3 ways to generate more 5-star reviews for your accounting firm

5 star reviews-minHow important are online reviews?

Do they actually make a difference, or do people not pay attention to them?

Well, according to research compiled by Invesp...

  • 90% of consumers read online reviews before visiting a business
  • 88% trust online reviews as much as personal recommendations
  • 73% of consumers will take action after reading a positive review

all of which means...

Ensuring you have some good online reviews for your accounting firm is really important.

The only question is, how do you get them?

You probably have many happy clients that you work with, who you know would leave a glowing review for you, it's just figuring out how to get them to do it.

Well, wonder no more. Here are 3 ways you can generate more 5 star reviews for your accounting firm.


What are the main online review sites?

With many different review sites to choose from, which ones should you focus your time and attention on? Here are our top 3...

1. Google

Google is probably the most important of all the review sites. As the world's most popular search engine, it's typically the place where people go when searching for things, including accountants.

Google reviews are linked directly to your Google My Business account, which controls your business listing that appears on the right hand side when people are searching for your company.

They also appear on your listing next to other firms when people are searching for accountants in your local area. See the image below.

Google reviews

Through this, you can create a link that can be sent to your clients to leave a review directly on your Google listing. Here's a walk through explaining how to create that link.

2. Facebook

Google might be the biggest search engine, but Facebook remains the biggest social media site. And for many accounting firms, Facebook can be a great source of new client enquiries, which means getting your reviews on here can be a great way to boost credibility.

Image 2020-08-10 at 10.58.14 AMReviews are linked directly to your Facebook page (so you'll need one of those set up first) and just like Google, you can create a link to send directly to your clients to leave a review. Here's a guide explaining how to create that link for Facebook.

3. Trustpilot

Staying on trend with the biggest and best - Trustpilot is the world's most powerful review platform. They currently boast over 70 million reviews for over 300,000+ businesses.


In order to use Trustpilot, you need to set up an account for your business first. Once done, you can embed a Trustpilot widget on your website directly to show prospects what your rating is and what reviews you have. Just like others, you can also create a link to send to your clients. Here's how.

So there we have 3 main reviews sites where you can choose to focus on getting 5-star reviews from your clients, the next question is how?

Here are 3 proven ways to generate more reviews...

1. Set targets and incentivise team members

Your team members most likely have lots of interaction with your clients, so why shouldn't they be the people to try and ask for reviews?

In Reza Hooda's firm Walji & Co, he sets targets for his team members to try and get clients to leave reviews on Google and Facebook.

"We have a team metric that we measure every month to get a certain number of reviews - it's part of our 'outputs' measuring targets. Each team member is required to contribute towards the overall target so their focus in on client service so they can follow up with a request for a review at any opportunity."

As Reza mentioned, this not only helps them to focus on reviews, but also focuses their attention on the thing that will most likely contribute towards 5-star reviews - excellent client service.

On a similar note, in Jeri William's firm Smooth Accounting, she went one step further and incentivised her team members to try and get a certain number of reviews from their clients. And with nearly 100 reviews on Google, it's clear to see that something worked!

Image 2020-08-10 at 1.11.54 PM

2. Run competitions

As well as incentivising team members to leave reviews, why not incentivise your clients themselves?

Consider running a competition where a winner will be picked at random to win a prize and all they have to do to enter is go to your chosen review platform, and leave an honest review.

Here's an example from photography business, Essential Photo.

If you give them a time frame to enter e.g. you must leave a review during the month of September, then it could be a nice way to get a large number of reviews in a short space of time (which is great if your reviews are currently dwindling).


3. Automate the process

When you're busy running your firm, and dealing with client enquiries, it can be easy to forget about little things like asking for reviews.

So, why not automate it?

By automating some or all of the process, you eliminate the need to remember and it simply happens without you thinking.

There are many ways you can automate this, but seeing as you're here, here are 2 ways you can automate this directly inside Pixie.

1. Create a reviews workflow

When adding clients to Pixie, it's literally the click of a button to select the different recurring job templates you want to apply to the client.

So one way to automate asking for reviews, would be to create a job template that you can apply to all clients when they first sign up.

Here's a quick video explaining how that works:

2. Insert a feedback/review email at the end of other workflows

Instead of creating a dedicated workflow for requesting reviews, you could also choose to add a review/feedback email at the end of specific job templates e.g. at the end of the annual accounts workflow.

This way, you're requesting a review right after a specific job has finished.

Here's a quick video explaining how that works:

Top tip
- Why not attach a branded PDF guide or walk through to these emails which explains to your clients how to leave reviews on each of the platforms. By removing some of the potential obstacles they might have to leaving reviews, you can ensure that more will get left.

Do you have a process for requesting reviews?

Hopefully now you have a clear understanding of some of the review platforms available and the different ways you can generate more reviews from your clients.

The reality is that asking for reviews is only part of the puzzle...

The other part?

Ensuring that your work and service is so good that when you ask for reviews, clients are more than happy to leave one honestly.

By focusing on delivering exceptional client service, and by having an automated process for requesting client reviews, you'll quickly generate a number of glowing 5-star reviews that can be used as social proof for other prospects that are interested.

If you're interested in learning how Pixie can help you to automate your review request process, I'd encourage you to start a 30-day free trial here.

You can have your first review workflow set up in less than 4 minutes.

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