NoBookkeeping

Brand, Product, Strategy, Web & UX

Bringing Clarity to Bookkeeping for Small Businesses and Freelancers

Most people who work for themselves don’t need a full accounting suite. They need one clear place to organize their bank and credit card transactions and get ready for tax season. NoBookkeeping already did exactly that, but the brand was not communicating its purpose. Ads were run and drove traffic to the website, but resulted in no conversions. The message that mattered most, bookkeeping made simple, was getting lost.

It started with strategy. We ran discovery, reviewed the competition, and audited the site and app experience to answer one question: who is this really for? The answer was sole proprietors, freelancers, gig workers, and creators with simple finances. People who don’t want a lecture; they want a guide. That shaped everything that followed: keep it simple, tools over products, and a brand that talks to people like they’re capable, not like they need an accounting degree.

Client:

NoBookkeeping

Industries:

Finance

Services:

Brand Strategy
Brand Identity
Product Strategy
Product Design
Prototyping
UX/UI Design
Website Design
Illustration
Icon Design
Developer Liason

Challenge

Nobookkeeping had a digital product idea, and an initial build, but needed a brand and experience that would engage users and gain traction.

Strategy

In the research and strategy we unlocked that NBK needed to center itself on small businesses and solopreneurs. In turn, the identity needed to stand out as relevant, uncomplicated, with no bullsh*t as too many fintech companies become.

Solution

A brand identity, user experience, and pricing system that gave individuals a simple and guided experience from free trial to a seasonal tax subscription and easy handoff to their CPA.

A Website and App Built with Everything You Need, Nothing You Don’t.

Working with NoBookkeeping and it’s development partner, we established an improved user journey that engaged and better guided users from sign in to export. Rather than treating it like a budgeting application, through the strategy and journey mapping, we determined a more sequential approach was necessary.

This unlocked the user experience design and allowed the application to be what it was made for: to be an easy-to-use, no-fluff tool for the busy solopreneur. People needed to go from sign in to account connection to exporting to their tax planner in just a few clicks.