AI Search Optimisation for Accountants

Is ChatGPT recommending
your accounting firm?
It should be.

Business owners and individuals ask ChatGPT 'best accountant for small business near me' and 'tax agent in [suburb]' before calling anyone. We measure whether your firm shows up — and fix it in 10 days.

No lock-in · Results in 10 days · $149 credited if you proceed

Your competitors may already be showing up on ChatGPT.

When a business owner types "best accountant for small business in [suburb]" or "tax agent near me accepting new clients"into ChatGPT, the AI doesn't check Google rankings. It pulls from its training data and live web sources.

If your firm's website, content, and schema aren't structured for AI citation, you won't be mentioned — no matter how many referrals you currently rely on.

1 in 3 searches in Australia now start on an AI platform. For financial decisions, trust is everything — and AI citation is the new word-of-mouth.

What clients are asking AI right now

"best accountant for small business in [suburb]"
"tax agent near me accepting new clients"
"bookkeeping services for tradies Sydney"
"SMSF accountant Melbourne"
"is [firm name] a good accounting firm?"

Every one of these is a moment where your firm could be recommended — or invisible.

What we actually do for accounting firms

01

AI Citation Score Baseline

We run 36 standardised queries across ChatGPT, Perplexity, Google AI, and Claude — measuring exactly how often your firm is recommended vs. competitors in your suburb and niche.

02

GEO Fixes & Schema

Schema markup (Accountant, FinancialService, LocalBusiness, ProfessionalService), AI-crawler access, and financial content restructured for how clients describe their accounting needs.

03

Monthly Score Reports

Track your AI Citation Score every month. See which AI platforms are recommending your firm and which competitors are gaining ground in your key service areas.

Right for your accounting practice if...

You run an accounting practice, tax agency, BAS agency, or financial advisory

You have an existing website (2+ years old)

You're already paying for SEO but not seeing AI-driven enquiries

You operate in a competitive suburb or niche — SMSF, small business, or trades

Clients in your area are actively searching for the services you offer

The principal or director makes the decisions — and wants data before any retainer

Start with the data. No obligation.

The $149 Diagnostic shows your AI Citation Score vs. your top 3 local competitors. Most accounting clients who see the gap choose to move forward — but you decide.

✓ No lock-in✓ 10-day turnaround✓ $149 credited to month 1