The Audit Comes First
The wizard starts from what is actually missing, not from a generic accountant template.
AI wizard
Optimise the Listing One Step at a Time
The audit finds the gaps. The AI wizard scans the listing, builds a plan, and walks it in order: profile fixes, categories, services, photos, then posts. The last screen is a projected score, not a surprise publish.
+Accountancy practices across the UK
Wizard
Projected
92
Category84%
Services66%
Photos58%
Why a Wizard, Not a Single Rewrite
One Decision at a Time
A category change and a new description should not land in the same unreadable diff.
Posts Come Last
There is no point scheduling updates on a listing that still has the wrong services.
Each Step the Wizard Actually Takes
The audit comes first. The wizard then builds a plan and walks it in order. You accept a step, or you skip it. Nothing publishes as one unreadable pile of changes.
- 1
01 · The scan
It Reads the Listing Before It Writes
The first screen is a scan, not a rewrite. The wizard looks at the Google Business Profile you connected and builds the plan from what is actually missing.
- 2
02 · The plan
You See the Order Before You Touch Anything
Profile fixes, categories, services, photos, then posts. A practice manager can see the sequence and decide where to start. Posts do not jump ahead of a missing category.
- 3
03 · Profile fixes
Name, Phone, Website and Description
The description step asks for a clear summary of the practice, the town, and the work you want to be hired for. It is a draft you edit. It is not permission to give tax advice.
- 4
04 · Categories
Accountant First, Then Only the Work You Do
Primary category should be Accountant. Extra categories are for services you actually deliver. Attributes sit on the same step, so the listing stops looking like a generic office.
- 5
05 · Services
Name the Work in the Client’s Words
Year-end accounts, VAT, payroll, self assessment, limited companies. Each service can carry a short description. These are the phrases people type. Internal job codes are not.
- 6
06 · Photos
The Practice, Not a Stock Skyline
Logo, cover and the photos of the office or the people clients will meet. The wizard flags a thin gallery. A listing with no faces is easier to scroll past.
- 7
07 · Posts
The First Updates Wait Until the Listing Can Stand
Google posts come after the profile is worth posting on. The wizard drafts a few updates you can edit. On software only you accept them. On managed, a person checks the voice first.
- 8
08 · The score you are heading for
A Projected Grade, Not a Surprise Publish
The last screen shows the score you started with and the score the accepted steps point towards. You still choose what goes live. The wizard does not push the whole listing out in one go.
What Each Step Is Allowed to Change
The wizard is there to stop a practice rewriting the whole listing in one unreadable pass.
Category and Services
Primary category Accountant. Secondary categories only for work you deliver. Services in the words a client types, not internal job codes.
Description, Photos, Hours
The town named once. Real photos. Hours that match the door. No sentence that tells a stranger their tax position.
Posts, Last
The first update waits until the listing can stand on its own. A post on an empty profile does not fix the category.
Before Anything Rewrites the Listing
Practices looking for AI to optimise a Google Business Profile usually want the same assurance: nothing goes live by surprise.
01
How Does AI Optimise a Google Business Profile for an Accountant?
From the audit, one step at a time: category, services, description, photos, hours, then posts. Each step is an edit you can accept or reject. The voice stays the firm’s.
02
Will the Wizard Change the Listing Without Us?
Not on software only. You accept each step. On managed, a person still checks it before it goes live, and you can see the sequence.
03
How Is This Different from the Profile Auditor?
The auditor scores the listing and lists the gaps. The wizard is how those gaps become edits, in an order a practice manager can follow.
04
Can It Give Tax Advice?
No. A post can mention a deadline and invite a call. It must not tell someone what applies to them.
Also in the Platform
The Rest of the Practice, in the Same Login
Questions Practices Ask
What is the AI wizard?
It reads the audit, builds a plan, and walks the listing one step at a time: profile fixes, categories and attributes, services, photos, then Google posts. You see a projected score at the end. Each step is an edit you can accept. It does not publish a pile of changes at once.
Does the wizard give tax advice?
No. The steps are about the Google Business Profile. A post can mention Making Tax Digital as information and an invitation to call. It must not tell a stranger what applies to them.
Who accepts the steps on managed?
A person does. The wizard proposes the edit. On managed, someone agrees the voice with you and checks the step before it goes live. That work sits inside the £249 per office, on top of the subscription.
See Your Town on the Map.
Twenty minutes. We look at your listing and the searches around your office. You leave with a clear fee.