Accounting Firm Launch Playbook

Who this is for

Accounting and bookkeeping firms serving small businesses and sole traders.

Before you start

• The services the firm offers and the types of client it serves.
• A qualified accountant who reviews every page before publication.
• The filing deadlines and rules for the jurisdictions you cover.
• A clear way for prospective clients to get in touch.

Step 1

Plan around deadlines and questions

Map the year your clients live through.

1. 01Mark the filing and payment deadlines your clients face across the year.
2. 02List the questions owners ask about each deadline and about common situations.
3. 03Decide which questions get explainers and which belong on service pages.
4. 04Schedule each deadline article well ahead of the deadline itself.

Step 2

Create service pages and explainers

Explain clearly, generally and accurately.

1. 01Write a service page for each service, describing who it suits and what the firm does.
2. 02Write deadline articles explaining what is due, who it applies to and what to prepare.
3. 03Make clear that articles are general information, not advice for a specific business.
4. 04Have the accountant review each page and check every date against official sources.

Step 3

Publish on the calendar

Release content when people start looking.

1. 01Publish service pages first, then deadline articles on their schedule.
2. 02Link each deadline article to the service that helps with it.
3. 03Update deadline articles each year rather than writing new ones.
4. 04Send articles to existing clients as reminders before each deadline.

Step 4

Measure and maintain

Keep dates and rules correct.

1. 01Check which articles appear in search ahead of each deadline in your search console.
2. 02Track enquiries that start on deadline articles.
3. 03Update every article when rates, thresholds or rules change.
4. 04Record when each page was last reviewed.

Common pitfalls

• Out-of-date deadlines or thresholds left live after a rule change.
• Articles that read as advice for a particular business.
• Deadline articles published too close to the deadline to be found.

Where Opus Rank helps

Tutorials for the parts of this plan you can do in Opus Rank.

• Build a topical map

  Plan service pages and deadline articles across the year.

• Edit a passage with AI, or rewrite the whole article

  Update last year’s deadline articles with the new details.

• Content language and region

  Write for the jurisdiction and spelling your clients use.

Related playbooks

• Consultancy Launch Playbook
• Financial Advisory Launch Playbook
• Law Firm Practice Area Launch Playbook