Tax advisory practices
How should a tax advisory firm update its website and maps after a move or staff change?
Go beyond changing the address: build a reference sheet, find remaining outdated information and verify the change history in a practical sequence.
Confirm the changes in one reference sheet
When the office moves or the consultation contact changes, first confirm the information to use and its effective date. Then compare the website with the map profiles you manage and find any outdated details left elsewhere. Editing pages as you encounter them can mix a planned address with the address clients should currently visit.
Google Business Profile guidance calls for the real-world business name and an accurate location.[1] The reference sheet and checking sequence below are our operating method for coordinating multiple channels.
| Reference item | What to record first |
|---|---|
| Office and location | Business name, new visitor address, floor, unit and effective date |
| Consultations and contact | Official inquiry channel, opening hours and responsible role |
| Evidence | Firm-confirmed records and what may be disclosed |
| Management details | URLs to update, management access and checking responsibility |
List where old details remain and their sources
Search for the business name with the old address, then compare the website footer, directions, consultation guidance and map links. Check downloadable brochures and links used in client messages as well. When the same address appears in several places, record each URL, the displayed wording and the check date separately.
Separate locations you can edit from those managed by others. Record correction requests to external operators with supporting evidence, and do not mark them complete simply because a request was sent.
Align the website, then edit the map profiles you manage
Match the website's current visitor guidance and inquiry channel to the reference sheet. Open map links to check the destination, and check that the pin and entrance directions match where clients actually arrive. Look for old addresses in images and translated pages too.
For Google profiles, sign in with the linked account, edit the information and save. Google reviews changes and says that moving a verified business to a new address requires verification again.[2] Check each other map service's own instructions for its editing process.
Distinguish staff changes from duplicate profiles
If the consultation contact changes, compare the current role on the introduction page, the linked contact channel and booking guidance. Do not replace historical affiliation details throughout older articles with current information; make it clear where inquiries should go now.
Google advises against unnecessary duplicate profiles for one business, while providing separate guidance for individual practitioners and organizations.[1] Do not delete or merge profiles merely because names or addresses match. First establish whether they represent the same office or distinct entities, and who has management access.
Record the effective date and visible update date separately
Record the internal effective date, the edit-request date and the date you verify the public display separately. Keep the before-and-after wording and evidence so you can find remaining outdated details and items to revisit. An update on one screen does not establish that all search results have changed.
- Recheck the current visitor address and inquiry path on the website
- Compare the address, pin and linked URL on the public map profile
- Assign a checking role and next review date to pending items