Showing Up Locally with Google Business Profile

Make it easy for local clients to find and trust your financial services.

Whether you’re a bookkeeper, accountant, tax advisor, or financial planner—your clients are searching for you online. Most of those searches start with Google, and often the first thing people see is a Google Business Profile (GBP).

Having an accurate, professional GBP ensures potential clients in your area find you, trust you, and contact you quickly. Your Financial Services BrandPack Bundle helps you set this up and keep it optimized.

Why Google Business Profile Matters for Financial Services

  • Local Trust – People want financial experts they can meet with locally. A well-built profile shows you’re established and reliable.
  • Visibility in Search – Your profile appears on Google Maps and in local search results—helping you rank above generic directories.
  • Quick Conversions – Clients can call, visit your website, or book a consultation straight from your profile.
  • Reviews Build Credibility – Positive reviews make you stand out from competitors.

Claim and Verify Your Profile

  1. Go to google.com/business.
  2. Search for your business. If it exists, claim it. If not, create a new profile.
  3. Add your business name and primary service category (e.g., Bookkeeper, Accountant, Financial Planner, or Tax Advisor).
  4. Verify your business by mail, phone, or email (Google provides instructions).

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Complete Your Business Information

  • Business Name – Keep it consistent with your website and branding.
  • Address – Use your office location. If you serve clients virtually, you can hide your street address and set a service area instead.
  • Phone & Website – Add your business number and link to your BrandPack website.
  • Hours – Keep them accurate. Update seasonally (e.g., extended tax season hours).
  • Description – Write a short summary (1–2 sentences) highlighting who you help and how.

Add Services & Booking Links

Inside your profile, list the services you provide, such as:

  • Bookkeeping
  • Payroll
  • Tax Preparation
  • Financial Planning
  • Retirement Planning

👉 Use your BrandPack’s booking link so clients can schedule directly with you.

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Upload Photos & Branding

  • Upload your logo and a professional headshot.
  • Add photos of your office, workspace, or team—this builds trust.
  • Use the branding from your BrandPack for a consistent look.

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Collect and Respond to Reviews

  • Ask happy clients to leave a review after you finish their project, file their taxes, or deliver a financial plan.
  • Reply to every review—positive or negative—with professionalism.
  • Reviews are one of the strongest factors in local rankings and client trust.

Post Updates Regularly

Your GBP allows you to share posts, just like social media. Use it to:

  • Share reminders (e.g., “Tax deadlines are coming up—book today!”).
  • Announce seasonal offers (e.g., free consultations during Q1).
  • Share financial tips (linking back to your blog or website).

Your BrandPack’s content calendar can help you stay consistent with posts.

Action Plan

  1. Claim and verify your Google Business Profile.
  2. Add complete and accurate business details.
  3. List your services and link to your booking page.
  4. Upload your logo, headshot, and office photos.
  5. Begin asking clients for reviews—and respond to each one.
  6. Post updates regularly to stay visible and relevant.

Frequently Asked Questions

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