How to set up a Websta profile as an accountant in the UK

What to include on your accountant profile page

Your profile page should show the core information that potential clients need to decide whether to contact you. Start with your name, where you work (town or region), and a brief description of what you do - for example, whether you handle bookkeeping, tax returns, payroll, or limited company accounts. The clearer you are about your scope, the fewer unsuitable enquiries you will receive.

Add a photo of yourself. A simple headshot is enough; it builds trust more than no photo at all. If you have qualifications such as ACCA, ACA, ICAEW membership or equivalent, mention them clearly. Many people searching for an accountant want to know who they are dealing with.

List the specific services you offer as separate entries. Each service should say what you do and allow clients to request a quote or book a consultation. Typical services for an accountant in the UK include self-assessment tax returns, corporation tax, bookkeeping, payroll management, VAT returns, business accounts preparation, and limited company formation. Only list services you actually provide.

• Your location and the areas you cover
• Your qualifications and professional memberships
• A professional photo
• Each service you offer with a brief description
• Contact details and preferred method of contact

How people search for accountants in the United Kingdom

People looking for an accountant typically search by location and need. On Websta, people in the /marketplace/finance category browse by service type and postcode area. They might search for 'tax accountant near me', 'bookkeeper [town name]', or a specific service like 'VAT return accountant'. Make sure your profile mentions the towns and regions you cover, not just where you are based.

Many searches are task-based. Someone might post a task saying they need a tax return done for a specific deadline, or they need help setting up their limited company accounts. Your profile should be clear enough that someone can understand what you do in under 30 seconds. Avoid jargon where possible or explain it simply.

Quote requests and booking

Decide whether you want to take quote requests, bookings, or both. A quote request works well for accountants because each client's needs are different - a self-assessment return for a freelancer is not the same job as payroll for a small business. When someone submits a quote request, you can discuss their specific situation before agreeing on what you will do.

If you offer initial consultations, you can set up a booking system for 15 or 30-minute slots. Payments for bookings and quotes are handled through Stripe; money is paid out to your own bank account. You set the rates for the services you list.

Languages and your audience

Publish your profile in English. If you work with a significant number of clients who speak another language and you want to serve them through Websta, you can publish in additional languages as well. Keep it realistic - do not add languages you do not work in. Most accountants in the UK operate in English only.

What you need to sort out before you take clients on

Before you start advertising your services, check what registration and professional requirements apply to your situation. The Financial Conduct Authority (FCA) regulates certain types of accountancy work in the UK, particularly if you handle client money or provide tax planning advice above a certain level. Check with your professional body - ICAEW, ACCA, AAT, or similar - about what you are required to register for and what insurance you need.

If you are a sole trader, you must be registered for Self Assessment and file your own tax return each year. If you operate as a limited company, you must file accounts with Companies House. You will also need business insurance; professional indemnity insurance is standard for accountants.

Make sure you have a quiet space to work and a reliable internet connection, since much accountancy work now involves secure file transfer and video consultations with clients. Set up a system to handle client files securely and keep them separate from your personal documents.

• Check FCA and professional body requirements for your role
• Obtain professional indemnity insurance
• Register for Self Assessment if you are a sole trader
• Set up secure file storage and backup systems
• Have a professional address or postal address listed

What to write in your first hour

Start by writing a simple description of what you do - three to four sentences covering your main services and who you typically work with. Then list your services one by one with a short note about each. Do not worry about perfect wording at first; you can edit it later.

Add your location or the areas you cover. Then upload a professional photo. Finally, set your quote request or booking preferences and decide which contact method you prefer - email, phone, or a contact form built into your profile. You do not need to have everything perfect before you go live; you can add photos, services, and details as you go.

Frequently asked questions