Retainer / GEO & AI Optimization

The firm the AI recommends.

When a client asks ChatGPT, Perplexity, or Google AI for an accountant near them, we make sure your firm is the one it names. Structured data, answer-ready pages, and weekly mention monitoring across the AI engines.

From
see tiers below
Billing
Per month
Commitment
3-month minimum
Tiers
3 options
From$495/month
Prices in USD
++Pick your tier

Three ways to run this.

Most clients start at Growth and upgrade once they see early wins. Every tier is month-to-month after the 3-month minimum.

Standard

Firm AI Visibility Standard

Get your firm recommended by ChatGPT, Perplexity, and Google AI β€” the foundations.

$495/mo
3-month minimum
First-mover advantage
  • Weekly monitoring of how AI answers 'best CPA near me' across ChatGPT, Perplexity, Claude, Google AI, Bing Copilot, You.com
  • llms.txt + ai-policy.txt set up properly
  • FAQ schema engine built from real questions clients ask (fees, turnaround, what you handle)
  • Entity definitions so AI engines recognise your firm uniquely
  • Partner / adviser profile schema
  • AI-readable services & fee knowledge base
  • Vector embeddings of your content
  • Voice assistant readiness (Siri, Alexa, Google Assistant)
  • + 1 more included
Most chosen
Citations Boost

Firm AI Citations Boost

Standard plus monthly mentions on finance & local sites that AI engines actively look for.

$1,095/mo
3-month minimum
  • Everything in Standard, plus:
  • 2 contextual brand-mention placements per month on finance & local sites (DR30–60)
  • Placements designed to influence how AI answers 'best CPA in [town]' queries
  • 'Best accounting firms in [town]' listicle inclusion + positive mentions on high-DR sites
  • Google knowledge panel building
  • AI-native landing page β€” 1/quarter
  • Bing Copilot + Microsoft 365 Copilot optimisation
  • Monthly placement report with sample AI answers naming your firm
Authority

Firm AI Authority

Built for firms that want to be THE answer when a business owner asks AI who to call.

$2,095/mo
3-month minimum
  • Everything in Citations Boost, plus:
  • 4 brand-mention placements per month
  • 1 high-authority niche edit per month (DR40+)
  • AI enquiry assistant for your site β€” configured and monthly-tuned
  • Wikidata entity creation + maintenance for your firm
  • Quarterly AI-trend strategy session
  • AI-native landing pages β€” 2/quarter
  • Priority placement queue when AI engines launch new features
01What's included

Everything in the package β€” nothing on the side.

  • 01Everything in Standard, plus:
  • 022 contextual brand-mention placements per month on finance & local sites (DR30–60)
  • 03Placements designed to influence how AI answers 'best CPA in [town]' queries
  • 04'Best accounting firms in [town]' listicle inclusion + positive mentions on high-DR sites
  • 05Google knowledge panel building
  • 06AI-native landing page β€” 1/quarter
  • 07Bing Copilot + Microsoft 365 Copilot optimisation
  • 08Monthly placement report with sample AI answers naming your firm
02How it works
Step 01

Entity & schema build-out

We mark up your firm as an entity AI engines recognise β€” '[Firm name], independent accounting firm in [town]' β€” with LocalBusiness, Service, and FAQ schema, llms.txt, and the signals that build a knowledge panel.

Step 02

Answer-formatted content

Your service pages restructured so AI engines can quote them cleanly: clear answers to 'who does self-assessment in [town]', 'how much is a tax return', 'is this firm any good' β€” the formats AI Overviews and Perplexity actually pull.

Step 03

Mention monitoring

We run real accounting queries for your towns every week across ChatGPT, Perplexity, Google AI, and Claude, and report where you got named β€” and the exact line that got quoted. Push what's working, fix what isn't.

EXExamples

What it looks like in your inbox.

Concrete examples of the deliverables you'll receive β€” styled to match the real output.

Monthly report
+38%
Traffic
+12
Keywords
4.6β˜…
Avg rating

Weekly AI mention report

Where your firm appeared this week when business owners asked AI for an accountant in your town β€” and the exact line that got quoted.

6AI engines tracked
blog Β· 1,800 words
How to choose a [niche] in [your city] β€” a 2026 buyer's guide

AI-ready service page

Answer-formatted, schema-rich page built to be the source AI cites for a given service in your area.

yourbusiness.com

Structured firm profile

Services, hours, location, and FAQs marked up so AI engines recognise exactly what you do and where.

What you're probably thinking

The doubts in your head, answered honestly.

Nothing here is marketing fluff β€” every claim is in our Terms.
07Frequently asked

The questions we always get.

Service contract
Firm AI Citations Boost β€” supplemental terms
Read the terms
Ready when you are

Get your firm found.
Then grow it.

Pick a package, hit checkout, or book a 15-minute call if you'd rather have a human walk you through the scope. Either way, we'll be writing copy by next week.