For CPA & advisory firms · AICPA & Circular 230 aware
Your best clients now ask AI who should do their books.
"Best CPA for a dental practice in Miami" is a question ChatGPT answers with firm names. We make yours one of the names it gives. Then we take intake, follow-up, and deadline chaos off your staff so busy season stops costing you clients.
Aday Interactive, Inc. is a Coral Gables AI systems firm. We help CPA and advisory firms get named by AI engines for their niche and free up staff capacity, with public copy built against Treasury Circular 230 and the AICPA Code of Professional Conduct.
No credit card, and no obligation.
The new first impression
Owners ask AI before they call.
ChatGPT, Perplexity and Google’s AI answers now hand owners a short list of names, and they cite the sources they trust. We build so your firm is one they can find, trust, and cite by name.
Why this matters right now
Business owners still ask for referrals, then check the name with AI before they call. Three pressures sit underneath: referrals rerouted by AI, quiet professional-standards exposure on your site, and capacity that leaks at the front door during busy season.
- 01Referrals are being rerouted by AI
- 02Your site carries quiet professional-standards exposure
- 03Capacity leaks at the front door
Referrals are being rerouted by AI
Business owners check the CPA a colleague recommends by asking an AI engine. Engines name firms with structured details, clear niches, and visible credentials. Generalist firm sites never make the list.
Your site carries quiet professional-standards exposure
Tax copy that promises outcomes. Missing state-board disclosures. "Specialist" claims with no basis. All reviewable under Circular 230 §10.30 and AICPA advertising rules, and all findable in one automated pass.
Capacity leaks at the front door
Partners doing intake triage in March. Inquiries that sit unanswered during deadline weeks. Proposals with no follow-up. The growth ceiling is not demand. It is response.
Put a number on it. Count the inquiries that sat during deadline weeks and price one business client's annual fees. Then ask ChatGPT for a CPA in your niche and your city.
Free estimate · your numbers only
What are the inquiries that do not engage worth to your firm?
For client value, use the yearly fees from a typical new business or household client. Pick your main service, then move the sliders to your own numbers.
Your main service
Each choice loads starting values for that kind of work. They are rough examples, not industry data.
Today
- Engaging today
- 10 a month · 120 a year
- Not engaging
- 10 a month · 120 a year
Estimate · if your rate rose
from 50% to 55%
+$12,000 a year
about +$1,000 a month in estimated new yearly fees
- Estimated value of all inquiries that did not convert, 12 months
- $120,000
10 a month × 12 months × $1,000
This is an estimate, not a prediction. Not every one of these is winnable, and we will not tell you what your rate will become. Nobody honestly can. Based only on the numbers you enter. Not a projection, benchmark, or guarantee of results. Nothing you enter is sent to us.
How to read this estimate. It multiplies the numbers you enter, nothing more. It does not count costs, refunds or unpaid bills, seasonal swings, or how much new work your team can take on. The starting values are rough examples, not industry data or results from any firm. This is not legal, financial, or tax advice, and Aday Interactive, Inc. does not promise any result.
The pipeline we ship for this vertical
Start with the free Accounting & CPA Firms guide
A complete, plain-language guide to busy-season intake, document triage, and advisory-fit client screening. Yours to keep, instantly.
- The full guide, emailed right away and yours to keep
- Then run your free scan to see how AI reads your firm today
- No cost and no obligation
Free · Growth playbook
The Accounting & CPA Firms Growth Playbook
Fifteen one-page plays on engagement letters out the same day, advisory work in the off-season, and outreach that respects Section 7216. Every play names the rule that applies and gives you three things to do on Monday.
Get the free playbook →How Aday Interactive, Inc. helps
Four disciplines, matched to what your firm needs first.
- 01Be the firm AI names for your niche, not just "a CPA nearby" Start here
- 02Busy season without the dropped balls
- 03Adopt AI without touching §7216 tripwires
- 04A firm site that works your niches
Be the firm AI names for your niche, not just "a CPA nearby"
We structure your niche and credentials (industry specialties, CPA, EA, PFS marks, state licensure) so engines name you for high-value searches like "CPA for medical practices." Copy stays inside Circular 230 §10.30.
Learn moreBusy season without the dropped balls
AI intake that qualifies leads and books consults while your team is heads-down. Document-chase automation, proposal follow-up, and reactivation of dormant clients before extensions hit.
Learn moreAdopt AI without touching §7216 tripwires
A firm AI-use policy that covers client data in AI tools, IRC §7216 disclosure awareness, staff guardrails, and vendor selection. Retained AI leadership for firms whose staff are already pasting workpapers into chatbots.
Learn moreA firm site that works your niches
Fast sites with a page for every service and every industry you serve, secure client-portal integration, and the disclosure layer built in.
Learn moreStandards-aware by design
We build public copy against Circular 230 §10.30 and AICPA advertising rules from the first draft: no outcome promises, no unsupported specialist claims, disclosures in place.
Built for capacity, not just leads
The systems answer and qualify inquiries during deadline weeks so partners stop doing intake triage in March.
Honest measurement
We architect for AI citation and measure it on a set schedule: Day 30, 60 and 90 on the 90-Day Plan, then monthly if you keep us on hours. We never guarantee a specific AI output, because no honest firm can.
Pricing
What it costs for CPA and accounting firms
CPA firms usually start with booking before tax season and with a written AI policy for staff. Starting floors; your exact number comes from one consultation.
Worked example
A CPA firm buried in scheduling calls each spring
The Booking Engine: online booking, confirmations, reminders, and no-show recovery, built with you in one day ($497) or done for you ($997), with 30 days on the platform included. Then the Solo seat ($349 a month).
From $497, then $349 a month.
Each step is bought on its own; this is an example, not a bundle. Hours, usage, credits, and payment terms are the same for every industry and are on the pricing page.
Related reading
Who you work with
“I help regulated practices get found, trusted, and cited by AI, before it hands their best clients to lesser competitors.”
Brandon Aday, Founder, Aday Interactive, Inc.
Founded the firm in 2002. Seven years at Microsoft Latin America, then digital growth at Univision, Catalina Mobile Payments, and Cascade Financial Technology, and AI work at Southern Glazer’s Wine & Spirits. He leads every engagement personally.
Meet Brandon →Compliance posture
Aday Interactive, Inc. builds marketing and intake systems with reference to Treasury Circular 230 (31 C.F.R. Part 10), the AICPA Code of Professional Conduct, state board advertising rules, and the FTC Safeguards Rule (16 C.F.R. Part 314). We are not a CPA firm or law firm, and Brandon Aday is not a lawyer. Nothing here is tax or legal advice.
Last reviewed 2026-10.
See what the IRS, your board, and AI engines see
The scan takes about a minute and shows your top exposures before you talk to anyone.
Run the free Circular 230 Digital Compliance ScanNot ready to talk? Download the free Accounting & CPA Firms guide.