How to manage your listing in FreeAgent’s accountant and bookkeeper directory

This article explains how to add your practice to our accountant and bookkeeper directory if you’re an accredited FreeAgent Partner. It also explains how to update your listing after your practice has been added.

When you’ve completed the FreeAgent Essentials module or the annual Accreditation module, and you have at least one client on your Practice Dashboard, your practice will become eligible to be listed in FreeAgent’s accountant and bookkeeper directory. This allows small business owners to find FreeAgent-accredited accountants and bookkeepers to help them with their business admin.

Please note that if your accreditation expires, your practice may be hidden from the directory until you complete the annual Accreditation module to renew your accredited status.

How to add your practice to the directory

To add your practice to the directory, follow this link to access the entry form on the Practice Portal. If you’re not already logged in to your FreeAgent Practice Dashboard, you’ll be prompted to log in using your Practice Dashboard credentials.

Add your practice’s telephone number, email address and website address by filling in the relevant fields.

Select up to three regions for your practice to appear under. If you want to be listed under a region that’s not in the list, please talk to your account manager.

You can specify whether you work with clients remotely, in person, or both.

Enter a summary of up to 120 characters, which will be displayed in directory search results, and a longer description of up to 500 characters, which will be displayed on your practice’s individual listing page.

Finally, specify the services your practice provides and the industry sectors that it works with. Please note that these answers will not immediately appear in your listing, but will be added as part of a series of improvements we’re making to the directory in 2023.

Once you’re happy with the details you have entered, select ‘Submit’.

How to update your directory listing

Follow this link to access the update form on the Practice Portal. If you’re not already logged in to your FreeAgent Practice Dashboard, you’ll be prompted to log in using your Practice Dashboard credentials.

You can then update your details as required. See above for a full description of the various fields. Once you’re happy with the details you have entered, select ‘Submit’.

What happens next?

A member of our team will review your submission and make the relevant updates to the directory as soon as possible. If you have any questions, please speak to your account manager.