The Google Sites Checklist for Finance Professionals

Follow this checklist to turn your template into a lead-generating, client-onboarding machine.

• The "Niche" Statement: Within the first 3 seconds, a visitor should know if you're for them. Instead of "Bookkeeping Services," use your Stride template to say: "Bookkeeping for Creative Agencies" or "Tax Strategy for UK E-commerce."

• The Professional Headshot: In finance, people buy the person, not the spreadsheet. Use a high-quality, friendly headshot in the 'About' section to build an immediate human connection.

• The CTA (Call to Action): Ensure your "Request a Consultation" button is a contrasting colour.

• Google Forms for Intake: Don’t just list an email address. Embed a Google Form titled "New Client Inquiry" directly on your Contact page. Ask for their industry and estimated annual turnover. This qualifies leads before you even speak to them.

• Google Calendar for Consults: Use the "Calendar" embed feature to show your availability for discovery calls (or link to a booking tool like Calendly).

• Google Drive "Client Portal": Embed a specific Shared Google Drive folder. This gives your clients a "portal" to upload receipts or view their monthly reports securely.

• The Logo Bar: Use the image carousel or grid in your template to display logos of the software you specialize in (e.g., Xero, QuickBooks, Sage, FreeAgent).

• Professional Credentials: Clearly display your ICB, AAT, or ACCA badges. In the UK, also include your ICO Data Protection registration—it’s a massive trust signal for people handing over sensitive data.

• Google Maps: If you have a physical office, embed the Google Map so local clients can find you easily.

• Bad: "I do monthly bank reconciliations."

• Good: "Real-time visibility of your cash flow so you can make better business decisions."

• Bad: "I handle Self-Assessments."

• Good: "Never miss an HMRC deadline again. We handle the filings; you keep your weekends."

• Custom Domain: Ensure you connect a professional domain (e.g., www.yourname-accounting.co.uk). Your Stride guide shows you exactly how to do this in the Google Sites settings.

• Mobile Review: Accountants often work on desktops, but your clients (especially tradies or busy shop owners) will find you on their phones. Double-check your site's mobile preview before hitting Publish