Get your accounting firm found in search and AI answers
For firms whose website brings in little. You finish with a site that says who you help, pages people search for, and content AI assistants can cite.
At a glance
- 5 steps
- 4 min to read
- 4 to 6 weeks to put in place
- 1 template included
What you’ll walk away with
- A one-page brief for your website
- Every page passing the website checklist
- A page for each main service, written for its search
- Your top five client questions answered on your own site
- A content calendar for the next quarter
Learning check · before you start
What do you already have in place?
A few quick questions, so you can skip the steps you have already done. Each one has a line explaining what it means. Not sure, or never heard of it? Choose “Not yet / not sure”: that is where most firms start, and the playbook walks you through it.
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Step 1: Decide who the site is for
Done when: A one-page brief names the client, the services and what the site must do.
Your task on one page, write who your website is for: the two or three kinds of client you want more of, the services you lead with, and the one thing a visitor should do next.
You said you already have this covered. Skim this step, or skip to the next.
How to do it, and what to read
Before anyone touches the site, decide who it is for: the two or three kinds of client you want more of, the services you lead with, and the one thing a visitor should do next. Put it on one page with your goals, the proof you can show, how you explain your fees, the pages you need and the web addresses you must keep. Say you want more trades businesses: the brief names them, the services they buy and the case study that shows you know their work. The website brief template has a section for each.
Learning check
What would you do? Pick one; every answer is explained.
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Step 2: Fix what every page needs
Done when: Every page passes the checklist in the guide.
Your task check each page of your website against one question (can a visitor tell within seconds what you do, for whom, where, and what to do next?) and fix the pages that fail first.
You said you already have this covered. Skim this step, or skip to the next.
How to do it, and what to read
Check each page against one rule: within a few seconds, a visitor can tell what you do, for whom, where, and what to do next. Give each service its own page, written for the person buying it rather than for other accountants. Explain how you charge as a model; you do not have to publish a price list. Show real people and real credentials on the team page, and cut every step you can from booking a call. Run the one-hour self-audit in the guide and fix the pages that fail first.
Learning check
What would you do? Pick one; every answer is explained.
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Step 3: Get the search basics right
Done when: Your main services each have a page written for the search behind it.
Your task list the searches your clients actually type, match each one to a page on your site, and write a new page where none exists.
You said you already have this covered. Skim this step, or skip to the next.
How to do it, and what to read
List the searches your clients actually make: the service plus your town, the problem in their own words, the question they ask on the first call. Match each search to one page, and write a new page where none exists. Then fix the basics that stop pages being found: titles that say what the page is about, a site that loads quickly on a phone, and nothing telling search engines to stay away. Keep the list, because it becomes the topic list for step 5.
Learning check
What would you do? Pick one; every answer is explained.
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Step 4: Make it citable by AI assistants
Done when: You have answered the five questions clients ask you most, on your site.
Your task write down the five questions clients ask you most, and answer each plainly on your own website: a sentence or two at the top, then the detail.
You said you already have this covered. Skim this step, or skip to the next.
How to do it, and what to read
Write down the five questions clients ask you most, and answer each one plainly on your own site: a sentence or two at the top, then the detail. Keep your firm’s name, address and services identical everywhere they appear online. Ask happy clients for honest reviews, and look for chances to be cited on sites your clients trust. Check you are not blocking AI crawlers by accident. Then ask an AI assistant about your service and town, and note who it names and why.
Learning check
What would you do? Pick one; every answer is explained.
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Step 5: Keep publishing what clients search for
Done when: A content calendar exists for the next quarter.
Your task pick one channel besides referrals that you can keep up for thirteen weeks (one quarter), and plan one piece of content a week or a fortnight.
You said you already have this covered. Skim this step, or skip to the next.
How to do it, and what to read
Pick one channel besides referrals that you can keep up for thirteen weeks: your blog, a newsletter or LinkedIn. Fill the content calendar with one piece a week or a fortnight, each answering a question a real client asked you, and note the channel, topic and question for every slot. One question can feed several slots: “should I set up a company?” is a blog post, a newsletter item and a LinkedIn note. At the end of the quarter, check which pieces brought enquiries and plan the next thirteen weeks from those.
- Template Accounting firm content calendar
- Article Marketing an accounting firm in 2026: what brings clients in
Learning check
What would you do? Pick one; every answer is explained.
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Your one-page summary
Your answers, choices and decisions, on one page
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Accounting firm website brief
Who the site is for, the services, the proof and the pages, on one page. Editable .docx.
Get the templateFrequently asked questions
How long does it take for a firm’s website to show up in search?
Longer than most owners expect: new pages take months to settle. Pages that answer one specific client question are usually the first to be found.
Do I need a new website to get found?
Rarely. Most sites need clearer pages about who you help and what you do more than they need a rebuild. Start with the page checklist.
What makes a firm show up in AI answers?
Plain, specific answers on your own pages that an assistant can quote, and being mentioned on other sites people trust. The AI-ready websites guide covers both.