Case Study

Navigate CPA

Summary

Navigate CPA, an accounting and fractional CFO practice, partnered with MeDM Inc. to support ongoing digital growth and visibility. During the engagement, Navigate CPA made the strategic decision to relocate to a new city and province, creating a unique challenge: maintaining SEO momentum, protecting online reviews, and transitioning local visibility without disruption. Building on an existing working relationship, MeDM helped guide the move while refreshing the website, strengthening local SEO, and improving lead quality in the new market.

Company
Navigate CPA
Industry
Accounting / Fractional CFO Services
Location
Victoria, BC
Company Size
1-10 Employees

Services

  • Website Refresh.
  • Local SEO Strategy.
  • Search Engine Optimization.
  • Content & Copy Updates.
  • Sales Collateral Design.
  • Directory & Listing Management.
Project Summary

MeDM had already been working with Navigate CPA on digital improvements when the firm decided to relocate to Victoria, BC. Because of this existing partnership, MeDM was able to proactively plan for the move and implement the necessary SEO and website updates without losing momentum.

The focus shifted from ongoing optimization to carefully managing the location transition while improving visibility, messaging, and lead quality in a new market—all without disrupting day-to-day operations.

Client Background

Navigate CPA provides accounting and fractional CFO services to business owners who value clear communication and practical financial guidance. As a solo practice, the firm depends heavily on digital visibility and inbound leads.

Having already established a strong online foundation with MeDM, Navigate CPA wanted to ensure that a major geographic move wouldn’t undo the progress that had already been made.

Challenge / Opportunity

Relocating to a new province typically poses a significant risk to SEO, Google reviews, and local search visibility. The challenge was to retain existing authority and credibility while rebuilding local relevance in a completely new market.

At the same time, the move created an opportunity to refine the website, improve service positioning, and sharpen SEO focus around Chartered Professional Accountant and fractional CFO services.

Solution

Because MeDM was already involved before the move, the transition was planned rather than reactive. MeDM carefully updated the website and Google Business Profile to reflect the new location while preserving reviews and existing SEO value.

The website was refreshed with clearer service messaging, improved copy, and stronger SEO targeting. The Google Business Profile was expanded, and Navigate CPA was registered on more than 50 relevant directories to quickly establish local presence and improve location-based search visibility.

 

To support outreach and sales conversations, MeDM also designed a clean, professional brochure that aligned with the updated brand and services.

Result

The move was completed without losing Google reviews or search credibility. In fact, performance improved significantly. SEO efforts led to a 245% increase in website traffic and a 37% increase in quality leads entering the sales funnel.

Leads became more targeted, visibility in the new market increased, and Navigate CPA continued to grow without interruption—despite relocating to a new province.

Client Feedback
MeDM made what could have been a stressful move feel easy—protecting our SEO, improving lead quality, and supporting us every step of the way with fast responses and great design work

Kent Greaves
Navigate CPA

Project Management

MeDM provided ongoing, hands-on support throughout the transition. Project management included same-day website edits when needed, regular progress updates, and virtual meetings to keep everything aligned. The process was designed to be flexible and responsive, reducing stress during what could have been a disruptive change.

Unique about Medm

What truly stood out was MeDM’s commitment to the partnership. Rather than treating the move as a problem, the team approached it as an opportunity to improve performance. Fast response times, proactive planning, and a willingness to go above and beyond made the entire experience feel easy and well-supported.

Ratings

5.0

  • Quality

    Services & Deliverables

    5.0

  • Schedule

    On time / Deadline

    5.0

  • Cost

    Value / Within Estimate

    5.0

  • Willing to Refer

    NPS

    5.0