Local presence
Google Business Profile checklist
Categories, services, photos, reviews guidance, and the details that affect map visibility.
We use this internally and summarize what mattered in your monthly update.
Resources
Practical notes for firm owners.
Short, specific guidance that supports decisions. Not weekly filler. Built for CPA firms.
Season ready
Client fit
Tracking basics
If you do not want a blog, this is the alternative: a small library that stays useful.
Listings
NAP consistency basics
How we keep name, address, and phone consistent across the places that matter.
We use this internally and summarize what mattered in your monthly update.
Website clarity
Service page template for CPA firms
A simple structure that answers fit questions and moves prospects to the next step.
We use this internally and summarize what mattered in your monthly update.
Intake
Call tracking setup guide
What we track, how numbers are handled, and how we avoid confusion for clients.
We use this internally and summarize what mattered in your monthly update.
Reporting
Monthly update format
A sample outline of what a monthly update should contain so it is actually useful.
We use this internally and summarize what mattered in your monthly update.
Local visibility
Review request process that stays compliant
A conservative, platform safe way to ask for reviews without gating or pressure.
We use this internally and summarize what mattered in your monthly update.
Paid search
Conservative Google Ads structure
How we structure campaigns for CPA intent and keep lead quality under control.
We use this internally and summarize what mattered in your monthly update.
Spam control
Form spam reduction basics
Simple steps that reduce junk submissions without blocking real prospects.
We use this internally and summarize what mattered in your monthly update.
Trust building
FAQ pages that qualify leads
How to write questions that reduce bad fit inquiries and support SEO.
We use this internally and summarize what mattered in your monthly update.
Analytics
GA4 and Search Console essentials
What we look at, what we ignore, and how we tie data to decisions.
We use this internally and summarize what mattered in your monthly update.
Operations
What we ask for on day 1
Access checklist: website, Google, tracking, and intake details.
We use this internally and summarize what mattered in your monthly update.
Positioning
Conservative messaging rules
Phrases to avoid, how to describe services accurately, and how to stay credible.
We use this internally and summarize what mattered in your monthly update.
Tools
Reporting dashboards in Looker Studio
Why we use it and what a readable dashboard should include.
We use this internally and summarize what mattered in your monthly update.
Tools
CallRail or equivalent call tracking
When call tracking is worth it and how we keep it clean.
We use this internally and summarize what mattered in your monthly update.
Tools
Listing management
When to use listing tools and when not to.
We use this internally and summarize what mattered in your monthly update.
Updated monthly. If you want a specific checklist for your firm, request a Visibility Plan.