Digital Presence Audit for Accounting and Bookkeeping Firms
This audit is for small accounting, CPA, and bookkeeping firms that want steady clients year-round, not just in tax season. We check what a business owner or family sees when they look for help: your Google listing, whether your site says who you serve and what you do, your seasonal hours, your reviews, and whether AI assistants recommend you. It costs $500, one time. You get a PDF report with two scores and a ranked list of fixes, plus a link where it and any future updates live. It arrives by email. Most audits are delivered in 2–4 hours; larger or more complex businesses can take up to 24 hours.
Who this is for, and who it isn’t
Gaps the audit usually finds
A site that doesn’t say who you’re for
"Full-service accounting" doesn’t help a restaurant owner decide. If you specialize, the site needs to say so, or you won’t show up when they search.
Tax-season hours left up all year
Extended hours from April are still on Google in August, or summer hours never came down. Small detail, but clients notice.
Few recent reviews
Happy clients rarely think to leave a review for their accountant. A handful of old ones makes a busy firm look quiet.
What running the audit looks like
You check out
$500 on Stripe. You get an email with a link that signs you in. Nothing to set up.
We look where your customers look
Your Google listing and seasonal hours, your services pages, who your site says you work with, professional directories and review sites, 40+ directories in all, and what ChatGPT and Perplexity say when someone asks for an accountant for a small business near them.
A second check on every finding
A second AI model re-checks each finding. When two sources disagree, like an old phone number on one directory, it gets flagged for a person, not guessed at.
Your report arrives
Two scores and a ranked fix list, with the most important fix at the top. You decide what happens next.
Price, what it connects to, and limits
Price
Price: $500, one time. No contract, no subscription.
What you get: A PDF with two scores and a ranked fix list, emailed to you, plus a link where it and any future updates live.
How long: Most audits are delivered in 2–4 hours; larger or more complex businesses can take up to 24 hours. It arrives by email.
After: Do the fixes yourself, hand the list to anyone you like, or have us do them on one of our three plans, from $1,000/mo. If you subscribe within 30 days, the $500 is credited to month one.
Refunds: Not once the audit has started. If we can’t deliver the full scope, you get a full refund.
What it connects to
Nothing to install and nothing to set up. The audit reads what customers already see: your Google Business Profile, Google Search and Maps, your website, 40+ directories, review sites, your social profiles, and what ChatGPT and Perplexity say when someone asks about businesses like yours.
Limits
- Each location needs its own audit for its own listings, reviews, and search results — but shared website work isn’t billed twice. Contact us for a quote.
- The audit finds and ranks problems. It doesn’t make the changes for you. That’s what our monthly plans do, and nothing there goes live without your yes.
- We don’t promise rankings, calls, or bookings. We measure what’s there today and show you what moved next time.
- We don’t run or manage paid ads.
Questions from owners like you
Does the audit touch any client financial data?
No. It only looks at what’s public: your listings, your site, and your reviews.
When should an accounting firm run this?
Right after tax season is a good time. You have a moment to make fixes before people start looking for help with next year.
We do bookkeeping and tax. Will the audit check both?
Yes. It checks whether each service is clear on your listing and site and whether you show up for each.