Your practice's
next 30 days.

For most businesses a marketing plan starts with being found. For a registered agent, the first job is making sure what you publish matches what the TPB says about you. The register is public and shows your status, conditions and any sanctions. A buyer who checks and finds a different name, or a service you're not registered for, stops there.

After that, the order follows how people choose an accountant: mostly on a recommendation, then a look at your site. Making the site worth checking comes before sending more people to it.

Pick your kind of practice. Your ticks stay in this browser, and the next quarterly BAS due date is counted from today.

Search your own name and practice on the TPB register and compare it, word for word, with your website footer, Google Business Profile and LinkedIn page. Then add the client information block. Registered agents must tell current and prospective clients about the register and how to search it, the TPB complaints process, and general information about their rights and obligations, and a public website you use to promote your services is one way the TPB accepts. The same block must disclose any prescribed events from the last five years and any registration conditions that limit your services.

If you show the registered tax practitioner symbol, check your registration number sits with it: the TPB says the symbol must be used with your registration number. And if you're a BAS agent, check no page advertises income tax returns. Advertising tax agent services you're not registered to provide can attract civil penalties.

Pick the client you serve best and want more of: 'builders and subbies on the Central Coast', 'GPs with a family trust in Sydney's north', 'NDIS providers who want their books done monthly'. Write one page for them: what you do, what's included, how fees work, and what you need from them to start. Link to the ATO for the rules rather than copying them.

Then publish or tidy a fee page with GST shown. The ACCC requires a single total price that includes unavoidable fees, so a 'from' price has to be genuinely from. The fixed fee pricing page has a builder. If AI tools drafted any of it, the TPB's 2026 guidance says practitioners remain responsible and should verify AI-generated content. A registered team member reads it before it goes up.

The best time to ask for a referral is straight after good news: a return lodged early, a BAS sorted before the deadline, an ATO letter dealt with. Write the ask once and send it at that moment, every time. The referral calculator shows what not asking costs.

Ask every client for a Google review the same way, and offer nothing for it. Google's policy bans incentives such as discounts in exchange for reviews, and asking only the customers likely to be positive. When you reply to reviews, keep it brief and say nothing about the person's affairs. Follow-up emails need consent and an unsubscribe under the Spam Act.

Make 'how did you hear about us' a required field on your new client form, and record the answer against each client in your practice software. After a month you'll have the start of the number that matters: which sources bring clients who stay.

Then look at the calendar. Quarterly BAS is due 28 October, 28 February, 28 April and 28 July, or the next business day if that falls on a weekend or public holiday, and many clients lodging through an agent get extra time. Don't launch a campaign the week before a due date when the team is flat out. The tool counts down to the next one.