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Referrals, reviews and client growth for UK accountants
Turn happy clients into referrals, reviews and extra services, and stop the quiet leavers. Each page shows where the leak happens, how to fix it step by step, and how Remindoo plugs it.
How to Grow an Accounting Firm in the UK: The 2026 Playbook
Growing a UK accounting firm in 2026 means fixing the leaks that quietly cost you clients: unasked-for referrals, untracked leads, slow proposals, unsigned engagement letters, missed client deadlines, thin AML records and tasks that live in someone's head. Plug each leak with a repeatable process, backed by practice management software that logs everything automatically.
Read moreHow to Get Referrals From Your Existing Clients
Ask at the right moment — after a good result, not randomly. Make it specific (“who else runs a similar business?”), make it easy (one email, one link), and track every referral so leads and thank-yous don't get lost. Referrals convert faster than cold leads because trust is already there.
Read moreReferral Request Email Template for Accountants
The best referral emails are short, sent after a positive result, and ask for a specific type of introduction rather than a general favour. Below are three copy-ready templates for different situations, and a way to track who replies so no introduction is lost.
Read moreHow to Ask Clients for Google Reviews (Email Templates)
Ask shortly after a good outcome, send a direct link to your Google review page, and keep the message to two or three lines. Don't offer payment or rewards for reviews. Track who you've asked so you don't miss clients or repeat requests too often.
Read moreUpselling Services to Existing Clients
Upselling works best when it's tied to a genuine need you've spotted — a director who should be on a payroll scheme, a landlord who needs quarterly management accounts — not a generic pitch. Track services per client so gaps are visible, and raise the opportunity as advice, not a sale.
Read moreClient Newsletters for Accountants: What to Send and When
Send a short, practical newsletter monthly or quarterly, covering upcoming deadlines, one useful tip, and a brief practice update. Keep it under five minutes to read. Consistency matters more than length — a short newsletter sent reliably beats a long one sent occasionally.
Read moreClient Retention Strategies for Accounting Firms
Clients rarely leave over a single incident — they drift away after months of feeling forgotten, ignored, or surprised by deadlines and fees. Retention comes from consistent contact, proactive deadline reminders, and noticing early warning signs like late payments or unanswered emails before the client decides to leave.
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Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
