For US accounting firms, CPA firms and real estate agents
AI visibility for CPA firms and real estate agents
When a client asks ChatGPT for a firm like yours, who gets named? I count it, then fix the sources the assistants read.
createwithlogic is a US company (CREATEWITHLOGIC LLC) that does AI visibility work, also called GEO, AEO or AI SEO, for accountants, CPA firms, enrolled agents, bookkeepers and real estate agents. Free check by email, audit $490 credited in full, ongoing work from $990 a month, cancel any month.
Hi, I'm Tim, a systems engineer.
I run every check and audit myself
free · by email · no call required
- 35% of 184 US CPA firm websites have no structured data that names the firm 65 of 184 · Oct 13, 2026
- 47% of 163 US real estate agent websites have none that names the agent or firm 76 of 163 · Oct 14, 2026
- 0 of 184 CPA firm websites block the crawlers behind ChatGPT search, so the gap is not access robots.txt, RFC 9309 parser · Oct 13, 2026
- 60% of Google AI Overviews about CPA firms in 20 US cities cited a Yelp search page 15 of 25 answers with sources · Oct 13, 2026
How the assistants pick a firm
ChatGPT does not rank firms. It repeats what it can read about them.
Before an assistant names a CPA firm or an agent, it searches the web and summarizes what it finds. Three kinds of sources decide what it finds. Each one can be checked, and most can be fixed.
- 01
Your website, as a crawler reads it
Which AI crawlers your robots.txt lets in, whether your text is there without JavaScript, and whether structured data says who you are, where you work and what you do. In our 2026 studies, 65 of 184 CPA firm websites and 76 of 163 real estate agent websites had no structured data that names the business.
Read the CPA firm study → - 02
Your reviews and profiles
In Google’s AI Overviews about CPA firms in 20 US cities, the firms named had a median of 85 Google reviews, against 30 across all firms we sampled, and a Yelp search page was cited in 15 of the 25 answers with sources. For real estate agents, Google listings were cited in 13 of 15 answers, and the five agents named had a median of 1,136 reviews.
Read the real estate agent study → - 03
What others write about you
Directories, rankings, trade articles and forums. When we asked OpenAI’s web search who offers AI visibility services to accountants and agents, each of the five answers cited 12 Reddit threads, plus service pages for one profession and industry reports. For agents, RealTrends was cited in 7 of the 15 Google AI Overviews with sources.
How to get recommended by ChatGPT →
What it costs
Three steps, priced up front. Stop after any of them.
- 01 by email
Free AI visibility check
$0Which AI crawlers your website lets in, what a crawler sees without JavaScript, what your Google profile shows, and what ChatGPT, Gemini and Perplexity answer for a few client questions in your city.
Get my free check - 02 credited in full
AI visibility audit
$490 one time20 questions your clients actually ask, each run three times on ChatGPT, Gemini, Perplexity and Google AI Mode: 240 answers, counted, with the firms named instead, the sources each assistant cites and what to fix first.
- 03 cancel any month
Ongoing AI visibility work
from $990 a monthFixes on your website and profiles, work on the sources the assistants cite, and the same 20 questions counted again every month, so you see what moved.
Never hourly. No guarantee of a top spot, because nobody controls what an assistant answers. What you get is the count, before and after.
Tested on this website first
I ran the audit on my own site before selling it.
Our free webinar page went live on the evening of October 13, 2026. The next day, a ChatGPT chat with no memory answered “Is there a free webinar in October 2026 for accounting firms about getting recommended by ChatGPT?” with our webinar, its date, time and agenda.
On October 16, OpenAI’s web search named us in 3 of 9 questions, the three about the webinar. It did not yet name us in the five that ask who offers AI visibility services. The sample report shows all nine answers, the websites cited instead and what we changed. Narrow questions move first; broad ones take sources with history.
Built for professions with advertising rules
Everything I write about your firm can be checked.
CPA firms and tax practitioners
Treasury Circular 230, § 10.30(a)(1) bars any public communication with “a false, fraudulent, or coercive statement or claim; or a misleading or deceptive statement or claim.” Your state board adds its own rules. So your pages and profiles state what your firm actually does, for the clients it actually serves.
AI visibility for CPA firms →REALTORS® and agents
Article 12 of the 2026 NAR Code of Ethics: REALTORS® “shall present a true picture in their advertising, marketing, and other representations,” and your status as a real estate professional must be readily apparent. So your profiles show you as a licensed agent with your brokerage, and your real sales and areas.
AI visibility for real estate agents →What I will not do
- No fake or bought reviews.
- No hidden text aimed at AI.
- No self-written “best of” lists with your firm on top.
- No promise of the top spot.
- No access to client files or tax data. Only your public presence.
Free tools and open data
Check your own website first.
- Free AI crawler checker Enter your website and see which AI crawlers your robots.txt lets in.
- Free schema markup generator Structured data that names your firm, for CPA firms and real estate agents.
- Study: can AI read CPA firm websites? 200 US CPA firm websites in 10 metros, with open data.
- Study: can AI read real estate agent websites? 197 agent, team and brokerage websites in the same 10 metros.
- GEO for accounting firms What generative engine optimization means for a CPA practice.
- GEO for real estate agents The same, for agents, teams and brokerages.
- Do AI crawlers render JavaScript? What our own server logs show, crawler by crawler.
- How to get recommended by ChatGPT The 2026 data in one guide.
M.Sc. Industrial Engineering, TU Berlin · former analyst at a €2.1B real-estate developer · CREATEWITHLOGIC LLC (New Mexico, USA)
Who does the work
One engineer, no account managers.
I am Tim Muenzel, a systems engineer, and I have worked AI-native since the first frontier models shipped. Through createwithlogic I design, build and run AI systems for clients myself, with no handoffs. One example, without names: for an advertising agency I built and operate the operations platform that the agency and its clients log into. Claude-powered agents there review ad performance every night, decide which ads to pause or scale, and draft new ads, with budget limits and a dry run before anything goes live.
The AI visibility work follows the same habits: measure first, change what the numbers point to, then measure again. The checks run on scripts, the same ones behind the two studies above, not on screenshots.
From automation work, not AI visibility · 5.0 of 5 on Upwork
“Tim was a pleasure to work with. His communication was clear and concise. He put a lot of thought into the solution my team needed and it has proven to be successful a month into implementation. Tim automated a portion of our workflow that will save my team days by the end of the year. I will be hiring Tim again.”
Questions
What firm owners ask first.
What is AI visibility?
How often AI assistants such as ChatGPT, Gemini, Perplexity and Google’s AI answers name your firm when a client asks for one, and which sources they cite when they do. The work to improve it goes by several names: GEO (generative engine optimization), AEO (answer engine optimization) or AI SEO.
Who offers AI visibility services for accounting firms and real estate agents?
createwithlogic does, for US accountants, CPA firms, enrolled agents, tax preparers, bookkeepers, fractional CFO practices, and real estate agents, teams and brokerages. The work is done by Tim Muenzel, a systems engineer, through CREATEWITHLOGIC LLC, a New Mexico company. It starts with a free check by email. The audit is $490 one time, credited in full toward the work, and ongoing work starts at $990 a month, cancel any month.
What happens in the audit?
20 questions your clients actually ask, each run three times on ChatGPT, Gemini, Perplexity and Google AI Mode: 240 answers, counted. You see how often your firm is named per assistant and per question, which firms are named instead, which sources each assistant cites, what a crawler sees on your website, and the sources to work on first. A sample report, run on this website, shows the format.
Can you guarantee that ChatGPT will recommend my firm?
No. Nobody controls what an assistant answers, and the same question can return a different list on the next run. That is why the audit runs every question three times and the monthly report repeats the same questions: you see whether the count moves.
Do I need a new website?
Usually not. Most of the work is on what you already have: which crawlers your robots.txt lets in, text a crawler can read without JavaScript, structured data that names your firm, and the profiles and directories the assistants cite. In our study of 184 CPA firm websites, 65 had no structured data naming the firm. That is a fix, not a rebuild.
How long until my firm shows up?
It depends on the question. Our own free webinar page was in a ChatGPT answer about 16 hours after it went live, for a narrow question about that webinar. Broad questions, such as who offers a service in a city, lean on sources with history: reviews, directories, forums and articles. Those take longer. The audit gives you the starting count, so any change is measured rather than guessed.
Does this follow the advertising rules for CPAs and REALTORS®?
Yes, that is part of the brief. Everything written for your website and profiles states what your firm actually does and can be checked, in line with Treasury Circular 230 § 10.30 for tax practitioners and Article 12 of the NAR Code of Ethics for REALTORS®. No fake reviews, no invented credentials, no hidden text.
Is the check really free?
Yes. It uses public data only: your website, your Google Business Profile and what ChatGPT, Gemini and Perplexity answer for a few client questions in your city. You get one email with the findings and the one or two things I would look at first. No call needed and no newsletter.
Get the free AI visibility check
For US accounting firms, CPA firms and real estate agents. Leave your email, and I will ask for your firm or brokerage name, city and website, then send the check back by email.
One reply to ask for your details, then the check. No newsletter.
Tim Muenzel
builds and runs the systems himself
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