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Playbook

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.

  1. Do you have a one-page brief naming who your site is for, the services you lead with and what a visitor should do next?

    It names the two or three kinds of client you want, the services you lead with, and the one thing a visitor should do next, such as book a call. A brief aimed at trades businesses, for example, names them and the case study that shows you know their work.

  2. Does each of your services have its own page, written for the person buying it?

    Written for the buyer means a business owner can tell within a few seconds what you do, for whom, where and what to do next, without accountants' jargon. You can explain how you charge without publishing a price list.

  3. Do you have a list of the searches your clients actually make, each matched to a page?

    These are the words clients type into a search engine, such as the service plus your town, or the problem in their own words. Each search should lead to one page on your site that answers it.

  4. Have you answered the five questions clients ask you most, on your own site?

    Being citable means an AI assistant can quote your answer when someone asks it about your service and town. Answer each question plainly: a sentence or two at the top of the page, then the detail.

  1. 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.

    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.

    Your firm is redoing its website, and your web designer is keen to start on the homepage this week. What do you do first?
    You are writing a brief for your firm's new website, and you want more trades businesses as clients. What goes in it?
    You are moving your firm to a new website. Besides the pages you need, what must the brief list?
  1. 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.

    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.

    Your firm's website lists tax, bookkeeping, advisory and payroll together in one block on a single services page. What do you change?
    You do not want to publish a price list on your firm's website. What should the site say about fees?
    On your firm's website, booking a call takes a form, then a confirmation email, then waiting for a phone call back. What do you do?
  2. 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.

    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.

    You want your firm's website to show up in Google for the clients you want. How do you build your list of searches to target?
    You have listed the searches your clients make. Two of them have no page on your website that answers them. What do you do?
    Your firm's website has a page for each service, but the pages are not showing up in search results. What do you check first?
  3. 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.

    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.

    AI assistants such as ChatGPT often quote short, plain answers from websites. You are writing a page on your firm's site answering "should I set up a company?". How do you lay it out?
    Your firm's address is written differently on your website and on two online business directories. What do you do?
    You ask an AI assistant such as ChatGPT to recommend an accountant for your service in your town, and it names two other firms. What do you do?
  4. 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.

    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.

    Learning check

    What would you do? Pick one; every answer is explained.

    You want to market your firm and are tempted to start a blog, a newsletter, LinkedIn posts and a video channel all at once. What is the better approach?
    You are filling a content calendar for your firm's blog or newsletter. Where should the topics come from?
    You have published one piece of content a week for a quarter. How do you plan the next thirteen weeks?

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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.

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Frequently 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.