In short
This free PDF checklist shows accounting firms what to fix so they are found and named in AI search and Google. Read what is inside below, then download it at the end of the page.
Why AI search matters for accounting firms
People now ask ChatGPT, Gemini, Perplexity and Google’s AI answers questions like “who is the best CPA for a small business near me?” The reply is a short list of firms, not ten blue links. If your firm is not on that list, a prospect may never see you.
Most accounting firm websites were built for people browsing, not for tools that summarize. That gap is fixable, and it is usually smaller than firms expect.
What the AI SEO checklist is
It is a practical PDF that turns AI search into a list of jobs your team can work through. It is written in plain language for partners, marketing managers and whoever looks after the website. Every point explains what to do and why it matters, so you can act on it or hand it to your web developer.
What’s inside the checklist
The PDF is organized into six areas. Here is what each one covers.
Making your firm easy to understand
How to describe who you serve and what you do, so visitors and AI tools understand your firm within seconds.
Showing the signals AI trusts
The credentials, author details, profiles and mentions that prove your firm is real and credible.
Writing answers AI can quote
How to structure pages and FAQs so a clear answer can be lifted straight into an AI response.
Fixing the technical basics
The crawling, speed and structured data checks that keep your site readable to search engines and AI crawlers.
Building local proof
Your Google Business Profile, client reviews and local listings, which carry weight for firms that serve a local area.
Checking what AI says about you
A simple monthly routine to test AI answers, spot mistakes about your firm and track your progress.
How the checklist helps your firm
- You know exactly what to fix first, instead of guessing.
- Your team and web developer share one clear to-do list.
- You can spot wrong or outdated facts about your firm in AI answers.
- You build the visibility that leads to more inquiries from the right clients.
Who should download it
The checklist is for firm owners and partners, marketing and operations managers, and anyone who works on the website of a CPA, tax, bookkeeping, audit or advisory practice. You do not need technical skills to use it.
How to use it
Download the PDF and share it with your team. Start with the first three areas, because they make the biggest difference. Then repeat the last area every month to see how AI describes your firm and whether it changes.
Frequently asked questions
Is the checklist free?
Yes. Enter your name and email below and we will send the PDF straight away.
Do I need technical skills?
No. Technical points come with plain-language explanations, and you can pass them to your web developer.
How long does it take to work through?
Most firms can start in an afternoon and finish the first areas within a few weeks.
What do you do with my email?
We use it to send the checklist and occasional tips. You can unsubscribe at any time.
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