Accountants & financial advisers
Public regulator records read alongside public reviews, because a prospect reads both.
Where accountants and financial advisers are judged
- FINRA BrokerCheck
- SEC IAPD
- NMLS Consumer Access
- CFPB complaint database
Plus the 8 read for every business, whatever it sells — the full list.
Also in Professional services
Where an issue reads
Particular to accountants and financial advisers
Read at the moment this page was rendered. If the crawler stops reading one, it leaves this list the same day — which is the difference between a source list and a marketing page somebody typed.
And for every business, whatever it sells
Why some of these are not review sites
- FINRA BrokerCheck
- disclosures, complaints and terminations — mandatory, public, and searchable by name
- NMLS Consumer Access
- licence status for anything mortgage-adjacent
- CFPB complaint database
- consumer complaints, by company, with the response
What it counts
The same complaint on three sites is a different fact
Every issue counts the same 8 themes for this trade — how often each is raised, on how many separate platforms, and whether the recent half is worse than the older half. None of it is a model’s impression of how common something is.
Whether the work was right, and demonstrably so
CommunicationUpdates, plain language, reachability
ResponsivenessReply times, missed calls, chasing
Delivery and deadlinesOn time, scope kept, handover
And 4 more in every issue: fees and billing, outcomes, onboarding and setup, support after the sale.
24 issues about accountants and financial advisers
Yours specifically — no benchmarks, no industry averages, no filler. The first one is written the day you sign up, so you can judge it before the second arrives.
Half of an issue is read from a site of your own. If your business does not have one, leave this empty — you get the half read from your listings and reviews, and here is what that leaves out.