Section 1 of 8

Your firm

Short section. We pull your legal name, registered address and incorporation date straight from Companies House, so the number is all we need from you.

Companies House

Company number *

8 digits, on any letter from Companies House. Everything else on your public record comes across automatically.

Please enter your company number.

How you're known

Trading name *

The short version you'd say on the phone.

Please enter your trading name.

Website *

We read this for your current services, badges and colours, so you don't have to list them.

Please enter your website URL.

Main enquiry email *

Please enter a valid email address.

Main phone *

Please enter your phone number.

Office hours

Coverage

How do you serve clients? *

Please choose one.

Towns and areas you want to be found in *

Everywhere you'd happily take a client from. Each one becomes its own page, so be generous. Commas or new lines are both fine.

Please list at least one area.

Section 2 of 8

You

The person prospects are actually deciding about.

Founder / Principal

Full name *

Whoever's face and voice represents the firm.

Please enter your name.

Letters after your name

e.g. ACA, ACCA, FCCA, CTA

Role title *

Please enter your role title.

Regulation

Which bodies regulate the firm?

Tick them and we'll verify the membership numbers against the public register ourselves.

Anything your regulator won't let you claim in advertising?

Guaranteed savings, comparative claims, naming other firms. Tell us now and we'll build around it.

Section 3 of 8

Your story

The part nobody else can write and no software can find. Talk plainly — rough notes beat polished sentences, because the polishing is our job.

Why did you start the firm? *

What were you doing before, and what made you leave it?

This one really matters — a few lines is plenty.

Who was your first client, and how did you get them?

How long have you been in the area, and did you grow up here?

What do you know about doing business round here that a firm from outside wouldn't? *

The single most valuable answer in this form. It's what stops your local pages reading like everybody else's.

Please give us something here, even one sentence.

Sponsorships, clubs, charities, boards or networking groups you're part of

Local connections we can build real links from.

The piece of work you're proudest of

Section 4 of 8

How you work

Where your firm's actual character shows up. Be blunt — this is where the copy gets its spine.

What do you refuse to do, even when a client asks? *

Please answer this one.

A client you turned away or let go, and why

No names needed. This becomes the filter that keeps bad leads off your calendar.

What can every client expect from you without having to ask?

What does the profession get wrong that you'd argue about?

An opinion here is what makes your content worth reading. Please don't be diplomatic.

What happens in a client's first ninety days with you?

Answers the biggest fear anyone switching accountant has.

Section 5 of 8

How you talk about it

Write these the way you'd say them out loud, not the way you'd write them down.

Someone at a networking event asks what you do. What do you actually say? *

Word for word, including the messy bit. Please don't tidy it up.

Please give us your actual words.

How do clients describe you when they refer someone?

Biggest objection on a first call, and how you answer it *

Please answer this one.

How should we sound?

Words, phrases or claims you never want used

Section 6 of 8

Who you want more of

This drives who the outbound system approaches and who your ads reach. The three-clients question below does more work than anything else on this page.

Three clients you'd take ten more of

Client #1

What do they do?

Roughly what do they pay a month?

Why are they a good client?

What was going on in their business when they first came to you?

The moment they went looking. This is what we target on.

Targeting

Entity types you want *

Please pick at least one.

Sectors you want more of *

Pick the ones you'd actively chase. We build a landing page for each.

Please pick at least one.

Sectors or situations you will not take on

Hard exclusion. Nothing we send will ever go near these.

Describe the client you regret taking on

Businesses we must never contact

Family, friends, referral partners, anyone awkward. Your existing client list is already excluded automatically.

Section 7 of 8

Services and capacity

Top level only. We read your existing site for the full service list and every keyword variant, then send it back for a five-minute check rather than making you type it out.

What you offer

Which two or three do you want more of? *

These get the ad budget and the best pages.

Please tell us which to push.

Anything you'd rather stop selling?

Commercial limits

Smallest monthly fee you'll accept *

Becomes the filter that stops time-wasters reaching your calendar.

Please give us a number.

New clients a month you can absorb *

We build to this. Say twelve and we aim for twelve.

Please give us a number.

What do you offer someone switching from another accountant?

Free handover, first month free, a free review. This becomes the main ad hook.

Section 8 of 8

Brand and files

Last one. Colours are optional — skip them and we'll take them from your logo.

Logo

Drop your logo here, or click to choose

SVG or transparent PNG preferred · 12MB max

Photos

Team, office, you at work. Real photos beat stock every single time. Skip this if you'd rather we arrange a shoot.

Drop photos here, or click to choose

JPG, PNG or WebP · up to 20 files · 12MB each

Brand guidelines

Only if they already exist. PDF or ZIP.

Drop brand guidelines here, or click to choose

Optional

Final checks

We publish your Privacy Policy, Terms, Disclaimer and Cookies Policy as a starting point. We strongly recommend a solicitor reviews them before launch.

Will you have the legal pages reviewed? *

Please choose one.

Anything else we should know?

Ongoing legal matters, a client sector we shouldn't mention publicly, a competitor situation, anything at all.

All done — thank you

Your answers and files are with the Fiscal Flow team. We'll come back to you within one working day.

Questions in the meantime? Email will@fiscalflow.uk and CC support@fiscalflow.uk for an answer straight back.