AI Search Work for Accounting Firms
When a person asks an assistant to name an accounting firm in their town, the answer is built from text the assistant can read: the firm website, the Google Business Profile and whatever other sites repeat about the firm. Our AI search work puts the firm's own statements into that text, one line for each service and each town, and nothing the partners have not approved.
We do not promise that any assistant will name the firm. We write lines that can be quoted as written and post them where the assistants look.
Working from the source
What an assistant has to work from
An assistant reads a page like a clerk reading a working paper: a line either says something it can tick or it does not. A phrase such as "full-service solutions" gives it nothing to tick. A sentence naming the lines of work the firm takes, the towns it takes them in and the way to begin a conversation gives it something it can carry into an answer.
So the first piece of AI search work is a list of statements, each short enough to stand alone once lifted out of a page. People type accountant near me
into a search box, and the same wish now reaches an assistant as a question. Text that answers one can answer the other.
The partners decide what the firm says. Any titles or designations they hold, anything said about fees and any advertising wording are theirs to word and to check against the rules that apply to the firm and the financial-services ad rules of each platform. We hold those lines for the owner before anything is posted.
Four kinds of line we post
- Service lines
One plain sentence per line of work
Tax preparation, bookkeeping, payroll, business advisory and startup and entity work each get a short statement an assistant can lift whole.
- Towns served
Towns written as places
Each town the firm takes engagements from is named beside the lines of work offered there, as on the page for every town on the list.
- Matching sources
Listing and site telling one story
We tick the Google Business Profile, the firm website and the directory entries against each other, and flag any service name or town that differs.
- First contact
The way a conversation begins
A short passage says how a person reaches the office, in the way the owner already takes inquiries.
Where each line sits and who words it
| Text on the page | What a reader can lift from it | Who words it |
|---|---|---|
| A line about bookkeeping or payroll | That the firm takes that kind of work | The partners, in writing |
| A town named beside a service | That the office works for people in that town | The owner, who knows where clients come from |
| The categories on the Maps listing | The same service names the website uses | The owner, with us matching the two |
| A short answer about taking on a new household or business | A passage that stands alone when quoted | The partner who answers for the firm |
| A referral partner page that names the firm | An outside source repeating the firm's own line | The referral partner, once the firm has approved our request |
How a line gets onto the page and into the close
Gather the firm's own statements
We start from what the partners already say about the firm: the services page, the listing and the words used at the front desk.
Cut each into a line that stands alone
Each candidate is trimmed until it reads fine without the paragraphs around it.
Post and match
Approved lines go onto the firm website and the listing, and we check that service and town names agree everywhere the firm appears.
Read it back at month end
We re-read what went up against the sources and send the owner notes: lines to retire, towns to add, wording that has drifted.
What the owner settles before a line goes up
- Each line of work the firm wants described, and any it wants left out
- The towns the firm is willing to name
- Any title or designation the partners choose to show, and any word on fees or advertising, checked by the owner against the rules for the firm
- Confirmation that no client name, figure, tax ID or account detail appears in any line
Beliefs about writing for assistants
Said at the partners meetingOnce the text is in place, an assistant will name the firm.
What the ledger showsNo plan can make that happen. We write text that can be read and quoted as written. Whether an assistant uses it is the assistant's own decision, and no AI search plan changes that.
Said at the partners meetingWriting for assistants means dropping the regular search pages.
What the ledger showsOne set of pages and one Maps listing, service by service and town by town, feeds both.
Said at the partners meetingAn assistant needs the firm to explain how the work itself is done.
What the ledger showsThese lines say what the firm offers and where. Explaining tax or bookkeeping method is left out.
Questions from partners about this work
Can you arrange for an assistant to recommend my firm?
Do the partners read every line before it goes up?
Will client details feed into any of these lines?
Is this separate from the regular search plans?
Which AI assistants is the text for?
Which lines of work should we write down first?
Send the lines of work and towns through the contact form, or choose a call hour and the CEO, Ross Cohen, phones you at that time.
Which lines of work get the first pages?
Name the kinds of work the firm wants more of, the towns its clients come from and the referral partners who send people over. Leave out every client name and every figure from any return or statement.
Ready to post the first entry?
Book a call with the CEO by choosing a weekday and a time of day, or tell us which work the firm wants more of. Please keep client names and figures out of the note.
The pencil and its double rule are drawn for show. They forecast nothing.