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Free tool · Accountants

Website Report Card for accountants and CPA firms

Almost nobody hires an accountant in a hurry. They get a name, look up the firm, read for two minutes, and decide in silence whether you handle businesses like theirs. This report card fetches one address the way a crawler sees it and writes the fix beside every line that did not pass.

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Grade a page from your firm's site

Enter any public address on your site, the homepage or a deeper page such as a partner bio or an industry page. The report comes back in seconds with the full fix list on screen, no email required, and it never signs in to anything.

Prefer a full page? Open the Website Report Card tool here.

What the report card reads on an accounting firm's site

Six categories come back with a letter each: Performance, Mobile, SEO, Structured data, Security, and AI readiness, each built from named checks with the fix written underneath. What is specific to this trade is which failing line costs you an engagement.

Reading the result as a firm owner

There is no benchmark here. The tool has no comparison set for accounting firms, and neither do we, so anyone telling you what a typical firm scores is guessing. Read the checks, not the letter.

Two quirks are worth knowing before you react to a letter. Performance is capped below an A on purpose, and Security is a single line that is either full marks or nothing. Both are explained on the main Website Report Card page, along with the rest of the method and its limits.

One run grades one address. Grade three: the homepage, the page for the client type you most want more of, and the bio a referral lands on after somebody hands them your name. The distance between them is usually the finding, since interior pages get added in whatever template was open at the time.

Then pick your month. Yours is the one local trade working from a published calendar, and a fix list handed to you in April is one nobody reads. June is when you can act on it, and when other firms' unhappy clients start looking around.

Two firms run it, both invented

Neither firm below exists. Both show the shape of a report, not a prediction about yours.

Say a two-partner firm doing small business returns with monthly bookkeeping, on a site a vendor built several seasons back. It grades the homepage. Structured data flags every line: no JSON-LD, so no LocalBusiness or Organization either, and Open Graph warns for a missing image. AI readiness flags a missing llms.txt and a robots.txt blocking GPTBot and ClaudeBot. Performance flags render-blocking files in the head and a page-builder fingerprint. Most of that is small work: the local schema generator drafts the schema block, the llms.txt generator drafts the file, and the crawler block is one line the host removes. The line costing this firm money is the plainest one, a missing meta description, because the firm-name search is the referral check, and that snippet is what a prospect reads before deciding whether to keep the appointment.

Now imagine a firm that paid for a rebuild last year and assumes the site is handled. The homepage grades well. Then they run the page they actually send people to, an industry page the office manager added by duplicating a template: two H1 tags, no meta description, and a title that is the firm name again. They rewrite it that night, run the tool again, and get the identical report, because each address is cached for a day. Grade the page you send people to, then grade it again tomorrow.

What good looks like on an accounting firm's site

A clean grade settles one question: machines can read the page. Whether the visit becomes an engagement runs on what this tool cannot see.

The full argument for the trade sits on the accounting page, with websites for accountants and SEO for accountants beside it. Whether assistants name your firm is a separate question, and the AI visibility checker for accountants takes that one.

What the fixes cost

Little on this list is a purchase. Titles, meta descriptions, alt attributes, a schema block, an llms.txt file, and one robots.txt line are an afternoon if anybody in the office can edit the site. What costs money is the finding underneath, when the platform itself is why the page is heavy.

Done for you, custom website builds run $3,500 to $12,000+ one time, and ongoing SEO runs $1,500 to $3,500 per month for most businesses, $3,500 to $7,500 per month in competitive metros or for multi-office firms. Everything is month to month, and you own the site, the content, and the accounts. The website cost answer, the SEO cost answer, and the what should you pay tool carry the detail.

More than 50 free tools sit in the tools library, none behind an email wall. Orlando based, working with local service businesses nationwide since 2008.

Common questions

Our schema already says AccountingService. Why is the business schema line still flagged?

Because that check looks for the words LocalBusiness or Organization in your JSON-LD and matches on the literal type. AccountingService is a real schema.org type sitting under LocalBusiness, so your markup is not wrong, but this tool reads it as a warning rather than a pass. Declaring Organization alongside it clears the line.

Most of what we publish is a PDF or sits behind the client portal. Does any of it count here?

No. The grader reads the HTML your server sends for the one address you enter, plus robots.txt and llms.txt from that domain. A tax organizer PDF, a newsletter archive, and anything behind a login are invisible to it, much as they are to the crawlers deciding what your firm does.

Does a clean grade mean an AI assistant will recommend our firm?

No. It reads whether your page is legible to the crawlers those assistants rely on: an llms.txt file, machine-readable markup, and whether robots.txt blocks GPTBot, OAI-SearchBot, ClaudeBot, PerplexityBot, or Google-Extended. Google sells ads in and around AI answers, and budget does buy placement next to them. Which firm the organic answer itself names is not for sale.

Mobile came back an A and we know the site is rough on a phone.

Mobile here is two checks: whether a responsive viewport tag exists, and the share of images carrying alt text. A text-heavy firm page with no images passes the second outright, since there is nothing to caption. That is an A for markup, not proof of a good phone experience. Open the page on your own phone and fill out your own form.

Our site is a template subscription from an industry vendor. What can we actually change?

Usually more than you expect. Titles, meta descriptions, headings, and alt text are editable inside most of these platforms, and schema, an llms.txt file, and the robots.txt line are things a vendor can add when you ask in writing. If the answer is no on all of it, the platform line in your report is saying the same thing.

Related services and guides

Website Report Card: full tool page and methodology · Marketing for accountants and CPA firms · SEO cost for accountants and CPA firms · AI Visibility Checker for Accountants · What Should You Pay? for Accountants · All free tools

If the grade does not match the firm

Run it above and take the fix list, or ask for the report by email if you want it in writing. If you would rather a person read it with you, we will build a free concept mockup of your firm's site and say plainly what we would change.

Book a free consultation → Or call/text directly: (407) 694-2055

Ready when you are. Start with a free look.

Tell us a little about the business and we will come back with an honest read: what we would fix first, what it costs, and whether you need us at all. Prefer to see work before you talk numbers? Get a free homepage mockup, built for your business, yours to keep either way.

No obligation, this just starts a conversation. Prefer to talk first? Call or text (407) 694-2055. Orlando based, working with local businesses nationwide since 2008.

Got it, thanks!

Brandon reads every one of these himself. You will hear back shortly with an honest read on what we would do first, what it costs, and whether it is worth it for you.