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Project Spotlight: The Art of Building a New Brand Guide and Website Design for Excellent Reporting

As a graphic designer, there's nothing more rewarding than building a brand identity from scratch. When we were approached by Excellent Reporting to create their branding guide and website design, we knew it was an opportunity to blend creativity with precision--something their mission exemplifies. Here's a behind-the-scenes look at how this branding journey unfolded.


Logo design for Excellent Reporting
Logo design for Excellent Reporting

Understanding the Client

The foundation of any strong brand lies in understanding the client's vision and mission. Excellent Reporting is dedicated to empowering small businesses with transparent, actionable financial insights. They transform complex financial data into something clear, simple, and approachable. This became the cornerstone of their brand identity: clean, accessible, and trustworthy.


Their competitors, like QuickBooks Online and Sage, may offer financial tools, but Excellent Reporting goes beyond--bringing a personal touch, focusing on clarity and simplicity. They bring a personal touch and genuinely care for their clients' financial well-being. This unique approach inspired the design's emphasis on building a brand that customers can confidently put their faith in.


Defining the Personality

We wanted the brand to be as approachable and colorful as the solutions Excellent Reporting provides its clients. The keywords they provided--colorful, exciting, clean--guided every decision. This meant crafting a visual identity that was professional without feeling dull, vibrant without being overwhelming, and sophisticated without being intimidating. This is the perfect balance that small business owners need.


Page 6 of the branding guidebook defines Excellent Reporting's brand personality as colorful, exciting, and clean. Important keywords are reporting, transparency/visibility, and data. The emotion Excellent Reporting wants to evoke as a brand is confidence.
The brand's personality is defined on page 6 of the branding guidebook.

The Logo

The heart of branding is the logo. We wanted the logo to visually communicate the financial clarity Excellent Reporting provides. The result was a design where the "X" forms a line graph, the "LL" forms a bar graph, and the darker "excel" stands out from the logo as a whole. These elements symbolize financial insights, while the use of varying shades of green ("ROI Green," "Capital Green," and "Equity Evergreen") reinforces trust, growth, and financial stability.


The logo is versatile, with horizontal and vertical variations, as well as a minimalist brandmark. This ensures the brand can adapt to any medium--from website headers to social media profile pictures.


A diagram of the Excellent Logo pointing out important elements
Breakdown of different elements included in the Excellent Reporting logo.

The Color Palette

Choosing the right colors was crucial. Green, the dominant hue, symbolizes growth, relaxation, and security. A complementary Liquidity Blue embodies trust, loyalty, peace, and confidence. Ratio Red is a highlight color for courage and confidence (and it's important to have a red when visualizing data). An array of neutrals ground the design. The result? A palette that's professional yet dynamic, instilling this crucial confidence in clients.


We also provided pairing suggestions to ensure the brand's colors can create striking combinations without compromising readability or accessibility.


Color palette for Excellent Reporting with corresponding color codes
Full color palette for Excellent Reporting.

Typography

Typography plays a silent but powerful role in branding. For Excellent Reporting, we selected Lexend for headings and Merriweather for body text. These typefaces strike the perfect balance between modern and classic, just like their services. Lexend's clean lines make headlines pop, while Merriweather lends a touch of tradition and seriousness to longer text.


Brand Assets

Brand vector assets are important to expand your brand's potential in design. These images can be used as bullet points, backgrounds, overlays, and so much more. Drawing from the financial reporting theme, we created five of these assets for Excellent Reporting to breathe more life into their design potential.


Five brand assets colorized to fit the Excellent Reporting brand identity: an upward arrow, bar graph, dollar sign, line graph arrow, and pie chart
Five vector assets are included in the Excellent Reporting branding package.

Bringing It All Together

The final branding guide outlines every detail--from logo usage to example graphics and branding rules. We even included a section with design tips to ensure their materials maintain a polished, professional look.


The result of this project is a cohesive brand identity that embodies Excellent Reporting's values. This guide equips them to create marketing materials and client presentations that are instantly recognizable and deeply impactful.

In addition to the branding guide, we designed some promotional materials for Excellent Reporting: a business card design, banner design, and social media templates. When purchasing a branding package, you have the opportunity to add these materials on to your project.



Screenshot of multi-page branding guidebook for Excellent Reporting
Excellent Reporting's Brand Guidebook is a 25-page guide that outlines their brand and gives best practices for implementation.

The Website Design

Once the branding guide was complete, it was time to convert it into a brand-new website. Our goal was to create a simple website that was attractive and easy to navigate. Excellent Reporting also had the opportunity to comment directly on the website to make revisions. You can view the website at excellentreporting.com.


Excellent Reporting website homepage
Visit the Excellent Reporting website at excellentreporting.com.

Why This Project Stands Out

Creating the brand for Excellent Reporting was both a challenge and a joy. This project required us to balance creative expression with practicality, ensuring every design element has a purpose. From the bold logo to the thoughtful use of color and typography, each decision supports the company's mission to simplify financial reporting and empower their clients.




Curious about how a strong brand can elevate your business? Let's collaborate! Together, we can bring your vision to life with design that connects and inspires.




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