Request a strategy call

Perplexity Optimisation for Accountants so Perplexity cites your firm

Perplexity optimisation for accountants that helps Perplexity cite your firm and turns the citation into a booked call. We have worked with over 70 accounting firms in the UK and US. Guaranteed to work, or a full refund.

Request a strategy call

How it is measured

Pipeline value is what the qualified leads are worth, and it is the number we report against.

We track where your firm is named across the AI platforms each month, and tie the enquiries that arrive through them to pipeline value. Mentions are a means, a signed client is the end.

Where firms lose clients

Perplexity shows the sources behind every answer. If your pages are vague or buried, it cites someone else, and the buyer clicks through to them.

What we run

Perplexity optimisation for accountants only pays when it ends in a signed client, so this is what runs behind it.

  • Resource pages built to be cited: one question, one clear answer, named sources
  • A review of the pages and profiles Perplexity already cites for your niche and area
  • Fixes to speed, structure and markup so the answer is easy to pull from your pages
  • A monthly record of the questions asked and the sources Perplexity gives

How it starts

  1. Day 1

    Agree the target

    We agree what Perplexity optimisation must deliver for your firm and write the target into the agreement before you sign.

  2. Days 1 to 7

    Build and go live

    Perplexity optimisation is built and running by day 7, with qualified leads reaching your diary by day 10.

  3. Days 10 to 90

    Tune and check

    We tune against pipeline value at day 30 and day 60, and check the target at day 90. If we miss it, you get a full refund.

What agencies sell separately

  • Meta ads management
  • Video ad creative
  • SEO retainer
  • Weekly blogging
  • Fractional marketing director
  • Website design
  • Social media management
  • Bespoke CRM with automations
  • AI lead procurement and booking
  • Appointment setting
  • Fractional sales
  • Onboarding automation

One small monthly fee, plus a share of the fees from clients we sign.

Guaranteed to work, or a full refund.

Questions firm owners ask

What does perplexity optimisation for accountants include?

Resource pages built to be cited: one question, one clear answer, named sources; a review of the pages and profiles Perplexity already cites for your niche and area; fixes to speed, structure and markup so the answer is easy to pull from your pages; a monthly record of the questions asked and the sources Perplexity gives.

How long does perplexity optimisation for accountants take to work?

Your system is live in 7 days, qualified leads reach your diary by day 10, and your target is checked at day 90. If we miss it, you get a full refund.

Why does Perplexity matter for accountants?

Its users are researching and often ready to act. When it cites your page, the visit arrives with trust already built, so we treat each citation as a lead source.

Shall we get your system live?

On a strategy call we look at where your firm leaks between a stranger and a signed client, agree a target in writing, and show you what the first 90 days would look like. If we are not the right fit, we say so.

  • 7 daysfrom kick-off to your system going live
  • 90 daysto hit your target, or a full refund
  • 2 to 4 hoursof your time to get started

We take a limited number of firms per niche and per area. If your slot is available, we work with only one firm like yours and no direct competitors while you are a partner.

Request a strategy call

Prefer to start smaller? Ask about the 20-day sprint, fully refunded if we miss the agreed target.

Related pages