For CPA firms and tax advisors in the United States
Visibility Plan
A conservative plan that shows what is helping, what is hurting, and the next steps to improve visibility and inquiries.
- No pressure and no retainer required to start
- Built for conservative professional services
- Clear reporting you can forward to a partner
What you get
The goal is clarity. You should leave knowing what is working, what is not, and what to fix first.
Visibility scorecard
A quick read summary of where you show up, where you do not, and what a prospective client sees first.
Local search review
The essentials that drive calls for firms: map presence, category alignment, reviews, and basic trust signals.
Website and conversion checks
Whether your site answers the right questions, builds confidence, and makes the next step obvious.
Prioritized fix list
A short list of actions ranked by impact and effort so you can make progress without guessing.
Who it is for
If you are a small or mid-sized firm and you want steadier inbound leads without gimmicks, you are in the right place.
- You rely on referrals but want more predictable inbound
- Your calendar is either too light or too seasonal
- You are not sure what your marketing is actually producing
- You want a conservative online presence that matches your reputation
How it works
Simple, predictable, and respectful of your time.
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1
Request the Visibility Plan
Submit the form below. We only ask for what we need to review your presence accurately.
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2
We review your visibility
We look at local presence, website clarity, conversion friction, and trust signals that matter to CPA clients.
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3
You get findings and next steps
You receive a clear summary plus a prioritized fix list. If you want help implementing, we outline options.
Prefer to talk first
If you would rather walk through goals and constraints before requesting the Visibility Plan, book a short call.
Request the Visibility Plan
Share a few details. We will reply with next steps and confirm what we will review.
Privacy: We do not sell your information. This is used only to evaluate your visibility and respond.
Not ready for a form? Book a 30-minute call instead.
Common questions
Is this only for CPA firms and tax advisors
Yes. SignalLedger focuses on CPA firms and tax advisors in the United States only.
What happens after I request the Visibility Plan
We confirm scope and the items we will review. If one key detail is missing, we ask once and keep it simple.
Do I have to sign a contract
No. The Visibility Plan is meant to give you clarity first. If you want implementation help, we outline options and you decide.
Will you access my accounts
Not for the initial Visibility Plan. We review what a prospect can see and what you can share safely.