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When business owners ask AI for an accountant, is your firm named?

Owners now ask ChatGPT, Gemini and Google's AI "who's a good small-business accountant near me?" — and get back a short list of names. Obizworks helps US accounting and bookkeeping firms get onto that list, and takes routine data entry and client follow-up off your team with automation a person on your staff always reviews.

In the free check, choose Accounting firm — results in about a minute.

What business owners see when they ask AI

An AI assistant doesn't show ten blue links. It names a few firms and explains why. Referrals and reviews help, but the assistant also has to identify your firm with confidence: one consistent name, address and phone everywhere; details on your own site that software can read; and pages that say plainly who you serve and what you do — small-business bookkeeping, tax preparation, payroll, advisory, specific industries. When those are missing, the assistant names another firm instead.

Two things we do for accounting firms

Get recommended by AI

We find the client questions where other firms are named instead of you, fix your listings and site so AI can identify you, publish the answers AI quotes, and report your AI visibility every month. How AI visibility works →

Take routine work off your team

We build governed automation for the repetitive work: sorting incoming client email, keying figures from invoices, receipts and statements, chasing missing documents before deadlines, and drafting routine client updates. A person on your team reviews the work before it is relied on or sent.

How it works — start free

Free AI Visibility Check.

Enter your firm, choose Accounting firm and your city. Live AI assistants are asked what business owners ask; you get your score, the firms named instead of you, and your top three fixes. Run the check →

The Audit.

A 12-point review of why AI does or doesn't name your firm — the client questions you lose, your listings, your site's structured data and answer content — delivered as a prioritized fix list in about a week. We can look at your data-entry and follow-up workload in the same conversation.

The ongoing program.

We make the fixes, publish the answers, earn the mentions that count, and build the automation you choose — then report every month so you can see what moved.

Client data stays where it belongs

AI visibility work uses only your public information — your website, listings and directory profiles. It never touches client financial data. Any automation that would involve client data is scoped with you and your professional and data-security obligations before anything is built.

Governed by design: every AI-assisted action is reviewed by a person before it is relied on or sent, limited to approved tools and data, and logged. How we handle your business →

Why Obizworks

We are based in Hampton, Virginia and serve firms across Hampton Roads and the wider US, remotely. We build and run what we build — governed AI systems in production today, including our own accounting platform, in daily use, and payroll for a 20+ staff organization (anonymized). And we measure ourselves with the same free check we offer you.

Start now

Questions accounting firms ask

Do business owners really use AI to find an accountant?

More and more owners ask AI assistants such as ChatGPT, Gemini or Google's AI Overviews questions like "who is a good small-business accountant near me?". The answer usually names only a few firms, so a firm that is not named is not considered.

Why doesn't AI recommend my firm when clients are happy with us?

Referrals and reviews help, but AI assistants also need to identify your firm with confidence: one consistent name, address and phone across the web, machine-readable details on your own site, and pages that say clearly which clients and services you take on. Gaps in any of these can leave you out of the answer.

What accounting work can AI take off my team?

Routine, repeatable work such as sorting incoming client email, keying figures from invoices, receipts and statements, chasing missing documents before deadlines, and drafting routine client updates. A person on your team reviews the work before it is relied on or sent.

Does the AI visibility work touch client financial data?

No. AI visibility work uses only your public information: your website, listings and directory profiles. Any automation that would involve client financial data is scoped with you and your professional and data-security obligations before anything is built.

How do I find out where my firm stands today?

Run the free AI Visibility Check and choose Accounting firm. It asks live AI assistants the questions business owners ask, and shows your score, the firms named instead of you, and your top three fixes.

Do you work with accounting firms outside Hampton Roads?

Yes. Our local focus is Hampton Roads, Virginia, but the work is delivered remotely for firms anywhere in the United States.

Part of Obizworks Enterprise

Obizworks builds governed AI that runs your workflows — audited, human-approved, and accountable.

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