Website Audit · Accountants & Financial Advisors

Website Audit for Accountants & Financial Advisors

Your firm is built on trust — and your website is where strangers decide whether to hand you their money. Start with a free instant scan: drop in your URL and get a score out of 100 plus your top issues in seconds, no signup. It reads your site the way a prospect, Google, and an AI assistant actually do — then shows you where the trust quietly leaks.

✓ Free instant scan — no signup✓ Score + top issues in seconds✓ Optional human-reviewed deep audit

What the free scan shows you

In a few seconds, the instant scan returns a score out of 100 and your top issues — the handful of things most likely holding your firm back right now. No call, no signup, nothing to install. It's a fast read, not the full picture: think of it as the gut-check that tells you whether there's something worth fixing before you spend a cent.

Run my free scan → Try the 12 free tools →
The free scan surfaces your score and top issues only. It does not run the full 149-check audit — that's the paid deep review further down this page.
The real problem

Accountants & financial advisors: where sites quietly leak

Money decisions are trust decisions. A prospect choosing a CPA, tax preparer, bookkeeper or advisor is screening for credibility before they ever pick up the phone — and most accounting websites fail that screen for reasons the owner can't see. Here's where the leaks happen, and why each one costs you real enquiries.

Credibility and E-E-A-T are invisible to the machines. Your years of experience, your CPA licence, your CFP credential, the regulator you answer to — a human reads them on your About page, but Google and AI engines often can't, because the page doesn't carry the structured signals that prove experience, expertise, authority and trust. For a search engine ranking pages about people's money, that proof is everything. Without it you look identical to a one-person side hustle, and the algorithm treats you that way.

No AccountingService or FinancialService schema. Most accounting sites describe their services in prose only. With no AccountingService or FinancialService structured data, Google can't reliably tell that you do tax prep versus audit versus wealth management, nor where you're licensed to do it. You vanish from rich results and, increasingly, from the AI answers where prospects now start.

Local SEO is half-built. Clients want an accountant they can meet, or at least one licensed in their state or country. Yet so many firm sites have inconsistent name-address-phone details, no LocalBusiness markup, and no clear location or service-area pages. When someone searches "accountant near me" or "tax advisor in [city]," the firm that spelled it out wins — even if you're better.

Seasonal demand you can't capture. Accounting traffic isn't flat — it surges around tax deadlines and year-end. But indexing problems, duplicate or competing URLs, and slow mobile pages mean that when search volume peaks, your service pages aren't ready to rank. The busiest window of your year arrives and your site lets it pass.

AI-answer readiness — the new front desk. "Who's a good CPA for a small business?" is now asked to an assistant, not just a search bar. If your services, credentials and locations aren't machine-readable, and you have no site map for AI engines, you're simply not in the recommendation. You never get considered.

Slow, heavy pages and quiet compliance risk. Calculator widgets, client-portal embeds and stock photography bloat the page, and a slow mobile load is the first thing a cautious prospect distrusts. Meanwhile financial sites carry real disclosure, privacy and accessibility obligations — and a site that's missing consent handling, security headers or basic WCAG accessibility isn't just leaking clients, it's creating risk. Want a quick read on speed and stability first? The free Core Web Vitals checker gives you one in seconds.

Free tools

Try the free tools too

Before any paid work, there are 12 free tools you can run yourself — a quick website checkup, a Core Web Vitals reading, an AI-crawler check that shows whether assistants can even read your site, schema validators and more. They're a great way to spot-check a single problem without waiting on anyone.

When you want the full picture

The $297 deep audit — 149 checks across 15 categories, human-reviewed

The free scan tells you something's worth fixing. The deep audit tells you exactly what, why it costs you, and what to do first. This is a human-reviewed report from a technical web architect — not an automated PDF dump — with every issue ranked by impact and a plain-English fix you can action yourself, hand to your developer, or hand back to me.

  • 149 checks across 15 categories — across people, search and AI, ranked by what each issue is actually costing your firm
  • Credibility & E-E-A-T review — whether your credentials, experience and authority are provable to Google and AI, not just visible to humans
  • AccountingService & FinancialService schema — page-by-page structured-data gaps so engines understand exactly what you do and where you're licensed
  • Local SEO & NAP consistency — location, service-area and "near me" readiness for the clients who want someone close or correctly licensed
  • Seasonal indexing & crawl integrity — so your tax-season and year-end pages are ready to rank when demand peaks
  • AI-readability assessment — whether assistants can read and recommend your firm, plus a site map for AI engines
  • Privacy, security & accessibility — consent handling, headers and WCAG, because a regulated site can't quietly create risk
The 15 categories we check
Search & indexingAI & answer readinessContent qualityAccessibility (WCAG)Security & headersPerformance & deliverySite architecture & crawlConversion & UXLocal SEOTrust & credibilityAnalytics & trackingDomain & email healthAI-agent operabilitySocial & sharingPrivacy & compliance
$297 USD
one-time · full report + prioritised fix list
  • 149 checks across 15 categories
  • Credibility, schema & local-SEO review
  • Seasonal indexing & AI-readability
  • Prioritised, plain-English fix list
  • Delivered within 3 business days
Request my deep audit →
Free to request. You only pay after the free scan shows there's something worth fixing — and the fee credits toward any fix work, so the audit pays for itself.
Who's behind it

Who's behind the audit

I'm Jerome Bilaos, a Technical Web Architect based in the Philippines, working remotely with businesses worldwide. I rebuild and audit sites so they work for the three audiences that matter — people, search engines, and AI — and I run the same technical lens over an accounting firm's site that I'd use on any high-trust business where credibility decides the sale.

No agency middle layer, no severity theatre. Just a real person reading your site and telling you, in plain English, what's costing you enquiries and what to fix first. See how I work, check the places I serve, or book a call to talk it through.

FAQ

Questions from accountants & advisors

Does the free scan run all 149 checks?

No. The free instant scan gives you a score out of 100 plus your top issues in seconds, with no signup. The 149 checks across 15 categories are the paid $297 deep audit, which is human-reviewed.

Why does schema matter so much for an accounting firm?

People hand accountants and advisors their money and their tax position, so trust is everything. AccountingService and FinancialService structured data, plus clear credentials, tell Google and AI engines exactly what you do, who's qualified, and where you're licensed — so you appear in rich results and AI answers instead of a generic competitor.

Will an audit help me get found during tax season?

Yes. Demand for accountants spikes seasonally, but indexing and page-speed problems mean your site can't capitalise on it. The audit flags crawl, speed and local-SEO issues so your service and location pages are ready to rank when search volume peaks.

Can AI assistants actually recommend my firm?

Only if your site is machine-readable. The audit checks whether ChatGPT, Gemini and other answer engines can read your services, credentials and locations — and whether a site map for AI and clean structured data make you eligible to be named when someone asks for a CPA or advisor.

I'm regulated — does compliance affect my website audit?

It does. Financial-advisory and accounting sites carry disclosure, privacy and accessibility obligations. The audit reviews privacy and consent handling, security headers, and WCAG accessibility so the site that builds trust isn't quietly creating risk.

How much does it cost and do I pay upfront?

The instant scan is free with no signup. The deep audit is USD $297, one-time, per website, and you only pay after you've seen there's something worth fixing. The fee credits toward fix work if you hire me to implement it.