Become the firm
AI recommends first
when clients ask who to trust.
Business owners and high-income households are already asking AI: “Who’s the best CPA near me?” “Which accounting firm understands my industry?” If AI can’t clearly understand your services, expertise, and trust signals, it recommends someone else.
AI is becoming the first “referral source.”
Over the next 12–24 months, more discovery will happen inside AI assistants—not traditional search results. Clients won’t sift through ten firms. They’ll ask AI… and call the first recommendation.
If AI can’t clearly summarize your specialties, industries served, and proof of expertise, it will recommend a competing firm— even if you’re the better fit.
AI can’t recommend what it can’t understand.
Many accounting websites read like brochures. AI needs clarity: who you help, what you specialize in, and why a client should trust you with sensitive financial decisions.
- Services clearly grouped (and not buried behind generic wording).
- Industries and client types you’re best for (and what you’re not).
- Proof of competence: credentials, years in practice, advisory approach.
- FAQs written in real client language so AI can quote you accurately.
We translate your strengths into AI-readable signals so you become the easiest firm to recommend.
Get your AI Visibility Check (currently no cost).
This is a focused, done-for-you audit showing how AI interprets your firm today—and what’s costing you recommendations.
