Accounting Firm Profile Example: What to Include Before You Claim a Listing

A strong profile starts with a clear client fit statement. Examples: limited company contractors, landlords with rental portfolios, ecommerce sellers using Shopify and Amazon, or small employers needing payroll and VAT support.

Avoid listing every possible accounting task equally. Put the services you actively want more of near the top, then explain the scope: annual accounts, CT600, VAT returns, bookkeeping, payroll, Self Assessment, R&D, CIS, or MTD setup.

Include qualifications, software, industries, locations served, remote availability, typical response times, minimum fees where appropriate, and any onboarding requirements. These details help prospects self-select before contacting you.

In the first two sentences, name the client types, priority services, service area and working model. For example: “We support owner-managed ecommerce companies across the UK with monthly bookkeeping, VAT returns and management accounts. Onboarding is remote and we currently work with Xero and Shopify.”

Only publish statements the firm can support. Replace “leading experts for every business” with concrete experience, team roles, qualifications and processes that a prospective client can verify.

For each priority service, state what is included, frequency, records needed, software, likely handoffs and common exclusions. “VAT returns” is a label; “quarterly bookkeeping review, exception report, VAT calculation, client approval and submission” tells a prospect what happens.

Keep regulated or specialist services separate and name the responsible authorisation where relevant. Do not imply that Companies House activity codes prove current expertise or that a registered office is a client-facing branch.

A profile should make provenance visible. “Public record,” “confirmed by the firm” and “verified with the issuing body” are different confidence levels. Add the date of the last check and a correction route.

State whether the firm accepts new clients, typical onboarding lead time, minimum or indicative fee basis where the firm chooses to disclose it, meeting options, supported software and accessibility. Explain what a prospect should prepare for the first call.

Do not promise a response time the practice cannot maintain. Route enquiries by service and flag urgent deadlines so the firm can accept, decline or refer quickly.

Before publishing, check every link, credential, phone number, location, named person and claim. Read it beside the website and engagement materials: the services, ownership and contact details should agree. Remove empty badges, inactive buttons and services that cannot currently be delivered.