Marketing Agency for Accountants and Consultancies

A founder who needs an accountant for an international expansion, or a finance director looking for a consultancy to run a systems migration, used to ask their network and then search. Now many also ask ChatGPT, Gemini or Perplexity, and the answer names three or four firms with a sentence on why each one fits.

For an accounting firm or consultancy, that sentence matters. It decides whether you are seen as the R&D tax specialist or a general practice, a firm for start-ups or for owner-managed businesses, a local adviser or a national one. We are an AI visibility agency: we measure what seven engines say when clients ask for firms like yours, prompt by prompt, and correct the sources behind those answers.

The questions clients ask AI about advisers

• “Best accountant in Manchester for ecommerce businesses selling on Amazon”
• “CPA firm in Chicago that specialises in restaurant tax and payroll”
• “R&D tax credit specialists in the UK for software companies”
• “Accountants in Bristol for contractors with a fixed monthly fee”
• “Fractional CFO for a Series A SaaS start-up in London”
• “Operations consultancy for mid-sized manufacturers in the Midwest”
• “Who can help a US company set up a UK subsidiary and register for VAT?”
• “Xero-certified accountant for a small charity”

These prompts mix specialism, sector, location, client size and fee model. A firm named for small business accounting may not appear for R&D tax for software companies, even when it does that work every week.

Sources that shape answers about firms

Answers about advisers typically draw on:

• Professional body directories: ICAEW's Find a Chartered Accountant in the UK and state CPA society directories in the US, which help confirm credentials and locations.
• Review and rating sites: Google reviews for local practices, and Clutch for consultancies and B2B advisers.
• Industry lists and press: Accounting Today style rankings, “top firms” lists and local business press.
• LinkedIn: firm pages, partner profiles and the articles partners publish.
• Software and alliance directories: partner listings from accounting software providers and membership lists of firm networks.
• Your own site: service pages, sector pages, partner bios and fee information.

Why good firms are misdescribed or missing

Service pages that say everything and nothing. “Tax, audit and advisory for businesses of all sizes” gives an engine no reason to name you for a specific need.

Specialisms hidden in partner bios. A firm's strongest expertise often lives on one partner's profile, not on a service page an engine would cite.

Directory entries out of date. A merger, a new office or a retired partner can leave professional body and review listings describing a firm that no longer exists in that form.

Name confusion after mergers and rebrands. Firms that join a network or change name can find engines mixing old and new names, or crediting work to the wrong entity.

Few independent signals for consultancies. A consultancy without client reviews, trade press coverage or speaking listings gives engines little beyond its own site to go on.

How we help accountants and consultancies win the right work

What working with us looks like

We work service line by service line. We agree the work you want more of, measure which firms seven engines name for it and how they describe yours, then fix the service pages, partner bios, directory entries and press coverage behind those answers.

What we deliver

• A prompt map by service, sector, client size and office. Prompts for the work you want to grow, such as R&D tax for software companies or a fractional CFO for a Series A start-up, written the way founders, finance directors and referring advisers ask.
• Service and sector pages engines can quote. One page per core service and per sector, stating who it is for, what is included, how fees work where you publish them and which partners lead it, with structured data for the firm and each office.
• Partner bios that carry your specialisms. Qualifications, specialisms, sectors and published work in plain text for each partner, matched to their LinkedIn profile.
• Directory and credential alignment. Professional body entries such as ICAEW's Find a Chartered Accountant or a state CPA society directory, Clutch for consultancies, and software partner listings, all under your current name and offices.
• A review and press plan. Review requests to satisfied clients within each platform's rules, and partner commentary pitched to the trade and local business press engines cite.
• A name and merger correction log. Old firm names, merged entities, retired partners and closed offices that engines still repeat, each traced to its source with the fix and the date it changed.
• Monthly answer share by service. Which firms each engine names for each service and sector prompt, and how they describe you, against named rival firms.

Your first 90 days

Weeks 1 to 2: map and measure

• Services, sectors, offices and rival firms agreed with the managing partner or marketing director.
• A baseline across seven engines: which firms are named, how each is described, and which directories, review sites and articles are cited.
• Wrong facts and technical blockers ranked, such as old names after a merger, outdated directory entries and specialisms that live only in one partner's bio.

Weeks 3 to 6: fix pages and entries

• First service and sector pages live after compliance review, starting with the work you most want to grow.
• Partner bios rewritten and checked against LinkedIn.
• Professional body, Clutch and software partner listings corrected under your current name.

Weeks 7 to 12: build independent signals

• Review requests to clients who have agreed to give one, and partner commentary pitched to the press engines cite.
• Every prompt re-run against the baseline. The month 3 checkpoint is movement on target questions and the first earned citations quoted by engines.

By month 6 you see answer share by service and sector, engine by engine, against named rival firms. Our method covers the full sequence, from mapping prompts to showing what moved.

What you see each month

The report is organised by service line, so the head of tax sees tax prompts and the consulting lead sees theirs. For each prompt it shows which firms each engine names, the sentence it uses to describe you, and which sources it cites. The description matters: being called a general practice when you want R&D tax work is worth fixing. The live dashboard holds the same answers between reports.

Illustrative example, not client data:

What we need from you

• An approver: the managing partner or marketing director, with your compliance partner reviewing anything on regulated work, fees or credentials.
• Access: your CMS, Search Console and analytics, and admin access to your Google Business Profiles and directory listings.
• Priorities: the services, sectors and offices you want to grow, and any you are stepping back from.
• Rivals: the firms you lose pitches and referrals to.
• Partner time: a short check of each bio, and occasional commentary for press pitches.
• Approvals within a few working days, so pages are not held up between partner meetings.

Plans start at $2,000 a month, and custom engagements for a narrower scope start at $1,500 a month. Pricing sets out what each plan includes.

Credentials, partnerships and accreditations

For advisers, trust is often settled by credentials. Professional body membership, practising certificates and licences, software partner status with providers such as Xero, QuickBooks or Sage, and membership of an alliance or network all help confirm that you do what you say.

Each credential works best stated on your own site in text, with what it covers and which offices or people hold it, and repeated in the matching directory entry. A software partner tier listed under a firm's old name, or a network membership credited to a merged entity, gives an engine two versions of you to choose between. Google results still feed many AI answers, so we also cover the technical groundwork: crawlable service and partner pages, and robots rules that let AI crawlers read them.

Firms that sit close to regulated finance or law face similar questions with stricter rules. Our pages for financial services and law firms cover how we handle those.