A personal page for accountants

What your page should include

• Services, grouped: tax returns, GST or sales tax, bookkeeping, audit, advisory
• Who you serve: freelancers, startups, NRIs, small retailers
• Qualifications and membership or licence number
• Indicative fees or how you quote
• A discovery call to book and a deadline calendar people can return to

Why clients switch accountants

People rarely change accountants because of price. They switch because the last one missed a deadline, didn't reply during filing season, or couldn't explain a notice. When they look for a new one, usually through a referral, a Google search after a scare or a startup community, they're looking for signs you'll be responsive and that you understand their situation.

Your page should show who you serve, what you handle and how you work with clients, in language a non-accountant understands.

Specialise in a client, not just a service

"Tax and accounting services" describes every firm in the city. "Tax and compliance for freelancers and NRIs, filed on time with a WhatsApp update at every step" describes a practice someone wants to hire. Name the clients you know best: startups raising their first round, doctors with a clinic, e-commerce sellers juggling GST across states, US expats with FBAR filings. Then list the services for them.

Professional rules on advertising

Accountancy bodies restrict how members promote themselves. In India, ICAI's code of ethics restricts advertising and solicitation by chartered accountants, while permitting websites within its guidelines, so keep the page factual and avoid promotional or comparative claims. In the US, state boards of accountancy regulate the use of the CPA title and prohibit false or misleading advertising; firm names and "CPA" use have their own rules. In the UK, ICAEW and ACCA members follow their bodies' codes on publicity.

We're not giving regulatory advice; check your body's current guidance before you publish. A featurd page can be kept strictly factual: services, qualifications, contact details and fees where allowed.

Your featurd setup

• Header: name, qualification and who you serve: "Chartered accountant for freelancers, creators and NRIs".
• Text: services grouped by client type.
• Offers: indicative fees for routine work, like "Salaried ITR from ₹2,500" or "Monthly bookkeeping from ₹6,000", where your rules allow. For audit and advisory, explain how you quote.
• FAQ: documents to prepare, filing timelines, how you communicate during the season.
• Subscribe: a deadline reminder list, such as advance tax, GST and ITR dates. It brings clients back every quarter.
• Products: a free tax checklist or deadline calendar on every plan.
• Book: a 20-minute discovery call synced with Google Calendar.
• Contact: a short form for name, client type and the service needed. Never ask for PAN, Aadhaar, SSNs or documents on the page.
• Text: membership and registration details.

An example page

CA Neha Agarwal runs a two-person practice in Ahmedabad for freelancers and NRIs. Her page uses Ink: crisp type, a navy accent. The headline reads "Tax and compliance for freelancers and NRIs, without the chasing". Below, two columns cover freelancers (ITR, advance tax, GST registration) and NRIs (DTAA, capital gains, repatriation). An offers section gives starting fees. A free "Freelancer tax calendar 2026-27" collects emails, and a subscribe box promises a reminder a week before each deadline. Her ICAI membership number sits at the bottom.

In July, she sends prospective clients a tracked link after their enquiry, and calls the ones who open it twice.

Use the calendar to stay top of mind

Accounting has the most predictable calendar of any profession: advance tax, GST returns, TDS, ITR deadlines in India; quarterly estimates and April filing in the US. Turn it into a reason for people to come back. A free deadline calendar as a product, a subscribe section for reminders, and a short FAQ that you update each season keep prospects returning until they're ready to switch.

When a prospect enquires after a tax notice, speed matters more than anything. featurd notifies you of new leads, and on Pro, Autopilot can send an instant acknowledgement with what documents to gather, so they don't keep calling other firms while you're in a meeting.

Small details that earn trust

• Show response times: "Replies within one working day, even in July".
• Explain the process in four steps, from the call to the filing acknowledgement.
• Keep it calm and readable. Ink and Bento Mono read like a well-run firm.
• On Pro, put it on your own domain and add a second page for a different practice area.

Explain your onboarding

Switching accountants feels like admin. List the four steps on your page: a discovery call, a document checklist, access to your client portal, and the first filing or month-end close. It removes the friction that keeps people with an accountant they don't like.

Getting started

Upload your LinkedIn PDF or firm profile and Ivo drafts the page. Pick a look in Explore. Advising founders on finance? See our page for consultants.