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Case Study8 min read2025-06-10

Accounting Firm Case Study: How AI Marketing Delivered Results in Boston

Real case study: a Boston-based accounting firm practice increased leads with AEO.

# Case Study: Accounting Firm in Boston Wins with AI Marketing

The Challenge

A well-established accounting firm practice in Boston offering tax filing and corporate audit ($2,000-$50,000) was losing clients to H&R Block and other chains that dominated AI search results.

Despite strong reviews and years of experience, asking ChatGPT or Perplexity for "accounting firm in Boston" returned zero mentions of their practice.

What We Did (90-Day Sprint)

Month 1 — Foundation

  • Implemented full schema markup (services, pricing, credentials)
  • Created FAQ pages targeting exact AI queries
  • Unblocked AI crawlers and added llms.txt

    • Month 2 — Content

  • Published 8 long-form guides on tax filing
  • Listed on industry directories that AI models trust

    • Month 3 — Acceleration

  • Earned mentions in high-authority publications
  • Optimized for conversational queries

    • Results After 90 Days

  • AI citations: From 0 to appearing in ChatGPT, Gemini, and Perplexity answers
  • Organic leads: 40% increase in inquiries
  • Revenue impact: Total investment paid for itself within 8 weeks.

    • Key Takeaway

    The practice went from invisible in AI search to being the recommended accounting firm in Boston. Total investment paid for itself within 8 weeks.

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