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Claude Optimisation for Accountants so Claude names your firm

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

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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

People use Claude for careful research, including choosing an adviser. When it searches the web, it favours pages that are clear, specific and consistent with other sources about the firm.

What we run

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

  • Pages that spell out who you serve, what you do and what it costs to start, in plain language
  • A check that your firm details agree across your site, profiles and directories
  • Long-form resource pages with named sources that a careful reader would trust
  • A monthly test of the questions that matter, with the answers recorded

How it starts

  1. Day 1

    Agree the target

    We agree what Claude 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

    Claude 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 claude optimisation for accountants include?

Pages that spell out who you serve, what you do and what it costs to start, in plain language; a check that your firm details agree across your site, profiles and directories; long-form resource pages with named sources that a careful reader would trust; a monthly test of the questions that matter, with the answers recorded.

How long does claude 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.

Does Claude search the web for recommendations?

It can, when web search is switched on. That is why a clear, consistent web presence matters, and why we test the questions your clients ask rather than guess.

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.

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

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