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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  • AI may be repeating outdated facts about your firm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

QUESTIONS

Which service is right for your firm?

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.

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.

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.

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.

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.

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 ChatGPT, Perplexity Perplexity, and Google AI Overviews Google AI Overviews. We run it for you and send it within 2-3 business days.

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Want a deeper diagnostic? See the AI Readiness Audit.