Reporting

A Fortnightly Note the Partners Will Open

Reporting sends a detailed summary every two weeks: the audit, the enquiries, the rank picture and which citations were ordered against which were delivered. The sentence that says what to do next is the point.

+Accountancy practices across the UK

+2

Map rank

Calls

48

This week

MTWTFSS

Thursday

What the Fortnight Includes

01

The Enquiries

Search views, engagement, calls, website clicks, direction requests and bookings, by office.

02

The Map

Whether accountant near me tightened or slipped, without averaging the weak town away.

03

The Judgement

On managed, a person writes what changed and what is still waiting. Not a forwarded dashboard.

What Lands in the Fortnight

Software only still sends the summary from the numbers. Managed adds a person who writes the sentence you can forward. One managed office is £99 plus £249, £348 a month, excluding VAT.

  1. 1

    The cover

    Which Office, and Which Fortnight

    The report names the location and the dates. A group does not get one blended cover that hides the quiet town.

    Performance report header with the business name and reporting period.
  2. 2

    The listing

    The Audit, So the Numbers Have a Cause

    Profile score and the eight areas beside the enquiries. If calls fell and the listing is unfinished, the report shows both.

    Profile audit overview inside the performance report.
  3. 3

    The enquiries

    Views, Calls, Clicks and Directions

    The same Google Business Profile figures, for that fortnight. A call is not given a fee. January is not smoothed into October.

    Performance totals for views, engagement, calls and direction requests.
  4. 4

    Citations

    Ordered Against Delivered

    If directories were ordered, the report says how many were submitted and how many came back. A pack that was paid for and not delivered is visible.

    Citation orders and delivery status inside the report.

Read It in This Order

A fortnightly note is only useful if a partner can see the decision in the first minute.

01

The Office That Moved

Name the location that gained calls, and the one that went quiet. Do not average them.

02

The Same Fortnight Last Year

January against January. A rise that is only the tax season is not a victory.

03

What Is Still Open

Unanswered reviews and a missing post belong in the note, next to the numbers, not in a separate deck.

What the Fortnightly Note Is For

Local SEO reports for accountants only earn their place if someone who is not in marketing will open them.

01

What Should a Local SEO Report for an Accountant Contain?

Search views, calls, website clicks, direction requests and bookings, the rank grid, and the work done on the listing. Split by office. No invented return on investment.

02

How Is Google Business Profile Reporting Different from the Live Dashboard?

The dashboard is there every day. The report is the fortnightly summary you can forward: what moved, what is still waiting, and what happens next.

03

Will the Board Tolerate It?

Only if it is short. The weak office is named. A call is not turned into a fee.

04

Who Writes the Summary?

The platform assembles the figures. On software only, that summary is what you get. On managed, a person writes the commentary before it is sent, inside the £249 per office.

Questions Practices Ask

How often is the report sent?

Every fortnight. It covers search views, engagement, calls, website clicks, direction requests, bookings where the listing records them, map movement, reviews and posts.

Is the fortnightly report just a chart?

The software assembles the numbers. On managed, a person writes the summary: which office moved, what was posted, which reviews are still open, and what happens next. That written note is part of the £249 per office, on top of the subscription.

Will you put a fee value on a call?

No. A call is a call. What it becomes depends on the practice. The report stops at the enquiry and the listing.

See Your Town on the Map.

Twenty minutes. We look at your listing and the searches around your office. You leave with a clear fee.

From the practice

Once the Listing Is Actually Being Run

Example comments for the layout. Not client testimonials yet.

  • “We could see the gaps in the listing the same afternoon. Posts and review replies no longer sit in someone else’s inbox.”
    HWHelen WardManaging partner
  • “The map shows where we rank around the office. That is more useful than one number in an agency deck.”
    JOJames OkonkwoPartner
  • “I actually read the fortnightly note. Before this, I had no idea what was being posted in the firm’s name.”
    PSPriya ShahPractice manager