore

Your proposal brings the firm’s services and client resources into one clear experience. I can walk you through the design, answer questions and help agree the next step.

karina@brandcore.io Direct (669) 310-0800 Office (669) 281-0188

Brandcore.io · San Francisco Bay Area Sales Solutions

Personal walkthrough

Let’s talk.

Thursday at 1 PM or Friday at 2 PM Pacific—or choose any weekday time that suits the partners.

Preferred date (Pacific)

Preferred time (Pacific)

Email Karina your preferred time

Contact Karina Carillo: karina@brandcore.io | Direct: (669) 310-0800 | Office: (669) 281-0188

All times Pacific. Opens an email draft; Karina confirms by reply.