CPAs, advisors, consultants, and agencies live or die on fit conversations - but buyers research credentials and reputation on Google and AI search before they ever email. ClearGrade tells you where you appear, where you don't, and ships the schema and content that puts you on the shortlist.
Every audit we run on a CPA firm, advisory practice, consultancy, or agency surfaces these three gaps. They're all fixable in 60-90 days.
The single largest leverage point in this vertical. Buyers shopping for an advisor or consultant want to see "we serve dental practices doing tax planning" or "we work with Series-A SaaS founders on go-to-market" - not a generic pitch. Positioning vagueness costs serious leads in every audit we run.
The fastest E-E-A-T win in the book. CPAs without their CPA license linked, advisors without CFP / SIE / FINRA BrokerCheck links, attorneys without bar numbers. AI surfaces struggle to cite practitioners whose credentials they can't verify - so the algorithm picks someone else.
Anonymous "we helped a Fortune 500 company" doesn't convert. Named-client logos with quantified outcomes - in detail, with a real engagement narrative - move buyers from "interesting" to "let's talk." Most audits surface either no case studies at all or a wall of unverifiable claims.
The audit grades the gaps. The platform ships the fix. Here's what that looks like for accounting firms, advisory practices, agencies, consultancies, and architecture / engineering firms.
We generate the right vocabulary for your firm type (AccountingService, FinancialService, professional consultancies) plus Person schema for every licensed practitioner with hasCredential, alumniOf, memberOf - pointing to the AICPA, NAPFA, AIA, state bar, and other authoritative directories AI surfaces actually trust.
The audit explicitly grades positioning. We surface the niche your strongest existing clients suggest you should own - and rewrite the homepage hero, services pages, and meta to match. Generalist firms see the largest conversion lift in this vertical when they tighten focus.
Buyers research questions like "what's a fair fee for a tax-planning engagement", "how does a fractional CFO arrangement work", "what should a brand strategy project cost." We identify which of these you're not being cited on, draft FAQPage entries, and publish them via the embed loader.
Investment advisors, broker-dealers, CPAs, and architects each have regulator-defined marketing rules (FINRA, SEC, AICPA, state license boards). Audits flag pages that risk a regulator-side concern - testimonials, performance claims, "guaranteed" language, unlicensed-title use - and recommend safe rewrites.
Free 6-dimension audit calibrated for professional services. 24-hour turnaround. No credit card.
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