Section 1 of 12

The Basics

Your firm's core identity — these appear on every page and in your legal documents. Accuracy here is critical.

Firm Identity

Trading name *

The short version you'd say on the phone (e.g. "Swift Accounting")

Please enter your trading name.

Full registered legal name *

Exactly as it appears at Companies House

Please enter the full legal name.

Companies House number *

8 digits (e.g. 12861915)

Please enter your Companies House number.

Year established *

Please enter the year established.

Website domain *

Include https:// (e.g. https://swiftbks.co.uk)

Please enter your website URL.

Brand Voice

Tagline *

5–8 words. E.g. "Plain-English tax advice for SMEs"

Please provide a tagline.

Logo

Upload your logo

SVG or high-res PNG with transparent background preferred. Filename recorded — we'll collect the file separately.

Section 2 of 12

About the Person Behind the Firm

Powers your About page, blog author byline, and the trust signals search engines use.

Founder / Principal Accountant

Full name *

The person whose face/voice represents the firm

Please enter the founder's name.

Credentials after name

e.g. ACA, ACCA, AAT, CTA, FCA

Role title *

e.g. "Founder & Principal Accountant"

Please enter the role title.

Short bio

1–2 sentences. Give us the raw facts — we'll polish this.

Section 3 of 12

Where You Operate

Appears on your Contact page, local SEO data, and legal documents.

Primary Office Address

Town / City *

Please enter your town or city.

Region / County *

Please enter your region.

Postcode *

Please enter your postcode.

Full street address *

Visible on the Contact page

Please enter the full address.

Registered Address

Is your Companies House registered address the same as your trading address?

Yes, same as above

No, different address

Registered address

Section 4 of 12

Contact Details

Shown on your Contact page, footer, and in your Privacy Policy.

Main contact email *

Displayed on the Contact page

Please enter a valid email address.

Data protection / privacy email

Leave blank to default to main email.

Main phone number *

UK format (e.g. 01271 123 456)

Please enter your phone number.

Office hours

Section 5 of 12

Brand Colours

We match your branding across every page we build.

Colour Palette

Primary brand colour *

Your darkest, most authoritative colour

Accent colour *

Used for buttons and highlights

Header Treatment

Your logo is...

Dark logo on light background → white header/footer

Light logo on dark background → dark header/footer

Text on your accent-colour buttons should be...

White text

Dark text (primary colour)

Section 6 of 12

Regulatory & Compliance

⚠️ These fields drive your legal pages. Inaccurate answers create legal risk. If you don't know an answer, leave it blank — we'll follow up.

ICO Registration

ICO registration number

Starts with Z (e.g. ZA123456). Every UK firm processing personal data must register.

Professional Bodies

Which body or bodies regulate your firm?

ICAEW

ACCA

AAT

CIOT

CIMA

ICAS

CA Ireland

Other

Membership numbers

e.g. "ACCA: 1234567 · ICAEW: AB12345"

AML & Insurance

AML supervisor

The body supervising you under MLR 2017.

PI insurance provider

PI coverage limit

Governing legal jurisdiction

England and Wales

Scotland

Northern Ireland

Section 7 of 12

Trust Signals

Your Google reviews are displayed on the homepage and throughout the site to build credibility.

Google Reviews

Google Business Profile reviews URL

Search your firm name in Google → "View all reviews" → copy that URL.

Current Google rating

Number of reviews

Section 8 of 12

Accreditations & Software

Badges and software logos shown across your site to signal credibility.

Accreditations You Hold

ICAEW

ACCA

AAT

Xero Gold

Xero Silver

Xero Bronze

QuickBooks ProAdvisor

FreeAgent Partner

Sage

Additional accreditations (name + verification URL)

For any not listed above, or to add logo files / verification links.

Accreditation #1

Name

Verification URL (optional)

Logo file (optional)

Accounting Software Platforms

We'll mention these on Service pages so prospects know they don't need to switch tools.

Xero

QuickBooks Online

FreeAgent

Sage Business Cloud

FreshBooks

KashFlow

Dext

AutoEntry

Other

Section 9 of 12

Lead Form Setup

We embed your lead capture form across the site. Tell us how you're set up.

Are you using LeadConnector (GoHighLevel) for lead capture?

Yes — I'll provide the form details

No — we'll discuss alternatives

Form ID

e.g. dxXqu2Th2CqAuc2fUzZ4

Form title

Section 10 of 12

Testimonials

✦ The single most-used asset across your site. Please provide at least 8 testimonials, ideally 12–15. Used across Home, About, and every Service page.

Copy verbatim from your Google Business Profile. Do NOT edit or shorten the text — we'll do that.

Upload (Easiest)

Upload a Google Doc, spreadsheet, or PDF with your reviews

Filename recorded — we'll collect the actual file separately.

Enter Manually (or supplement your upload)

Testimonial #1

Reviewer full name

Role / Business (if known)

Verbatim review text

Date (approx)

Source

Services this relates to

Bookkeeping

VAT

Payroll

Self Assessment

Year-End

Ltd Company

Catch-up

Switching

Sector(s)

Retail

Ecommerce

Trades

Contractors

Property

Hospitality

Professional services

Section 11 of 12

Privacy & Cookies

⚠️ Required for legal pages. Leave blank if unsure — pages will publish with placeholders that must be updated before going live.

Analytics

What analytics tool do you use?

None

Google Analytics 4

Plausible

Fathom

Matomo

Other

Marketing Pixels

Meta Pixel

Google Ads

TikTok

X (Twitter)

None

Cookie Consent

Which cookie consent tool do you use?

Data Processors & Residency

Third-party data processors

e.g. "Google Workspace (email), Xero (accounting), WP Engine (hosting)"

Where does your client data primarily reside?

UK only

UK and EEA (EU countries)

UK, EEA and US (Standard Contractual Clauses)

Don't know

Section 12 of 12

Final Checks

Almost there — a couple of confirmations before we get started.

Legal Page Review

We'll publish your Privacy Policy, Terms & Conditions, Disclaimer, and Cookies Policy as a starting point. We strongly recommend solicitor review before launch (typical cost: £200–£500).

Do you intend to have your legal pages reviewed by a solicitor? *

Yes, before launch

After launch (within 30 days)

No (I accept this risk)

Please select an option to confirm you've read this.

Anything Else?

Additional notes

Existing relationships, ongoing legal matters, sensitive client niches to avoid, anything else we should know.

All done — thank you!

Your onboarding responses have been sent to the Fiscal Flow team. We'll review everything and be in touch within 1 working day.

If you have files to share (logo, testimonials document, accreditation logos) please email them to will@fiscalflow.uk and quote your firm name.

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