Accounting and tax

Buyers choosing a tax advisor ask an AI too.

We ask the 50 questions they would ask, every week, and hand you one page to fix on Monday.

Send three buyer questions Read the sample brief

Accounting and tax

I run a small online shop. Do I need an accountant or can I just use tax software?

OpenAI

If you carry inventory, most small shop owners end up hiring someone.

  1. 1 Competitor A Online shops, flat yearly fee Linked its site
  2. 2 Competitor B Sales tax in several states Linked its site
  3. 3 Competitor C Bookkeeping and filing in one place Named only
  4. 4 Competitor D Small business focus, remote Linked its site
  5. 5 Competitor E Starts around $900 a year Named only
  6. ?Your companyNot mentioned

Google Gemini

Most shops your size either use one of these or hire locally.

  1. 1 Competitor F Online shops only Linked its site
  2. 2 Competitor B Sales tax in several states Linked its site
  3. 3 Competitor G Monthly books, yearly filing Named only
  4. 4 Competitor D Small business focus, remote Named only
  5. 5 Competitor H Flat fee for online sellers Linked its site
  6. ?Your companyNot mentioned

Perplexity

For a shop carrying inventory, these come up repeatedly.

  1. 1 Competitor B Multi-state sales tax Linked its site
  2. 2 Competitor E From about $900 a year Linked its site
  3. 3 Competitor F Online sellers only Named only
  4. 4 Competitor C Books and filing together Named only
  5. 5 Competitor H Flat fee, online shops Linked its site
  6. ?Your companyNot mentioned
Each service listed five companies and stopped there. Switch them to see the lists differ. Example answer

Questions we'd ask

Ten of the fifty, written for this industry.

Six ask what to use and four ask about you by name. The real 50 are settled with your team on the first 30-minute call.

  1. 01What's a good tax advisor for a small online shop that carries inventory?
  2. 02Recommend a tax advisor under $1,500 a year.
  3. 03Sales tax in three states is past what I can handle myself. What do people do about this?
  4. 04What are some alternatives to Competitor A?
  5. 05Do I really need a tax advisor for a small online shop that carries inventory?
  6. 06What should I look for in a tax advisor?
  7. 07What does your company do?
  8. 08How much does your company cost per month?
  9. 09Does your company work for a small online shop that carries inventory?
  10. 10How is your company different from Competitor A?

What answers look like

Named, linked, or left out.

  • Five companies, one answer. A buying question usually comes back with a handful of names and nothing else.
  • A link is not a mention. Some answers name a company and stop. Some also link its site. We count those separately.
  • The sixth line is empty. When you are not in the answer, there is nothing to click and nothing to compare.

Pages a Monday brief might name

Usually a page that never states a fact the buyer asked for.

  • The services page
  • The who we work with page
  • The fees page
  • The location page

A missing mention alone is never the reason. We read the live page first.

FwdLink Week 3 · Monday Awaiting approval Example

One page to fix

Page
Evidence
The fix
Owner
Due
Second count

Your team approves it and publishes it.

The brief, blank

Six fields, every Monday.

A filled-in example is on the sample brief page, with the answers and the fix in place.

Read the sample brief →

How a pilot starts

Here's how the first month goes.

  1. Week 1

    Before you pay: agree the 50 questions

    We settle the 50 questions and the five competitors with your team on a 30-minute call, starting from the draft we built from the questions you sent. They go into an order with the date of everything below. Week 1 is not billed.

  2. Week 2

    First 450 answers

    All three services get the questions for the first time. You see where you're named and where you're missing.

  3. Week 3

    First brief, first fix

    One page to fix lands on Monday. Your team reviews it and publishes, and we're on the weekly call if anything gets stuck.

  4. Week 4

    We ask again

    We confirm the page is live and run all 450 again. What moved and what didn’t goes in the report.

Week 1 is not billed. The questions and every date above are settled first, and your first charge lands when collection starts in week 2, so the 14-day refund window opens a week before your first brief rather than closing before it.

$990 a month. Billed monthly, cancel whenever you like. If you cancel within 14 days of the first payment, we refund that payment.

Send three buyer questions

Questions

Asked by teams in this industry.

We have only run a study of our own in HR software. There is no count of this industry yet, and we will not present one as if there were. See what we did count →

How we measure → Glossary →

We are a small practice. Is this too much?

The work is one page a week. Most of the time it is a paragraph your team already knows the answer to.

Can the questions name a state?

Yes. Location belongs in the questions when your clients are local.

Do you file anything or give tax advice?

No. We count AI answers and point at a page. Everything a client sees is written and published by you.

What if an AI says something wrong about us?

Twenty of the 50 questions ask about your firm, which is how those answers surface.

Start with three questions

Send three questions your buyers would type into an AI.
We run them and send back what each service answered. If it is not a fit, we will say so.

Send three buyer questions

It costs nothing, and you can take your time deciding afterward.