Industry
AI visibility for accountants and professional services
In short
People now ask AI to recommend an accountant, attorney, or advisor for their specific situation. The firms that get named are the ones that spell out who they serve and what they specialize in, backed by credentials and outside sources.
What your clients are asking AI
- "Good CPA for a small construction business in [town]?"
- "Estate planning attorney near me who does wills and trusts?"
- "Fee-only financial advisor for someone retiring soon?"
- "Accountant who works with farms or agricultural businesses?"
- "Who can help with an IRS notice for my business?"
What AI looks for in a professional firm
- Specialties spelled out: the industries, situations, and client sizes you serve best. "Full-service accounting" alone gives AI little to match.
- Credentials: CPA, CFP, bar admissions, and licensing, stated clearly.
- People pages: a short bio for each professional, with their focus areas.
- How you work: your process, and your pricing approach if you can share it.
- Professional directories: your state CPA society, bar association, and advisor directories.
- Reviews and testimonials, where your profession's rules allow them.
Quick wins you can do this week
- Add a "Who we help" section naming your top three client types.
- Give each core service its own page, written for the client's situation.
- Update each professional's bio with credentials and focus areas.
- Check your listings in your profession's main directories.
- Ask ChatGPT for a professional like you in your area, and note who's named.
Rules on advertising, reviews, and testimonials differ by profession and state. Check yours before asking clients for public reviews.
How the audit works for professional firms
I test 20+ questions prospective clients ask about your specialties and area. I compare your results with the firms AI recommends instead, and review your website, bios, listings, directories, and reviews. You get a ranked fix list, written so your team or marketing person can act on it.