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Copilot Optimisation for Accountants so Copilot names your firm

Copilot optimisation for accountants that helps Copilot 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

Copilot is built into the tools many business owners already use all day, and it draws on Bing results. A firm that has only ever looked at Google can be invisible there.

What we run

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

  • Your site and profile set up properly in Bing, which feeds Copilot answers
  • Pages that answer the questions business owners put to Copilot, with clean markup
  • Directory listings and details that agree with your website
  • A monthly test of the questions that matter, with the answers recorded

How it starts

  1. Day 1

    Agree the target

    We agree what Copilot 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

    Copilot 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 copilot optimisation for accountants include?

Your site and profile set up properly in Bing, which feeds Copilot answers; pages that answer the questions business owners put to Copilot, with clean markup; directory listings and details that agree with your website; a monthly test of the questions that matter, with the answers recorded.

How long does copilot 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.

Do accountants really need to think about Bing?

Yes, for Copilot. Many business owners use it inside Microsoft tools, and its answers lean on Bing. A short set-up gives you a presence there at little extra cost.

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.

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