Skip to main content

D · Pricing & growth

How to Get Your First 50 Clients as a New Accountant

Last updated:

Quick answer

Most new practices reach their first 50 clients through personal referrals, a well-optimised Google Business Profile, a clear niche that makes referrals easier to give, and partnerships with solicitors, banks and other introducers. Paid advertising rarely outperforms these routes in the first year of a new UK practice.

Key takeaways

  • Personal and professional network referrals are the fastest route to your first clients.
  • A niche makes you memorable and easier for others to refer, rather than diluting your market.
  • Google Business Profile drives most local 'accountant near me' searches; claim and optimise it early.
  • Directories and partnerships with solicitors, IFAs and banks provide a steady secondary channel.
  • Track where every enquiry came from from day one so you know what to double down on.
  • Converting enquiries quickly with a fast, clear proposal matters as much as generating them.

Where do new accountants actually get their first clients?

The overwhelming majority come from personal contacts, former colleagues, and referrals from people who already trust you, not from advertising.

First-client channels compared
ChannelSpeed to first clientCostBest for
Personal network and referralsFastLowEvery new practice
Google Business ProfileMediumFreeLocal practices
Directories and listingsMediumLow to moderate [VERIFY]Building visibility
Introducer partnershipsMedium to slowTime investmentNiche and B2B services
Content and local SEOSlowTime investmentLong-term growth

If you have worked in practice for several years before starting your own firm, you already have a network: former clients (subject to any restrictive covenants), colleagues who have moved to other firms and might refer overflow work, family and friends who run small businesses, and professional contacts such as solicitors and bank managers.

Tell everyone you know that you are starting a practice, what services you offer, and what kind of client you want. Vague announcements get vague results; specific ones ('I'm taking on sole traders and small limited companies, particularly in trades and hospitality') get specific referrals.

Should a new practice pick a niche or take any client?

A niche, even a loose one such as an industry sector or client type, makes it far easier for people to refer you and for you to market efficiently, without preventing you from taking other work.

New practitioners often worry that specialising narrows their pool of prospects. In practice the opposite tends to happen: 'the accountant for contractors' or 'the accountant for hairdressers and salons' is a phrase people remember and repeat, whereas 'a general accountant' is forgettable. You can still accept clients outside the niche; the niche simply gives your marketing and referral network a clear hook.

Choosing a workable niche

  • An industry you already understand from previous employment or a client base you inherited
  • A client type by structure, such as contractors, landlords, or e-commerce sellers
  • A life stage, such as start-ups or businesses preparing for sale

How important is Google Business Profile for a new accountant?

It is one of the highest-return, no-cost actions available: most local searches for an accountant now surface a map pack of nearby firms before any website results.

Claim your Google Business Profile as soon as you have a trading address (or a registered office you can list), complete every field, choose accurate categories, and add photos of your office or team. Ask satisfied clients to leave a review; a small number of genuine, specific reviews outperforms a large number of generic ones.

Respond to every review, positive or negative, professionally and promptly. This signals to prospective clients that the practice is active and attentive.

Are online accountant directories worth listing on?

Yes as a low-effort supplementary channel: directories rank well for generic search terms and give prospects a way to compare firms before making contact.

Free or low-cost directory listings, alongside your Google Business Profile and website, extend your visibility for very little ongoing effort once set up. They work best alongside, not instead of, referrals and local search.

How do you build referral partnerships with solicitors and other introducers?

Approach local solicitors, independent financial advisers, mortgage brokers and bank business managers directly, offer to reciprocate referrals, and stay visible with occasional updates rather than a single introduction.

Solicitors dealing with probate, conveyancing or company formations regularly meet people who need an accountant. IFAs and mortgage brokers meet self-employed clients who need up-to-date accounts to support applications. A short introductory meeting, followed by staying in occasional contact, tends to work far better than a one-off email that is never followed up.

Does content marketing help a brand-new practice win clients?

It compounds slowly rather than delivering immediate results, so it is worth starting early but should not be relied on for your very first clients.

A handful of genuinely useful pages answering the questions your target clients search for (deadlines, typical fees, what records to keep) will, over months, start to bring in organic enquiries. Treat it as a medium-term investment running alongside referrals and local search, not a substitute for either in year one.

How do you make sure enquiries turn into clients?

Record where every enquiry came from, respond quickly, and follow a consistent process from first contact to signed engagement letter so no lead goes cold from delay.

New practices often lose leads not from a lack of interest but from slow, inconsistent follow-up. A simple pipeline (new enquiry, discovery call booked, proposal sent, won or lost) keeps everything visible, and tagging the source of each enquiry tells you, after a few months, which channels are actually working so you can spend your limited time accordingly.

How Remindoo helps

Remindoo's leads pipeline gives a new practice a simple place to capture every enquiry, whether it arrives through a website form, a referral, or a phone call, and to see at a glance where it sits in your process: new, contacted, proposal sent, won. Custom fields let you tag the source of each lead, so after a few months you can see clearly whether Google Business Profile, a specific introducer, or your niche marketing is actually producing clients, and focus your time accordingly. Once a lead is won, the client's record and history carry straight through into Remindoo's client management, so nothing about how they were introduced or what they were promised gets lost between winning the enquiry and onboarding them properly.

Frequently asked questions

How long does it take to get 50 clients as a new practice?

It varies widely with prior network and niche, but many sole practitioners reach 50 small clients within the first 12–24 months, largely through referrals and local search compounding over time.

Do I need a website before I get my first client?

A simple, clear website helps credibility and supports Google Business Profile, but many first clients come through personal referral before a website exists at all.

Is paid advertising worth it for a new accountant?

Usually not in year one; the cost per client acquired tends to be high relative to referrals and organic search, and budgets are typically better spent on time invested in networking and content.

Can I ask clients directly for referrals?

Yes, and most happy clients are glad to help if simply asked; many practices build a light, non-pushy referral request into their annual client review conversation.

Should I take on any client who asks in the early days?

Being selective even early on protects your time and reputation; a niche-fit client who pays reasonably is usually worth more than a poor-fit client who pays slightly more but drains disproportionate time.

How do I compete with established local firms?

Responsiveness, a clear niche and modern, digital-first service (online proposals, portals, digital records) are genuine advantages a small new practice can offer that some established firms have been slow to adopt.

Start your free Remindoo trial

Set up deadlines, onboarding and workflows for your new practice with a 60-day free trial.

Sources

Last updated 23 September 2026. General guidance, not legal or regulatory advice. Check with your professional body.

Why a single client record matters

When client details, deadlines, documents and conversations are spread across inboxes and spreadsheets, time goes on searching instead of on client work.

One version of the truth

Everyone sees the same services, contacts, deadlines and notes for each client.

Accurate deadlines

Companies House sync brings in company details and filing dates, reducing manual errors.

Better client service

A full timeline means anyone can answer a client question with the history in front of them.

Secure document sharing

A client portal is safer than sending financial documents as email attachments.

Practical tips from UK practice

  • Import companies from Companies House rather than typing details by hand.
  • Record every service a client takes, so recurring work is created automatically.
  • Add a short note after every important client call.
  • Ask clients to upload documents through the portal rather than by email.

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.”
Shaz Israr
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
Taxaccolega Chartered Accountants
“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.”
Afia Begum
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
Premier Books Consultancy Ltd

Trusted by firms regulated by the following professional bodies