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An AI Community for accounting, financial, and legal firms.

Video courses including our current AI Search course, a private community, a resource library, and a direct line to Starling's team. Built for licensed firms that sell expertise and win on trust. Since 2015, Starling has served firms from solo practices to the Top 100, with a team that brings over 20 years of experience.

Founding members get first access. No card required.

WHO IT IS FOR

Built for firms like yours.

  • CPA and tax firms
  • Financial advisory and RIAs
  • Wealth management and family offices
  • Trust companies
  • Insurance and benefits
  • Banks and credit unions
  • Law firms

WHY YOU NEED THIS

AI is moving fast. Your challenge is knowing what matters for your firm.

Every week a prospect asks ChatGPT which firm to trust instead of asking a colleague. In a referral business, that is the referral intercepted before it reaches a person. Generic AI training will not help you, because it ignores what a licensed firm can actually run, approve, and publish, and what your compliance environment allows. This is the curated path, built for your vocation, from a team that does this work every day.

WHAT IS INCLUDED

Your membership includes everything below.

  • The AI Search course. The full curriculum, mapped further down this page. All of our courses are consistently updated to stay on top of the rapidly changing landscape of AI.
  • Monthly live office hours. Once a month, Starling's team goes live to walk through what changed in AI Search that month, then takes your questions on camera. So you are never working off last year's playbook.
  • A members' community. A private chat to ask questions any time and compare notes with other firms working the same problems.
  • A living resource library. Glossaries, checklists, templates, prompt sets, schema you can copy, and the directories that actually carry weight for your type of firm. Dated and revised as the landscape changes.
  • A weekly newsletter. One email on AI Search for professional firms: what members asked, what changed, and what to do about it.
  • Direct access to Starling's team. The part a generic course cannot offer at any price. You learn from the team that does this for real firms, and you can talk to them.

AI Search course

The only AI Search course your firm needs

What you'll learn

  • How AI Search works, and where your firm stands today
  • Getting your website read, indexed, and cited by AI
  • What to brief IT, developers, or an agency to do, and how to verify it, without needing to be technical yourself
  • Writing pages the engines will actually quote
  • Making sure every source agrees on who your firm is
  • Earning the off-site mentions that move AI
  • Measuring the work and reporting it to your partners

How AI Search works, and where your firm stands today.

Get oriented, then take an honest baseline of where your firm sits right now.

8 videos
  • The terminology landscape
  • Where AI Search actually happens
  • Retrieved, Cited, Recommended
  • Indexed, ranked, selected
  • AI Search is built on SEO, not separate from it
  • Why a smaller firm can beat a bigger one in AI Search
  • How each engine picks its sources
  • Run it on your own firm

Making your firm's website readable to AI.

Whether AI can reach, read, and index your site. You diagnose, brief IT, and verify the fix.

10 videos
  • Crawler access, the silent failure
  • Is the site even indexed
  • The JavaScript test
  • Speed as a retrieval issue
  • Clean heading hierarchy
  • Structured data, and what it does not do
  • Your About page is an entity asset
  • llms.txt and why it is not your priority
  • Bing Webmaster Tools, end to end
  • Finding and fixing AI-referred 404s

Writing content AI will actually quote.

The writing layer, and the one you can act on without waiting on anyone. Ends with a downloadable page-audit checklist.

13 videos
  • Lead with the answer
  • Self-contained sections
  • Headers as the questions people ask
  • FAQ sections on high-value pages
  • Depth, not length
  • Formats AI already reaches for
  • Comparison and alternatives pages
  • Original data, surveys, and the industry report
  • Information gain
  • Entity-rich, not generic
  • Name your own frameworks
  • Author bios and credentials
  • Refreshing what you already have

Making sure AI knows who your firm is.

Whether the engines know your firm exists, what it does and where, and whether every source agrees.

9 videos
  • Does AI know your firm exists
  • Wikidata, knowledge panels, and the structured web
  • The aggregators and directories that matter
  • Consistency across every surface
  • Multi-office firms
  • Partners and people as entities
  • Firm transitions, mergers, and what they break
  • Fixing what the web gets wrong about you
  • Asking the models what they know and what they want

Getting your firm mentioned where AI looks.

Earned presence: what the rest of the web says about your firm, which moves the engines more than your own pages do.

12 videos
  • The marginal hour goes off-site
  • The three tiers, in order of value
  • Mention gap analysis
  • Auditing your existing mentions
  • Getting into the best-of lists and roundups
  • Reviews, and ranking without them
  • Journalist query platforms
  • Reddit, forums, and communities
  • LinkedIn long-form and podcast appearances
  • YouTube as an AI visibility channel
  • One idea, every format
  • What not to do, and why a licensed firm cannot

Choosing what your firm should target.

Decide what to go after, and in what order, before you write anything.

9 videos
  • Start with a gap analysis, not tactics
  • Personas and intent stages, not just keywords
  • Vetting a keyword on four criteria
  • Reading the SERP for intent
  • The AI filter
  • Tool and action queries
  • Prompt research alongside keyword research
  • How your pages fit together, and what order to fix them
  • Building your first target list

Measuring the work and reporting it to your partners.

Prove it happened, and report it to people who did not watch any of it.

12 videos
  • Set up measurement before you optimize anything
  • Which metrics matter, and in what order
  • AI referral traffic is a floor, never a count
  • How did you hear about us
  • Branded search as your proxy
  • Tracking AI bot activity
  • What one visibility check does not tell you
  • Choosing and interrogating a monitoring tool
  • Sentiment, not just presence
  • Cadence
  • Working with an agency or an in-house SEO team
  • Building the partner report
Coming next: AI Content for professional firms. Coming soon

Using AI to produce content: prompting, tool selection, workflows, and compliance review.

THE OUTCOME

Set your firm up for success in AI Search

By the end you can:

  • Diagnose where your firm stands across ChatGPT, Perplexity, Gemini, Copilot, and Google AI Overviews.
  • Brief IT and outside developers on the right fixes, and verify they were done.
  • Write pages the engines will quote, and get them through compliance review with the specifics intact.
  • Tell real AI Search work from repackaged SEO, and know what to ask an agency for.
  • Put a number on the work and report it to your managing partner without overclaiming.

No more generic agency retainer for $2,500 per month.

Everything you need to run AI Search, at a price built for any firm.

Individual
$200 per month
Team
$400 per month
Access for up to 5 team members. A flat rate, so your whole marketing team joins for the same price whether that is two people or five.
  • The full AI Search course, updated as AI Search changes
  • Monthly live office hours
  • A private members' community
  • A living resource library
  • A weekly newsletter
  • Direct access to Starling's team

Want to sign up more than 5 people? Contact us for a better package rate.

FAQ

Common questions about our AI Community

What is this, exactly?

A paid membership for accounting, financial, and legal firms that includes a video course on AI Search, a members' community, monthly live office hours, a weekly newsletter, and direct access to Starling's team in the community chat.

Who is it for?

Marketing directors, CMOs, and firm leaders at CPA and tax firms, financial advisory and RIA firms, wealth management firms, trust companies, insurance and benefits firms, banks and credit unions, and law firms. Solo practices through the Top 100.

How is this different from a generic AI course?

It is built for regulated firms. The examples, the directories, the compliance limits, and the way firms actually approve and publish work are specific to firms that sell licensed expertise. You also have direct access to the people who do this for a living for Top 100 firms.

Do you guarantee rankings or AI citations?

No. We guarantee the curriculum, the answers, and the access. No one can guarantee an outcome from a model, and anyone who does is selling you something.

Can my whole firm join?

Yes. The Team tier covers 2 to 5 seats at a flat $400 a month. For larger teams, please contact us for a better package rate.

Do I need to be technical?

No. There is no coding in the course. You learn to diagnose, brief the right people, and verify the work.

When does it open?

The community will be live in mid to late September. We are opening a founding waitlist now. Founding members get first access when the doors open.

Do you work with law firms?

Our agency work is exclusively accounting and financial services. The community is open more broadly, to firms that face the same problem: licensed professionals, referral-driven growth, and marketing that has to clear compliance.
AI Community Waitlist

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Add your email to join the waitlist and be the first to hear when the community and course are open!