Is ChatGPT Recommending Your Firm?

Referrals aren’t what they used to be. Clients don’t just ask a friend anymore—they ask ChatGPT. And if your firm doesn’t show up with credibility, reviews, and content that AI can cite… you’re invisible.

In this episode of The Growth Minded Accountant, host Lee Reams II and guest Rebekah Barton share the Modern SEO + GEO Playbook for Accountants. You’ll discover how to build a digital presence that passes the AI visibility test, converts digital referrals, and proves your authority before prospects ever call.

‍What you’ll learn in this episode:

How AI tools like ChatGPT, Google SGE, and Perplexity decide which firms to cite
Why FAQ schema and local blogs are must-haves for visibility
The role reviews play in building trust with AI (and humans)
A real example of how consumers use ChatGPT to research referrals
The checklist for a “fully optimized” firm in 2025 and beyond

Don’t get left behind as search goes conversational. Tune in and future-proof your firm’s discoverability.

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Transcript

We know that everyone digests information differently. That’s why we’re now sharing the full transcript of each episode of The Growth Minded Accountant right here on the CountingWorks PRO blog. Whether you’re short on time, like to scan and highlight, or simply prefer reading over listening, you can catch up on every conversation at your own pace.

Each week, we cover topics that matter most to tax and accounting professionals—from AI and automation to marketing strategies, firm growth, and client relationships. Scroll down to read the full episode, or subscribe to the podcast to listen on the go.