Citrine Management

Irvine, California

Citrine Management gives financial clarity to small businesses, empowering them with expert bookkeeping and financial services to help them thrive.
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Challenge

Maxine Kim is the founder of Citrine Management, bringing to the position over 20 years of experience in banking, accounting, finance, and coaching. She is passionate about helping entrepreneurs grow their businesses.

When Maxine needed a website to establish her credibility and get the word out about Citrine, she contacted Susan Greene, a financial copywriter with experience in the bookkeeping and CPA space, for help in writing the site’s copy.

Solution

Maxine and Susan discussed the objectives and target customer Maxine had in mind for her business. Together they decided what elements to include in Citrine’s website.

Citrine Management

Susan then handled the copywriting, working closely with Maxine to position the bookkeeping and financial services company in a space that had significant growth potential.

Result

Within weeks, Maxine had everything she needed to launch her business, including a website that both looked and sounded professional. The next step was for her to begin networking, contacting people she knew as well as targeted prospects to make them aware of her services.

She was able to do so with confidence, knowing that anyone she spoke to who chose to look up her company online would recognize the sincerity and credibility she brought to her work. 

Here's what the client said about the copy:

Fantastic experience

Working with Susan Greene on my website was a fantastic experience. She takes the time to get to know you, so she understands her clients and their needs. She went above and beyond, and exceeded my expectations. I highly recommend Susan to any business owner who needs great copy for their website.

Maxine Kim
President
Citrine Management
Irvine, California

Let's Talk

Do you need help with marketing copy for your bookkeeping or financial services business?

Contact us for a free quote.
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