A prospect in Manhattan or Brooklyn types "fee-only financial advisor near me," lands on three firm sites, and decides who looks trustworthy in about eight seconds. If your site loads slowly, can't prove your credentials to a machine, or never made it cleanly into Google's index, you lose that decision before you knew it was happening. Start with the free instant scan — a score out of 100 and your top issues, in seconds, no signup.
New York is the most contested money-services market in the country. CPAs, tax preparers, wealth managers and registered investment advisors are stacked deep in every borough, and the paid-search auctions for terms like "NYC tax accountant" or "wealth management Manhattan" are some of the priciest anywhere. That means the firms that win organically — the ones search engines and AI assistants quietly recommend without a click costing $40 — win the most. The free instant scan is where you find out whether your site is one of them, or whether it's leaking the visibility you're paying agency and ad money to capture.
This is not a generic checklist. The free scan reads your live pages and returns a plain-English score and your top issues; below, every section is grounded in what specifically goes wrong for accounting and advisory sites competing in New York — and where the human work begins when the tools have done their job.
These aren't cosmetic. Each one is a way a New York firm loses a client it should have won — and each is exactly the kind of thing the scan surfaces.
People hand you their money and their tax exposure — so credibility is everything. But your CPA license, your CFP designation, your fiduciary status and your years in practice usually live as flat text or an image. Google's E-E-A-T systems and AI assistants can't read that. So a less-qualified firm that structured its signals outranks you on the very thing you're best at.
Without AccountingService or FinancialService schema, search engines guess what you do. In a market this dense, guessing means getting left off the shortlist — and AI answer engines, which need explicit machine-readable services, skip you entirely when a New Yorker asks for a recommendation.
A Tribeca founder searching "small business accountant near me" triggers local intent. If your NAP data is inconsistent, your service-area pages are thin, or your boroughs and neighborhoods aren't spelled out, you're invisible in the local pack — even with a real Manhattan office.
Your demand spikes January through April. That's the worst possible time to discover pages aren't indexed, or that a slow Largest Contentful Paint on mobile is bouncing stressed taxpayers. A whole year's peak leans on a few months; an indexing or speed fault during that window quietly costs a full season of leads.
New York advisory firms invest in design, and it shows. But polish hides duplicate URLs with no canonical tags, broken heading order, and failed Core Web Vitals. Design is what a human sees; the scan reads what Google and AI see.
Advisory sites carry ADV disclosures, disclaimers and privacy notices. Done carelessly, they create thin pages, duplicate boilerplate and indexing noise that dilute the pages that actually earn clients — a niche-specific trap most generic audits never check for.
Drop in your URL and email on the main audit page. The scan reads your live site and returns, instantly, two things:
One honest number for how readable, fast and trustworthy your firm's site is to humans, search and AI — so you know immediately whether you're competitive in a market as crowded as New York.
The handful of problems hurting you most right now — missing service schema, an unreadable credential, a slow mobile load, a page that isn't indexed. Named in plain English, not jargon.
That's the free scan: a score and your top issues, fast, with nothing to sign. It is deliberately not the full 149-check audit — it's the honest gut-check that tells you whether the deeper work is worth it. Run the free scan now →
The scan isn't the only free thing here. There are 12 standalone tools you can run on your firm's site right now — each one checks a single thing in seconds, no email required.
Useful first stops for a New York accounting or advisory site: a Core Web Vitals checker to see if your mobile pages are fast enough for tax-season traffic, an AI crawler checker to confirm assistants can read and recommend you, and a schema validator to spot whether your service markup is even present. Browse all 12 free tools →
Once the free scan shows you there's something worth fixing, the deep audit is the complete picture: a human-reviewed report that runs 149 checks across 15 categories and ranks every issue by what it's actually costing your firm — not by a scary severity label.
A New York firm's site drifts: a new service page, an updated disclosure, a quiet server hiccup the week before a filing deadline. Audit clients can move into ongoing care — monthly re-scans that catch regressions early and always-on uptime monitoring so you're never down during the season that matters most. It's a soft option, not a hard sell: ask about it when your report lands.
The free scan and the 12 tools will tell you what's wrong. But when an audit says your information architecture is leaking authority, your schema is absent, or your indexing is broken — someone has to actually rebuild that structure correctly. That's the work I do.
I'm Jerome Bilaos, a Technical Web Architect who rebuilds sites so they're readable by humans, search engines and AI alike. I'm based in the Philippines and serve New York accountants and financial advisors remotely — no fabricated local address, real contact only. The roughly 12–13 hour gap ahead of Eastern Time works in your favour: I work through your night, so fixes and audits are waiting when your office opens. See the work on my portfolio, or book a call to talk through what the scan turned up.
Yes. The free instant scan reads your live pages the way Google and AI do and returns a score out of 100 plus your top issues — including whether a New York prospect searching "CPA near me" or "fee-only financial advisor NYC" would actually find and trust you. No signup, results in seconds.
In a market as crowded as New York, schema is how Google and AI tell your firm apart from the thousands of others. Without AccountingService or FinancialService structured data — plus your credentials, fee model and service area — search engines guess, and AI assistants leave you out of the shortlist entirely.
That's exactly when it matters most. The free scan flags speed and indexing problems that quietly waste January-to-April demand; the deep audit names the specific offenders so a slow, half-indexed site stops dropping the leads that only arrive a few months a year.
I work remotely with New York accountants and financial advisors, no fabricated local address. Being roughly 12–13 hours ahead of Eastern Time means I work through your night: fixes and audits land overnight and are ready when your office opens. Contact is real — [email protected] or book a call.
Genuinely free. You get a score out of 100 and your top issues in seconds with no signup. The 149-check deep audit across 15 categories is the optional paid $297 report — you only buy it once you've seen there's something worth fixing.
Many New York advisory sites look excellent and still leak technically — missing schema, duplicate URLs, failed Core Web Vitals, no E-E-A-T signals a machine can read. Design is what a human sees; the audit reads what Google and AI see. The free scan shows the gap in seconds.