Summit Strategies

Make Sure AI Recommends Your Accounting Firm, Not Your Competitors

We help accounting firms become visible, trusted, and recommended by AI platforms like ChatGPT and Perplexity. When prospects ask who to trust, your firm is the answer.

Protect future referral flow
Attract higher-quality, pre-qualified clients
Strengthen firm authority and credibility
Built specifically for accounting firms
Built for accounting firms•
No lock-in contracts•
High-trust approach

Your Prospects Are Deciding Before They Ever Contact You

Business owners are no longer just "searching" for accountants.

They are asking AI questions like:

  • •Who is the best accountant for my business?
  • •Which firm should I trust?

AI tools increasingly shape shortlists, perceptions, and decisions before a prospect ever visits a website or makes an enquiry.

If AI does not recognise, understand, or trust your firm:

  • You are not considered
  • You are not recommended
  • You quietly lose opportunities you never see

Most accounting firms have no visibility or control over this today.

AI Search Converts at Higher Rates

Prospects from AI platforms are more likely to become clients

AI Search Traffic(ChatGPT, Perplexity, Claude)
12.8%conversion rate
12.8%
Traditional Search(Google Organic Search)
8.9%conversion rate
8.9%
44%

Higher conversion rate for AI search traffic

AI search visitors are more qualified and ready to engage

Control How AI Understands and Recommends Your Firm

AI SEO / Generative Engine Optimisation (GEO)

AI SEO ensures your firm is:

Correctly understood
Credibly represented
Confidently recommended

This is not about ranking for keywords.

It is about engineering trust and authority signals so AI systems view your firm as a safe, reliable recommendation, especially in a profession where trust matters.

Summit Strategies focuses exclusively on this problem for accounting firms.

How We Help Accounting Firms Win AI Recommendations

Three focused services designed to build and maintain your AI visibility

Entry Point

AI Business Visibility Test

Diagnostic / Entry Point

Understand exactly how AI systems see and recommend your business. Before investing in changes, you need clarity on where you stand and where opportunities are being lost.

What this includes

  • Testing across ChatGPT, Gemini, Claude, and Perplexity
  • Real buyer-style queries (recommendations, shortlists, comparisons)
  • Identification of competitors AI recommends instead of you
  • Assessment of entity recognition, factual accuracy, and recommendation inclusion

What you get

  • Executive-grade report with clear findings and scoring
  • Identification of demand leakage risk (opportunities you're missing)
  • Prioritized explanation of why AI responds the way it does
  • A clear "included vs excluded" picture of your current position

For firms that want to understand how AI is influencing customer decisions before investing further in growth initiatives.

Fast Impact

AI Visibility Correction

Focused Implementation / Fast Impact

Fix the structural issues causing AI systems to overlook or misrepresent your business. This finite, implementation-focused engagement corrects how AI understands and recommends your firm.

What this includes

  • Clarifying who your business is best suited for
  • Correcting inconsistent or weak AI-readable signals
  • Improving how services, positioning, and expertise are understood
  • Aligning your digital presence with trusted third-party sources
  • Targeted improvements that AI systems rely on for recommendations

What you get

  • Clear, corrected business definition across key touchpoints
  • Improved likelihood of being recommended by AI systems
  • Before-and-after validation testing to confirm improvements
  • A stable foundation for long-term AI visibility

For firms ready to stop AI-driven demand leakage quickly and establish a strong baseline for future growth.

Ongoing

AI Recommendation Reinforcement

Ongoing Protection & Expansion

Protect and expand your visibility as AI systems continuously evolve. This is ongoing decision-layer defense and expansion, ensuring your business remains accurately represented and recommended.

What this includes

  • Ongoing AI prompt monitoring across major platforms
  • Detection of new substitution risks as AI models change
  • Expansion into additional buyer-intent queries
  • Reinforcement of authority and trust signals
  • Regular reporting on recommendation coverage and movement

What you get

  • Continued protection against silent exclusion from AI recommendations
  • Increased surface area for AI-driven discovery
  • Early warning system when visibility degrades
  • Clear reporting tied to business relevance, not vanity metrics

For firms that rely on consistent inbound demand and want to stay ahead of AI-driven shifts, not react to them later.

Why Traditional SEO Is No Longer Enough

The shift from being found to being chosen

Traditional SEO

Focuses on being found

AI SEO

Focuses on being chosen

Website traffic
Being recommended
Keywords
Authority & trust
Google rankings
AI perception
More visitors
Better clients

Traditional SEO focuses on being found.
AI SEO focuses on being chosen.

This Is a Fit If Your Firm:

Relies on referrals and reputation
Competes in a crowded local or national market
Wants higher-quality, better-aligned clients
Is concerned about AI changing how prospects decide
Prefers clarity and control over experimentation

Built for High-Trust, Professional Services

Summit Strategies is not a marketing agency.

We operate at the intersection of:

1

Professional services

2

Data and systems thinking

3

AI behaviour and decision-making

Our work is designed for regulated, reputation-driven businesses where credibility, accuracy, and trust are non-negotiable.

We intentionally work with a limited number of firms.

Straightforward, Low-Risk Engagement

1

Audit

Understand your current AI position

2

Roadmap

Clear actions, clear priorities

3

Implementation

Done with or for your firm

4

Monitoring

Optional ongoing oversight

No long-term lock-ins. No unnecessary complexity.

Find Out If AI Would Recommend Your Firm Today

Most firms assume their reputation carries over into AI systems.

That assumption is often wrong.

Find out now, privately and objectively.

We'll never share your details. No spam.

FAQ

No. AI platforms already influence decisions today. ChatGPT, Perplexity, Gemini, and Claude are actively shaping how prospects discover and evaluate accounting firms. This work addresses an existing risk, not a hypothetical future one. Firms that wait to see how this plays out are already losing opportunities to competitors who act now.
No. AI SEO complements traditional SEO by addressing how decisions are now made upstream. Traditional SEO helps you rank in search results. AI SEO ensures you're recommended when prospects ask AI assistants direct questions like "Who is the best accountant for my business?" These are different decision points in the buyer journey, and both matter.
Firms that act early gain durable advantage. AI systems learn and reinforce patterns. The firms that establish strong AI visibility now will be harder to displace later. Late movers compete uphill against established AI recommendations. The gap widens over time, not shrinks.
Audits and correction projects are clearly scoped with defined deliverables. Ongoing monitoring is optional and designed for firms that rely on consistent inbound demand. You can start with an audit, proceed to correction if needed, and choose ongoing reinforcement based on your firm's needs. No long-term lock-ins.
This is not marketing. It's structural correction of how AI systems understand and trust your firm. Traditional marketing focuses on messaging and campaigns. AI SEO focuses on signals, data consistency, and trust signals that AI systems use to make recommendations. It's about being correctly understood, not just being seen.
That's exactly what the AI Business Visibility Test reveals. If AI doesn't recognize or recommend your firm, you're losing opportunities you never see. The test shows you where you stand, identifies why AI overlooks you, and provides a clear path to correction. Most firms are surprised by the gaps.
Visibility Test results are delivered within days. Correction work typically shows measurable improvements within 4-8 weeks as AI systems re-evaluate your firm. Ongoing reinforcement provides continuous protection and expansion. The timeline depends on the scope of work, but we focus on fast, measurable impact.
Not necessarily. AI SEO involves multiple touchpoints beyond your website, including trusted directories, professional profiles, third-party citations, and how your firm is represented across the web. We work with your existing digital presence and make targeted improvements. Website changes may be part of the solution, but they're not always required.