AI by industry · Accounting firms
How accounting firms get more clients with AI
People hire an accountant when something has changed or gone wrong: a letter from the IRS, a first employee, a new LLC, a year of unfiled books. AI helps you be found with pages for each of those situations and quick, informed replies to every inquiry. Referrals from attorneys and bankers still matter most, and AI can keep those relationships warm.
Talk through your firm with the person who builds it
A free 30-minute call. You leave knowing which part of your accounting firm to hand to AI first, what we would build, and roughly how long it takes.
Build pages around situations
“I got an IRS notice, what now” and “I started a side business, do I need an LLC” are searches from people ready to pay for help. A page for each, written in plain words with a clear next step, will do more than one page that lists services.
Pick a lane
A firm that says it serves restaurants, or contractors, or doctors’ offices, is easier to find and recommend than one that serves everyone. AI can help you write the page for each niche, but you supply what you actually know about those clients.
Nurture referral partners
Attorneys, bankers and payroll providers send clients. A light system remembers to thank them and share something useful.
Picture this
Examples of what it can look like. Illustrations, not clients.
A page for restaurant owners explains tip reporting and sales tax in plain language, then offers a short call.
A bank’s small-business officer gets a quarterly note from you with a deadline calendar her customers can use.
An inquiry comes in on Saturday from an owner who got a notice. A reply goes out with what to gather and when you can talk.
The rules that apply, in their own words
“unfair or deceptive acts or practices in or affecting commerce, are hereby declared unlawful.”
“header information that is materially false or materially misleading.”
Sources
- 15 U.S.C. § 7704 (CAN-SPAM Act): Rules for commercial email: honest headers, opt-out, address.
- IRS: Circular 230: The rules for people who practice before the IRS.
- NIST AI Risk Management Framework: The U.S. standards body’s framework for using AI responsibly.
- 15 U.S.C. § 45 (FTC Act, Section 5): The federal ban on unfair or deceptive business practices, ads included.
Talk through your firm with the person who builds it
A free 30-minute call. You leave knowing which part of your accounting firm to hand to AI first, what we would build, and roughly how long it takes.
Questions
Should I advertise my fees online?
That is your call. Be careful about promising results or quoting before you know the work. A range tied to the work is clearer than a promise.
Does AI-written content rank?
Generic content does not. Pages that reflect real situations you handle can.
More jobs AI can take on
What Westward builds for this
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