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WordPress · Professional Services2023/05

Gineris & Associates

A polished website for an 80-year-old US accounting & tax firm and Xero Platinum Partner — service hubs, secure client file sharing and lead capture on a maintainable stack.

Gineris & Associates visual
Role
Web Engineer
Timeline
7 weeks
Domain
WordPress
Overview

Gineris & Associates has eight decades of reputation to honor and a modern client experience to deliver. I built a polished, maintainable WordPress site with service hubs, secure client file sharing, client logins and lead capture — credibility and utility in equal measure.

The Challenge

What made it hard.

An 80-year-old firm carries enormous trust, and the site had to live up to it — anything that felt cheap or templated would undercut the brand.

Beyond marketing, real clients needed to securely exchange sensitive financial documents and log in — so the build had to be both reputable and functional, on a stack the firm could maintain.

Approach

How I solved it.

01

Reputation-grade presentation

A clean, professional design that signals the firm's longevity and authority to first-time visitors choosing who to trust with their finances.

02

Secure client workflows

Client logins and secure file sharing let existing clients exchange sensitive documents directly through the site, not over email.

03

Maintainable by the team

Built on WordPress so the firm can update content and capture leads long after launch without an engineer on call.

What I Built

Shipped in the box.

  • Service hubs covering accounting, tax and advisory
  • Secure client file sharing for sensitive documents
  • Client login portal
  • Lead-capture forms feeding the sales pipeline
  • Maintainable WordPress/PHP foundation
Outcome

Where it landed.

80yr
Brand honored online
Secure
Client file sharing
Live
In production
Stack
WordPressPHPXeroWeb

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