For accounting & tax firms

Get found by the clients you actually want to keep.

You don't need more one-off tax returns in April. You need year-round clients — business owners and households who want an ongoing relationship. An audit shows you why your site isn't pulling them in.

Tax Accounting & bookkeeping Advisory & CFO services
The pattern we see

Busy season hides the problem the rest of the year.

Referrals and tax-season rush keep the lights on, so the website never gets looked at. Then summer comes, the pipeline goes quiet, and the better clients you wanted are working with the firm that shows up first in search. The audit tells you why that firm is them and not you.

What we check for accounting firms

What decides whether a good client finds you.

Local & map-pack presence

Whether you show up for "CPA near me" and "tax accountant [your city]" — and what's keeping you out of the map pack where the calls come from.

Service pages that convert

Whether each service — tax, bookkeeping, advisory — has a real page that ranks and reassures, instead of one generic list buried in the menu.

Trust & specialization signals

The credentials, niches, and content that tell Google and a prospect you're the right fit for their situation, not a seasonal storefront.

AI search visibility

Whether ChatGPT and Perplexity name your firm when someone asks for an accountant like you. Nearly no firm has checked. We do.

Why now

Tax questions are exactly what people now ask AI.

"Do I need a CPA or can I DIY this," "find a CPA for an S-corp in South Carolina" — these are among the most common questions people bring to AI now, and accounting is one of the categories where Google's AI answers show up most. Here's the trap: your site can rank perfectly well on Google and still be invisible inside the AI answer. Different engine, different rules.

Search behavior shifts fastest right before and during tax season. The time to find out where you stand is before the next one, not during it.

What you get

Two reports. No retainer.

A plain-English diagnostic for you, and a technical work order for whoever maintains your site. We diagnose; your webmaster fixes. You stay in control and skip the monthly fee.

Get Your Firm's Audit
Common questions

Accounting firm audit questions

Why isn't my CPA website getting clients?

Usually weak local signals plus a thin services section and few specialization signals. Good clients can't tell you're the right fit, and Google can't tell what you specialize in. The audit pinpoints the causes and ranks them.

Can you help me attract year-round clients instead of one-off returns?

That's largely a content and structure problem — the audit shows whether your site presents advisory and ongoing services clearly enough to attract the relationships you want, and where it's falling short.

Do you work with small and solo firms?

Yes — boutique and small accounting firms are a good fit. We work with a few clients at a time and focus on quality of client, not volume.

Do you make the changes?

No. We're audit only. You get a clear work order your developer can act on, and we're available if they have questions. No ongoing fee.

Fill the pipeline before the quiet months.

A clear diagnosis of why the right clients aren't finding your firm — across Google and AI search — with a fix list for your developer.

Get Your Firm's Audit