The Partner Directory is how businesses find certified HelloBooks partners. Over 1,000 monthly searches filter through the directory looking for advisors by location, expertise, and specialization.
How search works
- Location — country, state/region, city
- Expertise — bookkeeping, tax, payroll, GST/VAT, FP&A, audit support
- Industry — manufacturing, retail, SaaS, professional services, restaurant, etc.
- Language — English, Hindi, Spanish (and more as partners join)
- Tier — results sort Featured (Gold+) above Standard (Bronze/Silver)
Tier-based visibility
| Tier | Listing | Position | Contact CTA |
|---|---|---|---|
| Bronze | Basic | Standard results, alphabetical | Email form |
| Silver | Basic | Standard results, alphabetical | Email form |
| Gold | Featured | Above standard results | Email + schedule call |
| Platinum | Featured Premium | Top position, larger card, badge | Email + schedule + direct chat |
Featured listings convert ~3× better than standard ones in our own measurements.
Profile best practices
- 1Complete every profile field — incomplete profiles are deprioritized.
- 2Write a specific bio naming industries and business sizes you serve best.
- 3List 5–10 expertise tags — no more; too many reads as unfocused.
- 4Add 2–3 anonymized case studies, published with one click from the portal.
- 5Keep integrations current so leads aren’t mismatched.
- 6Set response time expectations — under 4 hours improves ranking.
Top searches by monthly volume
- 1Bookkeeping for small businesses
- 2GST filing and compliance (India)
- 3QuickBooks expertise (US/Canada)
- 4VAT / compliance (UK, UAE)
- 5Payroll for sub-20-employee firms
- 6Tally migration assistance
- 7Year-end tax preparation