Notes to the file: weekly
Short, specific posts on the map results, reviews and the rules around them, tax-season timing, and the pages prospects read before they call. Written for the people who run practices.
Latest / October 26, 2026: 5 min
Under the AICPA Code, an agency's claims for your firm count as yours. Questions to ask about guarantees, links, copy, reviews, contracts and ownership.
Read the noteSeptember 22, 2026: 5 min
Form 4868 extends the time to file, not to pay. How to write a page and update a profile for people who search for tax extension help in the fall.
August 22, 2026: 5 min
Which listings can send a bookkeeper real inquiries, which only fill a citation list, and how to tell the two apart with your own intake records.
July 12, 2026: 5 min
How an accounting firm can ask for reviews within Google's policy and the FTC's rule, reply without breaching confidentiality, and ask every client alike.
Rather have someone check your own site against these notes?
Get the free firm reviewJune 18, 2026: 5 min
A page-by-page checklist for a CPA firm website: credentials, services by client type, fee approach, who you don't serve, booking and response time.
May 23, 2026: 5 min
Test an accounting niche before you commit: what owners in that trade search, who already ranks for it, and whether you can write a page that beats them.
April 21, 2026: 6 min
A May exercise for firms: where new clients came from, which inquiries you turned away, what demand went unmarketed, and what to fix over the summer.
March 12, 2026: 5 min
Section 7216 rules require written consent before a preparer uses or discloses return information. What that means for your client email list.
Rather have someone check your own site against these notes?
Get the free firm reviewFebruary 6, 2026: 6 min
A plain reading of AICPA Code 1.600.001 and 1.600.010, why it reaches your marketer too, and example firm copy that is risky or safer.
January 17, 2026: 5 min
Some search work shows up in weeks, some takes months, and contested city searches take longer. What sets the pace for a firm and what slows it down.
December 14, 2025: 6 min
How a CPA firm, an enrolled agent's tax office and a bookkeeping practice should pick profile categories, list services and keep the business name clean.
November 22, 2025: 5 min
What a tax practice needs live by December for January searches: service pages, profile hours, booking and intake, and what can safely wait until May.
October 5, 2025: 5 min
A near-me search for a CPA is often settled in Google's map listings. How relevance, distance and prominence pick the firms shown, and what you control.
Next step
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