Cunningham, Malone
& Morton Certified Public Accountants Eureka · Northern California

Strategic digital overview · Prepared for the partners

Thoughtful counsel.
Enduring client trust.

A modern digital home for Cunningham, Malone & Morton—built to reflect the firm’s standing on the North Coast, make the secure client portal effortless, and welcome new business, agribusiness and estate clients.

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

Prepared by Karina Carillo · Brandcore

Proposed homepage design for Cunningham, Malone & Morton CPAs

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.

Cunningham, Malone & Morton has long served Humboldt County and the North Coast as a trusted tax and CPA firm—pairing technical mastery with genuine client stewardship.

01

Comprehensive tax strategy & resolution

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

02

Agribusiness & commercial stewardship

Accounting, entity structuring and payroll tailored to California’s timber, farming and commercial leaders.

03

Estate, trust & multi-generational planning

Preserving family legacies and business continuity through tax-efficient trusts and structured succession.

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 immediate confidence—and keep them with the firm.

01New clientsSmart intake

Frictionless intake & discovery

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

Practice growthPre-scoped discovery

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

Agribusiness, estate & succession showcases

Dedicated pages for farm and timber accounting and multi-generational trusts attract high-value regional referrals.

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 specialized practice areas 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 business tax, agribusiness and estate planning.

03

One-tap calls & consultation requests

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

Proposed Cunningham, Malone & Morton homepage with portal login, consultation booking and practice areas

Designed around CMM’s navy-and-gold heritage · desktop homepage

05Craft in Practice

A recent Brandcore rebuild

Digital craft that honors
an established practice.

How we turned a long-standing Northern California firm’s website into a clear, authoritative experience for United Facilities Group.

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, instant service routing, confident mobile presence

06Your Launch Roadmap

How Brandcore delivers

3-day strategy. 7-day custom build.
60 days of market growth.

A fast, transparent plan that delivers an authoritative new website and effortless portal access—without disrupting your busy tax season.

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, then launched with zero downtime for the firm.

Institutional-grade design tailored to CMM
One-tap portal, click-to-call & requests
Fast, accessible & secure on every device

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
5-star review workflow for happy clients
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 Partnership Lead · Brandcore

“Cunningham, Malone & Morton has spent years giving Northern California families and businesses thoughtful tax counsel. Our goal is a digital home that matches that standard—effortless portal access for returning clients, and a warm welcome for the next generation of local businesses.”

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

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.