How to get an accounting firm recommended by ChatGPT
To get an accounting firm recommended by ChatGPT, three things have to be true: your own site states plainly what you do, for whom and which partners do it; the sources the engines read for advisory firms (LinkedIn, video, the directories in your market) say the same; and you check the questions your clients actually ask, engine by engine, instead of guessing. SourceRank AI's audit does the third step for you and plans the first two. It covers ChatGPT, Gemini, Microsoft Copilot, Google AI Mode and Google AI Overviews, and costs $497, one time.
What the audit gives you
$497, one time. It is credited toward your first month if you start a SourceRank AI plan within 30 days, and monthly plans start at $997.
A scorecard across all five engines
Where ChatGPT, Gemini, Microsoft Copilot, Google AI Mode and Google AI Overviews name you today, question by question.
Up to 25 of your buyers' questions
Agreed with you before the run and phrased the way your buyers ask, by service, client type and stage.
A named-competitor benchmark
Which providers the engines name instead of you, on which questions and on which engine.
A prioritized 90-day plan
What to fix first, on your own site and on the third-party sources the engines use for your questions.
A 45-minute readout call
We walk you through the results and the plan on a call.
The kind of questions we test for accounting
Real buyer questions, phrased the way your buyers type them into an assistant. These are examples; yours are agreed with you before the run.
- "outsourced accounting firm for a venture-backed startup"
- "fractional CFO for a SaaS company preparing for a Series A"
- "accountant who handles R&D tax credits for software companies"
What the engines read for firms sold on their people
In the nearest advisory category we measure, 499 answers in September 2026, company websites were cited in 424 of them, 85.0%. Behind it the sources were spread thin: social and video in 51 of 499 answers, 10.2%, directories in 47 of 499, 9.4%. For an accounting firm that means your services, your partners and the clients you serve have to be stated on your own site in a form an engine can quote, and your partners need a visible presence on LinkedIn and video.
From SourceRank AI's published research: What AI engines cite, by industry, who the engines name for fractional CFO and outsourced accounting firms, the measured AEO agency ranking for this category. More on the category: AEO for accounting.
How the audit runs
Agree the questions
We draft the buyer questions with you, up to 25, in your buyers' words.
Run them on five engines
Each question goes to ChatGPT, Gemini, Microsoft Copilot, Google AI Mode and Google AI Overviews, and every answer and source is logged.
Benchmark the competition
We record who is named instead of you, and which sources the engines used to decide.
Readout and plan
A 45-minute call that walks you through the results, and a prioritized 90-day plan.
Common questions
How much does an AEO audit for an accounting firm cost?
$497, one time. It is credited toward your first month if you start a SourceRank AI plan within 30 days, and monthly plans start at $997.
Which AI engines does the audit cover?
ChatGPT, Gemini, Microsoft Copilot, Google AI Mode and Google AI Overviews. Each of your questions is run on every one of them.
What do I get at the end of the audit?
A visibility scorecard across all five engines, results for up to 25 of your buyers' questions, a named-competitor benchmark, a prioritized 90-day plan and a 45-minute readout call.
Do you test the questions accounting clients actually ask?
Yes. We agree the questions with you before the run, phrased the way your buyers ask, by service, client type and stage.
How is this different from an SEO audit?
An SEO audit checks how your pages rank in a list of links. This audit checks whether the engines name you inside the answer itself, and which sources they used to decide.
Who runs the audit?
SourceRank AI's team, part of Danish Lead Co, founded by Frederik Jakobsen. The same team does the work if you continue into a monthly plan.
Find out where the engines put you
$497, one time. Credited toward your first month if you start a plan within 30 days.