Fair questions, straight answers

94% of B2B buyers report using LLMs during vendor research, and your own industry press is already on it — CPA Practice Advisor has published this year on firms losing influence before the first conversation and on FAQ content getting cited by AI tools. The buyers asking AI aren't a future cohort. They're the ones who never called you last quarter.

Mostly true — and it's the reason this matters more, not less. When an AI summary appears, clicks to websites drop sharply; a majority of searches end with no click at all. The buyer doesn't browse ten sites anymore. They take the AI's shortlist and contact two firms. The value isn't traffic — it's being on the shortlist that forms inside the answer. The few clicks that do arrive are documented to be higher-intent.

No — and be suspicious of anyone who says yes. AI answers vary by session and change with the underlying sources. What we do: measure your baseline honestly, execute on the sources, and report movement monthly against a frozen panel. Firms operating under Circular 230 understand better than anyone why we keep every claim measurable and non-guaranteed.

Referrals are why you're alive; they're also invisible to every buyer outside your network. Your own industry guidance now says firms can't rely on word of mouth alone. And here's the mechanism worth understanding: when a referred prospect double-checks you — and they do — they increasingly ask AI. If AI recommends your competitors in that moment, your referral just got a second opinion you didn't choose.

Ask them what your mention rate across a fixed AI-question panel was last month. SEO optimizes pages for rankings in a click environment that's shrinking. This work optimizes the third-party source layer AI actually cites — directories, listicles, reviews, comparison pages — plus your site's quotability. Complementary work, different layer. We're happy to coexist with your SEO agency; we're doing the part they don't.

Tools show the score. They don't change it. None of them corrects your IRS or AICPA directory presence, completes your Clutch/G2 profiles, pitches you into the listicles AI quotes, or rewrites your pages into extractable claims. Measurement, analysis, execution — a dashboard covers a third of that. Some of our best conversations are with firms that bought a tool, watched a flat line for six months, and understood.

Nothing. Public information only — no client lists, no financials, no credentials, no taxpayer data. The audit is built from your public web presence, AI answers, and publicly accessible third-party profiles. Your compliance officer can read our data-handling page in two minutes.

Free 5-minute check → full audit at $1,500–2,500 (one-time, upfront, credited toward month one if you continue) → 60-day pilot at $3,000/month → ongoing retainer $3,000–5,000/month. Three-month minimum on retainers, because the work compounds and we won't sell you a month of nothing.