Industry: Accounting, Finance

TThe Client

Loft Accounting & Advisory is led by Lindsey Rauper, CPA, who brings experience in both corporate and small business accounting. She founded Loft to provide a more personal, relationship-driven alternative to traditional firms, offering services that include tax preparation, forecasting, pricing strategy, and fractional CFO support. Lindsey’s focus is on helping service-based entrepreneurs build clarity, stability, and confidence in their financial decisions.

The Challenge

While Loft offers a high level of expertise and care to their clients, the brand needed clear positioning to differentiate itself from large, impersonal firms. The goal was to establish Loft as a trusted, approachable partner for small business owners – avoiding jargon and transactional models – while leaving room for growth into evergreen content and digital products in the future.

Our Approach

We worked with Loft to create a clear, elevated brand that sets a strong foundation for growth and communicates both expertise and accessibility:

Brand Strategy: We articulated Loft’s positioning and values, framing them as strategic partners who support the overall health of a business, not just its finances. This included language that highlights their holistic, relationship-based approach.

Messaging & Narrative: We developed a brand story that emphasizes Loft’s role in bringing clarity, foresight, and stability to small business owners, while differentiating them from high-fee, corporate-style firms.

Growth Vision: We built in space for Loft’s future expansion into digital products and evergreen content, ensuring the brand is set up to scale while remaining rooted in its client-first values.

The Outcome

Loft Accounting & Advisory now has a clear, compelling brand foundation that reflects its purpose: to support entrepreneurs with practical expertise and values-driven guidance. With a refined identity and strategy, Loft is positioned to attract aligned clients, deepen relationships, and grow sustainably into the future.