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Illustration: reviews & reputation for finance and tax firms
Stage 3 · Keep & grow clients

A steady stream of genuine reviews from clients who are happy

Prospects read reviews before they call, even when a friend referred them. We help you ask the right clients at the right moment, reply to every review well, and keep your rating recent and real.

  • Only genuine reviews, never fake
  • Asks at the happiest moments
  • Thoughtful replies to every review
The problem

Happy clients rarely leave reviews unless you ask

Most satisfied clients never think to write a review, while unhappy ones often do. That leaves your rating thin, old or unfair.

We build a simple ask into your process, make it easy to leave a review in one tap, and help you reply to every review in a personal, professional way.

74%

of consumers look for reviews written in the past three months.

Source: BrightLocal Local Consumer Review Survey 2026
What’s included

Everything you need, handled for you

Pick the full service or the parts you need. Every item is delivered in your firm’s name.

Review requests

Personal asks by email and text at the moments clients are happiest.

Google Business Profile

A complete, accurate profile with services, photos and regular updates.

Review replies

Drafted replies in your voice, never copy-paste templates.

Review alerts

Know straight away when a new review appears, good or bad.

Rule-aware

Approaches that respect your profession’s rules on testimonials.

Reputation reports

Rating, review volume and recency tracked over time.

Up close

Why recent reviews matter so much

The 2026 BrightLocal consumer survey shows how much reviews shape the choice of a local firm.

85%

are more likely to use a business after reading positive reviews.

Source: BrightLocal Local Consumer Review Survey 2026

80%

are more likely to use a business that responds to all of its reviews.

Source: BrightLocal Local Consumer Review Survey 2026

31%

will only use businesses rated 4.5 stars or higher.

Source: BrightLocal Local Consumer Review Survey 2026

83%

of people choosing a financial advisor want to read online reviews first.

Source: Wealthtender 2025 study of $100K+ households seeking advice
How it works

Four steps from first call to results

  1. 1

    Audit your reputation

    Your rating, review count, recency and profile completeness today.

  2. 2

    Set up the ask

    When and how to ask, with messages you approve.

  3. 3

    Ask and reply

    Requests go out after good outcomes; every review gets a thoughtful reply.

  4. 4

    Report monthly

    New reviews, rating trend and what clients are praising.

FAQ

Questions about reviews & reputation

Can you remove bad reviews?

We can’t remove genuine reviews. We help you reply professionally and report reviews that break platform rules, and a steady flow of new reviews puts any single complaint in context.

Which platforms do you cover?

Mainly your Google Business Profile, plus industry sites that matter in your field.

Is asking for reviews allowed for advisers?

In many markets, registered advisers can use testimonials with the required disclosures and oversight. We build the process around the rules that apply to you.

Get more clients

Talk to us about reviews & reputation

Share a few details and we will reply within one working day with a clear next step. No pressure, no long contracts.

  1. 1We review your firmYour website, Google profile and how quickly inquiries get a reply today.
  2. 2We call you backA 20-minute call to understand your goals and the clients you want more of.
  3. 3You get a clear planWhat we would do, what it costs and how we will measure it. You decide.

Your details are only used to reply to you. We never sell or share them.

Get more clientsFree audit