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Illustrative example · Accounting

When a small business asks AI for an accountant, what would we do?

An accounting practice wants a clear read on tax and small-business questions in its area.

Illustrative example
A composite scenario showing our approach. Not a real client and not real results. Prompt measurement across AI tools is Coming, as part of the Retainer.
Card art: a ledger and calculator beside a mini AI-answer card for the fictional Example Ledger Co., marked Mentioned and Cited.
Illustrative example
The scenario

A composite, not a client

Picture an accounting practice that also does tax work for small businesses in and around one city. Owners ask AI tools who can help with BAS, a rental property, or changing accountant. The site has a contact form and a short “about” page, and little that answers those questions.

Think of the firm as unnamed, or as Example Ledger Co. if you need a label. It is a placeholder. This is not a client and not a result.

Questions people ask AI

Example prompts for this industry

These are examples of what people type. [Local area] stands in for a place. If a prompt says “best”, that is their wording, not a claim we make. A real engagement uses a fixed list you approve.

  • Accountant for a small business in [Local area]
  • Accountant for a rental property in [Local area]
  • BAS help for a trades business in [Local area]
  • What does an accountant check before lodging?
  • Bookkeeper or accountant for a café in [Local area]?
  • How do I change accountants?
  • Example Ledger Co., what services are listed?
  • Small-business tax questions before the end of the financial year
Readiness

What we’d check first

Before any writing, we check whether AI tools can read and trust what is already public. A pass here is not a result. It only tells us the pages can be found.

  • Crawler access to service pages (tax, BAS, small business, advisory).
  • Organization structured data, including the services actually offered.
  • Name, address and phone consistent on the site and on directory profiles.
  • Whether fee or service descriptions can be substantiated.
  • Pages that explain what an engagement includes, without promising a refund or a tax outcome.
  • Profile coverage on the directories small-business owners actually use.
The work

Audit, then Sprint, then Retainer

The same ladder as every other engagement. You can stop after any rung. Prices are on the pricing page.

One-off

AI Visibility Audit

Checks the site and key profiles at service and local-area level, a prioritized fix list and a walkthrough. Prompt measurement is marked “not measured”.

Where most of the work happens

Sprint

We draft service pages and FAQs for your approval: what an engagement includes, how to change accountants, what to bring to a BAS review. We align structured data and details, then re-audit to verify each fix.

Month to month

Retainer

Planned: monthly rechecks, new pages as you add services, and a report with history. Prompt measurement also Coming.

See services and pricing

Measurement · Coming

How we’d read the prompts

Prompt measurement is Coming, as part of the Retainer; the audit marks it “not measured” today. A mention means the tool names the business. A citation means it points at a page or profile. This grid is a fictional point-in-time read of the example prompts, not a change over time, and not a client result.

Example data, not a real result
Example data, not a real result. A fictional point-in-time read, not a before-and-after and not from a client.
Example promptChatGPTGeminiPerplexityAI Overviews
Small-business accountant in [Local area]CitedMentionedNot mentionedMentioned
Accountant for a rental propertyNot mentionedNot mentionedMentionedNot mentioned
BAS help in [Local area]MentionedCitedMentionedNot mentioned
What an accountant checks before lodgingCitedNot mentionedCitedMentioned
How to change accountantsNot mentionedMentionedNot mentionedNot mentioned
Example Ledger Co. servicesMentionedMentionedCitedMentioned

Example data, not a real result

Compliance

We work within this industry’s advertising rules

We work within the professional and advertising rules that apply to accounting and tax work, with the practice’s own compliance process. We would not draft claims about savings, audit outcomes or refunds.

You approve every page before it is published. We’re not lawyers and this isn’t legal advice, and we are not your accountant. We would work with the practice’s own compliance process.

An honest limit worth knowing
AI tools are run by third parties and change often. No one can guarantee what an AI tool will say. We check, report honestly and show the evidence.
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