Referrals that choose you
When a banker gives two names, the owner searches both and calls you.
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Business owners search your name before they hand over their books. We make sure they find a Google Knowledge Panel that confirms who you are, and AI answers that name and recommend you.
Enter your name, LinkedIn URL and email. The report reaches your inbox within 1 business day.
A business owner choosing an accountant is about to share every number in the company. Before they do, they check two things.
The license comes first: a state CPA lookup in the US, the ICAEW or ACCA directory in the UK, the Tax Practitioners Board register in Australia.
That check only tells them you’re qualified, and every accountant on their shortlist passes it.
So they search your name and look for a reason to pick you.
If page one shows an established accountant with a clear specialty and profiles that agree, they call. If it shows a bare firm listing and a LinkedIn profile last touched years ago, they call the next name, and you never hear about it.
Six entries that never reach your books, because the owner never called.
A banker gives an owner two names. The owner searches both and calls the one with the stronger result.
Never recordedAn owner unhappy with their current accountant goes looking and finds nothing that sets you apart.
Never recordedYou work mostly with dental practices or e-commerce brands, and your search never says so.
Never recordedAn owner asks ChatGPT for an accountant who knows their industry and gets other names.
Never recordedWhen your expertise doesn’t show, prospects compare you on price alone.
Never recordedAttorneys, bankers and advisors look you up before passing on their clients.
Never recordedA prospect who searches you and moves on leaves no trace. The referrer assumes you got the call, and you assume the owner never needed you.
Run the numbers on one business client. Say they pay $6,000 a year for tax and advisory work and stay for eight years. That’s $48,000 from one search that went the wrong way.
More business owners now ask ChatGPT, Gemini or Perplexity for a recommendation. “Who’s a good accountant for Shopify sellers in Melbourne?” “Which CPA in Dallas works with dental practices?” The answer names two or three accountants and a line on each.
AI tools pick those names from sources they trust and from what Google already knows about each person. When those sources describe you and your specialty clearly, you get named. When they don’t, a firm with a cleaner footprint gets the recommendation.
Most accountants have a firm website, a LinkedIn profile and a handful of directory listings. Those confirm the firm exists. They rarely say who you are, which industries you know best or why a business owner should choose you.
Google and AI tools confirm a person from sources about that person, linked together and in agreement. We build those around your name, using factual details you approve.
Google and AI tools judge an accountant by checking what trusted sources say about that person. When those sources agree, Google confirms you with a Knowledge Panel, and AI tools start naming you. We build that agreement in five steps.
Your firm page, directory listings, professional body profile and every mention get checked against your LinkedIn, so we know what’s outdated or contradictory.
A personal page about you, with code that tells Google who you are, which firm you’re with and which industries you serve, and your key profiles linking back to it.
Your qualifications, firm, specialty and photo read the same on each platform a business owner might check.
That confirmation is a Knowledge Panel, the box beside your name in search with your photo, title and firm. Google shows one only once it’s confident about who you are.
We place features and mentions on the sites ChatGPT, Gemini and Perplexity draw from, so your name comes up when owners ask for an accountant in your niche.
Each card closes out one of the six entries above.
When a banker gives two names, the owner searches both and calls you.
An owner shopping for a new accountant finds a clear reason to pick you.
Your search shows which industries you serve, in your own words.
ChatGPT, Gemini and Perplexity mention you when owners ask for an accountant like you.
Prospects see a specialist and weigh more than your price.
Attorneys, bankers and advisors find a verified accountant they’re comfortable recommending.
Priya Desai runs Desai & Vance CPAs in Austin and works almost entirely with dental practices. Referrals from two dental supply reps kept arriving, and too many went quiet after a search that showed a firm listing, an old LinkedIn headline and a namesake in Ohio.
We mapped 23 sources, built her a home base that states her niche in plain words, aligned 11 profiles and placed two features on dental industry sites. Google confirmed her on day 47.
“Two dentists told me in the same month that they’d searched me before calling. For the first time, what they found matched what the referral said.”
The free audit runs the same search a business owner runs and shows you where it breaks down.
Yes. You enter your name, LinkedIn URL and email, and the report comes to your inbox. You won’t be asked to book a call or enter a card.
It’s the information box Google shows beside the results when you search a recognized person, or at the top on mobile. It shows your photo, title and firm, and Google only shows it once it’s confident about who you are.
Everything we publish is factual information about your qualifications and experience, and you approve it before it goes live.
Yes. Clients choose people as much as firms, and a verified partner strengthens the firm’s reputation too.
Referred owners search you too, usually right after they hear your name. What they find decides whether they call.
About 20 minutes, on one call to approve your details and bios.
No. We use your real information, accurate profiles and the structured data Google asks websites to add.
You keep the report and can act on it yourself. If you want us to do the work, the report explains how we’d go about it.
A business owner will search your name this week before deciding who gets their books. The free audit shows you what they’ll see and which fix comes first.
Get My Free AuditYour name, LinkedIn URL and email are all it takes. Report within 1 business day.