Services built exclusively for accounting and financial services firms.
WHAT WE OFFER
From diagnosis to long-term growth.
Know where you stand in AI search
Most firms don't know whether AI search recommends them, quotes them, or skips them. The audit scores your firm across five areas and hands you a prioritized plan to fix what matters first.
Concerns
- You don't know if AI recommends your firm or a competitor
- AI may be repeating outdated facts about your firm
- You're not sure what to fix first
Benefits
- See exactly where you stand across five scored areas
- Catch and correct what AI gets wrong about you
- Leave with a prioritized plan, not just scores
Websites built to be found
3 starting points at $5K, $15K, and $30K, plus a calculator to price exactly what your firm needs. Every build is designed around your firm and built for search from day one.
Concerns
- Generic templates make your firm look like everyone else
- Most sites are not built for AI search or SEO
- Rebuilds drag on for months
Benefits
- Designed around your firm, not a template
- Built for AI search and SEO from the start
- Productized tiers ship on a clear timeline
Get found, get cited
Start with the SEO foundation, then add the AI Search layer and run both as one program. Retainers from $1,800/mo covering technical SEO, schema, and citation monitoring across the engines your prospects use.
Concerns
- Traditional SEO ignores how AI search works
- You don't know which engines cite your firm
- Visibility gains feel slow and hard to measure
Benefits
- Optimized for Google and AI search together
- Citation monitoring across ChatGPT, Perplexity, Gemini, Copilot, and Google AI Overviews
- Reporting that shows what is moving
Hosting that keeps up
Three tiers of managed WordPress hosting, from the essentials to unlimited content and website updates. Fast, secure, and monitored so your site keeps performing.
Concerns
- Updates and edits pile up with no one to handle them
- Security and backups get neglected
- Slow hosting drags down your search performance
Benefits
- Managed updates, backups, and security
- Content and website changes handled for you
- Fast, monitored infrastructure built for SEO
QUESTIONS
Which service is right for your firm?
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Where should we start?
- Most firms start with the AI Readiness Audit ($7,500). It scores your firm across AI search and the SEO that feeds it, benchmarks you against two competitors, and ends with a prioritized fix list and an editorial roadmap. The audit fee credits toward an SEO or AI Search retainer you start with us within 90 days.
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Do I need an audit before working with you?
- No. Audits are the recommended starting points, but they're not gates. If you already know your website needs a rebuild or your SEO needs help, you can start there.
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Can I work with you without rebuilding my website?
- Yes. The SEO & AI Search retainer and Hosting & Maintenance both work on existing sites. We flag any technical limitations of your current site that affect results, but we don't push a rebuild unless one is genuinely necessary.
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How do I choose between the website tiers?
- Foundation ($5,000) fits firms that need the essentials done well and fast, up to 7 pages. Growth ($15,000) covers firms with multiple service lines and integration needs, and Premium ($30,000) handles multi-office firms with complex architecture. Firm size is the typical guide; scope is what actually determines the fit, and the calculator on the Websites page prices your exact build.
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How do I choose between the SEO & AI Search retainers?
- The SEO Retainer ($1,800/mo) is the on-site foundation: technical SEO, crawlability, and on-page work. SEO + AI Search ($3,000/mo) adds the visibility and accuracy layer on top, so your firm gets ranked in Google and cited correctly in AI search, run as one integrated effort with one unified report. Most firms choose SEO + AI Search. Both retainers include 4 content outlines a month.
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Do I have to use your hosting?
- No, but we recommend it. For sites we build, hosting with us lets us guarantee performance, security, and uptime. For SEO retainers on existing sites, it's optional.
See where your firm stands in AI search.
Get a free visibility report showing how your firm appears across ChatGPT,
Perplexity, and
Google AI Overviews. We run it for you and send it within 2-3 business days.
Want a deeper diagnostic? See the AI Readiness Audit.