Member Web Presence Audit

Overall verdict

Janie has a genuinely good website — clear positioning, real trust signals, and a services page most bookkeepers would envy — but she is invisible everywhere else. No social profiles, no Google Business Profile, and no reviews anywhere, all confirmed on re-check, and a handful of typos on the site itself. She does publish an email address in the footer of every page, a strength the first draft of this audit missed. The foundation is strong; the gaps are all fixable within a week, and the Google Business Profile alone would likely be her highest-ROI move.

Website findings STRONG

What's working

• Clear headline, immediately: "Clear, Reliable Bookkeeping for Small Businesses" with a plain-language subhead. A visitor knows what she does in five seconds.
• Services are specific, not generic: the Services page lays out seven distinct offerings (monthly bookkeeping, catch-up & clean-up, operations alignment, cash flow & AR/AP, financial insights, QuickBooks optimization, strategic support) five of them with a "best for" line. This is better than most bookkeeper sites.
• Real trust signals: Certified QuickBooks ProAdvisor badges (QBO Level 2, Gold tier, Payroll certification), a client testimonial, and a personal founder story ("Hi, I'm Janie Haskell") on the homepage, continued on the About page with an operations background — a genuine differentiator.
• Clear calls to action: free 20-minute consultation via Calendly booking, plus a contact form promising follow-up within one business day.
• Modern platform: Squarespace site — mobile-responsive, SSL, clean design. Page titles are set per page (homepage, services, about, contact).

Issues found

• Typos on a professional site FIX ASAP — "Free Consulation" on the Services and About page booking buttons (should be Consultation; the homepage button spells it correctly), "Accoutns receivable", "billign coordination", "hirging" (scenario planning). On a site selling accuracy, these hurt.
• No phone number anywhere — the Contact page is a form, and her email (Janie@coreclarityfinancial.com) appears only as plain text in the site footer, not as a clickable link on the Contact page itself. Prospects who want to call have no number to dial.
• One testimonial total — and it's attributed only to "small business client, beauty industry." Named testimonials with industries would carry far more weight.
• No pricing anchor — nothing indicating starting prices or engagement models; prospects can't self-qualify.
• No social links on the site — consistent with having no social profiles at all (see below).
• No blog or resources section — a missed SEO and authority opportunity for someone who clearly can explain financial concepts well.

Social media findings NOTHING FOUND

• Facebook: no firm page found.
• LinkedIn: no firm or personal profile found for Janie Haskell / CoreClarity Financial.
• Instagram: no account found.
• Google Business Profile: none found — the firm does not appear in a verifiable Maps/listing presence.
• Reviews: none found on Google, Trustpilot, or industry directories.

Recommendations — prioritized

1. Fix the four typos today (Consulation → Consultation, Accoutns → Accounts, billign → billing, hirging → hiring). Ten minutes in Squarespace; a site selling accuracy can't have spelling errors.
2. Claim a Google Business Profile and ask 5 clients for reviews. This is the single highest-ROI move: it's free, it puts her on the map literally, and reviews are the trust signal her site currently lacks most.
3. Add a phone number, and surface the email on the Contact page. Her email already sits in the footer of every page; move it into the Contact page body as a clickable link, and add a phone number for the prospects who prefer to call.
4. Start one social channel — LinkedIn. It's the natural fit for B2B bookkeeping. Complete the profile, then post twice a week: one practical tip, one client-win or insight. Repurpose the explanations already on her Services page.
5. Collect 2–3 named testimonials (first name + industry is enough) and add them to the homepage. Ask right after a good client call — that's when yes-rate is highest.
6. Add a pricing anchor — even "monthly plans starting at $X" or a description of engagement models. It pre-qualifies prospects and reduces tire-kicker calls.
7. Once LinkedIn exists, link it in the site footer and add the Google review link to the post-engagement follow-up email.