Service Bureau Partnerships — Design Secured
Service Bureau Partnerships

Brand.
Build.
Scale.

Three structured partnership tiers — from a one-time bureau brand kit to a fully white-labeled design studio operating under your name. The work is defined. The scope is clear. No burnout.

See the Offers View Case Studies
4Tiers Available
$3,600Entry Point
DefinedScope Every Tier
100%Your Brand
Editorial brand work
Bureau KitFoundation RetainerWhite Label StudioMoney Bag TaxesTaxPro ExpressSWA Tax GroupDesign SecuredBureau KitFoundation RetainerWhite Label StudioMoney Bag TaxesTaxPro ExpressSWA Tax GroupDesign Secured
Why This Exists

Most Tax
Bureaus Are
Invisible.

The tax and financial services industry is saturated with providers offering identical services at nearly identical prices. The bureaus that win — that attract premium clients, command higher fees, and build referral pipelines — are not the ones with the most experience. They are the ones with the clearest, most elevated brand presence.

A professional-grade brand signals trustworthiness before a single conversation happens. For a business where clients hand over their most sensitive financial data, the brand is doing more qualifying work than any sales script ever could.

The three bureaus in these case studies understood that. The offers below are how you access the same build.

"
The brand is not how you look. It is how much people trust you before they meet you.
Design Secured — Brand Secured Methodology
The Framework

What the Build
Actually Produces

Before reviewing pricing or case studies, understand the four pillars that every Design Secured bureau engagement is built on.

01

Brand Strategy

Defines who you serve, what you stand for, and the message that makes the right clients choose you over every other tax bureau in your market.

02

Visual Identity

The complete visual system — logo, color palette, typography, brand elements — built from strategy. Every design decision serves the positioning.

03

Brand Systems

The templates, guidelines, and digital assets that allow the brand to show up consistently — social, website, proposals, client communications.

04

GHL Ecosystem

For bureaus ready to scale — CRM, pipelines, automations, and client portals built inside GoHighLevel and branded to match the identity.

The Offers

Four Ways to
Partner With Us.

Start with the Bureau Kit to launch your brand. Step into a retainer when you're ready for ongoing design execution and infrastructure. Creative Core and Elite toggle between annual and lifetime pricing below.

Annual
Lifetime One-Time Investment
One-Time Purchase
Starter
Service
Bureau Kit

Everything needed to launch your bureau credibly — brand identity, website, recruiting funnel, onboarding course, and 150 content templates. One time. Done.

Investment
$3,600
One-time. No recurring fees. Content delivered on time, every time.
What's Included
  • Bureau brand strategy + positioning
  • Full visual identity — logo, palette, typography + brand guidelines
  • Bureau website design — custom, branded, conversion-focused
  • Team member landing page — recruit-ready, branded to your bureau
  • Recruiting funnel + automation — built in GHL, runs without you
  • Onboarding course + template packet
  • Content vault — 150 social media templates covering all major holidays and observations
  • All final files + editable source files
Get the Bureau Kit — $3,600
Everything to launch and recruit from day one.
$3,600 credited toward any retainer if you upgrade within 90 days.
Tier 01
Creative
Essentials

Everything in the Bureau Kit plus ongoing brand maintenance. Built for established brands that need to stay sharp, consistent, and visible without a full production retainer.

Annual Investment
$8,500
/year
$708/month equivalent. Annual only. Cancel with 30-day notice.
What's Included
  • Everything in the Bureau Kit — brand, website, recruiting funnel, onboarding course
  • One annual buildout — lighter scope, single system or asset set
  • 4 deliverables/month — social, content & print design
  • Content vault — 150 monthly social media templates, all major holidays & observations
  • Website maintenance — updates and refresh as needed
  • CRM maintenance + minor updates
  • Team onboarding materials maintained & updated
  • Quarterly brand review sessions
  • 7-business-day turnaround. Two revision rounds.
Get Started — Creative Essentials
Maintenance and consistency. Not full production.
Tier 02
Creative
Core

Full design infrastructure for growing bureaus. One complete buildout per year, defined monthly production across all design categories, and quarterly system updates.

Investment
$12,000
/year
$1,000/month equivalent. Cancel with 30-day notice.
What's Included
  • One full buildout per year — scoped at onboarding
  • 8 deliverables/month — social, content, print & CRM assets
  • Content vault — monthly social templates, holidays & observations
  • CRM buildout (GHL) with quarterly updates
  • Website design & maintenance
  • Slide deck library + curated stock library
  • Team onboarding buildout — SOPs, portals & flows
  • 7-business-day turnaround. Two revision rounds.
Get Started — Creative Core
Scoped. Structured. No open-ended requests.
Top Tier
Tier 03
Creative
Elite

Maximum design output for bureaus operating at scale. Two full buildouts per year, 15 deliverables per month across all categories, and a quarterly campaign package included.

Investment
$28,800
/year
$2,400/month equivalent. Save $19,200 vs a full-time designer.
Everything in Core, Plus
  • Two full buildouts per year Expanded — one per half-year cycle, scoped at kickoff
  • 15 deliverables/month across all design categories
  • One campaign package per quarter — launch, seasonal, or evergreen
  • Expanded content vault — social, print, marketing & campaign templates
  • CRM buildout + quarterly updates + expanded pipelines
  • 5-business-day Priority turnaround. Two revision rounds.
  • Rush request access via direct text — retainer clients only
Get Started — Creative Elite
Full production. Maximum output. Defined scope.
Bureau Kit Credit: Purchase the Kit now and apply the full $3,600 toward Creative Essentials, Core, or Elite if you upgrade within 90 days. Start with the foundation — scale when you're ready. Creative Essentials is annual only. Core and Elite offer annual or lifetime — toggle above to compare.
Defined Scope
Monthly request allotments replace open-ended access. No unlimited promises. No burnout built in.
Quarterly Updates
CRM, vault, and systems are reviewed on a schedule — not reactively. Your infrastructure stays current.
Discovery First
Every partnership starts with a scoping call. We build what your bureau actually needs — not a template.
Your Brand Only
White Label Studio tier operates entirely under your brand. Your clients never see Design Secured.
Real Client Work

Three
Bureaus.
Three
Stories.

Each engagement began with a discovery call and ended with a brand that performs. Three tax service bureaus — documented without embellishment.

3
Tax Service Bureaus Transformed
100%
Strategy-First Process, Every Time
Full
Visual Identity + Systems Delivered
Case Study 01
Tax Preparation & Filing
Design Secured
Money Bag Taxes brand identity
Money Bag Taxes annual event
Money Bag Taxes content design
Money Bag Taxes
From neighborhood preparer to a brand that commands the room before saying a word.
The Challenge

A Website That
Didn't Work and
a Brand No One
Could See.

Money Bag Taxes had the clients, the capability, and the reputation. What they didn't have was a digital presence that reflected any of it. The existing website was non-functional — broken in places, difficult to navigate, and built on an outdated design that undercut the professionalism the business had earned through years of accurate, consistent work.

Visibility was the second problem. Without a consistent content and print strategy, the brand had no reliable way to show up in the market between tax seasons. The business was relying entirely on word of mouth — a ceiling, not a strategy.

01
Website Wasn't Functional
The existing site had broken elements, poor navigation, and no clear path for a visitor to take action. It was losing clients before a single conversation happened.
02
Design Style Was Outdated
The visual identity no longer matched the quality of work being delivered. The brand looked dated across every platform and communicated the wrong message about the business's level.
03
Low Brand Visibility
Without consistent content design and print materials in the market, the business had no sustained presence between seasons. Referrals were the only engine — and referrals alone don't scale.
04
No Annual Brand Moment
There was no signature event or recurring brand touchpoint to build community, strengthen client loyalty, and create a reason for the market to pay attention year-round.
The Approach

Design Secured rebuilt the website from scratch — functional, conversion-focused, and built to reflect the brand's actual level. Navigation was restructured, broken elements eliminated, and every page was designed to move a visitor toward action. The site became a working tool, not a digital placeholder.

Alongside the website, a full content design system was developed — giving Money Bag Taxes the branded social and print templates needed to show up consistently in the market across every season, not just tax season. The third component was the one that created the most long-term brand equity: an annual branded event — a recurring brand moment that builds community loyalty beyond the transaction of filing a return.

"Visibility isn't just about posting content. It's about showing up consistently across every surface — digital, print, and in-person — so your brand becomes familiar before the client ever needs you."
Design Secured — Brand Visibility Strategy, Money Bag Taxes
The Outcome

Money Bag Taxes now operates with a website that works, a brand presence that shows up consistently across content and print, and an annual event that builds community and loyalty beyond the filing season. The business went from invisible between seasons to present in the market year-round — which is what sustainable client acquisition actually requires.

Case Study 02
Tax Services & Financial Consulting
Design Secured
TaxPro Express brand
TaxPro Express marketing
TaxPro Express content system
TaxPro Express
Speed without sacrifice — marketing built to travel through the entire downline.
The Challenge

Strong Brand.
Marketing That
Wasn't Reaching
the Downline.

TaxPro Express came to Design Secured with something most clients don't have — an already established, well-recognized brand. The identity was solid. The reputation was built. What was missing was the marketing infrastructure to push consistent, on-brand content throughout their entire downline.

The gap wasn't the brand. It was the reach. Team members and downline partners had no reliable stream of branded marketing content to deploy. Everyone was operating from the same brand but with no unified content system behind it — creating inconsistency at the level where the market actually sees it.

01
No Content Flowing to the Downline
Downline members had the brand name but no ready-to-deploy marketing content. Each member was figuring out their own approach — producing inconsistent output that diluted the brand's authority in the market.
02
Marketing Strategy Wasn't Scaled
The brand had been built at the top but the marketing hadn't been engineered to travel. There was no system for getting content, campaigns, and collateral from brand leadership down to every team member efficiently.
03
Brand Application Was Inconsistent at Scale
Without a shared content system, the brand was being applied differently across the downline — the established brand equity at risk of being diluted by inconsistent representation at the ground level.
The Approach

Design Secured's role here was not to rebuild or rebrand — it was to extend. TaxPro Express had done the hard work of establishing a strong brand identity. The engagement was about building the marketing infrastructure that allowed that brand to travel consistently through every level of the downline.

A full content design system was built — branded marketing templates, social content, and campaign collateral that could be deployed by any downline member without compromising the brand's established standards. The system was designed to make consistency effortless at scale. Every piece produced was on-brand by design, not by instruction.

"An established brand only holds as much value as its consistency at the edges. If the downline isn't equipped with the right content, the brand equity built at the top erodes at the ground level."
Design Secured — Content Strategy, TaxPro Express
The Outcome

TaxPro Express now has a content system that travels. Every downline member has access to ready-to-deploy, on-brand marketing content — social media, campaigns, and collateral — that reflects the established brand with the same precision as the top of the organization. The brand is now as strong at the edges as it is at the center.

Case Study 03
Tax Group & Multi-Service Bureau
Design Secured
SWA Tax Group brand
SWA Tax Group system
SWA Tax Group results
SWA Tax Group
Five problems. One system that fixed them — and a team that now knows how to run it.
The Challenge

Five Problems.
One System
That Fixed Them.

SWA Tax Group came to Design Secured carrying the weight of decisions made by previous builders who built without teaching. The business had invested in systems and design before — but walked away from both engagements with tools they couldn't use and a brand that no longer reflected where they were going.

01
GHL System Built Incorrectly
The existing GoHighLevel setup had been configured without a clear strategy — pipelines misaligned, automations broken, and the system creating more manual work than it eliminated.
02
Design Style Was Outdated
The visual identity no longer reflected the level SWA was operating at. The brand looked dated, inconsistent across platforms, and failed to signal the authority the team had earned in the market.
03
Team Needed a Website
There was no dedicated team-facing web presence. Without it, recruiting was fragmented and prospective team members had no professional landing point to evaluate the opportunity.
04
Previous Builders Didn't Teach the System
The most damaging gap. SWA had paid for systems they were never trained to use. When something broke, the team was dependent on outside help for tasks they should have been able to handle themselves.
05
Course Modules Were Outdated
The onboarding and training course content had not kept pace with how the business evolved. New team members were being onboarded with outdated information — setting them up to operate below the current standard.
The Approach

Design Secured came in and rebuilt from the foundation — not on top of what was broken. The GHL system was audited, stripped, and reconfigured with correct pipeline architecture, working automations, and a logic that actually matched how SWA operates. Every piece was rebuilt with intention, not assumption.

The visual identity was completely refreshed. A dedicated team website was built to support recruiting. Critically, Design Secured trained the team on every system delivered. Walkthroughs, documentation, and recorded sessions ensured SWA could operate, update, and manage their own infrastructure without being held hostage by a vendor. The course modules were rebuilt to reflect current processes, current branding, and current standards.

"A system your team can't operate isn't an asset — it's a liability. Every deliverable we hand off comes with the knowledge to use it independently."
Design Secured — Post-Build Handoff, SWA Tax Group
The Outcome

SWA Tax Group now owns their infrastructure — not just in name, but in practice. The team can log into GHL and work it. The onboarding course reflects how the business actually runs today. The brand looks like the operation it has become. And recruiting has a professional front door for the first time. The difference between this engagement and the previous ones was simple: we built it, then we taught them how to use it.

Across All Three Engagements

What the Work
Produced.

Money Bag Taxes
4 Fixes
Rebuilt non-functional website, refreshed the visual identity, built a full content and print design system for year-round visibility, and created an annual branded event to drive community and client loyalty.
TaxPro Express
At Scale
Built a full downline content system that delivers consistent, on-brand marketing to every level of the organization — bringing the established brand's marketing reach all the way to the edges.
SWA Tax Group
5 Fixes
Rebuilt GHL system, refreshed visual identity, built team website, updated course modules, and trained the team to own every tool — so they never depend on a vendor again.

Money Bag Taxes

  • Website Rebuild — Functional & Branded
  • Visual Identity Refresh
  • Content Design System
  • Print Design & Collateral
  • Annual Branded Event Design

TaxPro Express

  • Downline Content Strategy
  • Branded Marketing Templates
  • Social Media Content System
  • Campaign & Collateral Design
  • Brand Application at Scale

SWA Tax Group

  • GHL System Rebuild & Audit
  • Refreshed Visual Identity
  • Team Website Design
  • Course Module Updates
  • Full System Training & Handoff
Your Bureau Could Be Next

Ready for a Brand
That Works for You?

The discovery call is a focused conversation — no pitch, no pressure. We assess where your bureau is, where it needs to go, and which offer is the right entry point.

Book a Discovery Call Review the Offers